Templates
Free client questionnaire templates
26 onboarding forms and project briefs for freelancers and agencies. Each one explains why every question matters. Use any template free, edit it, and send it to your client as one link.
Web & apps
Website Design Client QuestionnaireBusiness or portfolio websites: pages, features, content and hosting. 17 questions ~8 min to fillWebsite Redesign QuestionnaireRedesigns: what's broken, what to keep, SEO and new features. 16 questions ~8 min to fillLanding Page Design BriefOne-page campaigns: the offer, the action, the audience and traffic. 15 questions ~7 min to fillE-commerce Website QuestionnaireOnline stores: products, payments, delivery and store management. 14 questions ~7 min to fillMobile App Development QuestionnaireiOS/Android apps: users, screens, features, integrations. 14 questions ~7 min to fillSoftware Requirements QuestionnaireCustom software: users, workflows, integrations and data. 15 questions ~8 min to fill
Design
Logo Design QuestionnaireLogos: name, style, references, where it's used and files needed. 18 questions ~9 min to fillBrand Identity QuestionnaireBrand identity: story, personality, audience, colours and deliverables. 14 questions ~7 min to fillGraphic Design Brief TemplateFlyers, posters, social graphics: text, sizes, style and deadline. 16 questions ~8 min to fillUI/UX Design BriefProduct design: users, journeys, screens and what's in scope. 16 questions ~8 min to fillPackaging Design BriefBoxes and labels: product, sizes, required text and printing. 15 questions ~8 min to fillInterior Design Client QuestionnaireHomes and spaces: rooms, how they're used, style and budget. 15 questions ~8 min to fill
Marketing
Social Media Client Onboarding QuestionnaireContent and account management: platforms, goals, voice and approvals. 15 questions ~8 min to fillDigital Marketing Client Onboarding QuestionnairePaid ads: offer, goals, customer value, accounts and ad spend. 15 questions ~5 min to fillSEO Client Onboarding QuestionnaireSearch engine optimisation: priorities, keywords, access and history. 15 questions ~7 min to fillCopywriting Brief TemplateWebsite copy, articles, emails and ads: reader, offer and voice. 15 questions ~8 min to fill
Photo, video & events
Video Production Brief TemplateVideo shoots and editing: purpose, style, length and references. 14 questions ~6 min to fillPhotography Client QuestionnaireProduct, portrait and brand shoots: shot list, style and usage. 16 questions ~6 min to fillWedding Photography QuestionnaireWeddings: events, venues, schedule, family shots and traditions. 14 questions ~7 min to fillEvent Planning Client QuestionnaireEvents: date, guests, venue, services, theme and budget. 15 questions ~7 min to fill
Business & services
Creative Brief TemplateAny creative project: goal, audience, message and deliverables. 16 questions ~10 min to fillFreelance Client Intake FormQualify any new enquiry: project, goals, timing and budget. 12 questions ~5 min to fillConsulting Client Intake FormConsultants and coaches: situation, goals and decision-makers. 13 questions ~6 min to fillVirtual Assistant Client Onboarding QuestionnaireVA onboarding: tasks, hours, tools, access and limits. 14 questions ~7 min to fillCustom Clothing Order FormTailors and fashion designers: style, fabric, measurements, date. 14 questions ~7 min to fillCustom Cake Order FormBakers: date, servings, flavours, design, message and delivery. 15 questions ~7 min to fill
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