BS
Brightside Studio
To Priya N.
Reminder
One thing left: homepage copy
7 of 8 in
Hi Priya, the homepage copy is the last thing we need to start design. Same link as before.
Add the homepage copyapp.collevo.io/r/priya
Brand assets and approvalswithout the 40-message thread.
Send new clients one onboarding link. Logos, guidelines, copy, and sign-offs come back checked and filed by client.
Kickoff in.Not kickoff delayed.
Same new client, same 8 things to collect. One way runs through an email thread. The other runs through one link, and the first meeting starts with everything in hand.
Over email
Waiting three weeks for a logo file.
Assets buried in a 40-message email thread.
A launch date that slips because content is late.
Kickoff, delayed.
With one Collevo link
One link goes out
New client onboarding goes to Priya. No account to make, just a one-time code.
Brand files arrive
Logos, guidelines, and photos, uploaded from a phone or a computer.
A small JPG is caught
“This logo is a small JPG. Do you have the original SVG or a larger PNG?”
A reminder for the homepage copy
Only one thing is left, so the reminder asks for that and nothing else.
Kickoff.
Accepted files are already in Brightside Studio's Drive or Dropbox, in Priya N.'s folder.
8 asks.What Priya sees.
Tap a slot to see what Priya is asked for and the kind of answer it takes. The new client onboarding checklist comes ready; edit it once and send it to every new client.
app.collevo.io/r/priya
No login
Brightside Studio
New client onboarding for Priya N.
Item 1 of 8File upload
Logo files (SVG or PNG)
Your logo as an SVG, or a PNG at the largest size you have.
Choose a file or take a photoSVGPNG
If a small JPG comes in, Priya sees
This logo is a small JPG. Do you have the original SVG or a larger PNG?
Accepted files go to Brightside Studio's Google Drive or Dropbox, in Priya N.'s folder.
Item 2 of 8File upload
Brand guidelines
Your brand guidelines, or whatever you have on colours, fonts, and logo use.
Choose a file or take a photo
Accepted files go to Brightside Studio's Google Drive or Dropbox, in Priya N.'s folder.
Item 3 of 8Photos
Product photography
Product photos, as large as you have them. Several at once is fine.
Take photos or choose files
Accepted files go to Brightside Studio's Google Drive or Dropbox, in Priya N.'s folder.
Item 4 of 8Text answer
Homepage copy
The words for your homepage. Paste them in as they should read.
Your answer
Answered in the same link. No account, just a one-time code.
Item 5 of 8Uploaded copy
Signed contract
A copy of the contract you signed, as a PDF or a clear photo.
Choose a file or take a photo
Priya uploads a signed copy. E-signatures in Collevo are coming soon.
Accepted files go to Brightside Studio's Google Drive or Dropbox, in Priya N.'s folder.
Item 6 of 8Text answer
Billing contact
Who should receive invoices: a name and an email address.
Your answer
Answered in the same link. No account, just a one-time code.
Item 7 of 8Text answer
Social handles
Your handles on the networks you use, so we can link them.
Your answer
Answered in the same link. No account, just a one-time code.
Item 8 of 8Choice
Sitemap approval
Is the sitemap good to go, or would you like changes?
ApproveAsk for changes
Answered in the same link. No account, just a one-time code.
Example wording for an example request.
One thing left.Asked for by name.
When everything but the homepage copy is in, the reminder asks Priya for that and nothing else, with the same link as before. Once it arrives, the reminders stop.
Before the first meeting,a few questions.
Can clients upload large design files?
Clients can upload files from their phone or computer through the same link, and accepted files go to your storage.
Will Collevo catch low-quality logos?
Yes. Small or low-resolution files get a note asking for the original or a larger version.
Can I collect written answers, not just files?
Yes. Ask for text answers like social handles or billing contacts, and choices like sitemap approval.
Where do assets go?
Into your own Google Drive or Dropbox, in a folder for each client.
Built for other trades, and how it works.
- Contractors and remodelersEvery photo and permit before the first day on site.
- Insurance agentsRenewal documents in before the quote is due.
- Property managersApplications and move-in photos complete, the first time.
- AccountantsTax season documents without twelve separate emails.
- How it worksSend one link, your client uploads, and every file is checked and filed.
- All featuresNo-login links, upload checks, reminders, and files in your own storage.
Assets in before kickoff.
Logos, guidelines, copy, and sign-offs come back through one onboarding link, not a 40-message thread.
Brightside StudioNew client onboardingPriya N., 4 of 8 in
- Logo files (SVG or PNG)Fix asked
This logo is a small JPG. Do you have the original SVG or a larger PNG?
- Brand guidelinesIn
- Product photographyIn
- Homepage copyIn
- Signed contractIn
- Billing contactOwed
- Social handlesOwed
- Sitemap approvalOwed
Early access
Get early access to Collevo
Join the waitlist, or apply to be a design partner and use Collevo free in exchange for feedback.
Then a few quick questions
- What you do
- What you collect
- How much each month
Want to be a design partner? You can apply on the next step.
Kickoff. Logos, brand files, and approvals.In hand before the first meeting.