Brand questionnaire template (free)

What’s inside the Brand Questionnaire.

Real content in every part, ready to rewrite with your own.

1Step 1, Your business: the title and intro (about 10 minutes, read only by the studio), then your name and email, business name, website, what you do in one sentence, year started and team size
2Step 2, Your audience: who your best customers are, what they come to you for, and how they’d describe you today
3Step 3, Competitors: two or three names and what each does well, where you want to stand apart, and brands you admire in any field
4Step 4, Personality: two lists side by side, “At its best, your brand is…” and “It should never feel…”, up to three words each
5Step 5, Likes and dislikes: an image of eight numbered reference directions, then the closest and furthest from you, each a dropdown listing them, and what draws you to one (optional)
6Step 6, Deliverables: a new brand, a refresh or a rebrand (with a link to current brand files when there is one), the deliverables needed from logo to social templates, and what must be ready for launch day
7Step 7, Budget and timing: budget bands in AUD with a line on why we ask, the launch date, and what drives it
8Step 8, Sign-off: who is involved, who gives final approval, how you heard about us, and anything else (optional)
9Thank you: what happens next and when (a draft brief, then the discovery workshop), beside a type specimen that tries words on

When to use it.

Brand Questionnaire is a 29-question, eight-step form a brand studio sends a new client before a branding project. It starts with the business and how to reach the client, then asks about their best customers, their closest competitors and where they want to stand apart. A personality page sets “at its best” against “never” side by side, and a board of eight numbered reference styles asks which is closest and which is furthest. It closes with deliverables, budget bands with a reason for asking, the launch date and who signs off, so your discovery workshop starts from a real brief.

Made for

Agencies and studios
Freelance designers and developers
Consultants and coaches
Teams that scope projects before pricing

Make it yours in four steps.

Open it in Forms and work through it, or let Docsiv AI do the first pass with your details.

Step 1
Swap in your studio’s name, logo and colours, and rewrite the intro and thank-you with your own process and dates.
Step 2
Replace the reference board with directions from your own moodboards, keeping its numbers in the two dropdowns that list them.
Step 3
Edit the personality words, deliverables and budget bands to suit the projects you take on.
Step 4
Send the link once a project is confirmed, and read the answers before your discovery workshop.

Start from the Brand Questionnaire now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Brand Questionnaire template free?

Yes. Create a free account and it opens in Docsiv's Forms app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Newsreader with #f2ede4, #1d1b18, #2b37d4, #e7dfd0, and you can change any of them, rewrite every word and add or remove questions.

What can I export it as?

Forms in Docsiv offers: Responses exported as CSV. Once it's saved, you can also share it with a link.

Can Docsiv AI write the brand questionnaire for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

Where do the responses go?

Responses are collected in Docsiv with the form, and you can export them as a CSV file.

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