Brand Strategy Discovery Form

A successful rebrand starts with understanding where your brand stands today and where you want it to go tomorrow. This Brand Strategy Discovery Form template helps marketing agencies, brand strategists, and design consultants gather the insights needed to craft authentic, differentiated brand identities that resonate with target audiences.

Whether you're refreshing an established brand or completely repositioning in the market, this discovery form captures everything from current brand perception and competitive differentiation to visual preferences and messaging tone. By collecting this information upfront, you'll eliminate rounds of revision, align stakeholder expectations, and create brands that truly connect.

Why Paperform for brand discovery?

Paperform is the ideal platform for creative professionals who need forms that match their design standards. Unlike rigid survey tools, Paperform's doc-style editor lets you craft on-brand discovery experiences that feel more like a conversation than a questionnaire. Add your brand colors, custom fonts, images, and even video prompts to create an experience that demonstrates your design thinking from the first touchpoint.

For agencies managing multiple client brands, Agency+ plans offer white-labeling, client workspaces, and team collaboration features that keep every project organized. And when discovery is complete, connect your form to Stepper to automatically create project briefs, send kickoff emails, update your project management tools, and route approvals—turning insights into action without manual data entry.

Brand strategists and creative agencies worldwide trust Paperform to transform discovery calls into structured, actionable insights that inform every creative decision. With conditional logic to ask the right follow-up questions, calculation fields for budget scoping, and beautiful submission summaries, you'll start every rebrand with clarity and confidence.

Start with this template, customize the questions to match your process, and deliver discovery experiences that set the tone for exceptional creative partnerships.