Interactive Experience Design – Client Intake Form

Company Name

Contact Person

Phone Number

Email

Project Name

I. Project Overview

What type of interactive experience are you looking for? (Check all that apply)

What is the primary goal of this installation?

II. Technical & Creative Requirements

Where will the installation be located? (Indoor/Outdoor, venue restrictions, power/network access)

Expected Audience Size & Interaction Flow:

Duration of Installation:

Technical Constraints (Existing hardware/software limitations?)

Content & Media Requirements:

III. Budget & Timeline

Estimated Budget Range:

Desired Project Timeline:

IV. Client Expectations & Vision

Describe your vision in detail: (What emotions, reactions, or actions do you want to evoke? Any reference projects?)

Key Performance Indicators (KPIs): (How will success be measured? Social media engagement, dwell time, lead generation, etc.)

Brand Guidelines & Aesthetic Preferences: (Attach files if available)

Description

Upload File

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Accessibility & Inclusivity Considerations:

Additional Notes

Signature:


Next Steps:

  • Our team will review your responses and schedule a consultation.
  • A proposal with scope, timeline, and cost will be provided.
  • Revisions and approvals before project kickoff.

Thank you for your interest in our interactive design services!


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Here’s a detailed breakdown of the Interactive Experience Design – Client Intake Form, explaining why each section is important and how it helps in project planning and execution:

1. Project Overview

Purpose: Understand the type of experience the client wants and their primary goal.

  • Interactive Experience Types: Helps determine the technology, software, and expertise required (e.g., VR vs. motion sensors).
  • Primary Goal: Aligns the project with business objectives (branding, sales, education).
  • Why it matters? A trade show booth may need quick, high-impact interactions, while a museum exhibit may focus on deeper engagement.

2. Technical & Creative Requirements

Purpose: Defines logistics, audience interaction, and content needs.


Key Insights:

  • Location (Indoor/Outdoor): Affects hardware durability, lighting, and power needs (e.g., outdoor installations require weatherproofing).
  • Audience Size & Flow: Determines UI/UX design (e.g., solo touchscreens vs. crowd-activated projections).
  • Duration: Temporary installations may use modular setups, while permanent ones need robust materials.
  • Technical Constraints: Existing infrastructure (e.g., Wi-Fi strength, ceiling height) impacts design.
  • Content Requirements: Guides the creative team (e.g., generative AI vs. pre-rendered animations).

Why it matters? A Kinect-based installation in a dark venue needs IR lighting, while a touchscreen kiosk requires glare-resistant screens.

3. Budget & Timeline

Purpose: Sets realistic expectations and prioritizes features.

  • Budget Range: Helps propose solutions (e.g., $5K may limit custom content, while $100K allows for R&D)
  • Timeline: Rushed projects may require off-the-shelf tech, whereas longer timelines allow for prototyping.

4. Client Expectations & Vision

Purpose: Captures emotional and functional goals.

  • Vision Description: Reveals hidden expectations (e.g., "We want visitors to feel awe" → suggests immersive visuals/sound).
  • KPIs: Metrics like "dwell time" or "social shares" shape interactivity (e.g., photo booths with instant sharing).
  • Brand Guidelines: Ensures aesthetic cohesion (e.g., a luxury brand may reject gamified pixel art).
  • Accessibility: Expands audience reach (e.g., haptic feedback for visually impaired users).

Why it matters? A client aiming for "viral engagement" may prioritize Instagrammable moments over deep interaction.

5. Additional Notes

Purpose: Catches unique requests (e.g., "Must integrate with our CRM" or "Needs to be dismantled weekly").

Why This Form Works

  1. Prevents Miscommunication: Detailed questions uncover assumptions (e.g., client may assume "interactive" means touchscreens, while you plan motion sensors).
  2. Guides Proposal Writing: Answers directly translate to scope (e.g., "Outdoor + 100+ users" → ruggedized hardware).
  3. Filters Unqualified Leads: A client with a $5K budget for a permanent AI installation can be redirected early.
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