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Branding & Identity34 fields7 sections

Brand Discovery Questionnaire

A client intake form to gather brand strategy, goals, audience, visual preferences, and assets for a branding project.
Use this template in Sydnee

Send it to clients and let them fill it out — no back-and-forth.

Interactive preview — responses are not saved

Contact & Project Basics

We'll need a few basics so we can contact you and understand the scope of your branding project.

Incomplete
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Primary contact for this project. Required for proposals and communications.

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We'll use this to send the proposal, invoices, and project updates.

Phone number

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Optional — helpful for quick clarifications or calls.

Incomplete
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The legal or public name you use for the business or brand.

Incomplete
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Your current website URL (if you have one). Helps us review existing branding.

Project Overview & Timeline

Tell us about the project goals, scope, and target timeline so we can plan resources and milestones.

Incomplete
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A short summary of what you need and why — helps us scope deliverables.

Incomplete
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Provide a budget range so we can recommend solutions that fit. Leave blank if unknown.

Desired start date or milestone

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When would you like the project to begin or when do you need a deliverable completed by? (Approximate is fine)

Brand Strategy & Positioning

Questions about your brand's identity, values, and market position to guide strategy and visual direction.

Incomplete
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Explain what you offer and the core purpose of the brand.

Incomplete
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Describe your typical customers or the audience you want to attract.

How would you describe your current brand positioning?

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Choose the option that best matches how your brand is perceived today.

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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.

Brand elements you need

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Select all deliverables you expect from this project.

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Share URLs or describe the look and feel you admire (minimal, vintage, bold, etc.).

Incomplete
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Links help us understand the competitive landscape and your differentiation.

https://

Preferred colors or existing brand colors

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If you have specific colors or hex codes you want to keep, note them here.

No color selected

Incomplete
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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.

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If you have one, include it here; otherwise leave blank.

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This will help align the visual identity with your core messaging.

Preferred brand tone

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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.

Existing logos, files, or brand guidelines

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Please upload source files (AI, EPS, PDF) or high-res PNG/JPG. Include any brand guidelines if available.

Client will be asked to drop files here or
click to browse files

Photos or imagery to use

Incomplete
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Upload product shots, team photos, or imagery you'd like included, if relevant.

Client will be asked to drop files here or
click to browse files

Examples of designs you like

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Screenshots or PDFs of inspiration — helps the creative team understand your taste.

Client will be asked to drop files here or
click to browse files

Approvals & Final Notes

Any final points, stakeholders, or approvals we should know about before starting.

Incomplete
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Helps us know who will review designs and give final approval.

How involved do you want to be in the design process?

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Select the level of involvement you prefer.

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Mention any restrictions or legal considerations for the brand.

Project acknowledgement

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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

Request Summary
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Total Progress:
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