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Print Design Client Intake Form

Client Information

First Name

Last Name

Company Name

Phone Number

Email Address

Website

Business Address





Project Details

Project Title:

Project Type (Check all that apply):

Brochure

Poster

Packaging

Other (Specify):

Project Purpose/Goal:

Target Audience

Age Range:

Demographics:

Interests:

Project Deadline:

Budget (if applicable):

Specific Requirements

Brochure Details (if applicable):

 

Size:

Number of Panels/Pages:

Folding Style:

Paper Type/Finish:

Text Content Provided:

Image Content Provided:


Choose a file or drop it here


Choose a file or drop it here


Choose a file or drop it here


Choose a file or drop it here

Poster Details (if applicable):

Size:

Orientation (Portrait/Landscape):

Intended Display Location:

Paper Type/Finish:

Packaging Details (if applicable):

Product Type:

Packaging Dimensions:

Special Requirements (e.g., tamper-proof, sustainable):

Number of Sides/Panels that need design:

Content and Messaging:

Key Messages to Convey:

Call to Action:

Do you have existing copy

Will this need to be created?

Do you have existing photography

Will this need to be sourced?

Mood Board/Inspiration

Describe your desired aesthetic/style:

Provide examples of designs you like (websites, images, etc.):

Website

Upload Image

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Preferred Color Palette:

Preferred Typography/Fonts:

Overall Tone/Feel (e.g., modern, classic, playful):

Please provide links or attach any mood board files:

Link

Upload File

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Competitor Analysis

Who are your main competitors?

What do you like/dislike about their designs?

What makes your brand unique compared to your competitors?

Are there any design elements you want to avoid?

Scalability

Will this design need to be adapted for different sizes or formats in the future?

Are there plans for future product extensions or variations?

Do you require vector files for scalability?

Do you need to provide versions for digital use?

Accessibility

Are there any specific accessibility requirements (e.g., color contrast, font sizes)?

Will this design need to be accessible to individuals with visual impairments?

Do you require alt text for images?

Are there any specific reading order requirements for the content?

Tailoring Services

What is your experience working with designers in the past?

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

Do you require assistance with printing or production?

Are you interested in ongoing design support or brand management?

What are the most important things you are looking for in a designer?

Do you have any existing brand guidelines?

If yes, please provide a copy

Choose a file or drop it here
 
 

What are your expectations for the design process?

 

Explain your current branding situation.

What problem are you hoping this new design solves?

How will this design improve your marketing outreach?

Do you want to emphasize specific words or ideas within the design?

Deliver

Do you need print-ready files?

Do you need digital mockups?

Terms and Conditions

(Include your terms and conditions regarding revisions, ownership, payment, etc.)

Signature

Client Signature

Client Intake Form Insight

Please remove this client intake form insight section before publishing.


Absolutely. Let's break down the client intake form and delve into the insights behind each section:


1. Client Information:


Purpose: This section establishes the foundation of the client relationship. Accurate contact details are crucial for communication, invoicing, and project management.

Insights:

  • Ensures clear communication channels.
  • Provides a record for future reference.
  • Helps in understanding the client's business context.

2. Project Details:


Purpose: This section defines the scope and objectives of the project. It clarifies the type of design needed, the target audience, and the project timeline.

Insights:

  • Helps to determine project feasibility and resource allocation.
  • Defines the project's success metrics.
  • Establishes a clear understanding of the client's needs and expectations.
  • Target audience questions are vital. The more defined the target audience, the better the design will be.

3. Specific Requirements:


Purpose: This section gathers detailed specifications for each design type (brochure, poster, packaging). It covers dimensions, materials, content, and other technical requirements.

Insights:

  • Prevents misinterpretations and ensures accurate design execution.
  • Helps to estimate production costs and timelines.
  • Provides a checklist for deliverables.
  • The content and messaging questions are vital for understanding the clients marketing strategy.

4. Mood Board/Inspiration:


Purpose: This section explores the client's aesthetic preferences and visual inspirations. It helps the designer to understand the desired style and tone.

Insights:

  • Facilitates a shared visual language between the client and the designer.
  • Reduces the number of revisions by aligning on the desired aesthetic early on.
  • Provides a creative direction for the design process.
  • The inclusion of links to examples is very important, visual communication is key.

5. Competitor Analysis:


Purpose: This section examines the client's competitive landscape. It helps the designer to create a unique and effective design that stands out.

Insights:

Identifies design opportunities and potential pitfalls.

  • Ensures that the design differentiates the client's brand from competitors.
  • Helps to understand industry trends and best practices.
  • Understanding what the client dislikes is just as important as what they like.

6. Scalability:


Purpose: This section addresses the potential for future design adaptations. It ensures that the design is flexible and can be used across different platforms and formats.

Insights:

  • Saves time and resources in the long run.
  • Ensures brand consistency across different applications.
  • Helps to future-proof the design.
  • Vector files request information is vital for future editing.

7. Accessibility:


Purpose: This section ensures that the design is inclusive and accessible to all users, including those with disabilities.

Insights:

  • Demonstrates a commitment to inclusivity and social responsibility.
  • Helps to avoid legal issues related to accessibility.
  • Expands the reach of the design to a wider audience.
  • This is a very important section that is often overlooked.

8. Tailoring Services:


Purpose: This section allows the designer to understand the client's expectations and tailor their services accordingly. It also helps to build a strong client relationship.

Insights:

  • Identifies potential challenges and opportunities.
  • Helps to set realistic expectations.
  • Builds trust and rapport with the client.
  • The questions about past experiences and expectations are very important.
  • The questions about the goals of the design are very important to create a product that solves the clients problems.

9. Deliverables:


Purpose: This section clarifies the final deliverables that the client will receive.

Insights:

  • Avoids confusion about what is included in the project.
  • Allows the designer to properly prepare and organize the final files.
  • Sets clear expectations for the client.

10. Terms and Conditions:


Purpose: This section outlines the legal and contractual aspects of the project.

Insights:

  • Protects the designer's rights and interests.
  • Establishes clear payment terms and revision policies.
  • Avoids disputes and misunderstandings.

Overall Insights:

  • Comprehensive Information Gathering: The form covers all essential aspects of the project, ensuring a thorough understanding of the client's needs.
  • Client-Centered Approach: The form focuses on understanding the client's goals, preferences, and expectations.
  • Proactive Problem Solving: The form anticipates potential challenges and addresses them proactively.
  • Professionalism: The form demonstrates a professional and organized approach to client management.

By using this detailed client intake form, designers can streamline their workflow, build strong client relationships, and deliver successful design outcomes.


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