Print Ad Design Client Intake Form

Client Information

Company Name

Contact Person

Job Title

Email Address

Phone Number

Website

Social Media Handles

Billing Address

City/Town

State/Province

Postal/Zip Code

Project Details

Project Title/Campaign Name:

Ad Size

Publication/Platform

Publication/Platform Specifications

Target Audience (Demographics, Psychographics):

Project Deadline:

Budget:

Primary Goal of the Ad

Key Message/Call to Action:

Any Existing Brand Guidelines (e.g., Logo, Color Palette, Typography)

Do you have any existing marketing materials we can review?

Design Options and Preferences

Overall Design Style (Select all that apply)

Color Preferences (Specific colors or general color palette):

Description

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Typography Preferences (Font styles, readability, etc.):

Description

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2
 
 
3
 
 

Image/Visual Preferences (Photography, Illustrations, Graphics):

Description

Upload File

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3
 
 

Do you have any specific images or graphics you want to include?

Layout Preferences (e.g., Image heavy, Text heavy, Balanced):

Description

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Do you require any specific elements (e.g., QR codes, coupons, maps)?

Do you require multiple versions of the ad for A/B testing or different publications?

Do you require copy writing services?

Do you require photography or illustration services?

Do you require print production coordination?

Do you require assistance with ad placement or publication submission?

What are your preferred methods of communication and feedback?

Tailored Services Question

To best understand your specific needs and create a design solution that exceeds your expectations, please describe in detail the context of this ad campaign within your broader marketing strategy. Share any specific challenges, opportunities, or desired outcomes you hope to achieve. This will allow us to tailor our services and approach to ensure maximum impact and alignment with your overall business objectives.

Additional Information

Any additional information or comments:


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


This client intake form is designed to gather comprehensive information for a print ad design project, ensuring a clear understanding of the client's needs and expectations. Here's a detailed breakdown of its insights:


1. Client Information (Questions 1-8):

  • Insight: Establishes a solid foundation for communication, billing, and record-keeping. It ensures you have accurate contact details and understand the client's organizational structure.
  • Benefits:
    Reduces communication errors.
    Streamlines billing processes.
    Allows for easy access to client information.
    Helps in understanding the clients company.

2. Project Details (Questions 9-19):

  • Insight: This section delves into the specifics of the ad campaign, including technical requirements, target audience, and campaign goals.
  • Benefits:
    Defines the scope of the project.
    Provides crucial information for design and content creation.
    Ensures the ad is tailored to the target audience.
    Helps in managing timelines and budgets.
    Ensures that the final product will meet the publication or platforms requirements.

  • Key Considerations:
    Technical Specifications: Understanding the publication's requirements is crucial to avoid issues during printing or publishing.
    Target Audience: A clear understanding of the target audience is essential for effective design and messaging.
    Campaign Goals: Knowing the campaign's objectives allows for focused design and a clear call to action.

3. Design Options and Preferences (Questions 20-32):

  • Insight: This section explores the client's aesthetic preferences and desired design elements, ensuring the final product aligns with their vision.
  • Benefits:
    Reduces the need for extensive revisions.
    Ensures client satisfaction.
    Provides a clear direction for the design process.
    Allows the designer to understand the clients vision.

  • Key Considerations:
    Visual Style: Understanding the client's preferred visual style (minimalist, modern, etc.) is crucial for creating a compelling design.
    Color and Typography: Color and typography choices significantly impact the ad's overall look and feel.
    Imagery and Layout: Understanding the client's preferences for images and layout helps create a visually appealing and effective ad.
    Additional Services: determining if the client requires extra services such as copy writing, or print coordination.

4. Tailored Services Question (Question 33):

  • Insight: This open-ended question encourages the client to provide context and elaborate on their specific needs and goals, enabling the designer to offer customized services.
  • Benefits:
    Provides deeper insights into the client's business and marketing strategy.
    Allows for personalized service offerings.
    Fosters a collaborative relationship.
    This will allow the designer to provide the most effective ad possible.

  • Key Considerations:
    Strategic Context: Understanding the ad campaign's role within the client's broader marketing strategy is crucial for creating a cohesive and effective design.
    Desired Outcomes: Knowing the client's desired outcomes allows for a results-driven approach.

5. Additional Information (Question 34):

  • Insight: Provides an opportunity for the client to share any additional information or comments that may be relevant to the project.
  • Benefits:
    Captures any information that may have been missed in previous questions.
    Allows for open communication and addresses any potential concerns.

Overall Insights:

  • Comprehensive Information Gathering: The form covers a wide range of aspects, ensuring a thorough understanding of the client's needs.
  • Clear Communication: The form promotes clear and concise communication between the client and the designer.
  • Customized Service: The open-ended questions and detailed design options allow for tailored service offerings.
  • Project Efficiency: The form streamlines the intake process, saving time and resources.
  • Client Satisfaction: By addressing all aspects of the project, the form helps ensure client satisfaction.

By using this detailed client intake form, designers can gather the necessary information to create effective and impactful print ads that meet their clients' specific needs and goals.


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