Elevate Your Brand: Business Card & Stationery Project Details

1. Client & Business Information

First Name

Last Name

Company Name

Job Title/Role

Industry

Contact Email

Phone Number

Website

2. Project Overview

What items do you need designed? (Select all that apply)

Item

Select

Quantity

Notes

A
B
C
D
1
Business Cards
 
 
2
Letterhead
 
 
3
Envelopes
 
 
4
Notepads
 
 
5
Compliment Slips
 
 
6
Presentation Folders
 
 

Desired Turnaround Time:

3. Branding & Design Preferences

A. Existing Branding

Do you have an existing brand style guide?

 

If yes, please provide:

 

Logo (Upload file)

Choose a file or drop it here
 

Brand Colors (Hex/RGB codes):

Fonts Used:

Any other brand assets:

B. Design Style & Aesthetic

How would you describe your brand’s personality?

Modern & Minimalist

Classic & Elegant

Bold & Creative

Professional & Corporate

Playful & Fun

Luxury & High-End

Luxury & High-End

Other:

Preferred Color Scheme:

Use my brand colors

Neutral (Black, White, Gray)

Bright & Vibrant

Pastel & Soft

Earthy & Natural

Dark & Moody

Let the designer choose

Other:

Typography Preferences:

Clean & Sans-serif

Classic Serif

Bold & Decorative

Handwritten/Calligraphy

Other:

C. Business Card Specifications

Size:

Standard (3.5" x 2")

Square

Rounded Corners

Custom

Orientation:

Portrait

Landscape

Material Preference:

Standard Matte

Glossy

Uncoated (Textured)

Recycled/Eco-Friendly

Premium (Thick Cardstock)

Foil Stamping

Embossing/Debossing

Spot UV

Other:

Content to Include: (Check all that apply)

Name

Job Title

Company Name

Phone Number

Email Address

Website

Social Media Handles

Physical Address

QR code

Tagline/Slogan

Other:

QR Code link:

D. Stationery Design Preferences

 

Letterhead & Envelope Design:

 

Preferred layout:

Full Bleed

Minimalist

Classic Header/Footer

Additional elements:

Simple

Branded

Functional (e.g., pockets, slots)

4. Additional Requirements

Do you need printing services?

Any special finishing requests? (Foil, Embossing, etc.)

Do you need digital files for online use?

Any specific imagery/icons to include?

Description

Upload File

Notes

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

Competitor references or design inspirations? (Attach examples if possible)

Competitor Name

Upload File

Notes

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

5. Budget & Timeline

Estimated Budget Range:

$100.00−$300.00

$300.00−$600.00

$600.00+

Custom Quote

Desired Completion Date:

6. Final Notes

Is there anything else we should know about your project?

Signature:

 

Thank you for completing this form!

We’ll review your responses and get back to you with a tailored proposal.

 

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Here’s a detailed breakdown of the Client Intake Form, explaining its structure, purpose, and how each section helps tailor the design process to the client’s needs:

1. Client & Business Information

Purpose:

  • Establishes basic contact details and business context.
  • Helps designers understand the industry (corporate, creative, nonprofit, etc.), which influences design choices.

Key Insights:

  • Job Title/Role → Determines hierarchy (e.g., executive vs. team cards).
  • Website → Allows designers to align stationery with existing digital branding.

2. Project Overview

Purpose:

  • Defines scope (e.g., business cards only vs. full stationery suite).
  • Sets expectations for quantity and deadlines.

Key Insights:

  • "Other" option → Caters to unique requests (e.g., Rolodex cards, stickers).
  • Turnaround time → Identifies rush jobs needing prioritization.

3. Branding & Design Preferences

A. Existing Branding

Purpose:

  • Ensures consistency with the client’s current visual identity.

Key Insights:

  • If no brand guide exists, the designer may propose color/font schemes.
  • Attachments (logo, fonts) prevent guesswork and revisions.

B. Design Style & Aesthetic

Purpose:

  • Translates abstract brand "personality" into concrete design choices.

Key Insights:

  • "Playful & Fun" vs. "Professional & Corporate" → Dictates use of illustrations, colors, and typography.
  • Color scheme preferences → Helps avoid clashes (e.g., neon colors for a law firm).

C. Business Card Specifications

Purpose:

  • Covers technical and aesthetic details for print production.

Key Insights:

  • Material preference → Foil/embossing adds cost but elevates luxury brands.
  • QR codes → Reflects modern networking trends.

D. Stationery Design Preferences

Purpose:

  • Extends branding to complementary items (e.g., watermarks on letterheads).

Key Insights:

  • "Full bleed" vs. "minimalist" → Shows how prominently the brand should feature.

4. Additional Requirements

Purpose:

  • Captures niche needs (e.g., eco-friendly printing, digital files).

Key Insights:

  • Printing services → Determines if the project is design-only or end-to-end.
  • Competitor references → Reveals aesthetic expectations (e.g., "Make it like Apple’s stationery").

5. Budget & Timeline

Purpose:

  • Aligns expectations with reality (e.g., foil stamping may exceed a $100 budget).

Key Insights:

  • Clients with tighter budgets may opt for digital-only designs or standard paper stocks.

6. Final Notes

Purpose:

  • Catches unique requests (e.g., "Use our founder’s handwriting for the font").

Why This Form Works

  1. Comprehensive → Covers branding, logistics, and design preferences in one place.
  2. Guided Choices → Multiple-choice options simplify decision-making for clients.
  3. Reduces Revisions → Clear upfront preferences minimize back-and-forth.
  4. Flexible → "Other" fields accommodate unconventional needs.

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