A successful rebrand requires more than a new logo—it demands strategic planning, internal alignment, and careful rollout across every customer touchpoint. This Rebrand Project Discovery Form helps marketing agencies and brand consultants capture the full picture of a client's rebranding needs in a single, structured intake.

Whether you're leading a full brand overhaul or a targeted refresh, this form walks your client through the discovery process, capturing current brand audit findings, defining the scope of the rebrand, establishing timeline expectations, and planning for internal change management and multi-channel rollout.

Why use Paperform for rebrand discovery?

Paperform makes it easy to create on-brand discovery forms that reflect your agency's professionalism from first contact. With conditional logic built in, you can show or hide follow-up questions based on rebrand scope, budget tier, or urgency—keeping the form relevant and the client experience smooth.

Once a client submits their discovery form, you can connect the data straight into your project management tools like Notion, Asana or ClickUp, sync it to your CRM, or trigger a Stepper workflow (stepper.io) to automatically create a project brief, assign team members, and send onboarding emails—no manual copy-paste required.

For agencies managing multiple rebrand projects, Paperform's Agency+ plan lets you manage client forms, templates, and branding under one roof with team roles, white-label embeds, and collaborative workspaces.

What's included in this template?

This rebrand discovery form covers the full spectrum of strategic inputs agencies need before kicking off a project:

• Company and contact details to establish who's driving the rebrand internally
• Current brand audit findings, including what's working, what's broken, and key stakeholder perceptions
• Rebranding scope and deliverables, from logo and visual identity to messaging, web, packaging, and collateral
• Timeline and launch constraints, including internal deadlines, seasonal considerations, and phased rollout plans
• Budget expectations and approval workflows to align investment and decision-making from day one
• Internal change management planning, including team communication, training needs, and cultural readiness
• Rollout strategy across touchpoints, covering digital, physical, internal, and external channels

The form is designed to be conversational yet thorough, helping clients think strategically about their rebrand while giving your team everything needed to scope, quote, and kick off with confidence.

Trusted by agencies that move fast

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II and GDPR compliant, ensuring your client data stays secure. With 30,000+ designer templates and a doc-style editor that makes customization intuitive, your agency can own the client experience without waiting on developers or designers.

Use this rebrand discovery form to streamline your intake, improve project scoping accuracy, and set the stage for transformational brand work that sticks.