Please remove this client intake form insights section before publishing.

I. Business & Campaign Overview

Purpose:

• Understand the client’s business, objectives, and target audience to tailor ad creatives effectively.

Key Insights:

• Business Description – Helps in crafting messaging that aligns with the brand’s core offerings.
• Campaign Goals – Determines ad format, CTA, and KPIs (e.g., conversions vs. brand awareness).
• Target Audience – Ensures ads are designed to resonate with the right demographics (age, location, interests).
• Platform Selection – Different platforms require different ad specs (e.g., Instagram Stories vs. LinkedIn ads).
• Ad Format Preference – Influences creative direction (static vs. video vs. carousel).

II. Design Preferences

Purpose:

• Capture the brand’s visual identity to ensure consistency across ads.

Key Insights:

• Brand Guidelines – If available, ensures adherence to logos, colors, and fonts.
• Color & Font Preferences – Maintains brand recognition and aesthetic appeal.
• Logo Usage – Determines prominence (e.g., e-commerce brands may need logos, while luxury brands may prefer subtle branding).
• Design Style – Helps designers choose visuals (minimalist vs. bold vs. playful).
• Existing Creatives – Saves time if the client provides usable images/videos.
• Ad Copy & Messaging – Defines tone (professional, humorous, urgent) and key selling points.

3. Ad Specifications & Technical Requirements

Purpose:

• Ensures ads meet platform-specific guidelines and technical standards.

Key Insights:

• Ad Sizes – Each platform has different dimensions (e.g., Facebook Feed vs. Instagram Story).
• Video Requirements – Length, subtitles, and voiceovers impact engagement.
• Animation Preferences – Static vs. motion graphics (e.g., TikTok ads often need dynamic elements).
• Legal/Compliance – Important for regulated industries (finance, healthcare).

4. Budget & Timeline

Purpose:

• Helps in planning resources, pricing, and delivery schedules.

Key Insights:

• Budget Range – Determines ad complexity (e.g., high-end video production vs. simple static ads).
• Campaign Duration – Influences ad fatigue management and scheduling.
• Urgency Level – Rush projects may require additional fees or prioritization.

5. Additional Notes

Purpose:

• Captures any extra details that could impact ad performance.

Key Insights:

• Competitor References – Helps understand industry trends and client expectations.
• Special Requests – Any unique requirements (e.g., influencer collaborations, UGC integration).

Why This Form is Effective

• Saves Time – Reduces back-and-forth by collecting all details upfront.
• Improves Ad Performance – Ensures ads are tailored to audience and platform.
• Enhances Client Satisfaction – Aligns expectations and delivers on-brand creatives.
• Reduces Revisions – Clear guidelines minimize design changes.

Next Steps After Submission:

1. Review & Proposal – Provide a cost estimate and creative strategy.
2. Creative Brief – Develop a detailed plan based on responses.
3. First Draft Delivery – Present initial designs for feedback.

This form ensures data-driven, high-converting social media ads while keeping the process smooth for both the agency and the client. Would you like any refinements based on specific industries (e.g., e-commerce, B2B)?