Elevate Your Brand: Business Card & Stationery Project Details

1. Client & Business Information

First Name

Last Name

Company Name

Job Title/Role


Industry

Contact Email


Phone Number

Website

2. Project Overview

What items do you need designed? (Select all that apply)

Item

Select

Quantity

Notes

1
Business Cards
 
 
2
Letterhead
 
 
3
Envelopes
 
 
4
Notepads
 
 
5
Compliment Slips
 
 
6
Presentation Folders
 
 

Desired Turnaround Time:

3. Branding & Design Preferences

A. Existing Branding

Do you have an existing brand style guide?


If yes, please provide:


Logo (Upload file)

Choose a file or drop it here
 

Brand Colors (Hex/RGB codes):

Fonts Used:

Any other brand assets:

B. Design Style & Aesthetic

How would you describe your brand’s personality?

Preferred Color Scheme:

Typography Preferences:

C. Business Card Specifications

Size:

Orientation:

Material Preference:

Content to Include: (Check all that apply)

D. Stationery Design Preferences


Letterhead & Envelope Design:


Preferred layout:

Additional elements:

4. Additional Requirements

Do you need printing services?

Any special finishing requests? (Foil, Embossing, etc.)

Do you need digital files for online use?

Any specific imagery/icons to include?

Description

Upload File

Notes

1
 
 
 
2
 
 
 
3
 
 
 

Competitor references or design inspirations? (Attach examples if possible)

Competitor Name

Upload File

Notes

1
 
 
 
2
 
 
 
3
 
 
 

5. Budget & Timeline

Estimated Budget Range:

Desired Completion Date:

6. Final Notes

Is there anything else we should know about your project?

Signature:



Thank you for completing this form!

We’ll review your responses and get back to you with a tailored proposal.


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Here’s a detailed breakdown of the Client Intake Form, explaining its structure, purpose, and how each section helps tailor the design process to the client’s needs:

1. Client & Business Information

Purpose:

  • Establishes basic contact details and business context.
  • Helps designers understand the industry (corporate, creative, nonprofit, etc.), which influences design choices.

Key Insights:

  • Job Title/Role → Determines hierarchy (e.g., executive vs. team cards).
  • Website → Allows designers to align stationery with existing digital branding.

2. Project Overview

Purpose:

  • Defines scope (e.g., business cards only vs. full stationery suite).
  • Sets expectations for quantity and deadlines.

Key Insights:

  • "Other" option → Caters to unique requests (e.g., Rolodex cards, stickers).
  • Turnaround time → Identifies rush jobs needing prioritization.

3. Branding & Design Preferences

A. Existing Branding

Purpose:

  • Ensures consistency with the client’s current visual identity.

Key Insights:

  • If no brand guide exists, the designer may propose color/font schemes.
  • Attachments (logo, fonts) prevent guesswork and revisions.

B. Design Style & Aesthetic

Purpose:

  • Translates abstract brand "personality" into concrete design choices.

Key Insights:

  • "Playful & Fun" vs. "Professional & Corporate" → Dictates use of illustrations, colors, and typography.
  • Color scheme preferences → Helps avoid clashes (e.g., neon colors for a law firm).

C. Business Card Specifications

Purpose:

  • Covers technical and aesthetic details for print production.

Key Insights:

  • Material preference → Foil/embossing adds cost but elevates luxury brands.
  • QR codes → Reflects modern networking trends.

D. Stationery Design Preferences

Purpose:

  • Extends branding to complementary items (e.g., watermarks on letterheads).

Key Insights:

  • "Full bleed" vs. "minimalist" → Shows how prominently the brand should feature.

4. Additional Requirements

Purpose:

  • Captures niche needs (e.g., eco-friendly printing, digital files).

Key Insights:

  • Printing services → Determines if the project is design-only or end-to-end.
  • Competitor references → Reveals aesthetic expectations (e.g., "Make it like Apple’s stationery").

5. Budget & Timeline

Purpose:

  • Aligns expectations with reality (e.g., foil stamping may exceed a $100 budget).

Key Insights:

  • Clients with tighter budgets may opt for digital-only designs or standard paper stocks.

6. Final Notes

Purpose:

  • Catches unique requests (e.g., "Use our founder’s handwriting for the font").

Why This Form Works

  1. Comprehensive → Covers branding, logistics, and design preferences in one place.
  2. Guided Choices → Multiple-choice options simplify decision-making for clients.
  3. Reduces Revisions → Clear upfront preferences minimize back-and-forth.
  4. Flexible → "Other" fields accommodate unconventional needs.
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