Ultimate brand checklist
So your c-suite has announced an acquisition. Where do you start?
Often there is an excitement over a new acquisition but the work has just started. How do you begin to identify all the acquired customer touchpoints that need to be updated or changed? How do you plan a transition timeline so it is least disruptive to the business? Who do you need to communicate with about the changes and when?
Be clear, be confident and don’t overthink it. The beauty of your brand transition story is that it’s going to continue to evolve and your plan can evolve with it. Your goal should be to begin to inventory what people and processes are affected by the change and start to build your transition team. Checkout our helpful checklist below. If this feels overwhelming, set up a free consult.
Common Brand Integration Checklist
Information Architecture
Product naming
Product messaging
Interactive walkthrough
Product UX design system plan
Product systems plan
Mobile application integration
URL ownership, strategy and navigation
Product testing
Log In strategy / navigation
Product launch
Website
Design Sign off
Template & component development
Sales demos
Content migration
Search
Multi tenant setup
Leadership demo
Full system review
UAT / UAT Signoff
Production Migration
Site testing, staging and launch
SEO / Paid ads migration
Third party site rebrands / migrations
Finance, Legal, HR, etc.
Finance tasks
Real estate tasks
Building signage
Employee title rationalization
Employee contracts
IT system names
Sales enablement system changes (CRM, Ticketing, etc.)
Department names
Email automation integration
Trademark inventory & review
Contract changes
Privacy policy changes
Terms of agreement changes
Draft customer and employee comms
Leadership review of comms plans
Inventory of brand assets requiring update
Marketing asset updates
Events tasks
Sales Enablement tasks (TBD)
PR tasks
Social media tasks
Brand guidelines updated
Brand portal / pages updated
Brand messaging / playbooks
Employee portals
Employee comms tools (Slack, etc.)
Employee training
Employee events (Winner’s circle, etc.)
Internal communications (newsletters, digital signage, email templates)
Sales playbooks
KPI dashboards
Customer success playbooks
Partner playbooks
Departmental onboarding / offboarding
Prospect email integration
Event email integration
Mobile application integration naming and strategy
Employee personal branding
Sales and Service
Customer service phone numbers and voice mails
Customer service automation routing scripts
Customer service scripts
Email addresses
Investor decks
Sales scripts / messaging
Sales decks
Interactive demos / assets
Sales training & libraries
Salesforce / Price lists
Integrated Product Launch