New Client

Company Name

Client Name

First Last

Address of Company

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Email

Website

What is your company's missions statement?

How long has your business been established?

What are you trying to sell?

What is the price point of your product/service?

How do you currently sell your product or service? (Online, store, home, etc.)

How would you like to sell your product or service in the future?

How did you decide on your business name?

Business history

Are there any trends affecting your industry now?

Motivation for current project

1-Year Business Goal

5-Year Business Goal

10-Year Business Goal

MARKETING APPROACH: (select one)

Characterize your target market as clearly as possible. (gender, income, age, occupation, education, family life cycle, geographic region, lifestyle, attitudes, purchasing characteristics, etc.)

Who is currently using the product/service?

Who else could use the product/service?

Why do they use the product/service? (need vs. want)

When do they use the product/service?

How is the product/service used?

What is the target market’s attitude regarding the company’s product?

What is the target market’s attitude regarding the general product category?

How does the target market make their purchase?

What does the decision-making process involve?

Is research required before purchase?

What is a timeline for a purchase (impulse vs. extended decision-making)?

Who makes the purchase? Does user purchase or is other party responsible?

Who or what may influence the purchase?

Examples of business materials

Is there a color that best describes your business, or that you have already used in previous design work? What color best communicates the emotion that you want to convey?

Is there a font or type style that you have used with your business?

What feeling do you want your clients to experience when they receive your product or service? conservative, humorous, aggressive, corporate, friendly, warm, young, established, charming, tempting, artistic, cultured, traditional, classic, elegant, ornate, historical, dark, somber, unusual, messy, minimal, clean, strong, loud, active, child-like, witty, feminine, masculine, delicate, stylish, fun, modern, technological, soft, peaceful, loud, rich, natural, eco-friendly

Do you have a vision that you hope to see ‘come to life’? Describe...

Whose marketing examples do you notice and admire?

Describe in detail any aesthetic dislikes that you have

Do you have any notable competition? What is your positioning among these competitors?

How is your product or service unique?

Smallest/largest use of logo

What styles or art/design are you drawn to? What do you enjoy looking at?

List logos that you admire. What do you like about them?

List tools and/or techniques that you use frequently in your business

Preferred method of client communication

Written Content, preferably digital: (existing or need?)

Photos, preferably digital: (provided or stock?)

Existing company graphics (preferably designer files, high-res, digital files)

Choose those that you wish to develop:

Is this project in relation to a holiday/special event?

Primary Message

Additional Messages

Any other additional notes

Terms of Service*

I agree to the Terms of Service

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