How to Rebrand Your Business in the Right Order (And Why Your CRM Comes Last)
Welcome to Le Blog — the go-to resource for service-based business owners who want a client experience that actually works. I’m Chloe, a client experience strategist, and today I’m walking you through something I wish someone had told me earlier: there is a right order to rebrand your business. Follow it, and you won’t have to backtrack, redo things, or pay for the same work twice. Ignore it, and… well, I’ve seen it. It’s not pretty.
The Right Order for Rebranding Your Business
Chances are, you landed here because you’re somewhere in the middle of a rebrand, or you’re about to start one and already feeling the overwhelm. Either way, same. I’ve been there, and I’ve also watched a lot of clients go through it. The ones who struggled most? They did it out of order. The ones who breezed through? They followed these three steps.
Step One: Branding
Branding is the essential first step. During this stage, you determine your colors, logos, fonts, and overall feel of your business. Even more importantly, this is the stage where you take a deep dive into who you are as a business owner and who you want to work with! While you can DIY your brand, I highly recommend working with a brand designer who knows how to ask the right questions and help you lean into what makes you unique.
Step Two: Web Design
Once you’ve established your brand identity and have a cohesive color palette, fonts, and logos, it’s time for web design. This is when all the work you did during branding starts to pay off. Your website is your digital storefront, where potential clients can get to know you, see what you offer, and ultimately inquire to work with you. The goal is to have a strategic, optimized website that authentically represents who you are, what you do, and who you do it for.
Side note: Copywriting—all the words on your website—is often the most overlooked part of this process. If you’re a strong writer, you can absolutely do it yourself. But if putting yourself into words isn’t your thing, it’s worth hiring a copywriter. Most web designers actually prefer that copy is finalized before they start designing anyway.
Step Three: CRM
This is where I come in! Your CRM (aka, client relationship manager) is a software that manages invoices, contracts, and client communication so everything is streamlined in one place. Most of my clients use Honeybook or Dubsado (though I highlyyy recommend Dubsado; you can learn why in this blog).
Your CRM comes last in the rebrand process because we want to create a seamless experience for your clients, which means that your forms and proposals are based on your web design. In fact, your forms and proposals are essentially mini website pages. The more they look like your website, the smoother and more intentional the onboarding process feels.
When you rebrand in this order, everything just flows. I mean, just consider the alternatives! If branding isn’t completed before web design, you need to redo your design later, which costs time and money. If your web design isn’t finished when you start redesigning your CRM, things will feel mismatched and disjointed. See, darling, there is a method to my madness, and it’s all about eliminating the maddening, frustrating, time-consuming parts of rebranding.
Web & Brand Designer Recommendations
Bri from Moxie Gal Marketing
Specializing in Showit website and brand designs for travel advisors, Bri and her team at Moxie Gal Marketing create beautiful, modern designs that feel elevated and approachable.
Kelly from Kelly Ryann Co.
Kelly is a Showit web and brand designer with deep roots in the wedding industry. And—as the greatest testament to her work—I trusted her with my own website! Yes, that’s right, she designed the site you are reading these words on. I can’t recommend her enough!
Alex from Alex Collier Design
As a wedding-industry specialist, Alex designs elegant, sophisticated, clean Showit websites for wedding vendors who want to attract high-end clients.
Dakota from The Personality Department
Looking for something out of the box? Dakota designs brands and websites that shake up the status quo and grab attention by simply existing. She created the look and feel of It’s Chloe G., and I wouldn’t be where I am without her!
Robyn from Wild Cacti Creative
Robyn works primarily with photographers, creating textured websites that feel like flipping through an old book. I’m particularly in love with her hand-drawn illustrations, and recommend her to anyone wanting a whimsical, deeply personal brand and website.
Bonus! Jo From J. Flynn Copywriting for all your writing needs.
Remember that little aside about copywriting? Well, if you dread the idea of writing about yourself, or simply don’t have the time to translate your value into words, Jo can do it for you! I’ve worked with Jo on my blogs and emails over the years and have constantly been amazed at her ability to translate my thoughts, ideas, and personality into persuasive words that land me in front of the right people.
So, Now You Know How to Rebrand Your Business. Ready to Get Started?
So, now you know the order. And if you’ve made it through your rebrand—brand done, website live—the last piece is your CRM. That’s where I come in.
If you’re ready to go all in on a fully custom build, explore The Refined and The Signature for Dubsado and HoneyBook.
But if budget is the current barrier, The Single was made for you. It’s a semi-custom Dubsado build that gets you a professional, automated client experience without the investment of a full custom build — so you stop losing leads to slow follow-up, stop manually sending contracts and invoices, and actually start feeling like the business you just rebranded into.
Either way, leave a calling card and let’s figure out what makes sense for where you are right now.
