Logo Review Call Checklist

    Greeting Jump to Section

  • Introduce yourself and the department
  • Set expectations for the time of the call
  • MUST READ: State call recording disclaimer
  • MUST READ: Validate account
  • Set agenda for the call
  • Reviewing Changes Jump to Section

    Determine if customer has had a chance to review logo:

    Minor Revisions Jump to Section

  • Verify preferred logo option
  • Get clear instructions from customer for revisions
  • Dissatisfaction Jump to Section

    If customer hasn’t had a chance to review logo:

    No Revisions Yet Jump to Section

  • Screenshare logo options, review preferred logo
  • Discussed file types if asked
  • Continue to call close
  • Wrap Up Jump to Section

    If revisions needed -
  • Notate clear feedback from the customer
  • Tell them to look out for email with revised logo
  • Set timeline expectations and close call
  • If no revisions needed -
  • Thank the customer and give a friendly goodbye!

Logo Review Call Guide

Greeting

Hi, this is [your name] from GoDaddy Website Design Services. Is [customer name] available? [PAUSE for response] How are you today?

I’m calling for us to review your logos together. It shouldn’t take more than 15 minutes. [PAUSE for response]

And you’re near a computer, right? You’ll need it in a few minutes.

By the way, before we get into things, I want to let you know that this call will be recorded and retained for quality and training purposes.

Ok, in order for me to open up your account, I’ll just need your PIN. [PAUSE for response]

Reviewing Changes

Customer sent minor revisions via email

So, I saw that you had a chance to review your logo and send in your revisions.

That’s great — it’ll save us some time today. So let’s go through those now.

Verify which of the 3 logo Options the customer most prefers, and any revision requests on that One Logo.
Make sure you have answers to anything that wasn’t clear in their email before moving on.

Customer Sent Revisions + Expressed Overall Dissatisfaction via email

I’m sorry to hear we weren’t on the same page there, but we can look at these options as a draft and work on fine tuning one option now.

[If customer has specific edits, either in the email or that they’ve expressed verbally]

Let’s take a look at your edits and discuss where we can make changes.

[If YES]

Ok, great, so we’re going to screenshare again so that you can see my screen while we walk through these edits.

Go through steps to connect to Zoom. Review edits.

[If customer has overall edits]

Discuss feedback with the customer.
  • There is a possibility that from here, a customer will have overall feedback applicable to the whole Logo (Maybe the customer thought they wanted a soothing logo for their spa full of greens and blues, but after seeing options they realize they want an energetic logo with fire colors and exclamation points). Try to make that distinction and offer them the appropriate feedback option.
  • It’s important here to get to the root of the problem instead of just glossing over individual edits. If a customer indicates that something is off or not right, coach them to give you clear examples so you can guide them and update appropriately.

Customer Hasn’t Sent Revisions In Advance

Have you had a chance to take a look at your logo Options yet? Which one do you like Best? [PAUSE for response]

[If customer has looked at the email, but has no changes]

No changes? [PAUSE for response]

That’s great! These files can be used for websites, digital content, printing and graphics.

[If the customer wants specific files types, they are PNG (transparent background), JPEG (colored background), PDF, and EPS (for printed content)]

GO TO CALL CLOSE


[If customer hasn’t had a chance to look at the logo yet OR they have but haven’t sent in edits]

No worries, we can take a look together and I’ll make note of your feedback for our design team. Which option did you choose of the 3 we sent?

Go through steps to connect to Zoom. Review Preferred Logo.

Wrap Up

[If customer has extensive revisions and/or is unhappy with Logo, set expectations that we’ll do one round of revisions and then send them the final logo file:]


IF REVISIONS NEEDED - 

Great, so I’m going to send your changes to our design team, and it should take them 3 business days to update everything. Would you like to schedule a quick 15 minute call to review these updates?

[If YES - schedule Final Assets Call then move to close]

Ok, unless there’s anything else you wanted to talk about today, that does it! [PAUSE for response]

It’s been a pleasure working with you, [customer name] — your logo looks (Is going to look) great! Take care!

[If NO - read the following and move to close]

Keep an eye on your email because once we’re done, we’ll send you your revised logo! If everything looks good, please let me know via email and we will send you your final files ready to use! Sound good?

[PAUSE for response]

Ok, unless there’s anything else you wanted to talk about today, that does it! [PAUSE for response]

It’s been a pleasure working with you, [customer name] — your logo looks (Is going to look) great! Take care!


IF NO REVISIONS NEEDED - 

Ok, unless there’s anything else you wanted to talk about today, that does it! [PAUSE for response]

It’s been a pleasure working with you, [customer name] — your logo looks (Is going to look) great! Take care