Six steps, in this order
Who you are. Where the answer goes, and who has the final word on a logo.
The brand today. What exists, and what is actually wrong with it. Be blunt here. It saves a round.
Position and audience. Who buys, why they pick you, where you sit on price. This is the argument the identity has to make.
What has to be made. Logo, palette, type, guidelines, packaging, signage, naming. Tick generously, each tick becomes a line in the quote that you can drop later.
Taste. Three brands whose look you envy and anything you cannot stand. Links beat adjectives every time.
The practical part. Dates, approvals, what you can send on day one.