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Branding & Design Questionnaire
This questionnaire will help us create a distinctive brand identity and design that perfectly
represents your firm and resonates with your ideal clients.
The more thorough your answers, the more accurately we'll be able to portray your brand.
Your Full Name
*
Your Company Name
*
Your Current Website (If Any)
Do you have any existing brand materials you'd like us to reference? (Select all that apply.)
Logo
Website
Business Card
Brochures
Social media profiles
None
Other (please specify below)
Please specify your existing brand materials:
Upload any files you want us to reference:
File Upload
File Upload
How would you describe your ideal brand identity? (Select up to 3)
*
Modern
Traditional
Professional
Playful
Luxurious
Minimalistic
Bold
Elegant
Trustworthy
Innovative
Friendly
Other (please provide below)
If you chose "other" above, provide your preferred words:
What feeling or emotion do you want your brand to evoke in your clients? (Select up to 3)
*
Trust
Confidence
Security
Peace of Mind
Excitement
Creativity
Elegance
Friendliness
Exclusivity
Reliability
Expertise
Other (please provide below)
If you chose "other" above, provide your preferred words:
Select any brands or companies whose aesthetic you admire:
*
Apple (clean, minimal)
Vanguard (traditional, established)
Chase (professional, trustworthy)
Ally (modern, friendly)
Betterment (tech-forward, innovative)
Charles Schwab (established, reliable)
Fidelity (established, trustworthy)
American Express (premium, exclusiv
Other (please specify below)
If you chose "other" above, please specify the brands you admire:
If your brand was a person, how would you describe their personality? (Select up to 3)
*
Authoritative expert
Trusted advisor
Supportive coach
Innovative thinker
Reliable partner
Exclusive specialist
Friendly guide
Strategic planner
Other (please specify below)
If you chose "other" above, please specify how you would describe your brand personality:
Do you have existing brand colors you want to keep?
Yes (please provide hex codes below)
No
If you selected "yes" above, please provide the hex codes for your brand colors, or give us a link showing the colors.
Which color palette best represents your brand? (Select one)
*
Blues and grays (professional, trustworthy)
Blues and greens (growth, stability)
Earth tones (grounded, reliable)
Rich jewel tones (premium, exclusive)
Black and metallics (luxury, high-end)
Bright multi-colors (energetic, innovative)
Muted, soft colors (approachable, calm)
Other (please specify below)
If you chose "other" above, please specify your preference:
What's your preference for the overall color theme? (Select one)
*
Light/white background with color accents
Dark/deep background with contrasting elements
Balanced mix of light and dark elements
Rich, colorful throughout
Minimal color, mostly monochromatic
No preference
Are there any colors you specifically want to avoid?
*
Red
Orange
Yellow
Green
Blue
Purple
Pink
Brown
Black
None (open to all colors)
Other (please specify below)
If you selected "other" above, please specify the color(s) you want to avoid:
Which font style best represents your brand's personality? (Select one)
*
Traditional serif fonts (timeless, established)
Modern sans-serif fonts (clean, contemporary)
Combination of serif and sans-serif (balanced, versatile)
Script fonts for accents (elegant, personal)
Bold, impactful fonts (strong, confident)
No preference
Other (please specify below)
If you chose "other" above, please specify your preferred font style:
What type of logo are you looking for? (Select one)
*
Text-based (wordmark) - just the name in a distinctive font
Symbol or icon only
Combination of text and symbol
Monogram (initials)
Emblem or seal style
Abstract graphic with text
No preference
What's your logo style preference: (Select one)
*
Simple and minimal
Classic and traditional
Modern and innovative
Detailed and illustrative
Bold and distinctive
Elegant and refined
No preference
Are there any symbols or imagery that should be incorporated or considered?
*
Shield (security, protection)
Mountain/peak (growth, achievement)
Tree/leaf (growth, stability)
Geometric shapes (structure, precision)
Building/pillar (strength, foundation)
Compass/direction (guidance, planning)
Light/beacon (insight, future)
None
Other (please specify below)
If you selected "other" above, please specify symbols or images you want incorporated:
Which website layout style do you prefer? (Select one)
Clean and minimal
Content-rich with many sections
Image-focused with large photos
Traditional business layout
Modern with animations and effects
No preference
Do you have any of the following elements that you'd like to include on your website? (Select all that apply)
Downloadable resources
Blog articles
Video content
Interactive content (calculators, quizzes, etc.)
Other (please specify below)
Please explain the elements you want included on your site, and provide any links that you have to each:
Reference at least 3 websites you like: (Please provide URLs and what you like about each)
Any specific industry regulations or requirements we should be aware of when designing your brand?
Is there anything else you'd like to share about your branding vision?