Website Graphics Project? Let's Gather Your Needs!

Please remove this client intake form insights section before publishing.

This comprehensive client intake form is designed to gather critical information about a business’s needs, preferences, and goals for a website graphics design project. Below is a breakdown of each section, its purpose, and why it’s essential for delivering a tailored design solution.

1. Client Information

Purpose:

• Establishes basic contact details and business background.
• Helps in understanding the industry/niche, which influences design choices (e.g., corporate vs. creative industries).

Key Insights:

• Existing Website: If provided, allows designers to analyze current strengths/weaknesses.
• Industry/Niche: Determines design trends (e.g., tech startups may prefer modern, minimalist designs, while bakeries may opt for warm, inviting aesthetics).

2. Project Goals & Objectives

Purpose:

• Identifies the primary purpose of the website (branding, sales, lead generation, etc.).
• Defines target audience to ensure the design resonates with the right users.

Key Insights:

• Conversion Goals: If the site is e-commerce-focused, the design must prioritize product visibility, CTAs, and checkout flow.
• Brand Messaging: Helps designers align visuals with the company’s core message (e.g., trustworthiness, innovation, affordability).

3. Design Preferences & Branding

Purpose:

• Captures the client’s visual identity (colors, fonts, style).
• Determines whether the client needs branding services or already has a style guide.

Key Insights:

• Color Psychology: Certain industries benefit from specific colors (e.g., blue for trust in finance, green for eco-friendly brands).
• Typography Choices: Serif fonts convey tradition/authority, while sans-serif fonts feel modern and clean.
• Inspiration References: Websites the client admires provide direct insight into their taste (e.g., Apple’s minimalism vs. Spotify’s bold, dynamic look).

4. Website Structure & Features

Purpose:

• Maps out the site architecture (which pages are needed).
• Identifies functional requirements (e-commerce, booking systems, etc.).

Key Insights:

• E-commerce Needs: If the client requires a shop, designers must prioritize product galleries, cart design, and secure checkout.
• Mobile Responsiveness: Over 60% of web traffic comes from mobile—this is non-negotiable.
• UI/UX Optimization: A well-structured layout reduces bounce rates and improves conversions.

5. Content & Assets

Purpose:

• Determines if the client has existing content (text, images, videos) or needs copywriting/media services.

Key Insights:

• High-Quality Images: If the client lacks professional photos, stock images or custom photography may be required.
• Custom Illustrations/Icons: These enhance brand uniqueness (e.g., Dropbox’s playful illustrations).

6. Timeline & Budget

Purpose:

• Sets realistic expectations for project delivery.
• Aligns design scope with the client’s financial capacity.

Key Insights:

• Urgency vs. Quality: Tight deadlines may limit customization options.
• Budget Tiers:
• • $500.00–$1,500.00: Template-based design with minor customizations.
  • $1,500.00–$5,000.00: Semi-custom design with advanced features.
  • $5,000.00+: Fully bespoke design with UX research and premium assets.

7. Additional Notes & Next Steps

Purpose:

• Captures unique requests (e.g., animations, interactive elements).
• Clarifies revision policies, contracts, and communication preferences.

Key Insights:

• Revisions: Unlimited revisions can lead to scope creep—setting a limit (e.g., 3 rounds) ensures efficiency.
• Contracts: Essential for protecting both parties (payment terms, intellectual property, deadlines).

Why This Form Works

• Eliminates Guesswork – Ensures designers don’t waste time on misaligned concepts.
• Improves Client Communication – Sets clear expectations upfront.
• Streamlines Project Scope – Helps in accurate pricing and timeline estimation.
• Enhances Personalization – Tailors the design to the client’s brand and audience.

Potential Improvements:

• Add a "Design Complexity" Scale (Simple, Moderate, Advanced) to gauge expectations.
• Include a Competitor Analysis Section (Who are your competitors, and how do you want to differentiate?).