Company/Organization Name
Contact Person
Email Address
Phone Number
Website
Industry/Market Niche
Social Media Handles
Brief Description of Your Business (What products/services do you offer? Who is your target audience?)
What type of promotional materials do you need? (Check all that apply)
Business Cards
Flyers/Leaflets
Brochures
Posters
Banners (Indoor/Outdoor)
Digital Ads (Social Media, Google Ads)
Email Newsletter Templates
Postcards/Mailers
Signage (Storefront, Trade Shows)
Vehicle Wraps/Decals
Merchandise (T-shirts, Mugs, Pens, etc.)
Presentation Folders
Catalogs/Lookbooks
Other (Specify):
Purpose of the Promotional Materials: (Check all that apply)
Brand Awareness
Product/Service Launch
Event Promotion (Conference, Sale, Grand Opening)
Direct Mail Campaign
Trade Show/Exhibition
Seasonal/Holiday Promotion
Other (Specify):
We need help developing branding
Yes
No (We need help developing branding)
Do you have specific imagery/graphics you want to include?
Yes
No (We need stock images/illustrations)
Preferred Color Scheme:
Use existing brand colors
Let the designer choose
Specific colors (Please list):
Typography Preferences:
Use existing brand fonts
Modern & Clean
Classic & Elegant
Bold & Playful
Handwritten/Casual
Other (Describe):
Design Style & Aesthetic: (Check all that apply)
Minimalist
Vibrant & Colorful
Corporate/Professional
Retro/Vintage
Luxury/High-End
Fun & Whimsical
Eco-Friendly/Natural
Other (Describe):
Key Messages & Call-to-Action (What should the materials emphasize?):
Do you have any competitor designs you like/dislike? (Please describe or attach examples):
Competitor Name | What you like about their design | What you dislike about their design | ||
|---|---|---|---|---|
1 | ||||
2 | ||||
3 |
Printing Requirements:
We need printing services
We will handle printing separately
Unsure (Need recommendations)
Size/Dimensions Needed: (e.g., A4, A5, 5x7", Roll-up Banner 85x200cm, etc.)
Preferred File Formats for Final Deliverables: (Check all that apply)
Print-ready PDF (CMYK, 300 DPI)
JPEG/PNG (Web Use)
Editable Source Files (AI, PSD, INDD)
Other:
Do you need multilingual versions of the design?
Desired Completion Date:
Budget Range for Design & Printing
Under $200.00
$200.00–$500.00
$500.00–$1,000.00
$1,000.00+
Custom Quote Needed
Additional Comments/Special Requests:
Client Intake Form Insights
Please remove this client intake form insights section before publishing.
Here’s a detailed breakdown of the Promotional Materials Design Client Intake Form, explaining why each section is important and how it helps tailor the design services effectively:
Purpose: Establishes who the client is and their business context.
Why It Matters: Misaligned designs happen when designers don’t understand the business’s core identity. This section prevents that.
Purpose: Defines the scope and goals of the promotional materials.
Why It Matters: A client needing vehicle wraps vs. digital ads requires vastly different design approaches (resolution, sizing, readability).
Purpose: Uncovers the client’s aesthetic vision.
Why It Matters: Designers avoid guesswork by aligning with the client’s taste early on.
Purpose: Ensures practicality and print/digital readiness.
Why It Matters: A beautiful design is useless if it’s 72 DPI when the printer requires 300 DPI.
Purpose: Sets realistic expectations and project prioritization.
Why It Matters: Aligns deliverables with the client’s resources, preventing scope creep.
This form turns vague requests ("make it pop!") into actionable, tailored designs.