Discovery Questionnaire [Template]
💡This questionnaire will provide us with useful and necessary information to best serve you, so take your time. Open
up a bottle of wine, chill on the couch, and get to thinking!
The Essential Questions
What is your business name?
What’s the meaning behind your business name?
How long have you been in business?
Why did you get into this business?
What's your story?
Describe what your business does in two sentences.
What is your business purpose?
What services or products does your business provide?
What makes your business unique?
Why do your clients trust you?
What are a few big goals you have for your business? Where do you see your business in 2-3 years?
The Brand
Would you be willing to keep your existing branding to some extent or rework it completely (i.e. keep fonts and feed
layout on Instagram)?
What adjectives best describe your brand?
What feeling or message do you want your logo to convey to those who view it?
What do you want your branding to accomplish?
The Competitors
Who are your competitors?
What are they doing well?
What are they NOT doing well?
How are you different from your competitors?
The Audience
Describe your ideal client.
What age range is your target audience?
What is their yearly income?
Where is your client located?
What is your client / target audience’s most basic problem, that you have the solution for?
Why will your people be drawn to you?
Visual References
Please list a few visual examples of logos or type that resonate with you and / or are in line with your desired brand aes-
thetic. Make sure to include an explanation of why these resonate.
Please list a few visual examples of logos or type that are NOT in line with your desired brand aesthetic. Make sure to
include an explanation of why these are not in line with the visual aesthetic you’re looking to achieve.
Any additional details or creative considerations?
I want to ensure we are on the same page throughout this collaborative process.
Thanks!