Client Intake Form – Digital Solutions

Welcome

Let's Get Started

Thank you for choosing us. This form helps us understand exactly what you need so we can deliver the right solution. It takes about 10–15 minutes to complete.

Date *

Prepared By *

Client Email *

⚠ Please enter a valid email address

Section 01

About the Business

Help us understand who you are, what you do, and what makes your business stand out.

Company Name *

⚠ Required field

Tagline / Slogan (optional)

Business Description *

⚠ Required field

Industry / Sector *

⚠ Required field

Years in Business

Number of Employees (approx.)

Target Audience *

⚠ Required field

Main Competitors (optional)

Unique Selling Proposition *

⚠ Required field

Mission & Core Values (optional)

Section 02

What Do You Need?

Select the type of digital solution you need. This helps us tailor the right questions for your project.

Choose your project type * 🌐

Website

A public-facing site — portfolio, e-commerce, brochure, or service pages.

⚙️

Web App / System

A functional web application — CRM, inventory, booking, or internal tools.

💻

Custom Software

Bespoke desktop or mobile software built to your exact specifications.

⚠ Please select a project type

Section 03

Brand & Design Direction

Help us understand your existing brand identity and the visual direction you'd like to take — including any print and advertising materials you may need.

Do you have existing brand guidelines? *

Yes – I'll provide them Partial (logo only) None – open to direction

⚠ Please select an option

Brand Colours (optional)

Preferred Fonts (optional)

Look & Feel *

Sleek & Corporate Warm & Approachable Bold & Creative Minimal & Clean Luxurious & High-end Playful & Energetic

⚠ Please select at least one option

Design References (optional)

Design Restrictions (optional)

Flyers needed? If yes, what format / size? (optional)

Intended usage for flyers (optional)

Digital Only (PDF) Print Only Both Digital & Print

Flyer Print Quantity (copies)

Preferred Paper / Finish (optional)

Business Cards — Design & Print (optional)

Design only Design + Print Not needed

Large Format Prints & Brand Advertising (select all that apply)

Banners / Pull-up Banners Posters Signage / Boards Vehicle Stickers / Wraps Window Prints / Decals Wall Graphics / Murals Billboards Flags / Bunting Other

Large Format Details (sizes, quantities, locations)

Section 04

Content & Assets

Understanding what content and visual assets are available helps us plan the production process accurately.

Who will provide written copy? *

Client will provide Designer / Copywriter Collaboration Not decided yet

⚠ Please select an option

Image / Photo Assets Available

Professional photos ready Phone photos only No photos yet Need photographer

Will stock imagery be needed? *

Yes No Not sure

⚠ Please select an option

Team Headshots Available? (describe)

Number of Team Members to Feature

Case Studies / Testimonials Available (optional)

Section 05

Project Logistics

Let's nail down the practical details — timelines, budget, and who we'll be working with.

Project Deadline *

⚠ Please select a deadline

Budget Range *

⚠ Please select a budget range

Main Point of Contact

Contact Name *

⚠ Required field

Contact Email *

⚠ Valid email required

Contact Phone (optional)

Additional Stakeholders / Approvers (optional)

Additional Notes (optional)

Final Step

Review & Sign Off

Please review your responses below. By signing, you confirm the information is accurate and authorise the project to proceed.

Digital Signature (Type your full name) *

By typing your name you acknowledge the information provided is accurate.

⚠ Please enter your signature

Date

Let's Get Started

About the Business

What Do You Need?

Website Details

E-Commerce Details

Web App / System Details

Custom Software Details

Brand & Design Direction

Content & Assets

Project Logistics

Review & Sign Off

Form Submitted!