March 12, 2025 Diego Ortega Gonzalez

What to Prepare Before a First Consultation

A thirty-minute call goes further when you bring the right material. Here is what actually helps me understand a project before we start.

Most first consultations follow the same rhythm: a client describes their business, shows a few examples they like, and hopes the designer will "make it look good." That works, but it leaves a lot of useful information on the table. The more specific you can be about your constraints, the more useful the conversation becomes.

Start with the practical side. What are you selling, and to whom? A local bakery and a cultural association have different audiences, different budgets, and different ways of reaching people. If you can name your main customer and where you usually meet them, I can already picture the kind of visual language that will fit.

Next, gather what you already have. Your current logo, old flyers, screenshots of competitors, even a napkin sketch of an idea. None of it needs to be polished. The point is to show me what exists so we can decide what to keep, what to rework, and what to retire. A client who brings three examples of work they admire saves us a full round of back-and-forth.

Think about the deliverables you actually need. A full brand identity is not the same as a single event poster. If you only need a series of three posters for an upcoming festival, say so. If you are opening a shop and need signage, packaging, and a menu, that changes the scope. Being honest about the size of the project helps me give you a realistic timeline and a clear next step.

Finally, bring your deadlines and your budget range. I am not asking for a precise number, but a rough sense of what you can invest tells me which options are worth discussing. A project with a tight deadline and a modest budget will not be handled the same way as a longer collaboration. Knowing this early keeps the conversation practical.

If you are unsure what to bring, that is fine. The consultation is also there to help you figure that out. But if you prepare the points above, we can spend less time on basics and more time on the decisions that actually shape your visual identity. For a closer look at how different service formats compare, see this post on choosing a format, or book a call when you are ready.

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