Welcome to your Brand Strategy Assessment
It’s now time to complete your brand strategy assessment. This is optional but this preparation allows us to make the most of our time together during your Brand Strategy Session.
Brand Strategy Assessment
Contact Information
First Name | ㅤ |
Last Name | ㅤ |
Email | ㅤ |
Business Name | ㅤ |
Address | ㅤ |
01 Branding
Do you currently have branding in place?
This includes logo, favicon, color palette, imagery, design elements. If you have some elements in place, share what these are here.
Yes
No
Share details here.
How would you describe your brand’s personality?
Write answer here.
Who is your ideal client?
Write answer here.
Why do customers choose you over your competition?
Write answer here.
How do you want your website to look and feel?
Write answer here.
Site inspiration
Site inspiration
Pinterest
It can be helpful to create a Pinterest board with inspiration for your design aesthetic to ensure everyone is on the same page. Follow the directions to make this process as streamlined and effective as possible.
Share a link to your Pinterest Board here
Websites
If there are any websites you’d like to take inspiration from, share the links here.
02 Content
Do you have content ready for your new website?
Yes
No
Share any additional details here.
What pages do you require on your website?
Home
About
Services (If multiple pages are required, please outline these below)
Contact
Blog
Newsletter / Freebie Page
Store
Membership Area
Please include additional details and pages here.
What key messages are you trying to share with your audience?
Write answer here.
What actions do you want visitors to take on your website?
Write answer here.
03 Marketing
Do you have an email list?
If so, please include platform and email list size. If you offer or plan to offer a free lead magnet, please include what that is here.
Email Platform | ㅤ |
Email List Size | ㅤ |
Login URL | ㅤ |
Username | ㅤ |
Password | ㅤ |
Do you offer a free lead magnet?
Write answer here.
Do you require Zapier integrations?
If you use Zapier or have the Email Newsletter Add-On, we'll need your existing Zapier login, or you'll need to create a new Zapier account and provide us with the login information.
Write answer here.
Where can people find you online?
Website URL | ㅤ |
Instagram | ㅤ |
Twitter | ㅤ |
Facebook | ㅤ |
YouTube | ㅤ |
Tiktok | ㅤ |
Other | ㅤ |
04 Tech & Logistics
Do you already have a Squarespace account?
Yes
No
If yes, please provide the login email to your account.
Email Login | ㅤ |
If yes, and this is a redesign of your current website (Squarespace 7.1 only), please add chloeforbesk@gmail.com as a contributor.
Instructions
Go to Settings > Permissions > Invite Contributor
Add chloe@chloeforbesk.com and make sure the Administrator toggle is turned on.

Do you already have your domain?
Yes
No
If yes, please provide login access so that we can connect it to your Squarespace website.
Registrar Company Name (GoDaddy, Bluehost, etc) | ㅤ |
Username/Email | ㅤ |
Password | ㅤ |
How comfortable are you using Squarespace?
Write answer here.
05 Questions
Can I brag about you?
I’d love to brag about you! This often includes sharing parts of our project on social media. Is that okay with you?
Yes
No
Share any additional details here.
Do you have any specific questions you’d like to ask us?
Write answer here.
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