Unwrap Your Perfect Package Design: Client Intake Form

Section 1: Business & Brand Information

Business Name

Contact Person


Job Title

Email Address


Phone Number

Website

Social Media Handles

Industry/Market Niche

Brief Description of Your Business & Products:

Target Audience (Age, Gender, Location, Interests, etc.):

Brand Values & Key Messaging:

Competitors (List 2-3 major competitors & what you like/dislike about their packaging):

Competitor

What you like about their packaging

What you dislike about their packaging

 
 
 
 
 
 
 
 
 

Section 2: Project Scope & Goals

What type of packaging do you need? (Check all that apply)

What is the primary purpose of this packaging?

Do you need: (Check all that apply)

Do you have existing brand guidelines?

Section 3: Design Preferences & Requirements

Preferred Aesthetic & Style: (Check all that apply)

Colors to Use (Brand Colors or New Palette):

Colors to Avoid:

Typography Preferences (Serif, Sans-Serif, Handwritten, etc.):

Imagery/Graphics Preference:

Must-Have Elements on Packaging (Logo, Tagline, Certifications, Barcodes, etc.):

Description

Upload File

Notes

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Regulatory/Compliance Requirements (Nutrition Facts, Ingredient Lists, Safety Warnings, etc.):

Section 4: Technical & Production Details

Packaging Dimensions & Quantity Needed:

Packaging Dimension

Quantity

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Material Preferences: (Check all that apply)

Printing & Finishing Requirements:

Do you need assistance with sourcing manufacturers?

Section 5: Budget & Timeline

Estimated Budget Range for This Project:

Desired Timeline (Urgency):

Section 6: Additional Notes

Inspiration (Attach examples or Pinterest links if available):

Upload File

Link

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Any Other Special Requests or Considerations?

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


A Client Intake Form is a critical tool for designers and agencies to gather essential information from clients before starting a project. A well-structured form ensures clarity, reduces back-and-forth communication, and helps tailor the design process to the client’s exact needs. Below is a detailed breakdown of each section in the form, explaining its purpose and importance.


1. Business & Brand Information

Purpose: Understand the client’s brand identity, market positioning, and target audience.
Key Insights Gathered:

  • Business Name & Contact Info – Basic details for communication.
  • Industry & Target Audience – Helps in designing packaging that appeals to the right demographic.
  • Brand Values & Messaging – Ensures the packaging aligns with the company’s ethos.
  • Competitor Analysis – Identifies market trends and opportunities for differentiation.

Why It Matters:

  • Avoids misaligned designs by understanding the brand’s voice early.
  • Helps in creating packaging that stands out from competitors.

2. Project Scope & Goals

Purpose: Defines the type of packaging needed and the project’s objectives.
Key Insights Gathered:

  • Packaging Type (Primary, Secondary, Labels, etc.) – Determines structural and material considerations.
  • Primary Purpose (Retail appeal, e-commerce, sustainability, etc.) – Influences design priorities.
  • Existing Brand Guidelines – Checks if the packaging must follow strict branding rules.

Why It Matters:

  • Prevents scope creep by clarifying deliverables upfront.
  • Ensures the design serves its intended function (e.g., shelf appeal vs. shipping durability).

3. Design Preferences & Requirements

Purpose: Captures the client’s aesthetic vision and mandatory design elements.
Key Insights Gathered:

  • Style Preferences (Minimalist, luxury, eco-friendly, etc.) – Guides the visual direction.
  • Color & Typography Choices – Ensures brand consistency.
  • Must-Have Elements (Logos, barcodes, certifications) – Avoids legal/compliance issues.

Why It Matters:

  • Reduces revisions by aligning expectations early.
  • Ensures regulatory compliance (e.g., FDA labels, recycling symbols).

4. Technical & Production Details

Purpose: Addresses practical aspects like materials, printing, and manufacturing.
Key Insights Gathered:

  • Material Preferences (Cardboard, biodegradable, glass, etc.) – Affects sustainability and cost.
  • Printing & Finishing Techniques (Foil stamping, embossing, spot UV) – Impacts final look and budget.
  • Manufacturer Sourcing Needs – Determines if the designer must liaise with suppliers.

Why It Matters:

  • Avoids last-minute production hurdles (e.g., unprintable designs).
  • Helps estimate costs accurately based on material choices.

5. Budget & Timeline

Purpose: Sets realistic expectations for cost and deadlines.
Key Insights Gathered:

  • Budget Range – Helps prioritize features (e.g., premium finishes vs. cost-effective solutions).
  • Timeline Expectations – Identifies rush fees or phased delivery needs.

Why It Matters:

  • Prevents disputes over pricing and deadlines.
  • Allows the designer to propose solutions within the client’s constraints.

6. Additional Notes & Inspiration

Purpose: Captures any extra creative direction or references.
Key Insights Gathered:

  • Inspiration Links (Pinterest, competitor examples) – Provides visual benchmarks.
  • Special Requests – Uncovers unique needs (e.g., unboxing experience, limited-edition designs).

Why It Matters:

  • Speeds up the design process with clear references.
  • Ensures no critical detail is overlooked.

Final Thoughts: Why This Form Works

Comprehensive – Covers branding, design, production, and logistics in one place.
Efficient – Reduces unnecessary emails and meetings by gathering all details upfront.
Customizable – Adaptable for different industries (food, cosmetics, electronics, etc.).
Professional – Demonstrates expertise and builds client confidence.

By using this structured intake form, designers can deliver highly tailored packaging solutions while minimizing misunderstandings and delays.


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