Client Intake Form | Grid&Gravy

New Client Intake Form

Contact Info

First name

Last name

Phone

What is your role in the business?

Business Details

Business / Organization Name

Website or Social Media (if applicable)

Industry / Field

Briefly describe what your business or organization does.

Project Basics

Other

Any specific deliverable details to mention?

Is this a new project or a refresh of an existing one?

If you selected ‘Website,’ what features or functions would you like it to include?

Ideal Start Date

Ideal End/Launch Date

Vision and Style

Do you have a mission statement or brand story?

What are five words (nouns or adjectives) that describe your company?

What feeling or impression do you want your brand to give people?

Are there brands, websites, or designs you love?

Are there any colors, fonts, or styles you do or don’t want?

Audience

Who is your ideal audience or customer?

What do you want your audience to do or feel when they see your brand or visit your site?

In Summary

Any thing else you would like to add or mention?