( THE DESIGNER’S TOOLKIT )

UNLOCK AN EASIER BETTER WAY TO SERVE YOUR CLIENTS

Designer, you don’t have to struggle to provide your clients with a transformative, high-touch experience

TOOLKIT WALKTHROUGH

Take a look for yourself

LET ME GUESS…

You’re an ambitious designer with a lot to offer your clients, but you run out of steam somewhere between custom-designing each and every project proposal and winging each brand strategy session.

KATIE PROCTOR, CEO + FOUNDER, RARE FORM

I’ve been where you are, and I know how difficult it is to spend years struggling to figure out how to position yourself as an expert, get your clients to trust your process and expertise, and feel confident that your client process is organised, consistent, and helpful. That’s why I’m giving you direct access to the resources that make Rare Form so successful, effectively letting you skip years of guesswork and get straight to doing what you love, serving the clients that you love

The Designer’s Toolkit is every single resource, template, and portal that we use to book, onboard, and support our clients.

It’s like buying a high-touch backend business process. We’ve worked through all the details and done all of the trial and error so that YOU can reap the benefits.

These templates are for you, the ambitious designer ready to elevate your design process so that you can better serve your dream clients, lead with value, and finally increase your prices!

These templates are the compilation of many hard-earned lessons over the last three years of growing our branding agency, and we’re giving you full access to them (with a discount, no less!)


Be honest, do you ever wish you could

( ONE )

Focus only on design without worrying about endless revisions and client feedback

( TWO )

Have a clear roadmap for a successful client project, from brand strategy to offboarding (and every little detail in between)

( THREE )

Present concepts that feel clearly aligned with your client’s goals, and elicit an immediate “yes!” from them

...ALL WITHOUT DISRUPTING THE FLOW OF YOUR DESIGN BUSINESS?

THE DESIGNERS TOOLKIT

The Designer’s Toolkit is your key to forgoing the trial and error of building a high-touch client process and skipping straight to building an experience that your clients will rave about.

A £253 value, all yours for just £170.

Project Proposal

£42 value

After a client enquires and joins us for a conversation about their goals and hopes for their project, we send this exact proposal introducing our studio, our team, and three bespoke package options for their project. This proposal also includes process, payment plans, and more. If our high-ticket clients love it, so will yours.

Brand Style Guide

£42 VALUE

Once all concepts are approved, we use this Brand Style Guide to show the client how to use their branding across platforms, regardless of application. These are the guidelines they’ll walk away with, along with the final exported files so they always have an easy reference for every element that goes into their intentionally-crafted brand universe.

Brand Presentation

£42 VALUE

This is where all of your thoughts and designs come together so that your client can visualise their branding in a clear and understandable format. This template includes space to share logos, colours, typography, photography direction, and a ready-made way to add your hex codes, visual inspiration, logo styles, and even the strategy behind your design choices.

Visual Direction Template

£42 VALUE

Nope, not just a moodboard. Visual direction gives your clients an overview look at how you’re applying their brand strategy to their visual design to create a brand universe that reflects their mission, vision, and audience. While some studios present mood boards, we prefer something a bit more in-depth, thoughtful, strategic, and white glove.

Brand Strategy Guide

£60 VALUE

Brand strategy is what makes Rare Form clients so successful, and this guide is how we present the information gleaned in a strategy session to our clients in a way that makes sense. Not only does this template provide guidelines for developing your own process, but it’s also the first exclusive look into the signature strategy process that we use to build cult lifestyle, wellness, and beauty brands.

Notion Client Portal

£25 VALUE

Rare Form was the first branding agency to build our custom client portals in Notion, and while everyone else is just jumping on the trend we’ve already perfected the process. This portal guides clients seamlessly through the project and houses all invoices, contracts, payment info, project scope, files, feedback, and more.

The Designer’s Toolkit

ONE PAYMENT OF £170

(Psst... that’s £83 off!)

→ Project proposal
→ Notion client portal
→ Brand strategy
→ Visual direction
→ Brand presentation
→ Brand style guide

Questions? We got you

IF I BOUGHT A TEMPLATE FROM THE SHOP RECENTLY, DO I GET A DISCOUNT?

You already are! Instead of charging full price for our templates, we’ve passed on a savings of £83 so you can purchase the template bundle and collect them all. Plus, we’ve updated the aesthetics and added new sections to several of these templates so they’re better than ever!

ARE THE IMAGES AND FONTS INCLUDED WITH THESE TEMPLATES?

All of the templates include placeholder fonts which you can download from Adobe Fonts with your free Adobe subscription. All images used on this page are for demonstration purposes only and not intended for use.

REMIND ME AGAIN, WHAT’S INCLUDED IN THE DESIGNER’S TOOLKIT?

You’re receiving the project proposal, advanced Notion client portal, brand strategy, visual direction, brand presentation, and brand style guide templates!

WHAT PROGRAMMES DO I NEED TO ACCESS THE FILES?

All of the template files are accessible and editable in Adobe InDesign, except the Notion Client Portal, which requires a Notion account (which you can set up for free). Please make note of this before purchasing!

DO YOU OFFER REFUNDS?

Due to the digital nature of these templates, all sales are final and no refunds will be given in any circumstance.

HOW DO I CONTACT YOU FOR SUPPORT WITH MY PURCHASE?

You can email katie@rareformstudio.co.uk with any questions or comments and our team will get back to you!

It’s time to take the guesswork out of client work

The Rare Form Newsletter