Zapof

Unwrap Your Perfect Package Design: Client Intake Form

Section 1: Business & Brand Information

Business Name

Contact Person

Job Title

Email Address

Phone Number

Website

Social Media Handles

Industry/Market Niche

Brief Description of Your Business & Products:

Target Audience (Age, Gender, Location, Interests, etc.):

Brand Values & Key Messaging:

Competitors (List 2-3 major competitors & what you like/dislike about their packaging):

Competitor

What you like about their packaging

What you dislike about their packaging

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

Section 2: Project Scope & Goals

What type of packaging do you need? (Check all that apply)

Primary (Product Packaging – e.g., boxes, bottles, bags)

Secondary (Outer Packaging – e.g., shipping boxes, gift boxes)

Tertiary (Bulk Shipping – e.g., pallets, crates)

Labels & Stickers

Pouches & Sachets

Tins & Jars

Blister Packs & Clamshells

Eco-Friendly/Sustainable Packaging

Other (Specify):

What is the primary purpose of this packaging?

Brand Recognition

Product Protection

Shelf Appeal (Retail)

E-commerce/Direct Shipping

Sustainability Focus

Luxury/High-End Presentation

Other:

Do you need: (Check all that apply)

Full Packaging Design (Concept to Print-Ready Files)

Redesign of Existing Packaging

Structural Packaging (3D/Die-Line Creation)

Label Design Only

Packaging Prototyping/Mockups

Print Production Assistance

Regulatory Compliance (FDA, Child Safety, etc.)

Do you have existing brand guidelines?

Please attach files:

Description

Upload File

Notes

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

Do you need full branding assistance?

Section 3: Design Preferences & Requirements

Preferred Aesthetic & Style: (Check all that apply)

Minimalist

Modern

Vintage/Retro

Handcrafted/Artisanal

Luxe/Premium

Bold & Colorful

Playful/Whimsical

Natural/Eco-Friendly

High-Tech/Futuristic

Other:

Colors to Use (Brand Colors or New Palette):

Brand Colors

New Palette

Colors to Avoid:

Typography Preferences (Serif, Sans-Serif, Handwritten, etc.):

Imagery/Graphics Preference:

Photography

Illustrations

Patterns/Textures

Abstract Graphics

No Imagery (Typography-Based)

Must-Have Elements on Packaging (Logo, Tagline, Certifications, Barcodes, etc.):

Description

Upload File

Notes

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

Regulatory/Compliance Requirements (Nutrition Facts, Ingredient Lists, Safety Warnings, etc.):

Section 4: Technical & Production Details

Packaging Dimensions & Quantity Needed:

Packaging Dimension

Quantity

A
B
1
 
 
2
 
 
3
 
 

Material Preferences: (Check all that apply)

Cardboard/Kraft

Corrugated

Plastic (PET, PP, etc.)

Glass

Metal

Biodegradable/Compostable

Recycled Materials

Other:

Printing & Finishing Requirements:

Offset Printing

Digital Printing

Foil Stamping

Embossing/Debossing

Spot UV

Matte/Gloss Coating

Other:

Do you need assistance with sourcing manufacturers?

Yes

No (We have a preferred vendor)

Section 5: Budget & Timeline

Estimated Budget Range for This Project:

Under $500.00

$500.00–$2,000.00

$2,000.00–$5,000.00

$5,000.00+

Desired Timeline (Urgency):

ASAP

2-4 Weeks

1-3 Months

Flexible

Section 6: Additional Notes

Inspiration (Attach examples or Pinterest links if available):

Upload File

Link

A
B
1
 
​
2
 
​
3
 
​

Any Other Special Requests or Considerations?

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


A Client Intake Form is a critical tool for designers and agencies to gather essential information from clients before starting a project. A well-structured form ensures clarity, reduces back-and-forth communication, and helps tailor the design process to the client’s exact needs. Below is a detailed breakdown of each section in the form, explaining its purpose and importance.


1. Business & Brand Information

Purpose: Understand the client’s brand identity, market positioning, and target audience.
Key Insights Gathered:

  • Business Name & Contact Info – Basic details for communication.
  • Industry & Target Audience – Helps in designing packaging that appeals to the right demographic.
  • Brand Values & Messaging – Ensures the packaging aligns with the company’s ethos.
  • Competitor Analysis – Identifies market trends and opportunities for differentiation.

Why It Matters:

  • Avoids misaligned designs by understanding the brand’s voice early.
  • Helps in creating packaging that stands out from competitors.

2. Project Scope & Goals

Purpose: Defines the type of packaging needed and the project’s objectives.
Key Insights Gathered:

  • Packaging Type (Primary, Secondary, Labels, etc.) – Determines structural and material considerations.
  • Primary Purpose (Retail appeal, e-commerce, sustainability, etc.) – Influences design priorities.
  • Existing Brand Guidelines – Checks if the packaging must follow strict branding rules.

Why It Matters:

  • Prevents scope creep by clarifying deliverables upfront.
  • Ensures the design serves its intended function (e.g., shelf appeal vs. shipping durability).

3. Design Preferences & Requirements

Purpose: Captures the client’s aesthetic vision and mandatory design elements.
Key Insights Gathered:

  • Style Preferences (Minimalist, luxury, eco-friendly, etc.) – Guides the visual direction.
  • Color & Typography Choices – Ensures brand consistency.
  • Must-Have Elements (Logos, barcodes, certifications) – Avoids legal/compliance issues.

Why It Matters:

  • Reduces revisions by aligning expectations early.
  • Ensures regulatory compliance (e.g., FDA labels, recycling symbols).

4. Technical & Production Details

Purpose: Addresses practical aspects like materials, printing, and manufacturing.
Key Insights Gathered:

  • Material Preferences (Cardboard, biodegradable, glass, etc.) – Affects sustainability and cost.
  • Printing & Finishing Techniques (Foil stamping, embossing, spot UV) – Impacts final look and budget.
  • Manufacturer Sourcing Needs – Determines if the designer must liaise with suppliers.

Why It Matters:

  • Avoids last-minute production hurdles (e.g., unprintable designs).
  • Helps estimate costs accurately based on material choices.

5. Budget & Timeline

Purpose: Sets realistic expectations for cost and deadlines.
Key Insights Gathered:

  • Budget Range – Helps prioritize features (e.g., premium finishes vs. cost-effective solutions).
  • Timeline Expectations – Identifies rush fees or phased delivery needs.

Why It Matters:

  • Prevents disputes over pricing and deadlines.
  • Allows the designer to propose solutions within the client’s constraints.

6. Additional Notes & Inspiration

Purpose: Captures any extra creative direction or references.
Key Insights Gathered:

  • Inspiration Links (Pinterest, competitor examples) – Provides visual benchmarks.
  • Special Requests – Uncovers unique needs (e.g., unboxing experience, limited-edition designs).

Why It Matters:

  • Speeds up the design process with clear references.
  • Ensures no critical detail is overlooked.

Final Thoughts: Why This Form Works

Comprehensive – Covers branding, design, production, and logistics in one place.
Efficient – Reduces unnecessary emails and meetings by gathering all details upfront.
Customizable – Adaptable for different industries (food, cosmetics, electronics, etc.).
Professional – Demonstrates expertise and builds client confidence.

By using this structured intake form, designers can deliver highly tailored packaging solutions while minimizing misunderstandings and delays.

 

To configure an element, select it on the form.

To add a new question or element, click the Question & Element button in the vertical toolbar on the left.