Social Media Ads Design Client Intake Form


Business Name

Contact Person

Email

Phone

Date

I. Business & Campaign Overview

What is your business about? (Brief description of products/services)

What are your campaign goals?


Who is your target audience? (Demographics, interests, behaviors)


Age Range

Gender

Location(s)

Interests/Hobbies

Pain Points

What platforms will the ads run on?

II. Design Preferences

Do you have brand guidelines?

Brand Colors:


Primary


Secondary


Accent


Font Preferences:


Primary

Secondary

Logo Usage:

Design Style Preference:

Do you have existing creatives (images/videos) we can use?


Ad Copy & Messaging:


Preferred Tone:

Key Selling Points:

Call-to-Action (CTA):

III. Ad Specifications & Technical Requirements

Ad Sizes Needed:

Video Requirements (if applicable):

Duration:

Subtitles Needed?

Voiceover Needed?

Animation Preferences:

Legal/Compliance Requirements:

IV. Budget & Timeline

What is your ad budget range?

Campaign Duration:

Start Date:

End Date:

Preferred Ad Scheduling:

Urgency Level:

V. Additional Notes

Competitors or Reference Ads You Like:

Anything else we should know?

Client Signature:

Client Intake Form Insights

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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)?



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