Video Editing & Post-Production Client Intake Form

Please remove this client intake form insights section before publishing.

This client intake form is designed to be comprehensive, ensuring that a video editing and post-production business gathers all necessary information to effectively execute a client's project. Here's a detailed breakdown of its key components and insights:

1. Client Information:

• Purpose: Establishes basic contact information for communication and project management.
• Insight: Accurate contact details are crucial for smooth communication and timely delivery.

2. Project Details:

• Purpose: Defines the scope and objectives of the project.
• Insight:
  Project type helps categorize and tailor the editing approach.
  Target audience and project goals are essential for creating relevant and impactful content.
  Desired video length, deadline, and budget provide practical constraints for the project.

3. Source Footage:

• Purpose: Gathers information about the raw materials for the video.
• Insight:
  Footage format and storage method determine technical requirements.
  Total footage length helps estimate the editing workload.
  Specific shot preferences allow the editor to focus on key elements.
  Knowing what to exclude is just as important as knowing what to include.

4. Post-Production Services:

• Purpose: Outlines the specific services required by the client.
• Insight:
  Offering detailed service options (e.g., basic vs. advanced editing, color correction, audio editing) allows for precise project scoping and pricing.
  Motion graphics and VFX sections enable the client to specify complex visual requirements.
  Subtitles, output formats, and delivery methods ensure the final product meets the client's technical specifications.
  Revisions are important to define from the start to avoid scope creep.

5. Music and Assets:

• Purpose: Determines the availability and requirements for supplementary materials.
• Insight:
  Music preferences and asset availability influence the creative direction and workflow.
  Clarifying stock footage needs helps manage licensing and budgeting.

6. Detailed Expectations:

• Purpose: This is the most critical section. It aims to extract the client's complete vision and artistic direction.
• Insight:
  This open-ended question encourages the client to articulate their desired tone, style, and pacing.
  Providing links to reference videos helps the editor understand the client's aesthetic preferences.
  Describing desired audience feelings and post-viewing actions aligns the video with the client's marketing or communication goals.
  The deeper the understanding of the clients desired outcome, the better the final product will be.
  This section is where the editor can discover the unspoken desires of the client.
  This section is the most important section of the entire document.

7. Agreement:

• Purpose: Formalizes the client's acknowledgment of the provided information.
• Insight:
  A signed agreement protects both the client and the editor by ensuring clear understanding and accountability.

Overall Insights:

• Comprehensive Coverage: The form covers all essential aspects of a video editing project, from technical details to creative vision.
• Clarity and Precision: The detailed service options and open-ended questions minimize ambiguity and promote clear communication.
• Client-Centric Approach: The form prioritizes understanding the client's needs and expectations to deliver a satisfactory final product.
• Professionalism: A well-structured intake form demonstrates professionalism and attention to detail.
• Risk Mitigation: The agreement section helps prevent misunderstandings and disputes.

Key takeaway: This intake form is a powerful tool for video editing and post-production businesses to streamline their workflow, manage client expectations, and deliver high-quality results. The "Detailed Expectations" section is the most important part of the entire document.