Motion Graphics and Animation Client Intake Form

I. Client Information

Company Name

Contact Person

Job Title

Email Address

Phone Number

Website

Social Media Handles (if applicable)

Company Address

City/Town

State/Province

Postal/Zip Code

II. Project Details

Project Title/Name:

Project Description (Brief overview of the project):

Project Goals (What do you hope to achieve with this animation?):

Target Audience (Who are you trying to reach?):

Project Deadline (When do you need the final product?):

Budget Range (Please provide a realistic budget range):

From:

To:

Do you have any existing brand guidelines or style guides?

Yes

If yes, please provide them.

	Description	Upload File	Notes
	A	B	C
1
2
3
4
5

III. Service Options

(Please select all that apply)

Animation Length (Approximate duration in seconds/minutes):

Resolution/Aspect Ratio:

1920x1080 (16:9)

1080x1080 (1:1)

1080x1920 (9:16)

4K (3840x2160)

Other (Please specify):

Audio Services:

Voiceover (Male/Female/Neutral)

Sound Effects

Background Music (Provide reference tracks if possible)

No Audio Required

Script/Storyboarding:

Client will provide a script/storyboard

We require scriptwriting and storyboarding services

Character Design:

Client will provide character designs

We require character design services

Revisions:

Number of Revisions included in the project:

Note: Additional revisions may incur extra costs

File Formats (Desired final output formats):

.mp4

.mov

.avi

.gif

Other (Please specify):

Source Files (Do you require the source files?):

Yes

Note: Source files may incur extra costs

IV. Detailed Expectations

Please provide a detailed description of your vision for this animation. Include any specific visual styles, color palettes, tone, and messaging you want to convey. Reference any existing animations or videos that you like (provide links if possible). Be as specific as possible about the desired outcome. What is most important to you about the final product?

Client Intake Form Insights

Please remove this client intake form insights section before publishing.

Let's break down the detailed insights into this Motion Graphics and Animation Client Intake Form, highlighting its strengths and the reasoning behind its structure:

I. Client Information: Foundation and Communication

Purpose: This section establishes a clear point of contact and ensures smooth communication throughout the project.
Insights:
It's crucial to gather accurate contact details to avoid delays and miscommunication.
Including social media handles can offer insights into the client's online presence and brand aesthetics.
Having the company address can be important for legal and invoicing purposes.

II. Project Details: Defining the Scope

Purpose: This section sets the project's boundaries, defines its objectives, and establishes realistic expectations.
Insights:
Clearly defining the project's goals helps align the animation with the client's marketing or communication strategy.
Identifying the target audience is essential for tailoring the animation's style and messaging.
Establishing a realistic budget early on prevents scope creep and ensures financial clarity.
Knowing where the animation will be used determines the appropriate resolution, aspect ratio, and file formats.
Having the client provide any existing brand guidelines provides for a more accurate representation of the clients brand.

III. Service Options: Specifying the Deliverables

Purpose: This section allows the client to select the specific services they require, ensuring a tailored approach.
Insights:
Offering a range of animation styles caters to diverse client needs and preferences.
Specifying the animation length and resolution ensures clarity regarding the final product's technical specifications.
Addressing audio services early on prevents delays and ensures a cohesive final product.
Clarifying script and storyboarding responsibilities avoids misunderstandings and ensures a smooth production process.
Clearly defining the number of revisions included in the price prevents future monetary disagreements.
Knowing the desired file formats allows for proper exporting and delivery.
Source files are important to some clients, and it is important to know if they are needed, and to be able to charge appropriately for them.

IV. Detailed Expectations: Uncovering the Vision

Purpose: This section is the most critical, as it allows the client to articulate their vision in detail, ensuring alignment between their expectations and the animator's creative direction.
Insights:
Encouraging clients to provide specific visual references and style preferences helps the animator understand their aesthetic sensibilities.
Asking about the desired tone and messaging ensures that the animation effectively communicates the client's brand values.
Prompting clients to articulate their most important priorities helps the animator focus on delivering the key elements of the project.
The open ended nature of the question is designed to have the client provide as much information as possible. The more information the client provides, the less changes will be needed later on.

Overall Strengths of the Form:

Comprehensive: It covers all essential aspects of the project, from client information to detailed expectations.
Structured: The logical flow of the sections ensures that no crucial information is overlooked.
Detailed: The in-depth questions encourage clients to provide thorough responses, leading to clearer project briefs.
Flexible: The service options allow for customization based on the client's specific needs.
Proactive: Addressing potential issues like revisions and source files early on prevents future disputes.
Clear Communication: The form encourages clear and concise communication, minimizing misunderstandings.

Key Considerations:

User-Friendliness: Ensure the form is easy to fill out and submit, whether it's a digital form or a printable document.
Clarity: Make sure the language used is clear and concise, avoiding technical jargon that the client may not understand.
Follow-Up: After receiving the form, schedule a follow-up meeting or call to clarify any questions and ensure alignment.

By using a comprehensive client intake form like this, motion graphics and animation professionals can establish clear expectations, build strong client relationships, and deliver successful projects.

To configure an element, select it on the form.