1. Discovery 2. Strategy 3. Creative direction 4. Deliverables 5. Launch and rollout schedule © Phil Botha Creative 2026. All rights reserved. Step 1 of 8 - Your project 0% LinkedInThis field is for validation purposes and should be left unchanged.This discovery form helps us understand your project, your audience, and your ambitions so we can respond with a considered proposal.It takes around 10 to 15 minutes depending on scope. You can save progress at any point and return later.What do you need help with? Brand strategy and identity Website, webapp and digital product development Video production Photography 3D animation or motion graphics General Design Print Design Signage and spacial design Social media CRO, SEO etc Not sure yet Select everything that applies. If you are unsure, that is completely fine.Where are you at with this project? Starting from scratch Evolving or refreshing something that exists I have a brief or clear direction ready What has prompted this project?Understanding the trigger helps us prioritise the right things from the start. About your businessThe more we understand about your organisation, the better positioned we are to make recommendations that serve your goals.Business nameWebsiteIndustrySelect your industryTechnology and softwareProfessional servicesHealth and wellnessE-commerce and retailConstruction and tradesHospitality, food and tourismEducation and trainingCreative and mediaNot-for-profit or NGOProperty and real estateFinance and accountingLegalManufacturing and industrialGovernment or public sectorOtherYear establishedDescribe what your business doesWrite this as you would explain it to someone at a dinner party. We are looking for clarity, not polish.What is your unique selling proposition?What is a unique selling proposition?Understanding your USPYour USP is not a tagline or a list of services. It is the single, specific reason a customer chooses you over every alternative, including doing nothing.To find yours, ask:What do your best customers say when they refer you?What would your customers lose if you disappeared tomorrow?What do you do that competitors cannot easily replicate?A strong USP is specific and provable. "We provide quality service" is not a USP. "We guarantee same-day turnaround on all residential plumbing in Auckland" is.I would like help defining our USP I would like help defining our USP Select this and we will cover it in our discovery session. You can skip the field below.Who is your ideal customer?How to describe your ideal customerDefining your ideal audienceYour ideal customer is not "everyone." Trying to appeal to everyone results in a brand that connects with no one.Think about the customers who are the most profitable, easiest to work with, refer others most often, and value what you do rather than haggling on price.Describe them across these dimensions:Demographics: age, gender, location, income, occupationPsychographics: values, beliefs, lifestyle, interestsBehaviours: where they spend time, how they research, what influences decisionsNeeds: what problem they are solving, what outcome they wantIf you serve multiple audiences, describe your primary one and note the others.I would like help with audience research I would like help with audience research Select this and we will cover it in our discovery session. You can skip the field below.What problem or desire does your product or service address?How to think about thisProblems and desiresEvery purchase is a response to either a problem (something they want to move away from) or a desire (something they want to move toward). The clearer you are about these, the more precisely we can position your brand.Ask yourself:What is your customer's life like before they find you?What frustration, risk, or unmet ambition brings them to your door?What would they search for at 2am when the problem feels urgent?What emotional state are they in when they decide to act?For services: the pain might be wasted time, uncertainty, or poor past experiences.For products: an unmet functional need, a desire for status, or a gap in the market.For non-profits: a cause the donor cares about, or an injustice they want to address.I would like help defining our value proposition I would like help defining our value proposition Select this and we will cover it in our discovery session. You can skip the field below.What is the purpose of your business beyond revenue?How to think about brand purposePurpose beyond revenueYour brand purpose does not need to be grand or world-changing. It needs to be honest.A clear purpose guides decisions when the path is unclear, attracts people who share your values, and differentiates you from competitors who do similar work.Examples across scales:"Making accounting less intimidating for small business owners""Ensuring every child in our community has access to clean drinking water""Building packaging that businesses can feel genuinely good about"If you have a formal mission statement that still rings true, share it. If it feels stale, describe what you actually care about in your own words.I would like help articulating our purpose I would like help articulating our purpose Select this and we will cover it in our discovery session. You can skip the field below.Who are your main competitors?List three to five. Note anything you admire about their positioning and anything you would do differently. BrandStrategy, identity, story, and visual direction.Which areas of brand work are relevant? Brand strategy and positioning Brand workshops or facilitation Naming Logo design Visual identity system Brand guidelines document Brand messaging and tone of voice Brand story and narrative Collateral design Social media templates Signage and environmental graphics Packaging design Select everything that applies. If unsure, leave blank and we will scope it together.For existing brandsUnderstanding what works and what does not is as important as defining where you are headed. Be candid here.What is not working with the current brand?What should we keep?How customers see you nowHow you want to be seenWhich aesthetic direction best fits your vision? Modern and minimal Bold and dynamic Classic and refined Organic and natural Premium and luxurious Technical and precise Warm and human Select the closest. Describe your vision further in the reference section below.How should your brand communicate? Professional and polished Friendly and approachable Authoritative and knowledgeable Innovative and forward-looking Warm and personal Bold and confident Understated and considered Direct and no-nonsense Select up to three.Brand positioning spectrumPosition your brand between each pair of qualities. There are no right answers.Masculine / Feminine 1 2 3 4 5 Edgy / Safe 1 2 3 4 5 Sporty / Elegant 1 2 3 4 5 Modern / Classic 1 2 3 4 5 Professional / Casual 1 2 3 4 5 Fun / Serious 1 2 3 4 5 Necessity / Luxury 1 2 3 4 5 Approachable / Authoritative 1 2 3 4 5 Simple / Intricate 1 2 3 4 5 Brands you admire and whyAnything to avoid?Colour preferencesIf the logo includes text, what languages are needed? English only English and one other language Multiple languages Non-Latin script (e.g. Arabic, Chinese, Te Reo Maori) No text in logo DigitalUX, design systems, web design, front-end, and conversion.What digital work do you need? UX/UI design and design system Website design Front-end development E-commerce store Conversion rate optimisation Social media design and management Landing pages CMS setup and training What should the website achieve? Generate leads and enquiries Sell products online Build credibility and trust Provide information and resources Showcase work or case studies Attract and recruit talent Required features and integrations Blog or news section Online store or catalogue Booking or appointments Client portal or member area CRM integration Email marketing integration Analytics and tracking Multi-language support Accessibility compliance (WCAG 2.2) Platform preferenceSelect platformWordPressShopifyWebflowCustom buildNo preferenceOtherContent readiness Copy and images are ready We have some content but need support We need full content creation Key pages or sectionsCurrent conversion challengesWhich platforms? Instagram LinkedIn Facebook TikTok YouTube Threads Video productionFrom brand films and TVCs to case studies, interviews, drone footage, and social content.What type of video? Brand or promotional film TVC or commercial Case study or testimonial Interview or talking head Event coverage Recruitment video Product or explainer Drone or aerial Social media content Voiceover recording Approximate length Under 60 seconds 1 to 3 minutes 3 to 10 minutes Over 10 minutes Multiple edits at different lengths Not sure yet Location and logisticsWhere will the video be used? Website Social media Television or broadcast Presentations or events Internal communications Paid advertising PhotographyCorporate and portrait photography, event coverage, product shoots, and lifestyle imagery.What type of photography? Corporate or team portraits Individual headshots Event coverage Product photography Lifestyle or brand imagery Architecture or interiors Food and beverage Approximate number of final images Under 20 20 to 50 50 to 100 Over 100 Not sure yet Location and logisticsWhere will images be used? Website Social media Print materials Advertising Internal communications 3D and motionAnimation, character development, motion graphics, and brand idents.What do you need? 3D product visualisation Character design and development Motion graphics Animated logo or brand identity Architectural or spatial visualisation Explainer animation Describe the project or conceptVisual style Photorealistic Stylised or illustrative Flat or geometric Open to recommendation Where will the animation be used? Website Social media Presentations Television or broadcast Events or installations Packaging or retail A few things worth consideringThe way people discover and evaluate brands has changed significantly. These are areas we recommend every client be aware of.AI-powered brand discoveryOne in four consumers now use AI tools as their primary way to research brands. Google AI Overviews appear in the majority of search results. If your brand content is not structured for AI interpretation, a growing segment of your audience will not find you.How familiar are you with AI search and brand visibility? Already working on it Aware but have not started New to me AccessibilityThe European Accessibility Act came into effect in June 2025, with similar legislation expanding globally. Accessible design broadens your audience, improves search performance, and makes content more discoverable by AI systems.Is accessibility a priority for this project? Yes, we need WCAG 2.2 compliance Important, want to follow best practices Interested, include it in the proposal Not a priority at this stage Additional servicesSelect any you would like included in your proposal. No commitment.Include in proposal AI visibility and GEO strategy SEO and content strategy Accessibility audit and remediation Social media strategy Email marketing and automation Copywriting and brand messaging Paid media strategy Analytics and reporting Ongoing retainer and support Project logisticsTimeline, investment, and decision-making.Timeline Urgent, 4 to 6 weeks Standard, 8 to 12 weeks Extended, 16 to 24 weeks Flexible, no fixed deadline Hard deadline or launch date DD slash MM slash YYYY If a specific date is driving this project, note it here.Investment range (NZD) Under $5,000 $5,000 to $15,000 $15,000 to $30,000 $30,000 to $50,000 $50,000 to $100,000 Over $100,000 Prefer to discuss after scoping Helps us recommend the right scope. We are transparent about what is achievable at each level of investment.How many people will approve the work? Just me 2 to 3 people 4 to 6 people 7 or more How quickly can your team review a design proof? Within 24 hours 2 to 3 business days A week or more Your detailsWe will respond within two business days with a tailored proposal.Full name(Required)RoleEmail(Required) PhonePreferred way to discuss next steps Video call Phone call Email initially In person (Tamaki Makaurau / Auckland) Reference materials Drop files here or Select files Accepted file types: jpg, jpeg, png, gif, pdf, ai, eps, psd, doc, docx, ppt, pptx, svg, zip, mp4, mov, Max. file size: 8 MB, Max. files: 10. Existing assets, briefs, mood boards, competitor examples. Up to 10 files.Anything else we should know?How did you find us? Google search AI assistant recommendation Social media Referral Returning client Event or networking Other