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Tool: Rebranding Checklist

HOW TO USE THIS TOOL:
.......................................................................................................................

You’re ever-so-close to picking your new name and/or logo. It’s all very exciting.
But how, exactly, do you go about systematically unveiling your spiffy new logo to
the great, big, wide world?!
This checklist walks you through all the tasks that need to get done in order for
you to complete your rebranding process.
Every single item may not be relevant for you. For instance, you may not have
parking passes or signage or need to buy a new url. Focus on the tasks that make
sense for your organization and don’t worry about the rest. Tweak, trim, add, cut,
and change to fit your needs!
Rebranding Checklist
Item

Business Cards
Voicemail messages
Job descriptions/job posting templates
Parking permit template
Update business license
Update internal manuals (HR, etc.)
Notify Vendors, suppliers, contractors
Notify City
PowerPoint Presentation Template
Purchase URL
Update signage (exterior/interior)

Logo wear/goods (t-shirts, totes, pens, etc.)
Finance
Change name with IRS via 990
Change name with Sec of State
Mailing
Return address labels
Business envelopes
Donation envelopes
Thank you cards and envelopes

Notes
...................................................................................................................................

One-pager/FAQs

Status
...................................................................................................................................

Email signature

Owner
...................................................................................................................................

Electronic letterhead template

...................................................................................................................................

General/Operations
Letterhead

Priority
.........................................................................................................................................................

.........................................................................................................................................................

.........................................................................................................................................................

Volunteer/donor e-news templates
Marketing/Development
Develop identity/design

Update Website Design

Update Website Content

Notify journals/blogs linking to us New

donor materials

Integrate with new funding proposals

Notify funders and donors

Create Message Platform

Training in new messaging

Display board materials Brochures

Grant file checklist

Websites that connect to us
Facebook

Twitter

YouTube

Paypal

Idealist

Pinterest

Linkedin Company page Linkedin

Employee pages

Other

.........................................................................................................................................................

communications
Client e-news templates

Notes
Status
Owner
Priority
Item
We hope you found this toolkit useful!
Here are two other tools to help you market your mission:

Pitchfalls: why bad pitches happen to good people
1, 2, 3 Marketing Tree
Thanks for making the world a better place,
The Claxon Team
.......................................................................................................................

www.claxonmarketing.com

|

info@claxonmarketing.com

|

347.766.6485

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Rebranding Checklist

  • 1. Tool: Rebranding Checklist HOW TO USE THIS TOOL: ....................................................................................................................... You’re ever-so-close to picking your new name and/or logo. It’s all very exciting. But how, exactly, do you go about systematically unveiling your spiffy new logo to the great, big, wide world?! This checklist walks you through all the tasks that need to get done in order for you to complete your rebranding process. Every single item may not be relevant for you. For instance, you may not have parking passes or signage or need to buy a new url. Focus on the tasks that make sense for your organization and don’t worry about the rest. Tweak, trim, add, cut, and change to fit your needs!
  • 2. Rebranding Checklist Item Business Cards Voicemail messages Job descriptions/job posting templates Parking permit template Update business license Update internal manuals (HR, etc.) Notify Vendors, suppliers, contractors Notify City PowerPoint Presentation Template Purchase URL Update signage (exterior/interior) Logo wear/goods (t-shirts, totes, pens, etc.) Finance Change name with IRS via 990 Change name with Sec of State Mailing Return address labels Business envelopes Donation envelopes Thank you cards and envelopes Notes ................................................................................................................................... One-pager/FAQs Status ................................................................................................................................... Email signature Owner ................................................................................................................................... Electronic letterhead template ................................................................................................................................... General/Operations Letterhead Priority
  • 3. ......................................................................................................................................................... ......................................................................................................................................................... ......................................................................................................................................................... Volunteer/donor e-news templates Marketing/Development Develop identity/design Update Website Design Update Website Content Notify journals/blogs linking to us New donor materials Integrate with new funding proposals Notify funders and donors Create Message Platform Training in new messaging Display board materials Brochures Grant file checklist Websites that connect to us Facebook Twitter YouTube Paypal Idealist Pinterest Linkedin Company page Linkedin Employee pages Other ......................................................................................................................................................... communications Client e-news templates Notes Status Owner Priority Item
  • 4. We hope you found this toolkit useful! Here are two other tools to help you market your mission: Pitchfalls: why bad pitches happen to good people 1, 2, 3 Marketing Tree Thanks for making the world a better place, The Claxon Team ....................................................................................................................... www.claxonmarketing.com | info@claxonmarketing.com | 347.766.6485