What to Prepare Before a First Consultation

March 12, 2025 Adriana Romero Rivera

A first consultation works best when both sides arrive with something concrete. For a small brand or a craft studio, that usually means a few reference images, a short list of what feels wrong with the current identity, and a rough idea of where the work will be used. You do not need a finished brief or a polished moodboard. The point is to give the designer enough material to ask useful questions.

Start with the physical side of the project. If you make ceramics, bring a few pieces or clear photographs taken in daylight. If you sell packaged goods, keep one empty box or label. These objects carry more information than any verbal description: the weight of the paper, the glaze colour, the way the logo sits on the surface. A designer can read material choices quickly and turn them into typography and palette decisions.

Next, think about the audience you actually serve. Not the audience you wish you had. Write down three or four regular customers and what they say when they recommend you. Their words are the raw material for tone of voice and for the visual cues that will feel familiar to the people who already buy from you. If you cannot name those customers, say so. That is a useful finding in itself.

Finally, decide what success looks like in the next six months. Is it a new product line that needs labels? A website that finally matches the quality of the work? A social feed that stops feeling random? The answer shapes the scope of the project and helps the designer propose a format that fits the actual workload, not an idealised version of it.

Bringing these three things to the first call does not guarantee a perfect project. It does guarantee that the conversation starts from your real situation instead of from assumptions. That saves time, reduces revisions later, and makes the whole process feel less abstract.

Cookie settings We use cookies to keep the site reliable, remember basic choices, and understand which pages are useful. You can accept, reject, or review the settings before continuing.