Design Client Questionnaire

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Design Client Questionnaire

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Design Client Questionnaire

Fully editable with custom branding. Send, print or embed online.

Design Client Questionnaire

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Designers need design client questionnaire to ensure the design process is smooth. It helps save time and ensures both you and the client are on the same page from the onset and end up appreciating the final product.

Luckily, design projects have similar requirements—whether it's web design, logo design, graphic design for a publication, or an interior design project. Design styles and the design process may vary but the design elements and principles are mostly the same.

Whether it be for coming up with a web design or any interior design client questionnaire (specific to your design work). these will help you ask the right questions.

Note: If you'd like to get a design client questionnaire template, try Bonsai. Bonsai's pre-made form is customizable and easy to set up a professional looking document. Claim your 14-day free trial here.

20 Things Should Include In A Web Design Client Questionnaire

1. Client's business background

You need to know the background of a company—whether it's big or at the inception stage. This will help you know what the client is looking to achieve with the design.

2. The purpose of the design project

One of the most important questions to ask a client is why the company needs the design. Always have this question at the top of your questionnaire and, dig deeper before you start designing!

3. The goal of the design project

Your design client knows the important role design plays in reinvention, branding, marketing, and other areas. To complete a client's project successfully, know if they're looking to rebrand, market a product, etc. That should give you the outline or areas to focus on.

4. Brand colors or palette colors

For brand consistency, find out if your client would prefer to stick to the colors on the logo or if they have other colors that they use on their business designs. Along with that, find out the style they like and what elements they would love to add to ensure there's a good balance between the colors they like and the design they want. It might be their favorite color but will it work for that design project?

5. Brand message

Nike's Just do it slogan is a good example of brand messaging. It helps everyone represent the company, and remember the bigger vision. This way, you'll know what and how to communicate to their audience to ensure brand consistency.

6. Business name

What's the business name? This seems like a straightforward question but it's not. Some companies have established branding and prefer to stick to it. They are even particular about how their name or trademark appears. However, some are flexible. It can be the same brand but they wish to work with a colloquial name in a particular project to reach a given target audience.

7. Business slogan or tagline

Some companies have popular slogans or taglines. You can say they capture the company's mission statement but in a few words. The slogan is their "stamp". It's easier to market other products from the company if they just brand them with the slogan. Ask about it.

8. Unique Selling Point (USP)

Every business has its own way of packaging their business to their target audience to create a sense of superiority in the industry. Whether it's the elements they include in their design, their colors, or messaging, they raise the bar. It could also be a special service, or an extra mile that they go. Know it. Check out the "About Us" page on their website and ask questions along these lines.

9. Main competitors

Competitors offer the same services or products as your client. Ask your client questions that'll help you know how design or marketing affects their sales, what they think is the competitor's branding superpower, the brand message, if they have a special service that they'd like to shine a light on, etc.

Your goal here is marry your client's vision with what's out there to beat the top guys to the top.

10. Target demographics

Who is your client's target audience? If you're to get the attention of potential clients, you not only need top service or product but also know how to present it. But how can you do that without knowing your customer? The design will only resonate with them if you "speak their language".

11. Preferred typography

Topography is an important design element. You want to know how your client wants the text arranged for it to be both legible and beautiful. They expect your great advice as the expert even though most clients do their research online and come to you with suggestions.
Sometimes they like a design concept but they don't know how it'll work for their own design. For example, if the audience comprises children, you need simple typefaces. If it'll work, great. If you have a better suggestion, explain to them.

12. Preferred font

One of the questions you need to include in your questionnaire is the font a client would prefer. Every business has a personality. Some even go as far as having a designer create a unique font. Coca Cola is one company that uses a mix of fonts—Google fonts, Gotham, Trade Gothic, and such on their logo. They never stray too far from the original Spencerian font. Ask: which font works best for your business? Sans Serif, Calligraphy, Serif or Display Font?

13. Must have elements

Some of the questions you might have on a graphic design client questionnaire for a graphic design project might not necessarily appear on an interior design client questionnaire because some design elements work or interact differently.
For instance, interior design clients who are only familiar with 2D graphic design might not appreciate 3D spatial planning and how the elements interact in 3D. Find out what they know about the important elements.

14. Images

First, you need to ask questions relating to budget (if the client is planning on buying images or using the royalty free images that are online. Talk about copyright, just in case. Second, if you're coming up with an interior design questionnaire, have the client describe how they envision the project.

If they can share their ideas in a detailed design concept, even better. It'll take confusion out of the project. You'll avoid making too many corrections—which sometimes makes you feel you underquoted for the service.

15. Web copy

It's not uncommon to meet clients who only have a general idea of what they want their site to look like but are not armed with a great website copy. It's especially common with clients who are looking at creating a new website for a service or product. Or those wanting to change their current site because their business portfolio or company has expanded. A web design client questionnaire will help you know what they want for the new website.

While a discovery call is a great idea, you need an equally good web design client questionnaire to ensure you refer to minor details that you might easily forget. You might also want to read up on copywriting because what good is a website with great design but a weak copy? Some clients will also keep revising the copy, making your work difficult. Ask if it's the final copy...

16. Design samples

A client might describe one thing, only for you to reproduce something else. To avoid that, ask for visual examples to better understand the client's vision for the design work, ask questions that will bring out the ideas the client has, their preferred style and so on. You can always visit their website to see what they got.

17. Where the design will be used

The purpose of the design determines how a graphic designer approaches it. A marketing collateral like a brochure might require different specifications from a branding design for online marketing.

For instance, if an artwork is to be printed on different materials or different colors, the designer needs to factor that. Also, for a design meant for print, you'll need to check the DPI while for a design that will be shared on screens, you'll check the PPI. Ask your customer the medium on which they intend to use the design.

18. Most successful marketing campaigns to their target audience

Ask your client about this too. It will give you a clue about the designs that appeal to their target audience, the marketing strategy to apply in your design, and the messaging.
It'll make it easy for you to come up with a design that resonates with their clients and help you complete the project without too much back and forth.

19. Deadline

How much time can they allocate you to complete the project? It's not unusual to meet clients who expect so much from you yet the deadline for the project is thin. Those Google forms that clients fill will save you. If you can't pull it off within the time they're asking, let them know.

It's a good idea to slide a question that'll help you know their past experiences with designers too. Can they describe most of them as an "enjoyable experience"? Was deadline one of the issues? If you see a red flag, run!

20. Budget

No one likes tackling this topic but someone has to. Find out if the client knows the industry rates. Including this question in your design questionnaire presents the opportunity to revisit the budget even if you had talked about it before. It's your opportunity to find out what clients really expect.

If they have too many requirements or expect endless revisions, you'll know how to quote for the job to strike the right balance between giving them what they want and getting paid for your time and effort.

Frequently Asked Questions
Questions about this template.

What is a client questionnaire?

Businesses send new customers a survey to learn more about their requirements and objectives is known as client onboarding. It is to inquire about specifics and make sure their team is fulfilling the client's wishes exactly.

What is a UX checklist?

A user interactive checklist is made to list every step a UX designer must do.

What are the main questions to ask in understanding customers?

What more can my business do to meet your needs? Your level of satisfaction with our goods and services? What benefit do we offer? What are your main obstacles? Why did you pick us over our rivals?