Collateral Questionnaire Template

Plug & Play Ready-to-Use Template: Jump straight into client discovery with zero setup time. The intuitive structure allows you to begin gathering collateral details immediately upon download.

Strategic Discovery Questions: Carefully designed questions that dig deep into audience insights, brand perception, design preferences, and project goals—ensuring you have everything needed to create effective collateral.

Prompt Examples for Guidance: Pre-written example responses demonstrate the level of detail to request from clients, making it easier to facilitate thorough and meaningful responses during discovery.

Fully Editable & Customisable: Modify every section to align with your studio's workflow and specific collateral types. Add, remove, or adjust questions to suit projects ranging from business cards to brand guidelines.

Streamlined Communication Tool: The organised format helps clients understand exactly what information you need, cutting down on endless email exchanges and accelerating your design timeline.

Editable Google Doc Template: A fully customisable working document you can duplicate for every collateral project, with seamless sharing and collaboration capabilities for working directly with clients.

Plain PDF Version: Along with the editable version, you'll also receive a plain PDF format. The straightforward design and easy-to-copy questions make it simple to use in any software or platform of your choice, providing flexibility for your workflow.

Complete Discovery System: Pre-structured framework ready to use without any additional preparation.

Example Prompts Throughout: Reference examples included in each section to illustrate the depth and type of information you should be gathering for successful collateral design projects.

Due to the nature of digital products, we are unable to offer refunds or exchanges. Presentation images, fonts and placeholder images are not included with your purchase.