Brand OS Portal

How to share brand guidelines with agencies and freelancers.

Send one link and a one-page brief, not a 90-page PDF and a zip. Then check the first delivery together.

Share one link to your brand portal or partner kit, plus a one-page brief for the job. The link holds the files and rules. The brief says what this job needs.

Keep the partner part short: logos, colours, fonts, clear space, voice rules, approved facts and a few do and do not examples. Check the first delivery against it before anything goes live.

By Vedran Obradović · Updated 4 November 2026

What agencies and freelancers actually need.

They need less than your team, but it must be right.

Always

The brand files

Logo in colour, white and black, in SVG and PNG. Colours with HEX. Fonts or where to get them.

Always

The short rules

Clear space, smallest size, colour pairs, three voice rules, and five do and do not examples.

Always

Approved facts

What they may say about you, and claims they may not make.

Per job

A one-page brief

Goal, audience, the one message, where it runs, sizes, deadline and who approves.

For the logo part alone, see how to share logo files and logo usage guidelines.

Four ways to share, from worst to best.

Worst

Email a PDF and a zip

They save it somewhere. Six months later someone uses that old copy.

Weak

A shared folder

Better, but full of old files and no help choosing the right one.

Good

A partner kit

A short PDF or page made for outside people: only what they need.

Best

A brand portal link

Always the latest files and rules, plus tools that give the right file for each job. You can close access when the job ends.

Print and document templates in a Brand OS Portal
Document templates in a Brand OS Portal: agencies start from the same layouts as your team.

Free tool

Add the clear space rule to the kit.

Add your logo, pick a rule and download the guide. Your file stays on your device. It is the rule agencies break most.

Open the full tool: Logo clear space generator

A one-page agency brief you can copy.

Send it with the brand link for every new job.

One-page brief for an agency or freelancer
Project: [name]
Deadline: [date]. First draft by: [date].
Approves the work: [name]. Questions go to: [name, email].

Brand: [link to brand portal or partner kit]
Use only files and facts from this link. Please do not use files from our website or old emails.

Goal: [what should happen after people see this]
Audience: [who, role, company type, market]
One message: "[the one thing they should remember]"
Where it runs: [channels, sizes, formats]

Must use: [template, colours, photos, claims from the approved facts list]
Must not: [claims, words, colours, styles to avoid]

Please send: [file types], named like [company-project-version].
We will check the first draft against the brand rules before anything goes live.

Hiring outside help soon? Read freelance brand designer vs agency and how to hire a brand designer on Upwork.

Brand OS Portal

Get 3 templates in your brand. Free.

Leave your email. I design them by hand and send them to you within 48 hours. It costs you nothing.

What goes in a short partner kit.

A partner kit is the outside version of your guidelines. Short on purpose.

  • Logo versions and the clear space rule
  • Colours with HEX, and which pairs work
  • Fonts, with a backup font for Google Docs and slides
  • Three voice rules with right and wrong lines
  • Approved facts and a short "never say" list
  • Five do and do not pictures
  • Two or three finished examples to copy
  • Who to ask, and how fast they answer

Deepsea Networks has 88-page guidelines and a separate 17-page partner kit for people outside the company. See the Deepsea Networks case.

How to check the first delivery.

Check the first one well. After that, a quick look is enough.

0 of 8 done

When the job ends, remove access to anything private. A brand portal makes this one click. See also the brand portal checklist.

Logo Studio

Try one Brand OS Portal tool

The right logo for every agency job.

This is a real tool from a real Brand OS Portal, on the MTG brand. Pick where the logo goes. The portal hands you the right file and size.

Straight answers.

Should I send agencies the full brand guidelines?

Send the link to the full guidelines, but point them to a short partner kit first. Most jobs only need logos, colours, fonts, voice rules and facts.

What is a partner kit?

A short version of your brand guidelines made for outside people: agencies, freelancers, resellers and event teams.

How do I protect brand files I share with freelancers?

Share a link you control instead of attachments, and remove access when the job ends.

What should an agency brief include?

The goal, audience, one message, where it runs, sizes, deadline, who approves, and the brand link.

How do I stop agencies from using old brand files?

Give one link that always holds the latest files, ask them to delete older copies, and check the first delivery.

Does AI get your brand right? Check it free.

See what ChatGPT says about your company, and how to fix it.

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