Brand Survey

Rebranding Discovery & Planning Checklist

This checklist helps identify the items that may need to be updated during a rebrand. Your selections will help Genex Marketing understand the scope of work, identify launch-critical items, and plan a practical rollout sequence.

Client Information

Please tell us who is completing this rebrand planning checklist.
Primary Contact Name(Required)
Briefly describe what is changing.
Target Rebrand Launch Timing
This helps us understand how quickly priority items need to be planned.

Current Brand Review

Select anything you currently have that may need to be reviewed before the rebrand begins.
Current Brand Review items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Current Brand Review priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Physical Brand Presence

Select physical items that currently show your brand and may need to be updated, replaced, or phased out.
Physical Brand Presence items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Physical Brand Presence priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Digital & Online Presence

Select online and digital items where customers may currently see or interact with your brand.
Digital & Online Presence items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Digital & Online Presence priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Website Enhancements

Select any website planning items that should be considered as part of the rebrand rather than simply swapping colours and logos.
Website Enhancements items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Website Enhancements priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Customer Communication

Select the communication items that may be needed so customers understand the change and are not confused by the new brand.
Customer Communication items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Customer Communication priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Marketing, Sales & Campaign Materials

Select sales and marketing materials that may need updated design, messaging, or templates.
Marketing, Sales & Campaign Materials items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Marketing, Sales & Campaign Materials priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Internal Communication & Team Training

Select internal items that may need to be updated so your team uses the new brand consistently.
Internal Communication & Team Training items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Internal Communication & Team Training priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Operational, Administrative & Legal

Select operational or compliance-related items that may require planning, approvals, or formal updates.
Operational, Administrative & Legal items to consider
Check every item that currently exists or may need to be updated. If you are unsure, check it and we can review it together.
Operational, Administrative & Legal priority
Select how important this area is for your initial rebrand launch.
Add details such as vendors, quantities, locations, deadlines, files, or concerns.

Assets & Access

Please share any information that will help us prepare the next steps.
Where are your current logos, brand files, templates, photos, or marketing files stored?
List vendors who may need to be involved, such as printers, sign companies, vehicle wrap providers, apparel suppliers, IT providers, or legal contacts.
List any launch dates, events, sponsorship deadlines, print deadlines, or other dates that may affect the rollout.
Anything else we should know before reviewing this checklist with you?
Review Confirmation(Required)

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