Discovery Questionnaire Template

Plug & Play Ready-to-Use Template: Begin your client discovery process immediately with no setup required. The intuitive structure allows you to start gathering essential brand insights from the moment you download it.

Prompt Examples for Guidance: Pre-written example responses help you understand the depth of information to request, making it easier to facilitate meaningful conversations and ensure clients provide comprehensive answers.

Fully Editable & Customisable: Adapt every section to match your studio's approach and specific project needs. Modify questions, adjust language, or add custom sections to suit different client types or design disciplines.

Comprehensive Brand Foundation Framework: Covers all essential discovery areas from business goals and brand values to visual preferences and competitive landscape, creating a solid foundation for strategic design decisions.

Client-Friendly Format: The clean, professional layout and approachable question style make it easy for clients to engage with the discovery process, encouraging thoughtful responses rather than rushed answers.

Brand Assessment Tool: Includes a dedicated section for evaluating current brand perception and identifying gaps, helping you understand where the brand is now and where it needs to go.

Editable Google Doc Template: A fully customisable working document you can duplicate for every new client, with seamless sharing and collaboration capabilities for working directly with clients in real-time.

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.

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

Professional Onboarding Tool: A polished, strategic questionnaire that positions you as an expert from the first interaction, setting the tone for a collaborative and professional client relationship.

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.