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Client Intake Form: Interior Design 3D Visualization & Rendering

Date:

I. Client Information

First Name

Last Name

Company Name

Job Title

Company Address

City

State/Province

Postal/Zip Code

Phone Number

Email Address

Website

II. Project Information

Project Name/Description:

Project Type (e.g., Office, Retail, Hospitality, Showroom, etc.):

Project Location:

Project Size (Square Footage/Meters):

Project Timeline (Desired Completion Date):

Budget (if applicable):

III. Service Options

(Please check all that apply)

3D Modeling:

Basic Space Modeling (Walls, Floors, Ceilings)

Detailed Architectural Modeling (Millwork, Trim, Fixtures)

Custom Furniture/Object Modeling

Rendering:

Still Images

360° Panoramic Views

Animated Walkthrough/Flythrough

Virtual Reality (VR) Ready Files

If you select "Still Images", please specify number of images:

If you select "Animated Walkthrough/Flythrough", please specify duration in seconds/minutes:

Material and Finish Specification:

Material Selection and Application

Lighting Design and Specification

Furniture and Fixture Selection/Placement:

Assistance with furniture Layout

Furniture and fixture selection

Post-Production:

Color Correction and Enhancement

Adding People/Objects for Scale and Realism

Background and Environment addition

IV. Required Files and Information

(Please provide as much as possible)


Architectural Drawings (CAD files, PDFs):

Description

Upload File

A
B
1
 
 
2
 
 
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Existing 2D/3D Models (if applicable):

Description

Upload File

A
B
1
 
 
2
 
 
3
 
 

Material Samples/Swatches (Images, Links):

Link

Upload File

A
B
1
 
 
2
 
 
3
 
 

Furniture/Fixture Catalogs/Images:

Link

Upload File

A
B
1
 
 
2
 
 
3
 
 

Lighting Fixture Specifications:

Link

Upload File

A
B
1
 
 
2
 
 
3
 
 

Branding Guidelines (Logos, Colors):

Description

Upload File

A
B
1
 
 
2
 
 
3
 
 

Reference Images/Inspiration:

Description

Upload File

A
B
1
 
 
2
 
 
3
 
 

Other Relevant Information:

Description

Upload File

A
B
1
 
 
2
 
 
3
 
 

Detailed Expectations Questionnaire

Please provide a comprehensive description of your expectations for this project. Be as detailed as possible, including your vision, desired aesthetic, specific requirements, and any concerns you may have. This will help us accurately understand your needs and deliver the best possible results.

Overall Project Vision/Aesthetic:

What is the overall look and feel you are trying to achieve? (e.g., Modern, Minimalist, Classic, Industrial, etc.)

What are the key design elements you want to highlight?

What feelings should the rendered images evoke?

Specific Requirements:

Are there any specific materials, finishes, or furniture pieces that must be included?

Are there any specific lighting requirements? (e.g., Natural light, artificial lighting, specific mood lighting)

Are there any specific camera angles or perspectives you require?

Are there specific file formats that you require for the final renders?

Level of Detail:

How realistic do you want the renderings to be?

Are there any specific details that are crucial to the project?

What level of detail is required for the furniture and fixtures?

Purpose of the Renderings:

How will the renderings be used?

Presentations

Marketing Materials

Website

VR Experiences

Other:

Are there any specific technical requirements based on its use?

Communication and Collaboration:

What is your preferred method of communication?

Email

Phone

Video Calls

How often would you like to receive updates on the project?

How many rounds of revisions are you expecting?

Concerns and Questions:

Are there any potential challenges or concerns you foresee with the project?

Do you have any specific questions for us?

Client Signature:

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Let's break down the client intake form and provide detailed insights into its components:


1. Client Information Section:

  • Purpose: This section gathers essential contact details. It's crucial for communication, billing, and project management.
  • Insights:
    "Company Name" and "Contact Person" are vital for establishing a professional relationship.
    "Address" is important for potential site visits or physical material deliveries.
    "Website" provides a quick way to understand the client's brand and existing aesthetic.
    Accurate contact information ensures smooth communication and avoids delays.

2. Project Information Section:

  • Purpose: This section defines the scope and parameters of the project.
  • Insights:
    "Project Name/Description" provides context and helps maintain organization.
    "Project Type" allows for tailoring the rendering style and detail level. For example, a retail space might require more detailed product displays than an office.
    "Project Location" can impact lighting and environmental considerations.
    "Project Size" is essential for estimating workload and pricing.
    "Project Timeline" sets expectations and allows for scheduling.
    "Budget" (if provided) helps align service options with the client's financial constraints.

3. Service Options Section:

  • Purpose: This section outlines the range of services offered and allows the client to select what they need.
  • Insights:
    3D Modeling:
    "Basic Space Modeling" is for foundational structures.
    "Detailed Architectural Modeling" is for intricate designs.
    "Custom Furniture/Object Modeling" caters to unique design elements.
    Rendering:
    "Still Images" are standard for marketing and presentations. The number of images requested is very important.
    "360° Panoramic Views" offer immersive experiences.
    "Animated Walkthrough/Flythrough" provides dynamic visualizations.
    "Virtual Reality (VR) Ready Files" are for cutting-edge presentations.
    Material and Finish Specification:
    "Material Selection and Application" ensures accurate representation.
    "Lighting Design and Specification" is crucial for realistic renderings.
    Furniture and Fixture Selection/Placement:
    This helps clients visualize the space fully furnished.
    Post-Production:
    "Color Correction and Enhancement" refines the final images.
    "Adding People/Objects" adds scale and realism.
    "Background and Environment addition" places the space in a context.

3. Service Options Section:

  • Purpose: This section outlines the range of services offered and allows the client to select what they need.
  • Insights:
    3D Modeling:
    "Basic Space Modeling" is for foundational structures.
    "Detailed Architectural Modeling" is for intricate designs.
    "Custom Furniture/Object Modeling" caters to unique design elements.
    Rendering:
    "Still Images" are standard for marketing and presentations. The number of images requested is very important.
    "360° Panoramic Views" offer immersive experiences.
    "Animated Walkthrough/Flythrough" provides dynamic visualizations.
    "Virtual Reality (VR) Ready Files" are for cutting-edge presentations.
    Material and Finish Specification:
    "Material Selection and Application" ensures accurate representation.
    "Lighting Design and Specification" is crucial for realistic renderings.
  • Furniture and Fixture Selection/Placement:
    This helps clients visualize the space fully furnished.
    Post-Production:
    "Color Correction and Enhancement" refines the final images.
    "Adding People/Objects" adds scale and realism.
    "Background and Environment addition" places the space in a context.

4. Required Files and Information Section:

  • Purpose: This section ensures the necessary resources are gathered for accurate rendering.
  • Insights:
    "Architectural Drawings" (CAD, PDFs) are fundamental for precise modeling.
    "Existing 2D/3D Models" can save time and effort.
    "Material Samples/Swatches" and "Furniture/Fixture Catalogs/Images" are vital for realistic textures and details.
    "Lighting Fixture Specifications" are essential for accurate lighting representation.
    "Branding Guidelines" ensure consistency with the client's brand identity.
    "Reference Images/Inspiration" provide visual direction.
    "Other Relevant Information" allows for capturing any unique project requirements.

5. Detailed Expectations Questionnaire:

  • Purpose: This section delves into the client's vision and specific requirements, ensuring alignment and satisfaction.
  • Insights:
    Overall Project Vision/Aesthetic: Understanding the desired look and feel is crucial for creative direction.
    Specific Requirements: This section captures must-have elements and technical specifications.
    Level of Detail: This clarifies the desired realism and intricacy.
    Purpose of the Renderings: This helps tailor the output to its intended use.
    Communication and Collaboration: This establishes clear communication protocols.
    Concerns and Questions: This addresses potential issues and fosters open communication.

Overall Importance and Benefits:

  • Clarity and Alignment: The form ensures both parties are on the same page.
  • Efficient Workflow: Gathering all necessary information upfront streamlines the process.
  • Accurate Project Delivery: Understanding the client's expectations leads to higher satisfaction.
  • Professionalism: A comprehensive intake form demonstrates attention to detail and professionalism.
  • Reduces Miscommunication: Detailed questions minimize misunderstandings and revisions.
  • Project Management: The form serves as a valuable reference throughout the project.

By using a detailed client intake form, you can enhance your client relationships, improve project outcomes, and establish yourself as a reliable and professional service provider.


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