Branding studio

Briarwick Harbor Brand Studio · Branding studio · Portland, ME

Dario Lachance is the creative director at Briarwick Harbor Brand Studio, a Portland branding studio, and he uses this to carry each new business from its first message, through the questionnaire, the discovery call and the proposal, to a booked first identity project.

Agencies and creativeIntakeForms3 tables · 5 views · 2 forms · 1 dimension set · 1 digest · 1 checklist · 1 notification · 1 stage rule set · 1 agent
Use this template

Intake board

Inquiries
New inquiry5
Gannet Hollow Candle WorksAldous Ackroyd-Nwosualdous.ackroyd-nwosu@gannetledgepost.com
Saltbox Alley BakeryBeatrix Bellweatherbeatrix.bellweather@saltboxalleymail.net
Kelp Meadow SkincareCorvin Cranmer-Idowucorvin.cranmer-idowu@coveline-inbox.org
Harbor Fog Tea MerchantsDelia Dunstable-Parkdelia.dunstable-park@kelpmeadowmessages.com
Spindrift Row Surf ShopEmeric Egerton-Coleemeric.egerton-cole@harborfogmail.net
Questionnaire back5
Coveline BoatworksFionnuala Fairbairn-Oseifionnuala.fairbairn-osei@spindriftrowmail.com
Mooring Lane ApothecaryGodfrey Galloway-Trangodfrey.galloway-tran@gannetledgepost.com
Fiddlehead Cove PicklesHarriet Hepworth-Amaharriet.hepworth-ama@saltboxalleymail.net
Driftwood Ledger BookkeepingIvar Ingleby-Raoivar.ingleby-rao@coveline-inbox.org
Lanternfish PotteryJessamy Jessamine-Cruzjessamy.jessamine-cruz@kelpmeadowmessages.com
Discovery call held5
Tidepool PediatricsKasper Kettering-Obikasper.kettering-obi@harborfogmail.net
Quarry Pond OutfittersLinnet Langley-Mbekilinnet.langley-mbeki@spindriftrowmail.com
Whelk and Willow FloristMagnus Merriweather-Satomagnus.merriweather-sato@gannetledgepost.com
Anchor Cairn DistilleryNell Northrop-Adeyeminell.northrop-adeyemi@saltboxalleymail.net
Pilot Light Coffee CartOrson Oakhurst-Limorson.oakhurst-lim@coveline-inbox.org
Proposal sent5
Sandpiper Hollow InnPetra Pemberley-Diallopetra.pemberley-diallo@kelpmeadowmessages.com
Bramble Wharf GranolaRafe Quillfeather-Boserafe.quillfeather-bose@harborfogmail.net
Ropewalk Cycle RepairSaskia Radcliffe-Ezesaskia.radcliffe-eze@spindriftrowmail.com
Heron Point Physical TherapyThaddeus Stanhope-Morithaddeus.stanhope-mori@gannetledgepost.com
Cormorant Row ChocolatiersUna Thistlewood-Ayalauna.thistlewood-ayala@saltboxalleymail.net
Project booked7
Barnacle Bay Pet CareValerian Upton-Okekevalerian.upton-okeke@coveline-inbox.org
Ledgewood ArchitectsWinifred Vickery-Saitowinifred.vickery-saito@kelpmeadowmessages.com
Fogbank Brewing SupplyXavier Wetherby-Nunezxavier.wetherby-nunez@harborfogmail.net
Marlinspike Print ShopYvette Yardley-Abiolayvette.yardley-abiola@spindriftrowmail.com
Seaglass Kitchen CooperativeZacharias Zouch-Ferreirazacharias.zouch-ferreira@gannetledgepost.com
2 more
Not a fit3
Clamshell Alley DeliCosmo Chadwick-Rioscosmo.chadwick-rios@kelpmeadowmessages.com
Windward Row TailorsDilys Denholm-Achebedilys.denholm-achebe@harborfogmail.net
Lobsterpot Lane CandyEverard Ellsworth-Kwoneverard.ellsworth-kwon@spindriftrowmail.com

Tables

Inquiries

30 sample rows · 19 columns

Every business that has asked the studio for work, from the first message to a booked first project.

BusinessContactEmailPhoneScopeBudgetWanted by
Gannet Hollow Candle WorksAldous Ackroyd-Nwosualdous.ackroyd-nwosu@gannetledgepost.com(207) 555-0100Logo and identity$5k to $10kWithin a month
Saltbox Alley BakeryBeatrix Bellweatherbeatrix.bellweather@saltboxalleymail.net(207) 555-0101Logo and identity$5k to $10kOne to three months
Kelp Meadow SkincareCorvin Cranmer-Idowucorvin.cranmer-idowu@coveline-inbox.org(207) 555-0102Logo and identity$5k to $10kFlexible
Harbor Fog Tea MerchantsDelia Dunstable-Parkdelia.dunstable-park@kelpmeadowmessages.com(207) 555-0103Logo and identity$5k to $10kWithin a month
Spindrift Row Surf ShopEmeric Egerton-Coleemeric.egerton-cole@harborfogmail.net(207) 555-0104Logo and identity$5k to $10kOne to three months
Coveline BoatworksFionnuala Fairbairn-Oseifionnuala.fairbairn-osei@spindriftrowmail.com(207) 555-0105RebrandOver $20kFlexible
Mooring Lane ApothecaryGodfrey Galloway-Trangodfrey.galloway-tran@gannetledgepost.com(207) 555-0106RebrandOver $20kWithin a month
Fiddlehead Cove PicklesHarriet Hepworth-Amaharriet.hepworth-ama@saltboxalleymail.net(207) 555-0107RebrandOver $20kOne to three months
Driftwood Ledger BookkeepingIvar Ingleby-Raoivar.ingleby-rao@coveline-inbox.org(207) 555-0108RebrandOver $20kFlexible
Lanternfish PotteryJessamy Jessamine-Cruzjessamy.jessamine-cruz@kelpmeadowmessages.com(207) 555-0109RebrandOver $20kWithin a month
Tidepool PediatricsKasper Kettering-Obikasper.kettering-obi@harborfogmail.net(207) 555-0110Packaging design$5k to $10kOne to three months
Quarry Pond OutfittersLinnet Langley-Mbekilinnet.langley-mbeki@spindriftrowmail.com(207) 555-0111Packaging design$5k to $10kFlexible

18 more rows

First projects

7 sample rows · 8 columns

The first identity project each booked client starts, with its kickoff, first review and deposit.

ProjectClientProject statusDepositKickoffFirst reviewLead designer
Bellbuoy logo and identityBellbuoy YogaApproved$1,650Aug 30, 2026Sep 23, 2026Tobiah Calderwood-Ng
Tern logo and identityTern Island HoneyFirst round sent$2,100Sep 16, 2026Sep 28, 2026Tobiah Calderwood-Ng
Seaglass logo and identitySeaglass Kitchen CooperativeFirst round sent$1,550Sep 17, 2026Sep 29, 2026Anneke Doucet-Bright
Marlinspike logo and identityMarlinspike Print ShopIn progress$1,850Sep 29, 2026Oct 13, 2026Tobiah Calderwood-Ng
Fogbank logo and identityFogbank Brewing SupplyIn progress$2,700Sep 30, 2026Oct 14, 2026Tobiah Calderwood-Ng
Barnacle logo and identityBarnacle Bay Pet CareKickoff booked$2,300Oct 8, 2026Oct 22, 2026Tobiah Calderwood-Ng
Ledgewood logo and identityLedgewood ArchitectsKickoff booked$1,500Oct 13, 2026Oct 27, 2026Anneke Doucet-Bright

Also included

  • Intake boardStage rules
  • New client setupChecklist
  • Proposals waiting on an answerDigest
  • New inquiryNotificationTells the account lead the moment a new business reaches the studio.