Client brief template for branding

Before these steps, the client gives their name and email.

1. 1.Your project

   • Which name goes in the logo?Short answer
   • What does your business do, and for whom?Long answer
   • Where are you at?One choiceStarting a businessExisting business without a logoNew logo to replace the current one

2. 2.Style and uses

   • Three words for the image you want to projectShort answer
   • What you definitely don’t wantLong answer, optional
   • Where will it be used?Several choices, optionalWebsite and social mediaBusiness cards and stationeryShop signClothing or merchandisePackaging
   • How many directions would you like to see first?One choice, optionalOne, well developed2 or 3Not sure

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $300$300 – $800$800 – $1,500$1,500 – $3,000Over $3,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any logos or brands you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What does your business do, and for whom?Long answer
   • Where are you at?One choiceCreating the brandEvolving the current identityComplete rebrand
   • Is the brand name final?Yes or no

2. 2.What to deliver

   • What should the identity include?Several choicesLogo and variationsColour paletteTypographyBrand guidelines (PDF)Social media templatesStationeryPresentation template
   • Three words for the image you want to projectShort answer
   • Who are your main competitors?Long answer, optional
   • What you definitely don’t wantLong answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,500$1,500 – $3,000$3,000 – $6,000$6,000 – $12,000Over $12,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What product needs packaging?Long answer
   • How many products or variants (flavours, sizes…)?Number
   • Where will it be sold?Several choices, optionalSupermarketsSpecialist shopsOnline onlyFairs and markets

2. 2.Production

   • What do you already have?One choice, optionalNothingA logoA full identityOld packaging to redo
   • Do you have a manufacturer or printer?One choice, optionalYesNo, we need to find oneNot sure
   • Any constraints to respect?Long answer, optional
   • Planned quantity for the first runShort answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,000$1,000 – $2,500$2,500 – $5,000$5,000 – $10,000Over $10,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Which materials?Several choicesBusiness cardsFlyersPostersBrochureMenuRoll-up banner or boothOther
   • Page count or formatsShort answer, optional
   • Do you have brand guidelines?One choiceYes, full guidelinesJust a logoNothing

2. 2.The details

   • Are the copy and images ready?One choice, optionalYes, all readyPartlyNo
   • Should printing be handled too?One choice, optionalNo, just the filesYes, with the printerNot sure
   • Print quantityShort answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $300$300 – $800$800 – $2,000$2,000 – $4,000Over $4,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional