About this template
Kickstart your next design or rebranding project with a structured branding intake questionnaire. This form is designed for creative agencies, design studios, and freelance brand strategists who need to collect comprehensive project details from new clients before starting creative work.
The template guides clients through essential discovery topics, including their core business values, target demographic, product offerings, main competitors, and long-term project goals. It also captures specific design preferences such as preferred color palettes, typography styles, and visual inspirations, ensuring your creative team aligns with the client's vision from day one.
By centralizing all project requirements into a single Google Form, you eliminate endless email chains and vague briefs. Easily share the link with stakeholders, review structured responses in your connected Google Sheet, and use Doc2Form to instantly transform your client intake process into a streamlined, professional workflow.
Key features
- Capture complete client background and business goals in one organized submission.
- Gather target audience demographics and core brand values effortlessly.
- Collect competitor insights and design inspiration links before starting creative work.
- Standardize your intake process across all new client projects.
- Review all client responses instantly in a connected Google Sheet.
Use cases
Onboarding new clients for a complete brand identity redesign.
Collecting project specifications and creative briefs for freelance dā¦
Collecting project specifications and creative briefs for freelance designers.
Gathering marketing requirements for upcoming product launches.
Establishing brand guidelines and core values for early-stage startups.
What this form collects
- Company or Organization Name (Short answer)Enter your official business or brand name.
- Primary Contact Person (Short answer)Who is our main point of contact for this project?
- Email Address (Short answer)Where should we send project updates and communications?
- Phone Number (Short answer)Provide a direct phone number for urgent project questions.
- Business Address (Paragraph)Enter your headquarters or primary operating address.
- Company Description (Paragraph)Briefly describe what your company does, your mission, and your history.
- Key Products or Services (Paragraph)List your primary offerings or products that drive your business.
- Target Audience Demographic (Paragraph)Describe your ideal customer (age, profession, interests, pain points, etc.).
- Existing Brand Identity Details (Paragraph)Do you have existing brand guidelines, logos, or established assets?
- Current Branding Strengths (Paragraph)What elements of your current branding do you like and want to keep?
- Branding Changes Requested (Paragraph)What prompted this project, and what specific issues need fixing?
- Rebranding Project Goals (Paragraph)What does success look like for this project upon completion?
- Desired Brand Values and Messages (Paragraph)List 3 to 5 adjectives or core values that should define your brand personality.
- Main Competitors (Paragraph)List 2 to 3 key competitors in your industry.
- Competitor Branding Preferences (Paragraph)What do you like or dislike about your competitors' visual branding?
- Preferred Colors, Fonts, and Styles (Paragraph)Share any initial thoughts on color palettes, typography, or visual aesthetics.
- Design Inspirations and Examples (Paragraph)Please paste links to websites, brands, or design examples you admire.
- Branding Documents Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) containing existing logos, brand guides, or assets.
- Additional Requirements (Paragraph)Share any other notes, constraints, or special requests for the project.
FAQ
What is a branding intake form?
A branding intake form is a questionnaire used by agencies and designers to gather crucial project details, design preferences, and business goals from a new client before beginning creative work.
How do I share this form with my clients?
Once your template is generated as a Google Form, simply click the 'Send' button in Google Forms to email the link directly to your client or copy the link to share via your onboarding email sequence.
Can clients upload mood boards or design files?
Yes. The form includes dedicated fields where clients can paste links to shared folders, mood boards, or reference documents on Google Drive, Dropbox, or other cloud storage.
How can I customize the questions for my agency?
Because this generates as a native Google Form, you can easily add, delete, or edit any question directly inside Google Forms to match your specific agency's workflow and branding packages.
Where are client responses stored?
All submissions are automatically saved in Google Forms and can be linked to a Google Spreadsheet for easy tracking, sharing with your design team, and project management.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.