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Promotional Materials Design Client Intake Form

I. Client Information

Company Name

Contact Person

Job Title

Email Address

Phone Number

Website

Social Media Handles

Company Address

City/Town

State/Province

Postal/Zip Code

II. Project Overview

Project Title/Name:

Project Description (Briefly describe the purpose of this project):

Project Goals (What do you hope to achieve with these materials?):

Target Audience (Who are you trying to reach? Be specific):

 

Project Timeline (Desired start and completion dates):

 

Start Date:

Completion Date:

Budget (Please provide a general budget range if possible):

III. Design Preferences & Brand Guidelines

Existing Brand Guidelines (Do you have a brand style guide?)

Please attach or provide a link.

Upload File

Provide Link

Notes

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Color Palette (Do you have specific colors you want to use?):

Please provide hex codes, CMYK, or Pantone colors.

Hex code

Upload File

Notes

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Visual Style (Describe your desired aesthetic.):

Imagery (Do you have specific images, logos, or graphics you want to include?):

Please attach or provide links.

Upload File

Provide Link

Notes

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Overall Tone/Message (What feeling or message do you want to convey?):

Examples of Designs You Like (Please provide links or images of designs you find appealing).

Provide Link

Upload File

Notes

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IV. Specific Material Requirements

Please indicate which materials you require and provide specific details for each.

Material

Select or Provide Detail

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Business Cards:

2

Quantity:

 
3

Single-sided or double-sided:

 
4

Special finishes (e.g., matte, gloss, spot UV):

 
5

Any specific information to include:

 
6

Brochures/Flyers:

7

Size:

 
8

Number of pages/panels:

 
9

Folding style (e.g., tri-fold, bi-fold):

 
10

Quantity:

 
11

Content to be included:

 
12

Posters/Banners:

13

Size:

 
14

Material (e.g., vinyl, paper, fabric):

 
15

Indoor or outdoor use:

 
16

Quantity:

 
17

Mounting/display requirements:

 
18

Social Media Graphics:

19

Platforms (e.g., Instagram, Facebook, LinkedIn):

 
20

Specific dimensions

 
21

Types of graphics (e.g., posts, stories, cover images):

 
22

Frequency of content:

 
23

Email Marketing Templates:

24

Platform (e.g., Mailchimp, Constant Contact):

 
25

Purpose of emails (e.g., newsletters, promotions):

 
26

Frequency of emails:

 
27

Presentation Templates:

28

Platform (e.g., PowerPoint, Google Slides):

 
29

Aspect ratio (e.g., 16:9, 4:3):

 
30

Number of slides:

 
31

Merchandise Design (e.g., t-shirts, mugs, bags):

32

Type of merchandise:

 
33

Print method (e.g., screen printing, digital printing):

 
34

Quantity:

 
35

Placement of design:

 
36

Signage (e.g., storefront, trade show):

37

Type of signage:

 
38

Size:

 
39

Material:

 
40

Location:

 
41

Packaging Design:

42

Product type:

 
43

Packaging type (e.g., box, label, bag):

 
44

Material:

 
45

Quantity:

 

V. Content and Copy

Will you be providing all the written content?

Do you require copywriting services

Do you have existing copy or text you want to use?

Please provide documents.

Description

Upload File

Notes

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What is the key message you want to convey in the written content?

VI. Comprehensive Tailoring Question

To best tailor our services and ensure your promotional materials resonate with your target audience and align with your overall business objectives, please describe your ideal customer journey from their initial awareness of your brand to the point of purchase or desired action. Include details about how you envision these promotional materials fitting into that journey, and any specific touchpoints or interactions you want to emphasize.

VII. Additional Information

Any other comments or information you would like to provide?

VIII. Approval and Agreement

By submitting this form, you acknowledge that you have provided accurate and complete information.

You agree to discuss and finalize project details and pricing with the design team.

Signature

Client Intake Form Insights

Important Note:

This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes.

AI-Generated Content: This template and its accompanying guidance are AI-generated to provide a practical starting point for your form-building needs. Please review and customise the content to ensure it is accurate, appropriate and suitable for your intended use.

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Laws, regulations, industry practices and business requirements vary. You are responsible for reviewing and customising the template to suit your intended use and obtaining advice from appropriately qualified professionals where necessary.

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Absolutely. Let's break down the client intake form section by section, providing detailed insights into its purpose and importance:


I. Client Information:


Purpose: This section establishes a clear point of contact and gathers essential business details for communication and record-keeping.

Insights:

  • Accurate contact information is crucial for smooth communication and project updates.
  • Understanding the client's role within the company helps tailor communication and understand their decision-making authority.
  • Website and social media handles provide valuable context about the client's online presence and brand.

II. Project Overview:


Purpose: This section defines the scope, goals, and constraints of the project.

Insights:

  • A clear project description ensures both parties are aligned on the project's purpose.
  • Defining project goals helps measure success and guide design decisions.
  • Identifying the target audience is critical for creating effective and relevant designs.
  • Establishing a timeline and budget helps manage expectations and resources.
  • The budget question being a range allows for flexibility, and for the desinger to offer different packages within that range.

III. Design Preferences & Brand Guidelines:


Purpose: This section gathers information about the client's aesthetic preferences and brand identity.

Insights:

  • Brand guidelines, if available, provide a foundation for consistent design.
  • Understanding color palettes, typography, and visual styles helps create designs that align with the client's brand.
  • Gathering examples of designs the client likes provides visual inspiration and helps understand their aesthetic preferences.
  • The overall tone and message sections are very important, as these will directly impact the emotional response from the end user of the materials.

IV. Specific Material Requirements:


Purpose: This section identifies the specific promotional materials the client needs and gathers detailed requirements for each.

Insights:

  • This section ensures all necessary materials are covered and no details are overlooked.
  • Specific requirements, such as size, quantity, and materials, help provide accurate quotes and ensure the final product meets the client's needs.
  • This section is very comprehensive, and helps to find all the needs the client has. It also prompts the client to consider things they may have overlooked.

V. Content and Copy:


Purpose: This section addresses the written content for the promotional materials.

Insights:

  • Clarifying whether the client will provide the content or require copywriting services helps define the scope of work.
  • Understanding the key message ensures the written content aligns with the overall project goals.
  • Copywriting is a very important part of promotional materials, so this section is vital.

VI. Comprehensive Tailoring Question:


Purpose: This question encourages the client to think strategically about their customer journey and how the promotional materials fit into it.

Insights:

  • This question provides deep insights into the client's marketing strategy and helps tailor designs that support their overall business objectives.
  • Understanding the customer journey allows the designer to create materials that resonate with the target audience at each stage.
  • This question is designed to make the client think deeply about their business, and how the design work will impact their business. This question will show the designer the client's overall vision.

VII. Additional Information:


Purpose: This section provides an opportunity for the client to share any additional information or comments.

Insights:

  • This section allows for flexibility and ensures no important details are missed.

VIII. Approval and Agreement:


Purpose: This section establishes a formal agreement and ensures the client understands the terms of the project.

Insights:

  • The signature and date provide a record of the client's approval and agreement.
  • It protects both parties by establishing that the client has provided accurate information.

Overall Importance of the Form:

  • Clarity and Organization: It provides a structured framework for gathering information and managing projects.
  • Tailored Services: It enables the designer to understand the client's specific needs and preferences and provide customized solutions.
  • Effective Communication: It facilitates clear and efficient communication between the designer and the client.
  • Project Success: By addressing all key aspects of the project, it increases the likelihood of a successful outcome.
  • Professionalism: A well designed intake form, shows the client that the designer is professional, and that they are taking the project seriously.
 

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