In this post you’ll learn how to create an effective logo questionnaire and find sample questions and templates.
What is a logo?
A logo is an essential brand element for every business. A logo differentiates you from competitors and instantly conveys a message about the quality and nature of your brand.
Why a logo matters
A great logo sets a business apart, creates intrigue and curiosity. In order to effectively create a logo you first need to understand what makes that business unique and where they’re at in terms of their brand development. Really, it pays to work on the brand first or in conjunction with logo development because the brand values will inform the development of your perfect logo.
Depending on what the requirements are, you may need a logo brief from the client aside from a more general creative brief or questionnaire.
Create your Logo questionnaire
Get two for one and build your Logo questionnaire with Content Snare. It’s a tool that also helps you collect content from clients, which is the biggest bottleneck in the design process.Start your trial here
Why create a logo questionnaire?
A logo questionnaire helps you work with clients on developing their logo or conveying their brand appropriately. In today’s post, we’re going to look at how to construct a logo questionnaire to help your customers brief you on their logo requirements.
What is a logo questionnaire
A logo questionnaire is a series of questions your clients answer to give you an understanding about their logo preferences and give you an indication of how they may be to work with as a client. The project scope will become clear with the answers to this questionnaire.
You may be working with them on establishing a new logo or refreshing an old one or you may need to work with them on their overall brand as well.
A logo questionnaire is closely related to a branding questionnaire, only it is more about one aspect of the branding and not the entire brand. It could be that a new brand strategy has been developed already and the logo is the next item on the list alongside other visual collateral.
A typical initial logo assessment (particularly if it’s just the logo that needs to be done) asks about:
- Goals and Objectives
- Audience and clients
- Products and services
- Design preferences
- Unique selling proposition (what makes them different)
If clients are looking to rebrand, you can also look at:
- Any issues or problems they’ve bumped up against with the current brand/logo
- Who they want to be perceived as in the market
- What colour/visual guidelines, preferences or constraints they have
Why it is so important to get right
Benefit #1 – Avoiding project failure
A good logo questionnaire helps ensure that your design isn’t a massive fail.
A logo brief is like a roadmap for you as a designer. It highlights what’s important to the client.
Benefit #2 – Easier sales
It is way easier to sell to a client that tells you what they are out to achieve and what their preferences are.
Benefit #3 – Filtering bad clients
You’ll get a sense of how organised and clear your prospective clients are with this questionnaire. Do they need a new brand? Are they disorganised and unclear in their communication? You can tease all of this out in your logo questionnaire. They may be rushing things and that may not bode well for you, or they may take ages to get back to you, giving you an indication that this may be how they approach the project when you get started.
Benefit #4 – Setting cost expectations
A logo questionnaire will also establish the client’s budget expectations. If it’s clear they need their brand redeveloped before they work with you on a logo, this is the time to raise this with the client. If they have unrealistic expectations in terms of pricing, you may want to refer them to someone else who may be a better fit.
How to create your logo questionnaire
A questionnaire is just a kind of form. The usual methods I see are:
- Content Snare
- Online forms
- Fill-able PDFs
- Printable PDFs
I highly recommend using an online tool like Content Snare, Typeform or Gravity Forms. This way you can avoid unnecessary printing and automate your processes. Using Content Snare means that clients can complete the questionnaire in several sittings, as it can be unreasonable to expect they get in done in one go.
Tools to build your form
Here are a few options for building your form.
Google Forms is a great tool to begin with. It works regardless of which platform you use, it’s easy to use and it’s free of charge. If you have a Google account, just go to drive.google.com and create a new form. If you don’t, sign up for a Google account first.
The designs are fairly simplistic, but you can create forms easily.
Gravity Forms has more features than Google forms. It’s WordPress plugin, so can be easily integrated into any WordPress website.
Typeform is an application featuring many templates and designs. It iis flexible and can include payment transactions via Stripe. It can be tricky to set up, though, and forms must be completed in one sitting.
A note of caution on forms
Try to avoid making a form too lengthy. Filling out a large form can sometimes intimidate clients who are already pressed for time and capacity. Some procrastinate or abandon longer forms because they are too time-consuming to fill out.
A way to address this is to use a system that enables clients to finish their questionnaire in stages. If they can save their work and complete it later that will be a plus.
Read on to see how.
Content Snare allows your clients to fill answers out in their own time. If they don’t do it in one sitting, they click their link anytime to come back and resume filling it out.
To ensure they don’t forget, it automatically reminds them until they’ve completed the form.
This results in more people completing your logo design questionnaire.
Content Snare helps with much more though.
Collecting content from clients in the biggest bottleneck in design projects. Except in rare cases, it holds up projects and causes payment delays.
Content Snare makes creating questionnaires easy and can also be used for your logo questionnaire.
This helps you save time, complete more projects and get paid faster.
Create your Questionnaire
Get two for one and build your questionnaire with Content Snare. It’s a tool that also helps you collect content from clients, which is the biggest bottleneck in the design process.Start your trial here
Now you know the why, what and how of creating a logo design questionnaire, let’s dive into the questions for your form.
Your questionnaire’s length depends on your strategy. If you’re trying to do lots of projects at a lower price, you might want to get all the info for their logo and branding upfront.
If you are doing higher-priced logo design projects where you include brand strategy discussions, the questionnaire might just be an initial filter to weed out bad clients and to give you enough info for an in-person meeting.
Here are our favourite questions and why we ask them.
How did you find out about us?
This is a great question to ask for 2 main reasons.
- It could highlight a marketing channel you’d never considered before
- If they give you someone’s name, you can surprise that person with a special reward or treat (referrals are an asset)
Do you have current brand guidelines?
This question gives you an idea of where the client is at right now so you can gauge how much work is required. It’s also an upsell opportunity if they want help with their overall brand redevelopment or their other brand collateral. We have a multi-choice answer with the following:
- Yes, they’re attached/available here: [URL]
- Nope, but I will be putting them together
- Nope, and I need help with them
What are your products and services
This is an obvious question but an essential one. Don’t assume you know what the business does. Don’t assume the client can articulate it well either. Sometimes a little more clarity and guidance is needed before you can design a logo to represent the brand well.
Who are your ideal customers?
This question is to gain an understanding of the audience. If they don’t know, this may also be an opportunity to upsell developing this. Knowing the customer profile is critical to logo design.
If your logo is a success, what would that result in?
This enables you to pinpoint what result the client is after with the logo’s creation.
If your logo was a superhero, what would be its superpowers?
This is a fun way to find out how the business would describe its strengths and assets.
What emotions/meanings do you want your logo to convey?
A food brand may go for “freshness, zest and colour”. A tool hardware store may go for “strength and reliability.”
Who are your top 3 competitors and how do you differ from them?
Understanding the competition and how they brand themselves is vital to creating a unique logo that stands out from the crowd.
List 3 logos you like, preferably in different industries and include dot points what you do and don’t like for each
It’s important to find out what their preferences are. So many times they say they like a logo, but it turns out they only like the colours and hate the rest. If you based your logo design on that, you’re in trouble. It’s better to find that out early.
Do you have an idea for your new logo?
Some clients have quite fixed ideas on what they want before they come to you. It’s good to get clear on this at the outset. Sometimes the idea they have won’t align with their vision for the brand and you may need to have further conversations about it.
Do you have colour and font preferences for your logo?
Most people have pretty strong colour preferences. Knowing this will save you time and headaches while you’re developing ideas.
Will your logo include a tag line? If so, will it always appear with the logo?
The tag line may be important to the logo, so it’s good to know if you need to incorporate it into your design ideas.
What is your budget?
This is the ultimate filter. We use a dropdown list where the smallest amount is “<$2000”. Generally, you’d set the bottom level as the budget you don’t want to work with and may simply refer them to someone else.
What is your timeframe?
This question will weed out potential clients that want everything yesterday. Including this question helps you prioritise your work schedule or decide whether or not you have the capacity to take on the job.
Easy as – if you haven’t already got a questionnaire, go and create one!
If you already have one, read through and see what needs adding or adjusting.
Read through our questions to see if there are any that make sense for you to add.
Have any helpful stories or tips you’d like to share? Drop them in the comments below, and we may invite you on the show to share them.