Effortless Email Design: Get Client Details Here!

I. Business & Contact Information

Business Name

Primary Contact Person

Email Address

Phone Number

Website URL

Industry/Niche

Social Media Profiles: (Please list)

Brief Business Description (What products/services do you offer?)

II. Email Marketing Goals & Objectives

What are your primary goals for email marketing? (Select all that apply)

What key metrics do you want to track?

Do you have an existing email list?

Which email marketing platform do you use?

III. Design & Branding Preferences


Preferred Color Scheme


Primary Colors

Secondary Colors

Any colors to avoid?


Typography Preferences


Header Font

Body Font

Do you need font recommendations?

Email Layout & Style Preferences: (Select all that apply)

Do you have any existing email templates you’d like us to use or reference?

Preferred Email Width: (Standard: 600px-650px, Mobile-responsive?)

Do you prefer image-heavy or text-focused emails?

Should the design align with your website’s look and feel?

IV. Content & Messaging

What is your brand’s tone of voice?

Do you have a content strategy or pre-written content for emails?

Types of Emails You Need Designed: (Select all that apply)

Do you need custom graphics, illustrations, or stock photo sourcing?

Do you require animated elements (GIFs, interactive buttons)?

V. Target Audience & Personalization

Who is your ideal customer? (Demographics, interests, pain points)

Do you segment your email list? (By demographics, purchase history, engagement level, etc.)

Should emails include dynamic/personalized content? (Name, location, past purchases, etc.)

VI. Technical & Deliverability Requirements

Do you need help with email automation setup?

Any specific compliance requirements? (GDPR, CAN-SPAM, etc.)

Do you need A/B testing for subject lines or designs?

Preferred file format for final designs? (HTML, PSD, AI, etc.)

VII. Timeline & Budget

Project Deadline

Budget Range

Do you need ongoing email design services? (Monthly, Quarterly, etc.)

VIII. Final Notes

Additional Comments or Special Requests

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Here’s a detailed breakdown of the Client Intake Form, explaining why each section is important and how it helps tailor email marketing services effectively:


1. Business & Contact Information

Purpose: Establishes basic details about the client’s company and how to reach them.

  • Business Name & Contact Info → Ensures proper communication and branding alignment.
  • Website & Social Media → Helps assess current branding and digital presence.
  • Industry/Niche → Influences design tone (B2B vs. B2C, formal vs. playful).

Key Insight:

  • A luxury brand will need sleek, high-end designs, while a startup may prefer bold and energetic visuals.

2. Email Marketing Goals & Objectives

Purpose: Defines what the client wants to achieve, shaping the strategy.

  • Goals (Brand Awareness vs. Sales) → Determines email types (newsletters vs. promo campaigns).
  • Existing Email List → If none, strategies shift to list-building (lead magnets, signup forms).
  • Email Platform → Ensures designs are compatible (e.g., Klaviyo supports dynamic content; Mailchimp has template limitations).

Key Insight:

  • A client focused on sales needs strong CTAs and product-focused layouts, while engagement-driven emails prioritize storytelling.

3. Design & Branding Preferences

Purpose: Guides visual aesthetics to align with brand identity.

  • Brand Guidelines → Prevents inconsistent designs. If absent, design services may expand to include branding.
  • Color/Font Preferences → Critical for cohesion (e.g., healthcare brands avoid loud colors; tech startups may prefer modern fonts).
  • Layout Styles → Minimalist designs suit professional services; vibrant layouts work for e-commerce.

Key Insight:

  • Over 90% of consumers recognize brands by color alone.

4. Content & Messaging

Purpose: Ensures copy and visuals work together.

  • Tone of Voice → A B2B law firm’s emails will differ from a DTC skincare brand’s playful tone.
  • Email Types Needed → Welcome emails require different designs than abandoned cart flows.
  • Custom Graphics/Animations → Animated GIFs can boost click-through rates by up to 26%.

Key Insight:

  • Transactional emails (order confirmations) need clarity, while promotional emails benefit from bold visuals.

5. Target Audience & Personalization

Purpose: Ensures emails resonate with the right people.

  • Ideal Customer Profile → Helps segment and personalize content (e.g., millennials vs. seniors).
  • Dynamic Content → Personalized subject lines increase open rates by 50%.

Key Insight:

  • A travel agency targeting families will use family-friendly imagery, while a solo-traveler focus might highlight adventure.

6. Technical & Deliverability Requirements

Purpose: Avoids design issues that hurt performance.

  • Automation Needs → Drip campaigns require modular templates.
  • Compliance (GDPR/CAN-SPAM) → Impacts opt-in language and footer design.
  • A/B Testing → Reveals if clients want data-driven optimizations (e.g., testing CTA button colors).

Key Insight:

  • 35% of emails are opened based on subject lines alone, making A/B testing critical

7. Timeline & Budget

Purpose: Sets realistic expectations.

  • Deadline → Rush projects may limit design complexity.
  • Budget → Determines scope (e.g., stock photos vs. custom illustrations).
  • Ongoing Services → Retainers are ideal for seasonal campaigns.

Key Insight:

  • 59% of marketers say email is their biggest ROI driver, justifying investment in quality design

Why This Form Works:

  1. Tailored Designs → No generic templates; every element aligns with brand goals.
  2. Efficiency → Reduces back-and-forth by capturing all details upfront.
  3. ROI Focus → Links design choices to measurable outcomes (e.g., conversions).

Pro Tip:

  • Add a "Competitor Examples" question (e.g., "Which brands’ emails do you admire?") for quick inspiration.

Would you like a shorter version for quicker client onboarding? Or additions like a discovery call checklist to complement this form?


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