Display Ads (Banner Ads) Design Client Intake Form

I. Client Information

First Name:

Last Name:

Business Name:

Email Address:

Phone Number:

Website URL:

Social Media Handles:

II. Campaign Details

Campaign Name:

Campaign Goals:

Target Audience (demographics, interests, behaviors):

Specific Products/Services to be promoted:

Key Message/Call to Action:

Campaign Duration:

Start Date:

End Date:

Geographic Targeting:

Platforms/Networks for Ads (e.g., Google Display Network, social media, specific websites):

III. Design Specifications

Required Ad Sizes (List all required sizes, e.g., 300x250, 728x90, 160x600, etc.):

Preferred Design Style (Check all that apply):

Color Palette (Provide specific colors or brand guidelines):

Font Preferences (Provide specific fonts or brand guidelines):

Logo (Provide high-resolution vector file):

Choose a file or drop it here
 

Images/Graphics (Provide high-resolution images or specify requirements):

Image/Graphic

Notes

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Text Content (Provide all text to be included in the ads):

Animation/Motion (if applicable):

Special Requirements (e.g., specific file formats, accessibility considerations):

Do you have examples of banner ads that you like the look of?

IV. Branding Guidelines

Brand Guidelines Document (if available, please attach):

Choose a file or drop it here
 

Brand Tone/Voice (e.g., formal, informal, humorous, serious):

Specific brand elements to be included (e.g., taglines, slogans, specific imagery):

Any elements to avoid?

V. Budget and Timeline

Budget (Please provide a general budget range):

Timeline (Deadline for first draft and final deliverables):

Number of Revisions Included:

VI. Tailoring Services Question

To best tailor our design services to your specific needs and goals, please describe your overall vision for this campaign and how you envision the banner ads contributing to your marketing strategy. What are the most critical aspects of the design that will ensure the ads resonate with your target audience and effectively communicate your message?

VII. File Uploads

Logo (Vector), Images/Graphics, Brand Guidelines Document, and other.

Description

Upload Here

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VIII. Approval and Sign-off

I confirm that all information provided is accurate and complete.

I understand the terms and conditions of the design services.

Signature:

Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Notes for the Designer:

  • Ensure all file uploads are properly organized and accessible.
  • Clarify any ambiguities in the client's responses.
  • Provide regular updates and communicate effectively with the client.
  • Deliver the final deliverables in the required formats and sizes.
  • Make sure to save all answers from the client in a safe place.

This form is designed to be comprehensive, ensuring you gather all necessary details to create effective and impactful display ads. Remember to adapt it to your specific business needs and client requirements.


Absolutely. Let's break down the client intake form section by section, providing detailed insights into its purpose and importance:


I. Client Information:


Purpose: This section establishes the basic contact information for the client. It's crucial for communication, billing, and record-keeping.

Insights:

  • Accurate contact details prevent delays and miscommunications.
  • Website and social media links provide valuable context about the client's brand and online presence.

II. Campaign Details:


Purpose: This section delves into the specifics of the advertising campaign, ensuring the design aligns with the client's marketing objectives.

Insights:

  • Understanding the campaign goals (e.g., brand awareness, lead generation) dictates the design's focus and call to action.
  • Target audience information is fundamental for creating relevant and engaging visuals.
  • Platforms/networks influence ad size requirements and technical specifications.
  • Geographic targeting helps to make sure the ads are shown to the correct audience.

III. Design Specifications:


Purpose: This is the core of the form, where the client outlines their visual preferences and technical requirements.

Insights:

  • Required ad sizes are critical for delivering the correct files.
  • Preferred design style, color palette, and font preferences ensure the ads match the client's brand aesthetic.
  • High-resolution logos and images are essential for professional-looking designs.
  • Animation details are required to understand the level of work required, and to ensure the correct file types are created.
  • Providing examples of other ads that the client likes, allows the designer to see what the client is expecting.

IV. Branding Guidelines:


Purpose: This section ensures brand consistency and adherence to the client's established visual identity.

Insights:

  • Brand guidelines documents are invaluable for maintaining a cohesive brand image.
  • Understanding the brand tone/voice helps the designer create copy that resonates with the target audience.
  • Knowing what elements to avoid, is just as important as knowing what elements to include.

V. Budget and Timeline:


Purpose: This section sets realistic expectations and ensures the project stays within the client's financial and time constraints.

Insights:

  • Budget information helps the designer tailor their services and propose appropriate solutions.
  • Clear timelines and deadlines prevent delays and ensure timely delivery.
  • Number of revisions must be set out early, to prevent scope creep.

VI. Tailoring Services Question:


Purpose: This open-ended question allows the client to articulate their vision and provides valuable insights into their expectations.

Insights:

  • This question encourages the client to think strategically about the role of the banner ads in their marketing strategy.
  • It helps the designer understand the client's priorities and tailor their approach accordingly.
  • This question helps the designer to understand the clients level of marketing knowledge.

VII. File Uploads:


Purpose: This section streamlines the process of receiving essential files from the client.

Insights:

  • Organized file uploads prevent delays and ensure the designer has all necessary resources.
  • Clearly labeled file types (e.g., vector logo, high-resolution images) minimize confusion.

VIII. Approval and Sign-off:


Purpose: This section provides legal protection and ensures both parties understand and agree to the terms of the project.

Insights:

  • Client sign-off confirms their understanding and approval of the provided information.
  • This helps to prevent disagreements later in the project.

Overall Importance:

  • Clarity and Communication: The form fosters clear communication and prevents misunderstandings.
  • Efficiency: It streamlines the intake process, saving time for both the client and the designer.
  • Customization: It allows the designer to tailor their services to the client's specific needs and goals.
  • Professionalism: It demonstrates a professional and organized approach to client management.
  • Project Success: By gathering all necessary information upfront, it increases the likelihood of a successful project outcome.
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