Interactive Experience Design – Client Intake Form

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Here’s a detailed breakdown of the Interactive Experience Design – Client Intake Form, explaining why each section is important and how it helps in project planning and execution:

1. Project Overview

Purpose: Understand the type of experience the client wants and their primary goal.

• Interactive Experience Types: Helps determine the technology, software, and expertise required (e.g., VR vs. motion sensors).
• Primary Goal: Aligns the project with business objectives (branding, sales, education).
• Why it matters? A trade show booth may need quick, high-impact interactions, while a museum exhibit may focus on deeper engagement.

2. Technical & Creative Requirements

Purpose: Defines logistics, audience interaction, and content needs.

Key Insights:

• Location (Indoor/Outdoor): Affects hardware durability, lighting, and power needs (e.g., outdoor installations require weatherproofing).
• Audience Size & Flow: Determines UI/UX design (e.g., solo touchscreens vs. crowd-activated projections).
• Duration: Temporary installations may use modular setups, while permanent ones need robust materials.
• Technical Constraints: Existing infrastructure (e.g., Wi-Fi strength, ceiling height) impacts design.
• Content Requirements: Guides the creative team (e.g., generative AI vs. pre-rendered animations).

Why it matters? A Kinect-based installation in a dark venue needs IR lighting, while a touchscreen kiosk requires glare-resistant screens.

3. Budget & Timeline

Purpose: Sets realistic expectations and prioritizes features.

• Budget Range: Helps propose solutions (e.g., $5K may limit custom content, while $100K allows for R&D)
• Timeline: Rushed projects may require off-the-shelf tech, whereas longer timelines allow for prototyping.

4. Client Expectations & Vision

Purpose: Captures emotional and functional goals.

• Vision Description: Reveals hidden expectations (e.g., "We want visitors to feel awe" → suggests immersive visuals/sound).
• KPIs: Metrics like "dwell time" or "social shares" shape interactivity (e.g., photo booths with instant sharing).
• Brand Guidelines: Ensures aesthetic cohesion (e.g., a luxury brand may reject gamified pixel art).
• Accessibility: Expands audience reach (e.g., haptic feedback for visually impaired users).

Why it matters? A client aiming for "viral engagement" may prioritize Instagrammable moments over deep interaction.

5. Additional Notes

Purpose: Catches unique requests (e.g., "Must integrate with our CRM" or "Needs to be dismantled weekly").

Why This Form Works

1. Prevents Miscommunication: Detailed questions uncover assumptions (e.g., client may assume "interactive" means touchscreens, while you plan motion sensors).
2. Guides Proposal Writing: Answers directly translate to scope (e.g., "Outdoor + 100+ users" → ruggedized hardware).
3. Filters Unqualified Leads: A client with a $5K budget for a permanent AI installation can be redirected early.