Client Questionnaires
Pre-shoot questionnaire and creative direction gathering templates.
Updated Notification
Hi {{cursor}},
Thank you for your patience while we reviewed updated notification.
Here are the key details:
- [Detail 1]: [Specific information]
- [Detail 2]: [Specific information]
- [Detail 3]: [Specific information]
Please review the above and let me know if you have any questions or need additional information.
I am happy to discuss this further at your convenience. Please do not hesitate to reach out if you need anything else.
Best regardsRevised Request
Revised Request
Date: {{date}}
Prepared by: {{cursor}}
Summary:
[Brief overview of revised request]
Details:
1. [Key point or finding]
2. [Key point or finding]
3. [Key point or finding]
Action Items:
- [Action item 1] - Due: [Date]
- [Action item 2] - Due: [Date]
- [Action item 3] - Due: [Date]
Next Steps:
[Description of what happens next]
Notes:
[Additional context or considerations]Initial Summary
Hi {{cursor}},
Quick update on initial summary:
[Key information]
Let me know if you have any questions.
BestFollow-Up Alert
Follow-Up Alert
Date: {{date}}
Status: [Active/Pending/Complete]
Owner: {{cursor}}
Description:
[Detailed description of follow-up alert]
Key Points:
- [Point 1]
- [Point 2]
- [Point 3]
Timeline:
- Start: [Date]
- Milestone 1: [Date]
- Completion: [Date]
Notes:
[Additional information]Standard Note
Hi {{cursor}},
Following up on our recent conversation about standard note.
Here are the key details:
- [Detail 1]: [Specific information]
- [Detail 2]: [Specific information]
- [Detail 3]: [Specific information]
Please review the above and let me know if you have any questions or need additional information.
Please let me know if you have any questions or if there is anything else I can help with.
Best regardsFormal Memo
Formal Memo
Date: {{date}}
Prepared by: {{cursor}}
Summary:
[Brief overview of formal memo]
Details:
1. [Key point or finding]
2. [Key point or finding]
3. [Key point or finding]
Action Items:
- [Action item 1] - Due: [Date]
- [Action item 2] - Due: [Date]
- [Action item 3] - Due: [Date]
Next Steps:
[Description of what happens next]
Notes:
[Additional context or considerations]Friendly Version
Hi {{cursor}},
Quick update on friendly version:
[Key information]
Let me know if you have any questions.
BestBrief Response
Brief Response
Date: {{date}}
Status: [Active/Pending/Complete]
Owner: {{cursor}}
Description:
[Detailed description of brief response]
Key Points:
- [Point 1]
- [Point 2]
- [Point 3]
Timeline:
- Start: [Date]
- Milestone 1: [Date]
- Completion: [Date]
Notes:
[Additional information]When to use this template
- Wedding or portrait pre-shoot questionnaire collecting must-have shots, family dynamics, must-avoid people.
- Brand or commercial questionnaire capturing the brand voice, mood references, deliverable requirements.
- Event coverage questionnaire with the run-of-show, key moments, VIPs to capture.
Customize for your workflow
- Ask for visual references, not just words. Pinterest boards, sample photos, mood references — visual answers beat written descriptions.
- Time the questionnaire deadline. 'Complete two weeks before the shoot' gives you time to plan; 'whenever' produces last-minute scrambles.
Common questions
How long should a pre-shoot questionnaire be?
10-15 questions for portraits/weddings. 20-30 for commercial. More than that and clients abandon mid-form.
Should the questionnaire be a form or document?
Form for structure (Typeform, Google Forms). Document for conversational responses. Match to client type — corporate prefers forms, creative briefs sometimes need narrative.
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