Packaging Design Client Intake Form

Client Information

Company Name:

Contact Person:

Email Address:

Phone Number:

Website

Company Address:

City/Town:

State/Province:

Postal/Zip Code:

Project Overview

Project Name/Product Name:

Project Description: (Briefly describe the product and the packaging design project)


Project Timeline:


Target Completion Date:

Is this a hard deadline?


Budget:


Estimated Budget Range:

Are you flexible with this budget?

Project Goals: (What are you hoping to achieve with this packaging redesign/design?)

Product Information

Product Category:

Product Dimensions & Weight: (Provide specific measurements)

Product Name

Dimension

Weight

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Product Materials: (e.g., Liquid, Solid, Powder, etc.)

Product Storage Requirements: (e.g., Refrigerated, Room Temperature, etc.)

Product Handling/Shipping Requirements: (e.g., Fragile, Heavy, etc.)


Existing Packaging


Please provide photos of existing packaging.

Description

Upload File

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What do you like/dislike about the current packaging?


Target Audience: (Describe your ideal customer)


Age Range:

Gender:

Location:

Lifestyle/Interests:

Buying Habits:

Key Selling Points/Unique Selling Proposition (USP): (What makes your product stand out?)


Competitor Information:


List your main competitors.

What do you like/dislike about their packaging?

Design Preferences

Desired Packaging Style: (Check all that apply)

Color Palette Preferences: (Provide specific colors or color families)

Font Preferences: (e.g., Serif, Sans-Serif, Script)

Visual Elements:

Packaging Materials:

Sustainability Considerations: (Are there any specific sustainability requirements?)

Regulatory Requirements: (e.g., FDA, USDA, etc.)

Packaging Features:

Printing/Finishing Options:

Language Requirements: (Specify all languages needed on the packaging)

Deliverables & Services

Required Packaging Components: (Check all that apply)

Design Services Required: (Check all that apply)

Number of Design Concepts: (How many initial design concepts are required?)

Number of Revisions: (How many rounds of revisions are anticipated?)

File Formats Required: (e.g., AI, PSD, PDF, EPS)

Comprehensive Question for Tailoring Services

To best tailor our packaging design services to your specific needs and ensure a successful project, please provide a detailed description of your vision for the product's packaging. Consider the following:

How do you want your product to be perceived by your target audience?

What emotions or feelings should the packaging evoke?

What key information needs to be prominently displayed on the packaging?

Are there any specific design elements or inspirations that you have in mind?

How will the package be displayed in a retail environment, or shipped to consumers?

What is the desired customer experience when interacting with the packaging?

What are the most important brand values that the packaging needs to reflect?

Client Intake Form Insights

Let's break down the detailed insights into this packaging design client intake form, focusing on its purpose, structure, and the strategic value of each section:


Overall Purpose and Strategic Value

  • Comprehensive Information Gathering:
    • The form's primary purpose is to collect a wide range of information, ensuring a complete understanding of the client's needs, goals, and preferences. This minimizes misunderstandings and ensures the design process is aligned with the client's vision.
  • Tailored Service Delivery:
    • By delving into specifics like target audience, desired style, and required deliverables, the form enables the design agency to customize its services and provide a solution that perfectly meets the client's requirements.
  • Project Scoping and Budgeting:
    • The questions related to timeline, budget, and deliverables help define the project's scope and establish realistic expectations. This allows for accurate cost estimations and efficient project management.
  • Brand Alignment and Consistency:
    • Understanding the client's brand values, key selling points, and competitor landscape ensures that the packaging design reinforces the brand's identity and effectively communicates its message.
  • Risk Mitigation:
    • By addressing regulatory requirements, sustainability considerations, and specific packaging features, the form helps identify potential challenges and ensures compliance with relevant standards.
  • Setting Expectations:
    • By asking about the number of concepts and revisions, the client and the design team will have a mutual understanding of the work flow.

Section-by-Section Analysis


1. Client Information:

  • This section establishes basic contact details, facilitating communication and project management.
  • It creates a professional record for the project.

2. Project Overview:

  • This section defines the project's scope, timeline, and budget.
  • It clarifies the client's goals and expectations, ensuring alignment between the client and the design agency.
  • This section is crucial for project planning and resource allocation.

3. Product Information:

  • This section provides essential details about the product itself, including its dimensions, materials, and storage requirements.
  • This information is critical for designing packaging that protects the product and meets its specific needs.
  • The Target audience questions are vital for designing a package that will resonate with the intended consumer.
  • The competitor information allows for analysis of the market, and differentiation of the product.

4. Design Preferences:

  • This section explores the client's aesthetic preferences, including style, color, and typography.
  • It helps the design agency understand the client's vision and create packaging that aligns with their brand identity.
  • This section minimizes the back and forth of revisions, because many style decisions are made early in the process.

5. Deliverables & Services:

  • This section clarifies the specific packaging components and design services required by the client.
  • It ensures that the design agency provides a comprehensive solution that meets the client's needs.
  • It also allows for a clear understanding of the amount of work that will be needed, and therefore, a more accurate cost estimate.

6. Comprehensive Question:

  • This open-ended question encourages the client to provide detailed insights into their vision and desired brand perception.
  • It allows the design agency to gain a deeper understanding of the client's needs and create a truly tailored solution.
  • It helps to find the emotional core of the packaging design.
  • It allows the client to provide information that they may not have thought to add in the other sections.

Key Takeaways

  • The form is structured to guide the client through a logical progression of questions, ensuring that all relevant information is captured.
  • The use of checkboxes and open-ended questions provides flexibility and allows for detailed responses.
  • The form emphasizes the importance of understanding the client's brand, target audience, and competitive landscape.
  • By asking for very specific information, the form reduces the possibility of miscommunication, and helps to create a better working relationship between the client, and the design team.

By using this comprehensive intake form, design agencies can streamline the project initiation process, enhance client communication, and deliver exceptional packaging design solutions.


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