Form · Marketing
Design consultation form template
Built for the meeting before any quote: it asks what prompted the project, what the design has to achieve, who it is for and what the client most wants to leave the consultation with. Clients with an existing brand explain what isn't working and what has to stay, and can upload their files; new brands skip straight to references.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Hi! Tell us about your project and we'll come to the consultation with some ideas already.
Your name and email
What's the business or brand called?
What do you need designed?
What's prompting this now?
What should this design do for you?
Who does it need to appeal to?
Do you already have a logo or brand guidelines?
What isn't working about how things look today?
And what has to stay, whatever we change?
Upload your logo or guidelines if they're handy
Which brands or designs do you admire, and which leave you cold? Links are perfect.
Rank what you'd most like to leave the consultation with
When do you need it finished?
What budget do you have in mind?
How would you like to meet?
Who else will be in the meeting or give final approval?
Ends with
Thanks, this is a great start 🎨
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Multi select
Single select
Long text
Long text
Yes / No
Long text
Long text
File upload
Long text
Ranking
Date
Single select
Single select
Short text
What this template uses
- Contact info
- Short text
- Multi select
- Single select
- Long text
- Yes / No
- File upload
- Ranking
- Date
- 2 branches
Questions to consider
- Which kinds of design work do you take on, and which should you leave off the list?
- What do your consultations usually get stuck on, and could a question here settle it beforehand?
- Should reference links be required, since they save the most time in the meeting?
- What budget bands make sense for your prices?
How to use the responses
Plan the meeting around the ranking: a client who puts a price and timeline first wants a clear scope by the end of the call, while one who ranks ideas first wants you to bring sketches or examples. Read the trigger and the goal together, since they tell you what the design has to prove. For existing brands, gather the uploaded files and the not-working answer into one page so you can show the problem back to them before suggesting anything.
How to customize and share it
- 1Edit the list of design work so it matches your services exactly.
- 2Change the budget bands to your currency and your own price range, and the meeting options to how you really meet clients.
- 3Link the form from your booking page or website, and send it to anyone who asks for a first chat.
Frequently asked questions
What should I ask in a design consultation?
Why the project is happening now, what the design has to achieve, who it is for, what is and isn't working today, examples they like, deadline and budget.
What is the difference between a design consultation form and a design brief?
A consultation form prepares the first conversation, so it focuses on the problem and the client's expectations. A brief comes later and pins down the exact deliverables.
Should a design questionnaire ask about budget?
Yes, as a range. It tells you whether the scope is realistic before you spend time on concepts.
Can clients upload their existing logo?
Yes. Clients who say they already have a brand are asked for their files, and new brands skip that question.