Technical Content Copywriting Client Intake Form

Client Information

First Name

Last Name

Company Name

Job Title

Email


Phone Number

Website

Project Details

Project Type (Check all that apply):

Product/Service Information:

Product/Service Name:

Brief Description of Product/Service:

Target Audience: (e.g., developers, end-users, industry professionals, etc.)

Key Features/Benefits:

Technical Specifications (if applicable):

Project Scope and Objectives:

Overall Project Goal:

Specific Deliverables:

Desired Tone and Style:

Length/Word Count (approximate):

Desired Completion Date:

Existing Documentation/Resources (if any): (Please provide links or attach files)

Link

Upload File

Notes

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User Manuals (if applicable):

Specific Sections/Topics to be covered:

Level of Detail Required:

Required Visuals/Diagrams:

Software/Tools Used:

Localization/Translation Requirements:

Delivery Format:

API Documentation (if applicable):

API Type:

Programming Languages/Frameworks:

Required Documentation Elements:

Interactive Documentation Requirements:

Code Samples/Libraries: (Please provide links or attach files)

Link

Upload File

Notes

1
 
 
 
2
 
 
 
3
 
 
 

Version Control Requirements: (e.g., Git repositories)

White Papers (if applicable):

Topic/Subject Matter:

Key Arguments/Research Findings:

Target Industry/Market:

Required Research/Data Analysis:

Citation/Referencing Style:

Marketing/Distribution Plan:

Service Options (Please select the services you require):

Content Creation:

Technical Accuracy Review:

Visual Design/Layout:

Localization/Translation:

Content Management System (CMS) Integration:

SEO Optimization (for online documentation):

Interactive Elements:

Content Updates/Maintenance:

Content Strategy Consulting:

Detailed Expectations and Communication:

Comprehensive Question: "Please provide a detailed description of your expectations for the technical content services, including specific goals, desired outcomes, communication preferences, and any potential challenges or concerns you anticipate. Include all details you think are important for us to fully understand your requirements.

Budget and Timeline:

Budget Range:

Preferred Timeline:

Milestone Expectations:

Additional Information:

Any additional notes or requirements:


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Let's break down the client intake form and analyze its components for detailed insights:


1. Client Information:

  • Purpose: This section establishes a clear point of contact and helps with organization and communication.
  • Insights:
    Accurate contact information is crucial for smooth communication and project management.
    Understanding the client's role provides context regarding their decision-making authority and technical expertise.
    The website allows for preliminary research and understanding of the client's business.

2. Project Details:

  • Purpose: This section defines the scope and objectives of the project.
  • Insights:
    Identifying the specific deliverable (user manual, API documentation, white paper) helps tailor the service.
    Understanding the target audience is essential for crafting appropriate language and tone.
    Key features and technical specifications provide crucial context for the content.
    Clearly defined goals and objectives ensure alignment between the client and the service provider.
    Providing existing resources helps to understand the current state of the documentation and also helps to prevent redundant work.

3. User Manuals, API Documentation, and White Papers (Specific Sections):

  • Purpose: These sections delve into the specific requirements for each deliverable, ensuring clarity and accuracy.
  • Insights:
    Detailed information about the content, level of detail, and required visuals helps create a comprehensive and effective deliverable.
    Understanding software/tools used (for manuals) and API types/languages (for documentation) ensures compatibility and accuracy.
    Localization/translation requirements are essential for global audiences.
    Citation styles for white papers are very important for academic and professional integrity.
    Interactive documentation elements are becoming increasingly important for API documentation.

4. Service Options:

  • Purpose: This section allows the client to select specific services, ensuring a tailored approach.
  • Insights:
    Offering a range of services (content creation, review, design, localization, etc.) allows for flexibility and customization.
    Clearly defining each service helps the client understand the scope and value of the offering.
    Content strategy consulting can be a very valuable service, and shows that you are thinking long term for the client.
    Ongoing content updates and maintenance shows that you are offering a long term service.

5. Detailed Expectations and Communication:

  • Purpose: This is the most crucial section, designed to uncover the client's underlying needs and preferences.
  • Insights:
    The open-ended question encourages the client to provide detailed information, revealing their true expectations.
    This section helps identify potential challenges or concerns early on, allowing for proactive solutions.
    Communication preferences are extremely important for any working relationship.
    This section also helps to identify any potential scope creep.

6. Budget and Timeline:

  • Purpose: This section establishes realistic expectations for project cost and completion.
  • Insights:
    Understanding the client's budget helps determine the feasibility of the project and allows for appropriate resource allocation.
    Setting clear timelines and milestones ensures timely delivery and avoids delays.
    Milestone expectations help to keep the project on track.

7. Additional Information:

  • Purpose: This section provides an opportunity for the client to add any relevant information not covered in the previous sections.
  • Insights:
    This section allows for flexibility and accommodates unique client requirements.
    It helps to make sure that the client feels that all of their needs have been addressed.

Overall Insights:

  • Comprehensive Scope: The form covers a wide range of technical content services, ensuring a thorough understanding of client needs.
  • Clarity and Precision: The language is clear and concise, avoiding ambiguity and ensuring accurate information gathering.
  • Client-Centric Approach: The form prioritizes understanding the client's goals and expectations, fostering a collaborative relationship.
  • Flexibility and Customization: The service options and open-ended questions allow for tailored solutions to meet individual client requirements.
  • Proactive Problem-Solving: The form encourages the client to identify potential challenges early on, enabling proactive solutions.
  • Professionalism: The form is well-organized and professional, reflecting the service provider's commitment to quality.

By using this detailed client intake form, you can effectively gather the necessary information to provide accurate quotes, deliver high-quality technical content, and build strong client relationships.


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