Optimize Your UI/UX: Complete Our Client Intake Form


Company Name:

Date

Primary Contact:

Email:

Phone Number:

1. Project Overview

1.1. Project Name & Description

Project Name:

Brief Description:

1.2. Project Goals & Objectives

What are the key goals for this UI/UX research & testing project? (Check all that apply)

1.3. Target Audience

Primary Users: (e.g., age, profession, tech-savviness)

Key User Needs:

Known Pain Points:

2. Services Requested

(Select all that apply)

2.1. UI/UX Research Services

2.2. UI/UX Testing Services

2.3. Additional Services

3. Client Expectations & Requirements

3.1. Detailed Project Expectations

What specific outcomes are you expecting from this research/testing?

Do you have any existing user data or past research we should consider?

3.2. Design & Branding Guidelines

Do you have a style guide or brand guidelines?

Any specific UI preferences (colors, typography, components)?

3.3. Technical & Platform Requirements

Platforms to be tested/designed for:

Any preferred testing tools?

3.4. Timeline & Budget

Expected Start Date:

Expected Completion Date:

Budget Range:

4. Additional Notes

Is there any other critical information we should know?

Signature:


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Below is a detailed breakdown and insights into the UI/UX Research & Testing Client Intake Form, explaining its structure, purpose, and how each section helps gather critical information for a successful project.

1. Purpose of the Client Intake Form

This form serves as a structured way to collect essential details from clients before initiating UI/UX research or testing. It ensures:
Clear expectations (goals, deliverables, timeline)
Alignment on services (research methods, testing types)
Understanding of user & business needs (target audience, pain points)
Efficient project planning (budget, technical requirements)

2. Detailed Section Breakdown

2.1. Project Overview

Why it matters:

  • Helps define the scope and purpose of the engagement.
  • Ensures the team understands what success looks like for the client.

Key Insights Gathered:

  • Project Name & Description → Basic context about what the client is building or improving.
  • Project Goals → Identifies whether the focus is on usability, engagement, conversions, etc.
  • Target Audience → Crucial for tailoring research methods (e.g., older users may need different testing than tech-savvy millennials).

2.2. Services Requested

Why it matters:

  • Helps customize the proposal based on exact needs.
  • Avoids miscommunication about deliverables.

Key Insights Gathered:

A. UI/UX Research Services

  • User Interviews → Best for deep qualitative insights.
  • Surveys → Useful for large-scale quantitative data.
  • Competitive Analysis → Helps benchmark against industry standards.
  • Accessibility Audit → Critical for compliance (e.g., WCAG).

B. UI/UX Testing Services

  • Usability Testing → Reveals real user struggles.
  • A/B Testing → Measures which design performs better.
  • Heatmap Analysis → Shows where users focus attention.
  • Prototype Testing → Validates early-stage designs before full development.

C. Additional Services

  • UI Redesign → Needed if the current interface is outdated.
  • UX Optimization → Focuses on improving workflows.
  • Design System → Ensures consistency across products.

2.3. Client Expectations & Requirements

Why it matters:

  • Uncovers hidden assumptions or must-haves.
  • Helps avoid last-minute surprises (e.g., strict brand guidelines).

Key Insights Gathered:

  • Specific Outcomes → Are they looking for a report, actionable recommendations, or full redesigns?
  • Existing Data → Past research can save time and provide benchmarks.
  • Brand Guidelines → Ensures designs align with their visual identity.
  • Platform Requirements → Web, mobile, or desktop? Impacts testing tools.
  • Budget & Timeline → Helps prioritize tasks if constraints exist.

2.4. Additional Notes & Next Steps

Why it matters:

  • Captures any unique needs not covered in standard questions.
  • Sets clear action items (e.g., scheduling a call, sending a proposal).

Key Insights Gathered:

  • Critical Notes → Any unusual constraints (e.g., legal compliance, legacy systems).
  • Attachments → Existing designs or research speed up onboarding.

3. How This Form Enhances UI/UX Projects

A. Reduces Miscommunication

  • Clients often assume UX research is just "testing a website." This form clarifies different service options (e.g., heuristic review vs. usability testing).

B. Guides Proposal & Pricing

  • If a client selects A/B testing + heatmaps, the proposal can include tools like Hotjar or Optimizely.
  • If they need accessibility audits, pricing adjusts for WCAG compliance checks.

C. Sets Realistic Expectations

  • If a client expects a full redesign but has a $5K budget, this helps manage scope early.

D. Improves Research Accuracy

  • Knowing the target audience (e.g., elderly users) means selecting appropriate testing methods (simpler interfaces, larger fonts).

4. Potential Improvements for the Form

  • Industry-Specific Add-ons (e.g., e-commerce, healthcare UX needs).
  • Preference for Remote vs. In-Person Testing.
  • KPIs They Care About (e.g., bounce rate reduction, increase in sign-ups).

Final Thoughts

This intake form acts as a foundation for successful UI/UX projects by:
Eliminating guesswork in service selection.
Aligning client & team expectations.
Streamlining the proposal process.


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