Email Marketing Design Client Intake Form

I. Client Information

Company Name

Contact Name

Email Address

Phone Number

Website URL

Social Media Handles

II. Project Overview

Project Title/Campaign Name

Project Goals

Target Audience (Demographics, Interests, etc.)

Desired Launch Date

Email Frequency

Email Platform

III. Design Preferences

Overall Aesthetic/Style (Choose all that apply)

Color Palette (Provide specific colors or examples)

Typography Preferences (e.g., font families, styles)

Imagery Preferences (e.g., photography, illustrations, icons)

Logo and Branding Guidelines

Specific Design Elements (Choose all that apply)

Email Layout Preferences (Choose all that apply)

Call-to-Action (CTA) Preferences (e.g., "Shop Now," "Learn More," "Sign Up")

Do you have any example emails you like the look of?

IV. Content and Messaging

Do you have pre-written email copy?

Key Messaging Points.

Tone of Voice

Any specific content requirements (e.g., legal disclaimers, special offers)?

Do you require A/B testing for your emails?

V. Technical Requirements

Image File Formats (e.g., JPG, PNG, GIF).

Email Template Format (e.g., HTML, drag-and-drop builder).

Integration with other platforms (e.g., CRM, e-commerce).

Mobile Responsiveness Testing Requirements.

Accessibility Requirements (e.g., alt text for images, sufficient color contrast).

VI. Comprehensive Tailoring Question

To ensure we provide the most effective and tailored email marketing design services for your business, please describe your current email marketing strategy, including any challenges you face, specific goals you want to achieve, and how you envision our design services contributing to your overall marketing success. Please provide as much detail as possible to help us understand your needs and create a solution that aligns perfectly with your objectives.

VII. Budget and Timeline

Estimated Budget

Project Timeline/Deadline

Preferred Communication Method

VIII. Additional Notes/Comments

Additional information or specific requests.

IX. Attachments

Upload relevant documents, images, or brand guidelines.

Description

Upload Here

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Client Intake Form Insights

Please remove this client intake form insight section before publishing.


Absolutely. Let's break down the Email Marketing Design Client Intake Form and provide detailed insights into each section:

1. Client Information:

  • Purpose: This section establishes the basic contact details for the client. It's crucial for communication, invoicing, and record-keeping.
  • Insights:
    Ensure accuracy. Double-check email addresses and phone numbers.
    Website and social media links provide context for the client's brand and online presence.
    If the client has many social media accounts, ask for the most important ones.

2. Project Overview:

  • Purpose: This section defines the scope and objectives of the email marketing project.
  • Insights:
    Project Goals: Understanding the client's goals (sales, traffic, event promotion) is essential for aligning the design with the desired outcomes.
    Target Audience: Detailed target audience information is crucial for tailoring the design and messaging.
    Email Platform: Knowing the platform (Mailchimp, Klaviyo, etc.) helps with technical considerations and compatibility.
    Email Frequency: Impacts the design approach. A weekly newsletter will differ from a one-time promotional email.

3. Design Preferences:

  • Purpose: This is the core of the form, gathering information about the client's desired visual style.
  • Insights:
    Aesthetic/Style: Providing multiple options helps clients articulate their preferences, even if they're not design experts. The "Other" option is vital for unique styles.
    Color Palette & Typography: Specific color codes and font families ensure consistency with the client's brand.
    Imagery Preferences: Clarifying image types (stock, custom, etc.) helps manage expectations and budget.
    Logo and Branding Guidelines: Essential for maintaining brand consistency. Requesting a document ensures accurate implementation.
    Specific Design Elements: Listing various elements helps the client consider all possibilities.
    Email Layout Preferences: Layout choice impacts readability and engagement.
    Call-to-Action (CTA): CTAs are crucial for driving conversions. Understanding the client's preferred language is vital.
    Example Emails: Providing examples helps the designer understand the client's visual taste.

4. Content and Messaging:

  • Purpose: This section focuses on the text and tone of the email content.
  • Insights:
    Pre-written Copy: If the client provides copy, review it for clarity and consistency. If not, factor in content creation services.
    Key Messaging Points: Understanding the core message ensures the design supports the content effectively.
    Tone of Voice: Aligns the design and language with the client's brand personality.
    Content Requirements: Legal disclaimers or special offers must be incorporated into the design.
    A/B Testing: This impacts the design process, as multiple versions may be required.

5. Technical Requirements:

  • Purpose: This section addresses the technical aspects of email design and delivery.
  • Insights:
    Image File Formats: Ensures compatibility with email platforms.
    Email Template Format: HTML or drag-and-drop affects the design and development process.
    Integration: Integration with other platforms (CRM, e-commerce) impacts functionality.
    Mobile Responsiveness: Crucial for optimal viewing on all devices.
    Accessibility: Alt text and color contrast are essential for inclusivity.

6. Comprehensive Tailoring Question:

  • Purpose: This open-ended question encourages the client to provide a holistic view of their email marketing strategy and needs.
  • Insights:
    It allows the client to articulate their challenges and goals beyond the specific design aspects.
    It helps you understand their overall marketing strategy, allowing you to provide more strategic design solutions.
    It fosters a deeper understanding of the client's vision and expectations.

7. Budget and Timeline:

  • Purpose: This section sets expectations for project costs and deadlines.
  • Insights:
    Estimated Budget: Helps determine the scope of work and design options.
    Project Timeline/Deadline: Ensures timely delivery.
    Preferred Communication Method: Establishes clear communication channels.

8. Additional Notes/Comments & Attachments:

  • Purpose: Provides space for any supplementary information and supporting documents.
  • Insights:
    Encourages clients to share any specific requests or concerns.
    Attachments (brand guidelines, example emails) are valuable resources for the design process.

Key Takeaways:

  • Comprehensive Information Gathering: The form covers all essential aspects of email marketing design.
  • Client-Centric Approach: The questions are designed to understand the client's needs and preferences.
  • Clear Communication: The form facilitates clear communication and avoids misunderstandings.
  • Strategic Design: The information gathered enables the designer to create effective and goal-oriented email designs.
  • Professionalism: A well-structured intake form demonstrates professionalism and attention to detail.
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