PROJECT GUIDELINES

Last Updated: August 26, 2026

These Project Guidelines work alongside The Branding Shop Co. Terms of Service, Client Services Agreement, Refund Policy, and Cancellation & Rescheduling Policy.

They are designed to help every project move smoothly, efficiently, and with clear expectations from beginning to completion.

By participating in an active project with The Branding Shop Co., you agree to follow the guidelines below.

1. PROJECT COMMUNICATION

Official project communication should remain within approved business channels.

Depending on your project, this may include:

  • the Client Portal

  • email

  • business SMS

  • scheduled video or phone calls

  • approved project forms

Personal social media accounts and personal phone numbers are not official project communication channels.

Please keep project-related communication within the designated systems so important information, approvals, and decisions are easy to track.

2. CLIENT PORTAL

Your Client Portal serves as the primary home for your active project when applicable.

You may use the portal to view or access:

  • project information

  • invoices

  • payment details

  • documents

  • forms

  • shared files

  • assigned Client tasks

  • approvals

  • scheduling information

  • important project updates

You are responsible for regularly reviewing the portal and completing requested actions by the communicated deadlines.

3. RESPONSE TIMES

Timely Client participation is essential to keeping your project moving.

Unless another deadline is provided, please respond to required project communication within five (5) business days.

This may include:

  • approvals

  • feedback

  • questionnaires

  • asset requests

  • account access requests

  • scheduling requests

  • project decisions

  • assigned Client tasks

If you know you will be unavailable, please communicate that as early as possible.

Extended inactivity may result in a project hold or archive under the Cancellation & Rescheduling Policy.

4. FEEDBACK

Feedback should be:

  • clear

  • specific

  • consolidated

  • submitted through the requested communication channel

Whenever possible, collect all feedback from your team before sending it to The Branding Shop Co.

Multiple rounds of conflicting or piecemeal feedback can slow production and may create unnecessary revisions.

Feedback should focus on the approved project objective and scope.

5. APPROVALS

Projects may include approval points before work moves into the next phase.

When you approve a:

  • strategy

  • direction

  • design

  • layout

  • campaign

  • concept

  • deliverable

  • project stage

The Branding Shop Co. may proceed based on that approval.

If you later request significant changes to something that has already been approved, those changes may fall outside the original revision allowance or scope.

6. REVISIONS

Revision allowances depend on your approved service and project scope.

Revisions are intended to refine an established direction.

Examples may include:

  • adjusting copy

  • minor layout changes

  • changing approved imagery

  • refining visual details

  • correcting factual information

  • adjusting an existing concept

Revisions do not include completely restarting an approved direction or introducing a new project objective.

Requests that substantially change the original scope may require additional fees or a new service.

7. ASSETS AND CONTENT

Clients are responsible for supplying requested materials by the communicated deadlines.

Depending on the project, this may include:

  • logos

  • fonts

  • brand guidelines

  • photography

  • videos

  • product information

  • pricing

  • policies

  • copy

  • testimonials

  • account credentials

  • platform access

  • legal or regulatory information

Materials should be complete, accurate, and ready for use.

Missing or incomplete assets may delay the project.

8. CLIENT-PROVIDED INFORMATION

You are responsible for ensuring that information you provide is accurate and legally appropriate for use.

The Branding Shop Co. does not independently verify every:

  • price

  • product claim

  • ingredient claim

  • service claim

  • business statement

  • legal disclosure

  • statistic

  • testimonial

  • trademark

  • copyright

  • policy statement

Clients are responsible for reviewing final materials for factual and legal accuracy before publication or launch.

9. ACCOUNT AND PLATFORM ACCESS

When platform access is required, please provide the appropriate level of permission needed to complete the approved work.

Whenever possible, use official collaborator, staff, partner, or delegated-access features instead of sharing personal passwords.

You are responsible for:

  • maintaining account ownership

  • maintaining active subscriptions

  • keeping payment information current

  • protecting credentials

  • removing unnecessary access after project completion

Delays caused by unavailable access may affect project timelines.

10. MEETINGS

Not every project requires frequent meetings.

The Branding Shop Co. uses meetings intentionally and may rely on asynchronous communication when a meeting is unnecessary.

Required meetings may include:

  • scope review

  • kickoff

  • strategy sessions

  • milestone reviews

  • final walkthroughs

Please arrive prepared and on time.

Meeting rescheduling and missed meetings are governed by the Cancellation & Rescheduling Policy.

11. BUSINESS HOURS

Project communication is handled during The Branding Shop Co.’s established business hours.

Messages received outside business hours will be addressed during the next available business period.

Sending multiple messages through different channels does not accelerate response time.

For urgent matters, use the communication method designated for your project.

12. PROJECT TIMELINES

Project timelines are based on:

  • the approved scope

  • Client responsiveness

  • timely approvals

  • timely asset delivery

  • platform availability

  • scheduled production capacity

Timelines may shift when these conditions change.

Client-caused delays automatically extend the project timeline.

13. SCOPE BOUNDARIES

The approved project scope defines what is included.

Requests such as:

  • additional pages

  • additional products

  • new campaigns

  • new integrations

  • additional platforms

  • new automations

  • additional strategy

  • new creative directions

  • ongoing maintenance

  • additional deliverables

may require additional pricing.

If a request falls outside the approved scope, The Branding Shop Co. will let you know before completing the additional work.

14. ADDITIONAL REQUESTS

We understand that new ideas often come up during a project.

You are welcome to ask about additional support.

When a request falls outside your current project, we may:

  • add it through an approved scope change

  • recommend another service

  • provide separate pricing

  • schedule it as a future project

Additional work is not automatically included because it relates to the same business.

15. THIRD-PARTY TOOLS

Your project may involve third-party tools such as:

  • website platforms

  • email marketing platforms

  • SMS platforms

  • ecommerce systems

  • payment processors

  • project management systems

  • scheduling tools

  • applications

  • plugins

  • integrations

The Branding Shop Co. does not control third-party platform availability, pricing, policies, outages, or feature changes.

If a third-party limitation affects the original plan, we may recommend an alternative solution.

16. CLIENT DELAYS

If you are unable to complete a required task or provide something on time, communicate with us as early as possible.

We would rather adjust expectations proactively than repeatedly chase missing information.

If required Client participation is missing for an extended period, your project may be placed on hold or archived.

The Branding Shop Co. is not responsible for continuously following up indefinitely.

17. PROJECT HOLDS

Projects may be placed on hold for reasons including:

  • missing assets

  • missing approvals

  • lack of communication

  • overdue payments

  • unavailable account access

  • repeated missed meetings

  • incomplete Client tasks

  • unresolved project decisions

When a project is placed on hold, production stops and the original timeline is no longer guaranteed.

18. PROJECT REACTIVATION

Projects archived because of Client inactivity do not automatically return to active production when the Client becomes available again.

Reactivation may require:

  • updated availability review

  • completion of outstanding Client tasks

  • payment of outstanding balances

  • a revised timeline

  • updated scope

  • updated pricing

  • a reactivation fee

Your original production position is not guaranteed.

19. PAYMENTS

Payments are managed through the approved billing system associated with your project.

Please review:

  • invoices

  • due dates

  • payment schedules

  • saved payment authorization

  • outstanding balances

A failed or overdue payment may result in an immediate project hold.

Payment responsibilities remain governed by your Client Services Agreement and approved payment schedule.

20. CLIENT TASKS

Some projects require Client participation through assigned tasks.

Examples include:

  • uploading assets

  • answering questionnaires

  • reviewing copy

  • approving designs

  • providing product information

  • granting access

  • selecting options

Please complete assigned tasks by the requested date.

Your project may not move forward until required tasks are complete.

21. PROJECT STATUS

Project status information provided through the Client Portal is intended to help you understand where the project currently stands.

Statuses may include stages such as:

  • onboarding

  • waiting on Client

  • in progress

  • review

  • revision

  • implementation

  • final review

  • completed

  • on hold

A status does not necessarily represent every internal production task being performed by The Branding Shop Co.

22. INTERNAL WORKFLOWS

Clients may see Client-facing project milestones, but The Branding Shop Co.’s internal:

  • task lists

  • workflows

  • production schedules

  • automation systems

  • operating procedures

  • internal notes

remain internal Company systems.

We will provide the information you need to participate effectively without requiring visibility into every internal operational task.

23. DELIVERY

Final deliverables are provided according to the approved scope.

Delivery may occur through:

  • the Client Portal

  • shared folders

  • email

  • website or platform implementation

  • another approved digital delivery method

Clients are responsible for downloading and securely storing applicable final files.

24. FINAL REVIEW

When the project reaches final review, please carefully review all applicable deliverables.

Check:

  • spelling

  • pricing

  • product information

  • links

  • contact information

  • dates

  • legal information

  • brand details

  • visual content

  • factual accuracy

Once final approval is provided, additional changes may require additional fees depending on the request.

25. PROJECT COMPLETION

A project may be considered complete when the deliverables included in the approved scope have been delivered or implemented.

Project completion does not require indefinite Client acknowledgment.

If final work has been delivered and The Branding Shop Co. has made reasonable attempts to obtain any remaining Client response, the project may be closed according to the Cancellation & Rescheduling Policy.

26. POST-PROJECT SUPPORT

Unless specifically included in your approved scope, ongoing maintenance, management, updates, technical support, marketing execution, or continued consulting are not automatically included after project completion.

If you need additional support after completion, a new service or project may be recommended.

27. PROFESSIONAL CONDUCT

We are committed to maintaining a respectful and productive working environment.

Clients are expected to communicate professionally and respectfully with The Branding Shop Co. and any individuals supporting their project.

Harassment, threats, abusive communication, discrimination, or repeated boundary violations may result in project suspension or termination.

28. CONFIDENTIALITY

Please avoid sharing confidential project information, account access, sensitive business materials, or Client Portal credentials with unauthorized individuals.

The Branding Shop Co. will also use reasonable care when handling non-public information associated with your project.

29. QUESTIONS AND CLARIFICATION

If you do not understand a project requirement, deliverable, deadline, invoice, or assigned task, please ask before the relevant deadline.

Questions are welcome.

Clear communication early in the process helps prevent unnecessary delays and misunderstandings later.

30. ACCEPTANCE

By participating in an active project with The Branding Shop Co., you acknowledge that successful completion depends on collaboration between both parties.

You agree to:

  • communicate through approved channels

  • provide timely feedback and approvals

  • complete required Client tasks

  • provide accurate information and materials

  • maintain required platform access

  • meet applicable payment obligations

  • respect project scope and communication boundaries

  • notify The Branding Shop Co. when circumstances may affect your participation

These Project Guidelines are incorporated into and work alongside the applicable Terms of Service, Client Services Agreement, Refund Policy, and Cancellation & Rescheduling Policy.