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Brand Session Questionnaire

Please fill this out prior to your brand strategy session

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SECTION 1 — BUSINESS FOUNDATIONS

Purpose: Understand the big picture before diving into design.

Question 2 of 48

Business Name

Question 3 of 48

Describe what your business does in one sentence.

Question 4 of 48

What stage of business are you in?

A

Just starting out

B

Established but pivoting

C

Scaling and growing

Question 5 of 48

What are your main offers or services?

Question 6 of 48

What’s your current pricing structure (approximate)? 

Question 7 of 48

What are your core business goals for the next 6–12 months? 

SECTION 2 — BRAND IDENTITY & FEELING

Purpose: Get clear on tone, aesthetic, and emotional resonance.

Question 9 of 48

How would you describe your brand vibe in 3–5 words?

Question 10 of 48

What are your brand colors and fonts (if established)? 

Question 11 of 48

Do you have a logo or visual assets?

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Question 12 of 48

How do you want people to feel when they land on your site? 

Question 13 of 48

How do you NOT want your brand to feel?

Question 14 of 48

List 2–3 websites you love and what draws you to them.

SECTION 3 — IDEAL CLIENT & POSITIONING

Purpose: Align design and messaging with audience psychology.

Question 16 of 48

Who is your ideal client or customer?

Question 17 of 48

What are they struggling with or seeking help for?

Question 18 of 48

What results or transformations do you help them achieve?

Question 19 of 48

What objections might they have before saying yes? 

Question 20 of 48

What do you want your website to communicate instantly to them? 

SECTION 4 — STRATEGY & CONVERSION FLOW

Purpose: Map how visitors will move through and take action.

Question 22 of 48

What’s the main goal of your website?

A

Book Discovery Calls

B

Sell offers or courses directly

C

Build authority and visibility

D

Grow email list

E

Other (Please specify below)

Question 23 of 48

Other main goal (Type N/A if not applicable)

Question 24 of 48

What key actions do you want visitors to take?

(Select all that apply)
A

Book a call

B

Fill out an application

C

Purchase an offer

D

Join your email list

E

Read your blog or content

Question 25 of 48

What is your current sales process?

e.g., lead magnet → nurture email → discovery call → close

Question 26 of 48

How do you currently attract clients or customers?

Question 27 of 48

Do you have a follow-up or onboarding system in place after someone buys or books?

Question 28 of 48

Do you have any automations or workflows set up (e.g. email sequences, forms, CRMs)?

SECTION 5 — CONTENT & SITE STRUCTURE

Purpose: Identify what’s already available and what’s needed.

Question 30 of 48

Do you already have website copy written?

A

Yes, it’s ready to go

B

Some sections are done

C

Not yet — need help with copy

Question 31 of 48

Do you have professional photos or brand imagery?

A

Yes

B

Some

C

No

Question 32 of 48

List all pages you’d like included (e.g., Home, About, Services, Blog, Contact).

Question 33 of 48

Do you have any existing website platforms or assets?

Question 34 of 48

What’s currently working (or not working) on your existing site?

SECTION 6 — TECH + TEAM LOGISTICS

Purpose: Clarify setup, collaboration, and tech needs.

Question 36 of 48

Where is your current website hosted (if applicable)? 

Question 37 of 48

Do you have a domain purchased?

A

Yes

B

No

Question 38 of 48

What platform are you currently using (or planning to use)?

A

Kajabi

B

ShowIt

C

Squarespace

D

WordPress

E

Other (Please specify below)

Question 39 of 48

Other platform (Type N/A if not applicable)

Question 40 of 48

Do you have any team members (VA, OBM, copywriter, etc.) supporting this project?

Question 41 of 48

Who will be responsible for uploading or maintaining the site after launch?

Question 42 of 48

Do you need training or SOPs after the site goes live?

A

Yes

B

No

SECTION 7 — FUTURE VISION & IMPACT

Purpose: Understand the “why” behind the website — and the long-term brand story.

Question 44 of 48

What does success look like 3 months after your website launch? 

Question 45 of 48

How do you want your business to grow or evolve in the next year? 

Question 46 of 48

What role do you want your website to play in that growth?

Question 47 of 48

If your brand was a person, how would they show up in a room?

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