Social Media Ads Design - Client Onboarding Form

I. Client Information

First Name

Last Name

Business Name:

Email Address:

Phone Number:

Website:

Social Media Handles (List all platforms):

II. Project Overview

Project Title/Name: (e.g., "Summer Sale Ad Campaign," "Product Launch Promotion")

Project Goal:

Target Audience: (Be as specific as possible. Include demographics, interests, behaviors, etc.)


Campaign Duration:


Start Date

End Date

Platforms for Ads: (Select all that apply)

Budget: (Please specify your overall budget for the ad design)

Do you have existing brand guidelines?

Do you have existing visual assets? (e.g., logos, photos, videos)

III. Design Preferences

Overall Aesthetic/Style:

Color Palette Preferences: (List specific colors or provide examples)

Typography Preferences: (e.g., Sans-serif, Serif, Script, Bold, Light)

Image/Video Style:

Specific Design Elements:

Do you have any examples of ads you like?

Do you have any examples of ads you dislike?

Any specific design requirements or considerations? (e.g., accessibility, mobile-first design)

IV. Content and Messaging

Headline/Primary Message: (What is the main message you want to convey?)

Supporting Text/Description: (Provide details, benefits, or call-to-action)

Call to Action (CTA): (e.g., Shop Now, Learn More, Sign Up, Contact Us, Download)

Any specific keywords or phrases to include?

Do you have any specific offers or promotions to highlight?

Do you require copywriting services?

Do you need translations for the ads?

V. Design Options

Static Image Ads:

Video Ads:

Story Ads (Vertical Format):

HTML5/Interactive Ads:


Ad Variations/A/B Testing:


Number of variations per ad set:

Mockups/Previews:

VI. Technical Specifications

Preferred File Formats: (e.g., JPEG, PNG, MP4, GIF, PSD, AI)

Required Image/Video Dimensions: (If known, please specify)

Any specific technical requirements for the platform? (e.g., file size limits, aspect ratios)

VII. Approval and Revisions

Preferred method for providing feedback and approvals: (e.g., Email, Online platform, Meetings)

Number of revision rounds included:

Timeline for approvals and feedback: (e.g., 24-48 hours)

VIII. Additional Information

Any other relevant information or notes:

By submitting this form, you acknowledge that you have provided accurate information, and you agree to the terms and conditions of our services.

Signature:

Client Intake Form Insights

Please remove this client form insights section before publishing.


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 a clear point of contact and helps you organize client data.

Insights:

  • Accurate contact details are crucial for smooth communication and project management.
  • Knowing the client's website and social media handles allows you to research their brand and existing online presence. This helps you maintain brand consistency and understand their current marketing strategies.

II. Project Overview:


Purpose: This section defines the project's scope, goals, and target audience.

Insights:

  • Clearly defined project goals are essential for measuring success and ensuring the ad designs align with the client's objectives.
  • A detailed target audience description enables you to create ads that resonate with the right people, maximizing campaign effectiveness.
  • Understanding the campaign duration and budget helps you manage resources and create a realistic timeline.
  • Knowing the platforms the ads will be displayed on is extremely important. Each platform has different specs and user demographics.
  • Brand guidelines and existing assets will greatly reduce the amount of work required, and also help to maintain brand consistency.

III. Design Preferences:


Purpose: This section gathers information about the client's visual preferences and desired aesthetic.

Insights:

  • Understanding the client's preferred style, color palette, and typography ensures the ad designs align with their brand identity and personal tastes.
  • Asking for examples of ads the client likes and dislikes helps you understand their vision and avoid potential misinterpretations.
  • Specific design requirements, such as accessibility considerations, demonstrate your professionalism and attention to detail.

IV. Content and Messaging:


Purpose: This section focuses on the ad's content, including headlines, descriptions, and calls to action.

Insights:

  • Clear and compelling messaging is crucial for capturing attention and driving conversions.
  • Knowing the client's key messages and offers allows you to create ads that effectively communicate their value proposition.
  • Offering copy writing and translation services can add value to your service offering.

V. Design Options:


Purpose: This section outlines the various ad design formats and services you offer.

Insights:

  • Providing a range of design options allows clients to choose the formats that best suit their needs and budget.
  • Offering A/B testing services demonstrates your commitment to optimizing campaign performance.
  • Mockups and previews help clients visualize the final product and provide feedback before the ads go live.
  • This section also helps the client understand the breadth of services that you can provide.

VI. Technical Specifications:


Purpose: This section gathers information about the technical requirements for the ad designs.

Insights:

  • Understanding the client's preferred file formats and required dimensions ensures the ads are compatible with the chosen platforms.
  • Adhering to platform-specific technical requirements is essential for avoiding errors and ensuring optimal display.

VII. Approval and Revisions:


Purpose: This section establishes a clear process for providing feedback and approvals.

Insights:

  • A well-defined approval process minimizes delays and ensures efficient project management.
  • Setting clear expectations for revision rounds and timelines helps manage client expectations and avoid scope creep.

VIII. Additional Information:


Purpose: This section allows the client to provide any additional information or notes that may be relevant to the project.

Insights:

  • This section provides an opportunity for clients to share any unique requirements or considerations that may not have been covered in the previous sections.

Overall Importance:

  • Clarity and Organization: The form ensures all necessary information is collected in a structured and organized manner.
  • Efficiency: It streamlines the onboarding process and reduces the need for back-and-forth communication.
  • Client Satisfaction: It demonstrates your professionalism and attention to detail, leading to increased client satisfaction.
  • Project Success: It lays the foundation for a successful ad campaign by ensuring the designs align with the client's goals and target audience.
  • Legal Protection: The signature and date provide a record of the client's agreement to the terms and conditions of your services.

By using this detailed client intake form, you can gather all the essential information to create effective and tailored social media ad designs, leading to successful campaigns and satisfied clients.



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