TemplatesFor designers

Brand & design project brief: 8 questions to ask before you take a deposit

A project brief for brand identity, rebrand, website or packaging workA project brief for brand identity, rebrand, website or packaging work. Your client names the business, picks what you’re making together, explains what the project needs to achieve and who their ideal customer is, and chooses a budget range. Optional questions collect three brand words, work they admire and any launch date.

Use this template Open it as your client sees it

Free until your first client pays you, then $19/month · card required

Juniper Lane Studio

Brand identity project

Deposit due today

$2,500.00

Secure payment through Stripe

Questions from Juniper Lane Studio

Answer these, then pay your deposit

What’s the name of the business or brand?

What are we making together?

Tell me about the business and what this project needs to achieve

What you sell, what’s changing, and why now.

Who is your ideal customer?

Who they are, what they care about, and what you want them to feel when they first see your brand.

Three words you would like people to use about your brand Optional

For example: warm, precise, unexpected.

Competitors, brands or work you admire Optional

Paste website or Instagram links and say what you like about each. Examples you dislike are useful too.

Is there a launch date or deadline? Optional

Leave this blank if the timing is flexible.

What budget range do you have in mind for this project?

A rough range is fine. It helps me recommend the right scope.

The template as your client sees it, for Juniper Lane Studio, a fictional designer, with an example package and a $2,500 deposit

What your client is asked

8 questions · 5 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.

What’s the name of the business or brand?
Short answerRequired
What are we making together?
Choices: New brand identity · Rebrand of an existing brand · Website design · Packaging design · Something else
DropdownRequired
Tell me about the business and what this project needs to achieve
What you sell, what’s changing, and why now.
ParagraphRequired
Who is your ideal customer?
Who they are, what they care about, and what you want them to feel when they first see your brand.
ParagraphRequired
Three words you would like people to use about your brand
For example: warm, precise, unexpected.
Short answerOptional
Competitors, brands or work you admire
Paste website or Instagram links and say what you like about each. Examples you dislike are useful too.
ParagraphOptional
Is there a launch date or deadline?
Leave this blank if the timing is flexible.
DateOptional
What budget range do you have in mind for this project?
A rough range is fine. It helps me recommend the right scope.
Choices: Under $2,500 · $2,500–$5,000 · $5,000–$10,000 · Over $10,000 · Not sure yet
DropdownRequired

Other templates

Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.

All templates

Start with the Brand & design project template

Start free from here, and the template is already picked when you set up your business

Start free Open it as your client sees it

Free until your first client pays you, then $19/month · card required