Drone Videography Client Intake Form

Please remove this client intake form insights section before publishing.

This drone videography client intake form is designed to be comprehensive, covering a wide range of potential client needs and project details. Here's a detailed breakdown of its key components and insights:

1. Client Information:

• Purpose: This section establishes a clear record of the client's contact information, crucial for communication, invoicing, and contract purposes.
• Insight: The inclusion of "Title" and "Website" helps to understand the client's role within the company and provides additional context about their business.

2. Project Information:

• Purpose: This section gathers essential details about the specific project, including location, deadlines, and budget.
• Insight:
  The "Desired Project Completion Date" and "Budget" fields are critical for determining project feasibility and setting realistic expectations.
  "Project Location(s)" is important for planning flight operations, considering airspace restrictions, and potential travel costs.

3. Service Options:

• Purpose: This section provides a checklist of the various drone videography services offered, allowing the client to clearly indicate their needs.
• Insight:
  The detailed breakdown of services (Aerial Videography, Photography, Editing, Live Streaming) demonstrates professionalism and a wide range of capabilities.
  The "Other (Please specify)" option allows for flexibility and accommodates unique client requests.
  The inclusion of services such as "Orthomosaic Mapping" and "3D Modeling/Mapping" shows the provider has advanced technical capabilities.

4. Detailed Project Expectations:

• Purpose: This is arguably the most crucial section, designed to elicit a comprehensive understanding of the client's vision and requirements.
• Insight:
  The open-ended questions encourage the client to articulate their needs in detail, minimizing miscommunication and ensuring project success.
  The prompts cover a wide range of considerations, including:
  Project purpose and goals
  Desired aesthetics and style
  Technical specifications (file types, video length)
  Logistical considerations (airspace restrictions, site access)
  Deliverable expecations.
  Usage of final product.
  This section serves as a foundation for the project proposal and contract.

5. Additional Information:

• Purpose: This section captures any supplementary details that may be relevant to the project.
• Insight:
  "Special instructions or requests" allows for the inclusion of unique client preferences.
  The questions regarding permits and site access protect the drone provider from legal issues, and helps to plan the project.

6. Agreement:

• Purpose: This section establishes a clear understanding of the terms and conditions of the project.
• Insight:
  The agreement protects both the client and the drone videography provider.
  It addresses key issues such as information accuracy, permit responsibility, weather contingencies, and payment terms.
  The signatures provide a formal record of the agreement.

Overall Insights:

• Professionalism: The form demonstrates a high level of professionalism and attention to detail.
• Clarity and Communication: The form promotes clear communication between the client and the drone videography provider.
• Risk Mitigation: The agreement section helps to mitigate potential risks and disputes.
• Comprehensive Coverage: The form covers a wide range of potential client needs and project requirements.
• Customization: The form's flexibility allows for customization to suit specific client projects.

Potential Improvements:

• Consider adding a section for preferred communication methods (e.g., email, phone, text).
• Depending on the business, add a section for payment schedules.
• If the business does a lot of work in a specific area, consider adding a section that clarifies the laws of that area.
• Consider adding a section to gather social media handles for the client, for promotion of the final product.

Please remove this mandatory questions recommendation section before publishing.

Based on the purpose of the form, the following questions could be considered mandatory to initiate the client engagement and understand the core requirements:

Under Client Information:

• Business Name: Essential for identification and invoicing.
• Contact Person: The primary point of contact for the project.
• Phone Number: Crucial for immediate communication.
• Email Address: Important for written communication, sending proposals, and delivering final products.

Under Project Information:

• Project Title/Name: Helps in referencing and organizing the project.
• Project Location(s): Absolutely necessary for assessing feasibility, airspace restrictions, and travel logistics.
• Detailed Project Expectations (the entire section): This is paramount for understanding the client's needs, vision, and desired outcomes. Without this, it's impossible to provide an accurate quote or deliver satisfactory results.

Under Agreement:

• Client Signature: Indicates agreement to the terms and information provided.
• Date (Client Signature): Records when the agreement was made.

Why these are mandatory:

• Without the client information, you can't effectively communicate or bill.
• Without the project title and location, you lack the fundamental details of the work required.
• Without the detailed project expectations, you risk misinterpreting the client's needs and failing to deliver what they envision. This section sets the foundation for the entire project.
• Without the client signature and date, there's no formal agreement or record of their commitment.

While other fields like "Budget," "Desired Project Completion Date," and specific service selections are highly valuable and strongly recommended, the ones listed above are the absolute minimum to begin a meaningful conversation and assess the project's basic parameters. You might find that you can't even provide a preliminary estimate without the "Detailed Project Expectations" being filled out.