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Photography & Videography Design Client Intake Form

I. Client Information

Business Name

Contact Person

Title/Position

Email Address

Phone Number

Website

Social Media Handles (List all platforms)

Business Address

City/Town

State/Province

Postal/Zip Code

II. Project Details

Project Title/Name:

Project Type (Check all that apply):

Photography

Videography

Both Photography & Videography

Other (Please specify):

Photography Type (If applicable):

Product Photography

Headshots/Portraits

Event Photography

Architectural/Real Estate Photography

Food Photography

Lifestyle Photography

Brand Photography

Other (Please specify):

Videography Type (If applicable):

Promotional Videos

Explainer Videos

Event Coverage

Testimonial Videos

Social Media Videos (Reels, TikToks, etc.)

Product Demos

Training Videos

Other (Please specify):

Project Goals/Objectives:

What are you hoping to achieve with this photography/videography project? (e.g., increase sales, enhance brand awareness, document an event, etc.)

Target Audience:

Who is the primary audience you are trying to reach with this project? (Be specific about demographics, interests, etc.)

Project Deadline/Timeline:

What is the desired completion date for this project?

What are the crucial dates of the project?

Description

Date

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Budget:

What is your estimated budget for this project? (Please provide a range if possible)

What are you hoping to achieve with this photography/videography project?

Increase sales

Enhance brand awareness

Document an event

Other (Please specify):

Location(s) for Photography/Videography:

Where will the photography/videography take place?

Are there multiple locations?

If yes, please specify:

Are there any location restrictions?

If yes, please specify:

Design/Style Preferences:

Photography:

Natural/Realistic

Bright & Airy

Dark & Moody

Minimalist

Vibrant/Colorful

Professional/Corporate

Artistic/Conceptual

Other (Please specify):

Videography:

Cinematic

Documentary-style

Fast-paced/Dynamic

Slow-paced/Relaxed

Animated/Motion Graphics

Professional/Corporate

Storytelling focused

Other (Please specify):

 

Overall Aesthetic:

 

Please provide examples of photography or videography styles that you like. (Links to websites, social media posts, or specific images/videos are helpful.)

Link

Upload File

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Specific Requirements/Details:

 

Photography:

 

Number of photos required:

Specific poses or angles required:

Retouching/editing requirements:

File format preferences:

 

Videography:

 

Length of video(s) required:

Music/sound design preferences:

On-screen text/graphics requirements:

Voiceover requirements:

File format preferences:

Brand Guidelines (If applicable):

Do you have any existing brand guidelines (e.g., logo, color palette, typography) that we need to adhere to? (Please provide a document or link if available.)

Link

Upload File

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Props/Models/Subjects:

Will props, models, or specific subjects be required for the shoot?

Will you be providing them, or will we need to source them?

I will be providing them

You need to source them

Communication Preferences:

How do you prefer to communicate with us?

Email

Phone

Video calls

Other:

What is the best time to contact you?

Additional Notes/Comments:

Is there anything else you would like to add that would help us understand your vision for this project?

III. Comprehensive Tailoring Question

To ensure we fully understand your business and tailor our photography and videography services to best represent your brand, please describe your business's core values, unique selling propositions, and the overall message you want to convey to your target audience through this project. How do you envision the visuals contributing to your brand's narrative and achieving your business objectives?

IV. Agreement

By submitting this form, you acknowledge that you have provided accurate and complete information to the best of your knowledge.

Client signature:

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Absolutely. Let's break down the detailed insights into this Photography and Videography Design Client Intake Form, section by section.


1. Client Information:

  • Purpose: This section establishes the basic contact information, ensuring clear communication and accurate record-keeping.
  • Insights:
    Consistent and accurate contact details are crucial for project management.
    Social media handles provide insights into the client's existing online presence and brand image.
    Business address can be relevant for location-based projects or understanding the client's operational context.
    Having the contact persons title helps to understand their decision making power.

This form will help you gather the necessary information to create a strong and effective branding and visual identity for your clients.


2. Project Details:

  • Purpose: This section defines the scope and objectives of the project.
  • Insights:
    Clearly defining the project type (photography, videography, or both) helps determine the required resources and expertise.
    Specifying the type of photography or videography allows for tailored service offerings and accurate quoting.
    Project goals and target audience questions are vital for aligning the visuals with the client's marketing strategy.
    Timeline and budget information helps manage expectations and ensure project feasibility.
    Location information is critical for logistics, and for budgeting travel if needed.

3. Design/Style Preferences:

  • Purpose: This section captures the client's aesthetic preferences and desired visual style.
  • Insights:
    Offering predefined style options simplifies the process and ensures clarity.
    Encouraging clients to provide examples of preferred visuals helps visualize their vision and avoid misinterpretations.
    Understanding the overall aesthetic is key to producing a product that the client will be satisfied with.
    This section is very important, because it sets the entire tone of the project.

4. Specific Requirements/Details:

  • Purpose: This section gathers specific technical requirements for the deliverables.
  • Insights:
    Detailed specifications (e.g., number of photos, video length, file formats) ensure that the final product meets the client's needs.
    Understanding retouching, editing, music, and graphics requirements helps streamline the production process.
    These details help to accurately quote the project.

5. Brand Guidelines (If applicable):

  • Purpose: This section ensures brand consistency and adherence to existing brand standards.
  • Insights:
    Access to brand guidelines (logo, colors, typography) ensures that the visuals align with the client's overall brand identity.
    This is very important for maintaining a consistent brand image.

6. Props/Models/Subjects:

  • Purpose: This section clarifies the logistics of props, models, or subjects required for the shoot.
  • Insights:
    Determining who will provide these elements helps plan and budget for the project.
    This section can have a large impact on the final cost of the project.

7. Communication Preferences:

  • Purpose: This section establishes clear communication channels and expectations.
  • Insights:
    Understanding the client's preferred communication method ensures efficient and effective collaboration.
    Setting expectations for contact times helps avoid delays and misunderstandings.

8. Additional Notes/Comments:

  • Purpose: This section provides an opportunity for the client to add any additional information or clarify any points.
  • Insights:
    This open-ended question allows for capturing unique requirements or concerns that may not have been covered in the previous sections.
    This section can provide valuable information that was not previously asked.

9. Comprehensive Tailoring Question:

  • Purpose: This question aims to deeply understand the client's business and tailor the services to their specific needs.
  • Insights:
    This question encourages the client to articulate their core values, unique selling propositions, and desired message.
    It helps align the visuals with the client's brand narrative and business objectives.
    This question forces the client to think deeply about their project, and helps the professional understand the clients needs on a deeper level.

10. Agreement:

  • Purpose: This section formalizes the agreement and ensures that the client has reviewed and approved the provided information.
  • Insights:
    A signed agreement helps prevent misunderstandings and establishes clear expectations.
    This is a very important step in any business transaction.

Overall Insights:

  • This form is designed to be comprehensive, covering all aspects of a photography and videography project.
  • It emphasizes clear communication, detailed specifications, and a deep understanding of the client's brand and objectives.
  • The form's structure allows for efficient data collection and streamlined project management.
  • The form is designed to provide the professional with all of the information needed to accurately quote, and complete the project.

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