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When you welcome a new client, having a structured approach is key to building a strong, professional relationship.
Your initial interactions set the tone for how clients perceive your professionalism and dedication.
Congratulations on securing a new project! Now the real work begins.
From my extensive experience working with clients of all backgrounds, I've learned the importance of asking plenty of questions right from the start.
This practice not only gives you a solid foundation but also minimizes mistakes and the need for revisions.
Plus, clients appreciate not being interrupted with questions constantly.
Imagine relying on a "I'll ask everything on the call and take notes" strategy without a guide.
You're likely to receive messages like these:
"Oops! I forgot to mention we wanted pastel colors."
"Oh no, we definitely didn't want such bright language."
"Could you look at such-and-such brand? We wanted something similar."
It’s frustrating, right? "Why didn't they tell me this before?" you might wonder.
The reality is – you never asked!
Relax! I'm here to simplify your job.
I'm sharing a systematic guide with a list of questions that you can customize and send to your clients.
Branding and Identity Design Questionnaire
A Warm Welcome: Thank your client for choosing you for their project and start with a personal touch.
Introduction: Briefly introduce the questionnaire to get the client excited about the questions.
Basic Information
Name:
Email:
Company Name:
A) Brand's Story
Briefly describe your business. What industry do you belong to?
Provide three keywords that define your brand's personality (e.g., Bold, Eco-friendly, Happy).
Highlight your brand's strengths and unique features (e.g., Handcrafted, Superior taste, Customer service).
What specific emotions does your brand evoke in customers (e.g., Excitement, Curiosity, Energy)?
B) Target Audience and Market Position
Who is your ideal customer?
Where do you envision your brand in 5-10 years?
Can you name some competitor brands in the market?
What sets your brand apart from its competitors?
C) Visual Language and Design Preferences
What colors do you prefer for your brand, and are there any colors to avoid?
How would you describe your brand's visual style (e.g., minimalist, sophisticated, playful)?
Do you have any reference brands that inspire you, even if they’re from a different industry?
Are there any strict no-nos for the visual language?
D) Brand Personality Spectrum
Where does your brand fall on these spectrums?
Personal and Friendly - Corporate and Professional
Creative - Analytical
Modern - Traditional
Fun - Serious
Economical - Luxury
Non-accessible - Upscale and Exclusive
E) Miscellaneous
Are there specific design assets you’ve already produced or want to use?
Is there a pre-existing guidebook we need to refer to?
Any additional comments before we proceed?
F) Rebranding (if applicable)
What are three things you like about your current brand language?
What are three things you dislike about your current brand language?
Which elements from your logo would you like to retain?
How is your current branding falling short?
Are there any specific constraints we need to keep in mind moving forward?
Conclusion
Thank you for taking the time to read through this guide. I hope you found it valuable.
I strive to keep my content informative and would love to hear your feedback, suggestions, and even movie recommendations in the comments section.
Follow my blog for more insights, and if you’d like to support my work, check out my shop!
With love,
Anjali of Anjali Designs
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