Brand Discovery Questionnaire
About this template
This request template helps branding professionals collect the information needed to shape a client’s brand strategy and visual identity. It covers positioning, target audience, values, desired deliverables, design references, messaging, existing files, stakeholder involvement, and legal considerations.
Who it’s for
- Brand designers starting a logo or visual identity project
- Brand strategists gathering positioning and audience information
- Creative agencies onboarding branding and rebranding clients
- Businesses preparing for a new brand, refresh, or pivot
When to use it
- Before starting a brand strategy or identity engagement
- When onboarding a client for a rebrand or market repositioning
- Before creating logo concepts, brand guidelines, or supporting design assets
- When multiple stakeholders need to provide input and approve creative work
Customization tips
- Add questions about the client’s industry, locations, and primary products or services.
- Adjust the deliverables checklist to match your branding packages.
- Include a project timeline, budget range, or preferred launch date if those details are needed.
- Add fields for trademark status or required regulatory language when relevant.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Brand Discovery Questionnaire
Brand Strategy & Positioning
Questions about your brand's identity, values, and market position to guide strategy and visual direction.
Explain what you offer and the core purpose of the brand.
Describe your typical customers or the audience you want to attract.
Choose the option that best matches how your brand is perceived today.
Share words or short phrases that describe how your brand should feel and behave.
Visual Identity & Inspirations
Tell us about visual preferences, existing assets, competitors, and design inspirations.
Select all deliverables you expect from this project.
Share URLs or describe the look and feel you admire (minimal, vintage, bold, etc.).
Links help us understand the competitive landscape and your differentiation.
If you have specific colors or hex codes you want to keep, note them here.
Let us know any design directions that should be avoided.
Messaging & Tone
Information about your key messages, tagline ideas, and the voice you want to use.
If you have one, include it here; otherwise leave blank.
This will help align the visual identity with your core messaging.
Choose the primary voice you want your brand to use across communications.
Logos, Assets & Files
Upload any existing brand assets, reference files, or documents that will help the design process.
Please upload source files (AI, EPS, PDF) or high-res PNG/JPG. Include any brand guidelines if available.
Upload product shots, team photos, or imagery you'd like included, if relevant.
Screenshots or PDFs of inspiration — helps the creative team understand your taste.
Approvals & Final Notes
Any final points, stakeholders, or approvals we should know about before starting.
Helps us know who will review designs and give final approval.
Select the level of involvement you prefer.
Mention any restrictions or legal considerations for the brand.
Sign to acknowledge that the information provided is accurate and to confirm you agree to proceed with the project terms.
Draw a signature in the box above
