Design a Brand Identity: Ask the Right Questions | Courtney Eliseo | Skillshare

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Design a Brand Identity: Ask the Right Questions

teacher avatar Courtney Eliseo, Brand Clarity & Design

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Class Overview


    • 2.

      An Introduction to the Process


    • 3.

      The Essential Questions


    • 4.

      Customizing Your Questions


    • 5.

      Create an Online Questionnaire


    • 6.

      Next Steps


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About This Class

This class is the first in a new series where I'm breaking down all of the steps of my brand identity process. I'm starting at the beginning, with what I consider to be the most important part of the process— clear and effective client communication.

In six video lessons, you'll learn my process for asking the right questions. I'll give you some tools to write and customize questions yourself, provide you with a list of the specific questions I consider essential to the process and show you how to create an online questionnaire in my favorite platform, Typeform.

You'll leave class with a solid understanding of how best to communicate with clients when you begin a new project, which will set you up for success as you move through the rest of the design process.

Meet Your Teacher

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Courtney Eliseo

Brand Clarity & Design


Hello! I'm Courtney Eliseo, a new-ish mom, East Coaster living in the PNW, and the founder of En Route Workshop, where I help service-based businesses connect with more ideal clients through brand clarity and design.

A Bit About Me

Most mornings you can find me on the yoga mat, and most evenings you can find me curled up on the couch with a glass of wine. But as often as possible, I am off exploring somewhere new, breathing in ocean air, and soaking up every bit of the world around me. I have a deep-rooted desire to make things, a boundless sense of curiosity, and love losing myself in stories.

When it comes to design, my goal is to make work that is thoughtful, timeless, and most importantly, authentically aligned with who you are, your plans for the future... See full profile

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1. Class Overview: Hi guys, I'm Courtney Lisa, and I'm really excited to dive into this new series with you, where I'm going to be breaking down my brand identity design process in detail. In this first video in the series, we're going to talk about how that in order to get to this, you need to ask the right questions. This is the first and arguably most important part of the design process. Because if you don't start off with a solid foundation of understanding with your client, there is no limit to the problems that can arise once you start to work together. In the following lessons, I'm going to show you exactly how I handle this process for myself so that you can start to implement it on your own right away. This class will consist of six short video lessons and which you will learn what essential questions to ask, how to customize questions to suit your individual process, client, or project, and how to create an online questionnaire. Your final project will be to create your own questionnaire template, which will be a huge asset to your design process moving forward. I've been working with clients and brand development and branded a need for going on 13 years. Throughout that time, I've been tweaking and developing my process as I worked with new clients. I can tell you that this part of the process, getting this part right has been invaluable. Now when I started a new project with a client, the processes is smooth, there's no conflict and in the end to have nothing but having clients. If you've taken my beyond the logo course, this series will definitely supplement those lessons. I'll be covering something that I did not cover at all, and also expanding on some of the topics that I touched on. This topic is one that I did not go over in great detail. So you will definitely get some good information out of it. I know that this is not the most glamorous or exciting part of the design process, but it certainly is an essential one. So I hope you'll dive in with me. See you in the next lesson. 2. An Introduction to the Process: Hi guys. Let's dive into Lesson 2. In this lesson, I'm going to go over the process and give you a few basic guidelines to keep in mind as we move forward throughout the rest of the lessons. Just to reiterate what I went over in the introduction, I truly believe that asking the right questions can make or break a project. It can mean the difference between you and the client ending up super-happy or struggling throughout the process with millions of revisions and tons of misunderstandings. I'm going to take you through the process that I go through which since I have started using it has worked for me a 100 percent of the time. Note that for all the lessons that follow, I'm going to be coming from a place of working with a brand new client in his business I don't know personally. Also, even though I'm teaching this process from the perspective of a brand identity project, this process can really work for any design project. It will just be a matter of customizing the questions to work for what you need. Here's the general process I follow in terms of the timeline of the project. Once we get all the initial paperwork out of the way and contracts are signed and deposits are submitted, the very first thing that I do is work on designing the questionnaire for the client. This could simply be my standard questions or could ask some customization to it. It completely depends on the client and the situation, and we'll get into more details on that in the next lesson. The second thing I do is send to the client with a deadline. Depending on the format. This might be via email, might be a link to something online. Then I review the responses with the client once they've had some time to submit their answers. For me, that usually happens over the phone, but it can happen via email, this up to you and how your process works best for you. The next thing that happens is asking follow-up questions. Most of the time I would say the answer is that are given on an initial questionnaire response spark other questions that lead to a greater understanding or send you in a direction that you didn't expect. That usually happens right at that review process so that we're minimizing back and forth. That's why I like to do it over the phone so that everything happens quickly and in one shot and you can just keep moving throughout the process. After that, we're ready to move on to the next step, which in this case is creative brief. That is actually going to be the topic of the next class in the series that I produce which should come next month. Stay tuned for that. Then now I just want to go over some basic guidelines to follow as you're working on this part of the process that especially fall into the category of these process-oriented things that I'm going over right now. The first thing you want to consider is to make sure you're giving the client plenty of time to deliver their responses to you. This isn't something you want them to do in an hour. Unless somebody is super comfortable and familiar with the ins and outs of their business. It usually typically takes people at least a couple of days in my experience, because generally the things that I'm asking them are things that they need to sit down and really think deeply about. They're not necessarily in the front of their minds because they're busy running their business and working in the daily operations as opposed to thinking about their businesses as a brand. Definitely just build the time into the process for this part of it. Because like I said, this is going to affect everything else you do in the design process and it's super important. The next thing to consider is to be flexible on both the format of the questionnaire and on the review process. You should always have personal standards that work specifically for you, but all clients are going to be different in their preferences. You need to try to be flexible to their needs that you have the best outcome possible. This again applies to both the format and the review process. I'm going to show you some examples that are set up an online platforms because generally that is what works best for me. But there's no reason that the questionnaire cannot be conducted entirely over email or with pen and paper. Some people just aren't super into using online applications for things like this. Just keep that in mind as you're working with people and be flexible so that you can get the best participation from them possible. That's in vain, going over the question results doesn't need to fall into a super specific process. It's what works best for you and for the client. I have clients who are very much fun people, who prefer to go over everything that way and have others who will prefer to discuss everything over email. Next is just don't make assumptions, which is a general rule that you should probably be following across the board. But making assumptions in my experience really often leads to misunderstanding which does not lend itself to a positive outcome. If there is anything that you have a question on, even if you feel like you should know it, I would always err on the side of asking that question to make sure that you're avoiding problems down the line. Then lastly, another thing that is helpful throughout life is to really hone your listening skills. It's important to really listen to the answers that are given to you and notice when it prompts something else that you want to clarify, or when there are contradictions or when they are using words that may have multiple meanings. The purpose of this is really to get fully on the same page. You want to make sure we feel confident that you understand your client and their business as much as possible. Those are some guidelines to keep in mind. In the next lesson we're going to get into my set of essential questions. 3. The Essential Questions: Hi guys, welcome to lesson 3, the essential questions. When I first started to get to know you process with a brand new client, I always start out the same way. I believe that there is a set of essential questions that we should always ask every client and if you only ask these questions, will really have a good foundation to build the next phases of your project on. Let's get into the sets of questions that I believe should be on everybody's questionnaire in every project. The questions that I ask fall into five categories and I split them up this way on the questionnaire, which you'll see as we go through that process further down the line. The categories are; the basics, history and future plans, audience, competition, and vision. Let's go through each category and I'll outline the questions that I think are most essential. As a side note, keep in mind you are free to use these questions with your own clients. But I highly recommend rewriting any of them to suit your own voice. I'm a big believer that every contact point you have, the clients should really reflect who you are as an individual. Now let's get back into the questions. These are straight from my standard questionnaire. This first category, the basics. There are three questions. They are, what is your business name? Which industry does your business operate in? Where are you located? This first category clearly doesn't need too much explanation its pretty straightforward, and you may not even need to include these in your questionnaire if you've already had a couple of discussions with the client before they chose to work with you. I just personally like to keep these in, so I have everything in one place when I review the responses, but it's a personal preference. Next category is history and future plans. There are also three questions in this category. One is, what are the key points in the history of your business? Two is, what is the story behind your business name? Three, is tell us about your big plans for the future. This category is all about getting to know where they came from or where they're headed and where they want to go. All of these details will really help to inform the directions you take with the design and I find the name one is especially huge. Even if the client is a seemingly straightforward name, it's super important to hear a story behind how they arrived at that name. It might not be what you think and the story may lead to some really good ideas once you get into the design process. The next category is audience. In this section we're really starting to dig deeper with these questions. It's getting the client to really analyze the type of customers that they both have currently and want to gain in the future. Let's go through each of them individually and before we do that, I should mention that most of the questions under these categories have multiple choice answers. That's just the way that I set them up, note that as we go through them. Number 1 is, are your target customers male or female? This is a perfect example of having a multiple choice answer that works for this question because you could be targeting both male and female. You could be totally gender neutral and that cannot come into play whatsoever, so it's important to not have only a binary answer option for that question. Number 2 is, how old are your target customers? Also a good idea to have multiple choice answers for this question. You can put different age ranges in there and also potentially leave a spot for someone to write in their own answer if it doesn't fit into any of the categories you've offered. What is their socioeconomic status? Again, another good place to have multiple choice answers. The answers could be various income levels, various income ranges, all sorts of different things that are going to lead to indicating are these wealthy clientele, or he's middle-class clientele, are these working class clientele. You definitely want to know this detail so that really get a sense of who you're targeting. Number 4 is, are there specific traits, characteristics, or personality types that you see as being unique to your ideal customer base. This one's really important to its drilling down even more into the specifics of who their customer is. Does their customer do yoga every day? Are they beer drinkers? They're probably going to know some of these things really specifically. It's definitely important to get that information right up front. Number 5 is, what benefit can you provide these customers that they can't find elsewhere? This is about the audience, but it's also about the client. This is drilling into where do you fit into the customers life? What are you providing them that they might not be able to find in another similar business or somewhere else in their life. Maybe it's a service they're providing, maybe it's a particular product that they're really excel at. That's a good open-ended question that will probably lead to some answers that might need to be followed up on. Number 6 is, how will they find out and learn about your brand? This one I find super important for the design process because you need to know, are there customers finding them on social media? Are they very Internet savvy or is this something where there's a brick and mortar shop and people are doing more advertising on the street and that's why there are reaching customers. Are they local are they national? Those are all good things to know at this stage. Then number 7, just super open-ended. What else can you tell us about your customers? I don't want to assume that these questions cover everything about their customers that they know and find important, so I just want to give that space for the client to fill in any blank that we might have left out. The answers to all of these questions will really give you some great insights into who you're designing for. Remember, while you do have a client, you're designing for your client's, clients. So knowing the audience inside and out is key. The next section is competition. This one is also pretty straightforward. There's four questions here. The first one is, who do you consider to be your primary competition, locally, nationally. I just to want to break that out because they might have different answers for both. They might only have one answer. You might not know. They might not consider anybody to be their competition, but it's definitely important to know so that you have a frame of reference. Number 2 is, who do you see as competitors over the long term as you grow? For example, is this a small store right now, but eventually they want to be a competitor with target. It's good to know where the company sees themselves going and who they actually are striving to be competitive within the future. Number 3 is, what do you feel makes you different? Again this is about differentiating themselves from the competition and how did they feel like they stand out amongst the people that they're competing with on daily basis. Number 4, how do you want your competitors to view your business? I think this is an interesting question that turns things around in a little bit of a different way. It's asking your client to get into their competitor shoes and just see themselves from the outside looking in. This is one that I always find, takes a little bit of time for them to answer, but it's super interesting and helpful for the design process. In overall on this set of questions were really digging into how the client views their business in the marketplace, how they see it now, how they want to see eventually alongside others who they consider competition. This will also be super-helpful in the design process because you'll have a better understanding of where they should fit in and you'll also have a barometer for what you should do with design to make them to stand out. I'm going to do another class on analyzing the competition a little later in the series, so stay tuned for that. The next and last section is vision. There are five questions in this section. This is the most meaty section of the questionnaire which really gets clients thinking. I usually get a lot of awesome responses here and be on the answers themselves. Clients often tell me how great of an exercise it was to really sit down and define their business so specifically. Let's go through the questions quickly. First one is describe your business in one sentence. Second is describe your business in two words. Third is describe your business in one word. Number 4 is, if your brand were a person, how would you describe his personality? Number 5 is, how do you want your customers to feel when they interact with your brand? The answers you get here will get you incredibly far in the design process. The first few questions force clients to come up with a definition for what they do that is super, super specific and it will help you to be really clear about what this company's purpose is and questions four or five especially speak directly to the tone of the design, which will cover more when I go over creative briefs in detail in another class. Parts of these questions it's going to really help you to lead into the visual part of the design process that you're going to get to eventually. Those are the five main sets of questions that I always include. I usually end with something open-ended to the effective. Any other thoughts before you move forward that just leave some room for them to get in any information that they think is crucial but I didn't cover in the questions. I know that was a lot of information to digest. Let me know if you have any questions and the discussion section that I can answer. Next up, we're going to be talking about how to customize your questions. I'll see you in lesson 4. 4. Customizing Your Questions: Hi guys. Let's get into lesson 4, customizing your questions. Now that you have a set of essential questions to ask your client, let's talk about how to go about customizing them for maximum effectiveness. Now this is going to be different in every situation, because what questions you ask is going to depend entirely on you, the client, the project, and how all of that comes together. Well, there aren't any hard and fast rules on the customization process. What I can do is give you some guidelines for how to think about this and some examples to help get you started. Let's start by going through the process of figuring out the questions to ask. We do this by asking more questions, but this time we ask them of ourselves. The first thing you want to do is turn the questions on yourself. I have a few questions for you to sit down and ask yourself and kind of analyze the whole project and make sure you're getting all the information you needed. The first thing you want to ask yourself is, what don't you know? Is this person in an industry you're not familiar with? Are you unsure of what processes they use in their business? Are you unsure of how their industry works? It's best to understand all of this if you're going to develop the image that represents them to the world. Here's an example. I had a client who is opening a kosher restaurant. I had a basic understanding of the rules of kosher eating, and I'm not personally part of that world. So in that case, that was a situation where I had to ask a lot of specific questions that would help to educate me on the topic, and I mean, I also had to do my own outside recess on top of that. But the client is the best resource for you to go to first to get what they believe is the essential information you need to know. Another question to ask is, what do I need to help me produce the best work that I can? What other resources do you need? Answers to your questions don't necessarily need to be entirely text-based. Maybe you need some referenced images to work from. For example, maybe you're designing the identity for a new building. In that case, maybe you want to see architectural plans, images of the exterior and interior, and get some firsthand commentary about the buildings that are in process. You can easily set up a space for the client to share images with you and include a link in your question as well as space to answer in text form. Another question to ask is, what does the client want to get out of the project? This may be a questioning to ask your claim before you customize questions from here. But thinking about this may lead to important additional questions that pertain to their audience. For example, maybe the client wants to attract a new audience in addition to the customers they have. This may lead to additional questions about how they plan to reach customers, that they plan to do a big push on social media. Is this a brick and mortar store that plans to do local advertising, and also may lead to taking a different approach to the design process. They simply wanted to refresh what they have for their existing audience. So those are three really good questions to start with, to ask yourself, and it will just help you start brainstorming and thinking about what are things that you need to ask your client in order to get the most information out of them possible. Then here's some considerations to think about as you're brainstorming the questions for your client. Keep your language simple. Write all your questions and then go back and rewrite it a few times. Edit out as many words as you can to keep the inquiry as brief and simple as possible, and avoid using design jargon. This process is kind of complicated enough as it is because you're asking for a lot of input from the client. I think keeping their language simple just helps minimize all the back and forth that you have to go through to kind of get to the end results. Keep the focus on the business rather than the individual person. Stay away from asking what your client likes or dislikes. These are personal preferences that really shouldn't matter in this context, unless your client is their business, that's kind of a different story, but for the most part, it's a client that's representing a business. Again, remember while your client is reviewing and approving your work and in a basic sense, needs to like the outcome you are really designing for your client's client, so you want to keep the focus on their audience. Three, don't go overboard. Be thorough, but make sure that you're not asking questions to the point of overwhelm. Depending on who they are, the initial set of questions can already be a big undertaking, so be mindful of that. As a general rule, I would try to keep your list to 30 questions or less. But again, you need to trust your judgment on that based on the specific situation. Now, before you finalize all the questions, I would have run them through a quick filter just to make sure you're fully on track. Ask yourself, what information will this answer provide? Is it essential information? Will it help me in the design process and how? If you can't come up with a valuable, simple answer to either of these three questions, that's probably not a necessary question to include. I would kind of run everything goes filter quickly, and just make sure that you're staying on track with the topics that you're asking about, and those specific questions. Have you stick to these basic guidelines, you'll end up with an airtight questionnaire that will no doubt set you up for a really great process. Next up, I'm going to show you a couple of options for online questionnaire platforms and take you through setting up a form and my favorite option. See you there. 5. Create an Online Questionnaire: Hey guys, welcome to Lesson 5. Let's go over how to create an online questionnaire. Before we dive in, let me just reiterate that you do not have to do this online, it's just the method that I find easiest to work with personally and the most versatile for working with clients that aren't super local to me. There are few platforms you can use to do this. I'm just going to show you a few, and then I'm going to take you through my favorite platform in more detail. First one is Survey Monkey. Most of you are probably familiar with this platform. Sure, we've all filled out a Survey Monkey format at one time or another, and it's a free account option and it's pretty basic and easy to use. This is totally a fine option to go with. The other one is Google Forums. Also super popular and it's also free and easy and customizable. This is definitely a good option. This last option is my favorite tool to use for online questionnaires like this, but of any kind really. I personally prefer the interface of Typeform to any other platform that I've used so far, both from the perspective of a person designing the form, and from the person using it. I really like the user experience of being led through a form in a specific way, which encourages focus on one question at a time as opposed to some other options where you see multiple questions on a page. The platform itself where you're building the forum is super easy to use. You can also get really sophisticated with your forums, way beyond the content you're presenting. You can customize the design and visuals and create complex loops and question sets. If a couple of payment plan options for our purposes, the free account should work totally fine. That's what I'm using right now. Now, I'm going to take you through the steps of creating a basic form on type forms so that if you choose to try it out, you can get in there and start building a form for yourself right away. Before I get into the actual ins and outs of building a form, I'm just going to show you really quickly what the current questionnaire I have looks like from the client perspective. I do not do a ton of customization. This isn't super fancy, but it does the job. When I send them the link to the questionnaire, they land here. They click Start. I'm not going to take you through the whole thing because that would take for a register to you really quickly. Type in your name, you just hit Enter to go to the next one. I have a little introduction here that welcomes them to the form, get started them here and have the business name. Let's just fill out a couple of this. This industry option is a dropdown. I'm just picking the first one because I don't want to scroll through very long. Located Connecticut, this is an open-ended, so they're not picking a city and state website. That gives you the jest of it, but it just rotates through the forum as you go through your focus is only on the first question, but actual specific question that you're answering at the time, which is what I really like about it. Now let me just show you what that looks like behind the scenes. This is essentially the back end of that form and I feel like looks a lot more complicated than it is. It is super simple. This interface, if you've worked with any other content management system or any other online application that works similar to this, you're going to be able to figure it out quickly, but I just want to take you through and show you some of the basics of it. This form is relatively complicated. It doesn't have a lot of logic loops or anything like that setup, but there are multiple sections and multiple types of questions, so it is a little bit involved. I'm not going to set up anything this involved with you, but I am going to show you the basics of how to set up a form, and then just so that you can get started on your own, then if you have any questions that come up as you get working on it, I can always answer those for you in the discussions tab. Let's just look at the basics of what type or it looks like when you get in there to start a new form. These are all current forums that I have in history of my type form account. We just click on Create a new type form, and you can use a template or you can start from scratch. Using a template is a totally fine way to go. They have all different templates for different topics. I'll show you really quickly. Here registration form, market research survey, there is a branding questionnaire. It goes in different direction than I tend to go in. This wasn't helpful for me to use as a base, so I did not do that, but you can pick any of these things and start from them if you prefer. I just prefer to do the form from scratch. I'll click Create a new forum, Start from scratch. Let's do Skillshare Form. For the language you can choose between a few different languages, and then start building. When you start, first starts to build the form you show up in this Build tab right here. The first thing you want to do is put all of your questions together. This right-hand side is where all of the questions are going to go, and this left-hand side, these are all the options you have for the different question types. You have a lot of different things you can do here. The first thing at the top here is for a welcome screen. I need to do to start on that is drag it over on right onto that drop, then it automatically once you drag something into that right-hand side, will open up the windows so that you can customize it. For right now, I'm just going to leave this as welcome texts goes here. You can turn on an image, which you can do in several of options. If you want to add a logo or an image, you can do that. You have a tiny bit of text formatting, but not a whole lot. You can add a description. This is a general thing that you'll see a lot of the question options. If you have instructions that go along with the question, this is sometimes good to include there. I'll just go lorem ipsum in here for now, so you can see how that works.. Then you can turn the button on and off and you can also change the text for the button. When you're all set with this, click Save. Now this gray area is where all the questions go. These are super self-explanatory options but I'll just show you a couple of them. We have short texts. This would be a good option if you want to ask a question that only requires a two or three word answer. You can actually specify a maximum number of characters. I haven't really found not to come in handy with questionnaires like this ever, but it's definitely something you can do. Another thing you can do with all the questions is require them or not require them. By default they come with this switch off. I pretty much always require every single question and then it just shows up with a little Asterisk here so you're previewing what you're going to see in the screen to the right. That's short text. Long text is self-explanatory. It's exactly the same but it allows people to type way more text in the box. Statement is something that you can add, like I had the intro welcome field at the beginning of the questionnaire. You can go back to it, yes, right here. This would be a statement. It's addressing the user. You can do this wherever you can. If you split your form into sections like idly, you can have a statement at the beginning of this section, totally open-ended. Again, just basically the same options here, slight variations and some of them like for this example, will allow you to turn on and off the quotation marks that include in the misstatement. Dropdown, super self-explanatory. The way that this works is you put the question in the question marks and then your choices, you just have to list one per line and it shows up. I can show you an example just to see how that works. Typing those in, now you can see the different options when you click on the dropdown. You can choose to put these in alphabetical order if you want. Again, an image description, all the basic kind of same info. Email super simple just to collect email addresses, day and a date. This might be good if you want to add something like, "When is this due or what is your ideal deadline to your questionnaire?" Legal is simply for adding legal text. You might want to have this at the bottom of your form for some reason, to add a website link. They do have a payment option but this is only available with premium type form of subscriptions and it's probably not something you would need for this questionnaire anyway, so you can usually ignore that. Multiple choice works similar to the dropdown. Where again you write a question here, so I'll show you the same thing again and then we put the choices in this box. You can just hit Enter. Then the customer can choose here. You have a few more settings in this one, you don't require it. You can allow people to choose multiple selections. If you want us to do one of your top two favorite colors, you can allow your client to choose two. Randomized just means they won't have to be in the same order every time. You would also force it to align vertically if you prefer that look, and then you can also add an other option which you'll see in some of the other questions as well where you can choose "Other" and then type something in the box like that. Picture choice, also very similar. It's multiple choice, but it allows you to upload different pictures. Say for example, you want to translate some of the questions that I posed into a visual. Like the personality type. You could ask, "do you feel like the personality of your business is more warmer? Is it cool, is it more hard or soft?" You can find images to represent those things and have the client choose that way as opposed to using words. Again, here you have all the general same options as multiple choice. Question group, this is one that I used relatively often. Let's just do a Lorem Ipsum. This is the start to the question. I'm just going to leave all of the rest of this off. I'm going to save it. Then this is how you might want to start a section off and then have sub-questions underneath it. In order to do that, you just do this quick. Start with a question group and have an overarching question and then you drag all the other questions below it, so it sits below it. It's going to have a short question or Lorem Ipsum again, just so you can see how it works once in there. Then you just can keep doing that for however many questions you want to have in that section. I find that super-helpful for the type of formatting I'm using in my questionnaire. Super self-explanatory, just allows you to answer a yes or no question. You can add variables to this as well. Reading also super self-explanatory but I just want to go through all of these really quickly so you can ask a question and then we'll allow someone to rate something 1-5. You can choose different icons to use for the rating. Opinion scale is pretty similar to the rating. Again, it allows you to rate something on a category from one end to the other and you can change what those labels are. This one has 11 steps and it doesn't have any labels in here yet, but you can make that whatever you want. It could be high, low, good, bad, whatever, but it allows you to ask something. It's a little bit more open-ended. Number, simply just asks for somebody to answer a number. I can't think off the top of my head of a reason to use this for the brand questionnaire, but it's good to know that that's there in case you need it. Then file upload, this is also a pro feature. You'll see once we start clicking into some of these things that you'll get this screen so it will prevent you from using it. But again, this shouldn't necessarily be something that you need here. The thank you screen is the last thing, but this also is a pro feature, so I don't even worry about that. The next thing that you'll do, once you have all your questions in place, you'll go all through these tabs over to the right and they're really pretty much in order for how you're going to use them. The next step is design and you do have a bunch of options here. You have more options with pro but for now, in the free version, you still definitely have a lot of options. You can customize colors, you can customize fonts. These are all Google fonts, so you have a bunch of options here and you can add a background image. I never do because I feel it's distracting, but there's obviously situations where that can work really nicely. You make those few adjustments there. You can customize it to your company's brand, and then you want to configure the form. In here you can go through all these different options. Some are not available to you in the free version. This allows you to change the language, change the title, the status, whether it's public or not. Type form branding again, can be turned off with a pro version. A lot of these things you have to ignore a little bit here. There's many information that you can add. I don't do any of that because generally I'm sending this to one individual. There's all sorts of integrations you can add if you want to get into that. This allows you to set up notifications for yourself when a form is filled out. Respondent notifications is another cool thing that you can do if you have a Pro account. Again, for these one-off surveys, I don't find it super essential. The progress widget is a good thing to check out and see what you feel or you prefer. You can choose to show the user where they are in completing the form either by percentage or by proportional to the number of questions asked. I think percentages is better since I am using a form with at least 20 questions. I think seeing that number might feel a little bit overwhelming. Then you have a messages section. These are the general messages that you see and you can change these if you want. I don't see any reason to change them. It's not really necessary. Webhooks, this is another thing that's a pro feature, so I'm not even going to really focus on that, but just want to show you that there's a tone of ways to customize your form. The next thing you want to do is share. This automatically gives you a link to your form, which is perfect for just sending a link to your client. They also have these options where you can share on social media or you can send it via e-mail. You can take advantage of whatever ways to share the form you prefer. You can also embed your form in a web page. If you wanted to put this right on your website, so that someone can access it immediately, that is a 100 percent doable. You have the code right here and you can adjust the width and height a little bit so that it fits the page that you're looking for. Then the last thing is analyze. Once you start getting responses, this is where you'll see your results. Metrics gives you a few stats. I'm not looking at a form that has tones of responses right now, so I'm not seeing a whole lot here and this form isn't really about that anyway. The result is more where I really focus. What you're basically seeing here is a spreadsheet. This is like an Excel spreadsheet or a Google Doc. It has all the questions up at the top and these drop-down menus. When you start getting results and you see the populate here, it is not super easy to navigate. What I always do is download the form and then that way I can reconfigure it into however way that I need to look at it so that it makes more sense to me. There's also a couple other things in here where you can add Google Analytics tracking and you can get reports on data. If those things seem helpful too, you can definitely mess around with that. Those are the five main sections. That's where you're going to go to build the form and then you always have this button, so you can view your type form in any time and get a sense of what it's shaping up to be if you want to look at it in the middle of your process. That is the basic way to set up a form and type form. I know we went through a lot of the details, but it really is super simple and self-explanatory. Once you get in there if you decided to try it, I am sure that you won't have a hard time with that, but definitely let me know what questions you have. I'd be happy to help you in the process and give you some more specifics that are related to specific questions you're using or specific formats you want to use. Definitely get in touch in the discussions tab if you have any questions, and next up we're just going to talk quickly about next steps. 6. Next Steps: Hey guys, welcome to video 6. Now that you've gone through all the basics of asking the right questions, let's move on to your project. Your goal is to create a template questionnaire in one of the online programs I mentioned, or another one of your choice if you prefer something else. Having this template is going to make your process so much easier moving forward. No need to sit down and set something up like it's from scratch every single time. Even if you end up adding a few custom questions, you'll always have this basic template to work from. Here are the steps that you should follow on your project. Develop your questions. Super simple. You can start with the basic questions that I gave you. Develop a series of custom questions that can be chosen depending on the client. This is optional. Sometimes it might be helpful for you to go through the process I outlined in the previous videos, and come up with a handful of questions that may come up with clients and may not fall outside of the basics, but could be helpful depending on the situation. Then transfer questions into an online questionnaire format of your choosing. Like I said, platform is totally up to you. If you don't want to do it in an online questionnaire, you just want to put a PDF together to upload into the class. That's totally fine too. Then share a link to your questionnaire with the class. That can be an actual link in your project page or you can upload a PDF. Just share it with us so that we can give you feedback and you can drill it down and even customize it further so that you have an airtight questionnaire to use with your next client. As always, let me know if there are any questions in the discussion tab. I look forward to checking out your questionnaires. If you're interested in learning more, in the next class I'll be publishing in this series, we'll take a deep dive into creative briefs. It should probably be launching in the next few weeks, in June sometime. Definitely stay tuned for that and I'll let you know here when it's ready. Thank you so much.