New Client Discovery & Brand Questionnaire

New Client Discovery & Brand Questionnaire

Please complete this form to help us understand your business and branding needs. Have your relevant information ready to ensure a smooth onboarding process.
Basic Company Information
Company / Business Name
Contact Person Full Name

First NameMiddle NameLast Name
Position / Role
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Company Website
Business Address / Location

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Company Vision & Background
Tell us about your company or business
What inspired you to start the business?
What products or services do you offer?
What makes your business unique compared to competitors?
What are your short-term business goals?
What are your long-term goals or vision for the business?
What problem does your business solve for customers?
Target Audience
Describe your ideal customer/client
What age group are you targeting?
What locations are you targeting?
What industries or communities are you targeting?
What emotions or reactions do you want people to feel when they see your brand?
Brand Identity & Visual Style
Do you currently have a logo?
Do you currently have brand guidelines?
Brand colors
Colors to avoid
Preferred brand style

Other
Brands that inspire your visual identity
Font or typography preferences
What message should your brand communicate visually?
Social Media & Digital Presence
Which social media platforms do you currently use?

Other
Social media handles
Which platform performs best for you?
What type of content do you currently post most often?
What content types would you like to create more of?
Are you currently running paid social media ads?
Have you worked with a marketing agency before?
What worked well in the past?
What did not work well in the past?
Marketing Goals
Primary marketing goals

Other
Results hoped for in the next 3–6 months
Upcoming campaigns, launches, or events
Biggest current marketing challenge
Content Creation Needs
Do you currently have professional photos or videos?
Which content creation services do you need?
Which existing brand assets do you already have?
Upload any existing brand assets

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What important moments, products, services, or people should we highlight in your content?
Budget & Expectations
Estimated Marketing Budget
Services of Most Interest

Other
What do you expect from working with our agency?
How involved do you want to be in the creative process?
What would success look like for your business?
Final Questions
Anything else we should know about your brand or vision?
Are there any deadlines or key dates we should be aware of?

MonthDayYear
Date
Preferred method of communication
Main decision maker for approvals

First NameMiddle NameLast Name
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New Client Discovery & Brand Questionnaire

Basic Company Information

Company Vision & Background

Target Audience

Brand Identity & Visual Style

Social Media & Digital Presence

Marketing Goals

Content Creation Needs

Budget & Expectations

Final Questions