Search Engine Marketing (SEM) Visuals Design Client Intake Form

I. Client Information

First Name

Last Name

Company Name

Job Title

Phone Number


Email Address

Website URL

Social Media Handles

II. Business & Marketing Goals

Briefly describe your business and the products/services you offer.

What are your primary business goals?

What are your specific marketing goals for SEM?

Who is your target audience? (Please be specific, including demographics, psychographics, and behaviors)

Who are your main competitors?

What are your current marketing strengths and weaknesses?

What is your current SEM strategy (if any)?

What is your budget for SEM visual design? (Please provide a range or specific number)

What is your timeline for this project?

Start Date

End Date

III. Design Preferences & Requirements

What is your brand's existing visual identity? (e.g., logo, colors, fonts, style guide)?


Please provide any relevant files.



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Describe the desired aesthetic for your SEM visuals. (e.g., modern, minimalist, bold, professional, playful):

What type of visuals are you interested in? (Check all that apply)

What specific dimensions and formats are required for your ads? (e.g., 300x250, 728x90, 1080x1080, MP4, GIF)

Do you have any specific images or assets you would like to incorporate? (e.g., product photos, logos, brand imagery)

Do you require copywriting or text integration within the visuals?

Are there any specific calls to action (CTAs) you would like to include? (e.g., "Shop Now," "Learn More," "Sign Up")

Do you have any examples of visuals you like or dislike?

What platforms will you be using for your SEM campaigns? (e.g., Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager)

Do you require A/B testing variations of the visuals?

Do you require any localization of the visuals for different markets or languages?

Do you require video editing or motion graphics for your ads?

Do you require any specific accessibility considerations for the visuals? (e.g., alt text, color contrast)

IV. Comprehensive Question to Tailor Services

"To best tailor our SEM visual design services to your specific needs and goals, please describe in detail the desired customer journey from seeing your ad to conversion. Include any key touchpoints, messaging, and visual elements you envision at each stage. This will help us create visuals that effectively guide your target audience through the sales funnel and achieve your desired results."

V. Project Management & Communication

What is your preferred method of communication?

Who will be the primary point of contact for this project?

How often would you like to receive project updates?

What is your preferred method for providing feedback and revisions?

VI. Approval & Sign-Off

Who is authorized to approve the final designs?

Are there any specific legal or compliance requirements we need to be aware of?

VII. Additional Information

Is there any additional information you would like to provide that will help us understand your needs better?

VIII. Design Options/Services Offered (Clear and Concise)


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Let's break down the client intake form and analyze its detailed insights:


I. Client Information (Foundation & Communication)


Purpose: This section establishes the basic contact details and company identity. It's crucial for communication, project management, and billing.

Insights:

  • Accuracy: Ensuring accurate contact information prevents delays and miscommunication.
  • Professionalism: A well-organized client information section conveys professionalism and attention to detail.
  • Relationship Building: Knowing the contact person's job title helps understand their role in the decision-making process.
  • Digital Presence: Gathering website and social media handles provides context for the client's online presence and brand.

II. Business & Marketing Goals (Strategy & Direction)


Purpose: This section delves into the client's business objectives and marketing strategies. It's essential for aligning design efforts with their overall goals.

Insights:

  • Goal Alignment: Understanding business and marketing goals ensures the visuals contribute to tangible results.
  • Target Audience: Detailed target audience information allows for highly targeted and effective design.
  • Competitive Analysis: Knowing competitors helps identify opportunities for differentiation and unique visual strategies.
  • Budget & Timeline: Establishing budget and timeline constraints ensures realistic expectations and efficient project management.
  • Current SEM strategy: Knowing what they have done in the past, allows you to see what is working, and what is not.
  • Marketing Strengths and Weaknesses: This allows for you to know where to focus your efforts.

III. Design Preferences & Requirements (Creative Direction)


Purpose: This section gathers specific design preferences, technical requirements, and creative inspiration. It's crucial for delivering visuals that meet the client's expectations.

Insights:

  • Brand Consistency: Understanding the client's brand identity ensures visual consistency across all marketing materials.
  • Aesthetic Preferences: Gathering information on desired aesthetic styles prevents misinterpretations and ensures client satisfaction.
  • Technical Specifications: Obtaining specific dimensions and formats ensures the visuals are compatible with the intended platforms.
  • Asset Management: Knowing which assets the client wants to incorporate streamlines the design process.
  • Call to Action (CTA): Understanding the desired CTAs ensures the visuals drive the intended user actions.
  • Visual Inspiration: Requesting examples of visuals the client likes or dislikes provides valuable creative direction.
  • Platform Specifics: Knowing the platforms the client uses ensures that the visuals are optimized for those platforms.
  • Accessibility: Inquiring about accessibility considerations demonstrates inclusivity and compliance.
  • Localization: Knowing if localization is required prevents costly mistakes later in the process.

IV. Comprehensive Question to Tailor Services (Customer Journey & Personalization)


Purpose: This question encourages the client to articulate their ideal customer journey, allowing for highly personalized and effective visual strategies.

Insights:

  • Customer Journey Mapping: Understanding the customer journey allows for visuals that guide users through the sales funnel.
  • Messaging & Visual Alignment: Ensuring messaging and visual elements align at each touchpoint enhances user engagement and conversion rates.
  • Strategic Planning: This question encourages clients to think strategically about their marketing efforts, leading to more effective campaigns.
  • Tailored Solutions: The detailed responses allow for highly tailored design solutions that address the client's specific needs.

V. Project Management & Communication (Efficiency & Collaboration)


Purpose: This section establishes clear communication channels and project management protocols. It's crucial for efficient collaboration and timely delivery.

Insights:

  • Communication Preferences: Understanding preferred communication methods prevents miscommunication and delays.
  • Point of Contact: Identifying a primary point of contact streamlines communication and ensures accountability.
  • Project Updates: Establishing a regular update schedule keeps the client informed and engaged.
  • Feedback & Revision Process: Defining a clear feedback and revision process prevents misunderstandings and ensures efficient iterations.

VI. Approval & Sign-Off (Accountability & Compliance)


Purpose: This section establishes the approval process and ensures compliance with legal and regulatory requirements.

Insights:

  • Authorized Approver: Identifying the authorized approver prevents delays and ensures timely sign-off.
  • Legal & Compliance: Inquiring about legal and compliance requirements prevents costly mistakes and ensures ethical practices.

VII. Additional Information (Context & Nuance)


Purpose: This section provides an opportunity for the client to share any additional information that may be relevant to the project.

Insights:

  • Unforeseen Needs: This section allows for the discovery of unforeseen needs or preferences that may not have been covered in the previous sections.
  • Contextual Understanding: Additional information provides valuable context and nuance, leading to more effective design solutions.

VIII. Design Options/Services Offered (Clarity & Transparency)


Purpose: This section clearly outlines the services offered, ensuring transparency and setting clear expectations.

Insights:

  • Service Clarity: Clearly defined services prevent misunderstandings and ensure client satisfaction.
  • Value Proposition: Outlining the benefits of each service highlights the value proposition and encourages client engagement.
  • Upselling Opportunities: This section can be used to highlight additional services that may be of interest to the client.

In essence, this client intake form is designed to be a comprehensive tool for gathering essential information, establishing clear communication, and delivering effective SEM visual design solutions. It prioritizes understanding the client's business goals, target audience, and creative preferences, leading to highly personalized and impactful results.

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