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New client intake form

This intake form should be completed at an initial client meeting. Learn all about your client's goals, their competitors, marketing strategies, and product descriptions. Also, note down their company name, address, and billing information to avoid any embarrassing slip-ups with this sheet.

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New client intake form

Audit

How did you find out about Asterisk Creative?

Client Details

Client Type

Address

Phone, fax, toll-free

What is your primary product/service?

What are your secondary products/services?

How would you describe your services and/or products?

What are the short-term goals of your company?

What are the long-term goals of your company?

Who are your main competitors?

How are you different from your competitors?

What does your ideal customer/client look like (age, gender, SES, habits, technology, etc.)?

What problems do your prospects have that your company solves?

Do clients/customers have a specific perception of your company?

Are you looking to change this perception? If so, how?

Do you have a tag line or slogan?

Do you have any color preferences or existing brand colors?

Do you have any colors that you do not wish to use?

Are there any brand or identity guidelines that need to be reflected in this project? If so, provide details.

What adjectives should best describe your company?

What feeling or message do you want your company's identity to convey?

Should this project reflect the mood of the company, or is it stand-alone?

Project Goals

What are you hoping to achieve through this project?

What do you hope the finished product will look like?

Logo-Specific

Type of logo required:

Logo Color Style

Where will the logo be used?

Where will the logo be primarily used?

Is there a specific spelling or stylistic way your name should be worded or written out?

Are there other logos that appeal to you? If so, why?

Does the logo need an ownership mark? Note that the client is responsible for registering any copyright claims.

Are there any additional style requirements?

Add a sketch or drawing:

Website-Specific

What will happen if you don't have a new website?

How will visitors use the website?

List the sections and features that should be included in the website.

Have you researched your online competition so you have an idea of what you do and don't want on our site?

Is there anything you do NOT want on your site in terms of text, content, etc.?

Will you be supplying the website content?

Is the content ready to use on your website?

Will you need the ability to update your website content regularly?

Are you planning to do online sales? If so, what is the product and how many items do you want to sell online?

Are you set up to accept credit cards online?

How much time will you be able to spend online, responding to inquires that come in via your website?

If you were using a search engine, which words or phrase would you use to find your site (ranked)?

Will you require any email marketing integration?

How do you plan to encourage repeat visitors/customers?

Add a sketch or drawing:

Client Contacts

Are there stakeholders other than you for this project?

Main Contact Name, Title, and Contact Info

Secondary Contact Name, Title, and Contact Info

Other Contact Name, Title, and Contact Info

Marketing Mix Overview

Are you happy with your current marketing mix?

Are you satisfied with your current logo?

Are you satisfied with your current print collateral?

Are you satisfied with your current website?

Are you satisfied with your current email marketing strategy/campaign?

Are you satisfied with the engagement on your social media outlets?

Money & Timeline

What is your preferred deadline, time frame, or exact date of completion?

Are there any special requirements or constraints on the timeline?

Do you have a budget for this project?

Do you require a purchase order to be included on each invoice?

What is your preferred method of payment?

Do you have any other special requirements related to invoicing and payment?

Miscellaneous

Add a picture of your current logo/website:

Are there any websites or secure systems that I will need access to? If so, provide login credentials for each.

Other notes:

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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.