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Co-Branding Guidelines for Consultants

 Strengthen your advisory brand while leveraging the power of BoardOutlook .

Purpose of co-branding:

  • BoardOutlook’s co-branding approach allows consultants to present a unified, professional offering that combines their own advisory credibility with the structure, data integrity and insights delivered by the BoardOutlook platform.
  • Co-branding ensures your clients clearly understand the value of the collaboration—where your strategic advice meets world class technology.

What co-branding includes:

  • Your Logo + BoardOutlook Logo on all client-facing deliverables.
  • Joint Branding on communications such as survey invitations, diagnostic reports, and dashboards.
  • Your Voice First: Consultants lead the client relationship and engagement communications.

What you can customise:

  • Client communications (e.g., platform email notifications) can feature your organisation name as the sender, a sign off from your team and your logo.
  • Survey frameworks can include tailored language aligned to your approach.
  • Final reports will reflect your advisory positioning, with clear data and analysis powered by BoardOutlook.

What remains consistent:

  • BoardOutlook’s core platform branding will remain visible where the platform is accessed directly.
  • Data integrity, confidentiality standards and security protocols will always adhere to BoardOutlook’s compliance framework.
  • All processes will include a footer noting “Powered by BoardOutlook” in line with transparency standards.

 

 

Our team will support you with co-branded templates and technical delivery assistance, allowing you to focus on insights and impact.