Send the questionnaire
Ask the client to fill it in before the session, so the meeting starts from their own answers.
Shop / Brand Discovery & Strategy Kit
Run the session
A questionnaire, workshop slides, a strategy document and a session guide: run the discovery session, then hand over a strategy your client signs off before any design starts.
Available nowInstant download · Card or PayPal · Licensed for client work
In short
The Brand Discovery & Strategy Kit is a set of templates for designers who want to start brand projects with strategy. It includes a client questionnaire, workshop slides, brand strategy document templates and a short guide to running the session. It is made by Martina Boshra of iBrand Identity from the process she uses on paid client projects.
| Details | |
|---|---|
| Price | $69 (one-off) |
| Made by | Martina Boshra, brand strategist and founder of iBrand Identity |
| File format | PowerPoint (.pptx), Word (.docx) and PDF, including fillable PDFs in A4 and US Letter |
| Delivery | Instant download after checkout |
| Licence | Your own and your clients’ projects; no resale |
| Checkout | Lemon Squeezy: cards and PayPal, tax worked out for you |
| Status | Available now |
What’s included
Instant download · Free font (Manrope) · One-off payment
The thinking behind it
A brand discovery session is the working meeting at the start of a brand project where designer and client agree who the brand is for, what makes it different and what it must say, before anyone opens a design file. Done well, it turns the rest of the project into execution, because every design decision can be checked against what the client already agreed.
How to use it
Ask the client to fill it in before the session, so the meeting starts from their own answers.
Use the slides to work through audience, competitors, positioning and personality together.
Turn the session into the strategy document templates while the conversation is fresh.
Agree the strategy in writing before design starts. It becomes the brief you design against.
Is it right for you?
Pairs well with
More templates coming
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Get told when it launches
One email when the product you choose is ready to buy. No spam.
You’re on the list
We’ll email you when it’s ready. Meanwhile, try the free versions.
Start with the free brand guidelines template, the messaging framework template or the branding questionnaire.
Questions
A 45-question client questionnaire (Word and fillable PDF), 18 workshop slides, a 22-slide strategy document written as a worked example, an 8-page session guide and a Read me. Everything uses the free Manrope font.
The workshop runs for three hours with a break. Allow two weeks before it for the questionnaire, and about ten days after it to write up the strategy and get it signed.
Yes. Many designers charge for discovery as its own paid phase, because the strategy document has value on its own. The kit is licensed for use in your client projects.
No. The free questionnaire has 28 questions for business owners working on their own brand. The kit’s questionnaire has 45 questions written for designers to send their clients, with a “why we ask” note for each part, plus the workshop, strategy document and guide.
Checkout runs on Lemon Squeezy. You get a download link on screen and by email straight away.
Made by Martina Boshra, founder of iBrand Identity and creator of The Transmutation Method™. Brand strategist for founders and service businesses across the US, Europe and the Gulf.Last updated: November 2026
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© 2026 iBrand Identity. All rights reserved. Designed by Martina Boshra.