Client Intake Questionnaire

Send before kickoff. Their answers become your creative brief.

Not legal advice. This is a starting point. Review with a lawyer before signing anything that matters.

Client / company

Primary contact

Website

Date

Tell us about your business

What problem are we solving?

What's the goal of this project?

Who is the audience?

What deliverables do you need?

Budget range

Timeline

References / inspiration

What would you hate to see

Decision-makers / stakeholders

Have you done this before?

Pair this with

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Rate Card

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Deposit Receipt

Formal acknowledgment when a deposit arrives.

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Change Order

Document scope creep, get it signed, protect margin.

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Catch inquiries before they go cold

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Client Intake Questionnaire

Client Intake Questionnaire

About the business

Problem we're solving

Project goal

Target audience

Deliverables needed

Budget range

Timeline

References / inspiration

Things to avoid

Decision-makers

Past experience

Pair this with

Catch inquiries before they go cold