Branding

Branding & Logo Design Onboarding

A brand discovery questionnaire, inspiration uploads, audience details, signed agreement, and deposit — everything a brand project needs before the moodboard.

4 steps15questions & requests~30 min for your client

Brand projects live or die on discovery. When the client's taste, audience, and ambitions are captured properly up front, presentations land. When they aren't, you find out what the client really wanted in revision round four.

This template runs a structured discovery before any design happens — concrete questions that surface taste and positioning, plus the paperwork and deposit, all in one link.

Who it's for: Brand designers, studios, and freelancers running logo, identity, or full brand strategy projects.

What's inside

The full flow your client walks through, step by step. Everything is editable in the builder before you send it.

Step 1 of 4

Welcome & Contact

We're thrilled to start your brand project. These discovery questions take about 25 minutes and directly shape the creative direction — thoughtful answers now mean fewer revision rounds later.

  • Your full name

    TextRequired
  • Best email for project updates

    EmailRequired
  • Company / business name

    TextRequired
  • Phone number (optional, for quick questions)

    Phone

Step 2 of 4

Brand Discovery

  • Where is the business going? Describe what it should look like in 3–5 years.

    Long answerRequired
  • Who is your audience, and what do they care about?

    Long answerRequired
  • Three words your brand should feel like

    TextRequired
  • Three words your brand should never feel like

    TextRequired
  • Brands you admire (any industry) — and one you find off-putting

    Long answerRequired
  • Who gives final approval on creative decisions?

    Just me · Me plus one partner/stakeholder · A small group (3+) · A board or committee

    Single choiceRequired

Step 3 of 4

Existing Materials

  • Current logo and brand files (if any)

    File upload
  • Inspiration — screenshots, photos, anything that feels right

    File upload
  • Your current website or social profile

    URL

Step 4 of 4

Agreement & Deposit

  • Service agreement

    E-signatureRequired
  • Project deposit

    PaymentRequired

Why this template works

  • Discovery questions built around concrete preferences, not abstract adjectives
  • Collects existing brand material and inspiration in the same flow
  • Identifies the final decision-maker before the first presentation

Frequently asked questions

What should a brand questionnaire ask?
Where the business is going (a rebrand serves the next five years, not the last five), who the audience is, how the brand should feel in three words and explicitly not feel, brands the client admires inside and outside their industry, and who has final approval on creative decisions.
How long should brand discovery take a client?
About 20–30 minutes for this questionnaire, and it's the most valuable half hour of the project. Clients can save and return, which matters — the best answers to taste questions usually come after some reflection.
Why ask for brands the client dislikes?
Negative space is more honest than positive space. Most clients say they want to feel 'modern and trustworthy'; which competitors they find cheap-looking or stuffy tells you far more about where the work should land.