Design Client Questionnaire Template
Starting a new design project for a client? A well-structured intake form makes all the difference! It helps gather key details about your client’s needs, goals, and expectations — ensuring a smooth and efficient work process. Whether you’re a freelance designer, a marketing agency or an IT consulting firm, using an intake form improves communication and project management.
With AidaForm, you can easily customize a template to fit your specific needs. Add fields, tweak questions and adjust the layout to match your brand. The platform ensures forms are mobile-optimized, allowing clients to fill them out on any device. Plus, forms can be saved as PDFs for future reference. Kicking off a new design project takes creativity, time and energy — so make it easier with our design client questionnaire!
Examples of Design Project Intake Forms and Essential Questions to Ask
A well-crafted client questionnaire is the key to a seamless workflow. It should be clear, concise and structured to gather all the essential details upfront — saving time and avoiding back-and-forth emails. Start with a clear structure — begin with basic client information, then move to project specifics. Keep the questions relevant but not overwhelming — balance detail with ease of completion.
Here are the Must-Have Fields and Questions for Your Creative Project Intake Form:
- Company name, industry and contact information.
- What is your product?
- Who are your customers?
- Target audience for the project.
- What are your primary design goals and objectives?
- Examples of brands, designs or styles you admire.
- Project deadline and budget.
You can also customize your form to fit different types of projects, including branding, web development, marketing or app design, etc.
Graphic Design Client Questionnaire
This type of questionnaire is essential for gathering details about visual design projects. The following questions help define client expectations and ensure a flawless design process:
- What type of graphic design work do you need (e.g., marketing materials, social media graphics, packaging)?
- What are your brand’s color schemes, fonts and style preferences?
- Are there any competitor designs that you find appealing or want to avoid?
- Will this design be part of a larger branding project?
- Do you require print-ready files or digital-only versions?
- What dimensions and file format should the final design have?
- Are there any legal restrictions, trademarks or copyright considerations?
Having a detailed client intake form for graphic design ensures that the designer has all the necessary project details before starting.
Website Design Client Questionnaire
This survey is crucial for web development projects as it provides insight into the client’s business needs and user expectations. Important questions include:
- What is the primary purpose of your website (e.g., e-commerce, portfolio, informational)?
- Do you have an existing website? If so, what do you like or dislike about it?
- What pages and features do you need (e.g., blog, contact form, online store)?
- Do you have existing branding elements such as logos, fonts and color schemes?
- Will you provide the website content, or do you need assistance with content creation and copywriting?
- Do you require ongoing maintenance and updates for the website?
When creating a web design questionnaire, be sure to address not only the design, but also the technical aspects.
Brand Design Client Questionnaire
For businesses looking to establish or refresh their branding or logo design, a well-structured client questionnaire is invaluable. Here you can ask both essential and thought-provoking questions. This approach will help the client take a broader view of the brand and identify important nuances. Some good questions are:
- What are your company’s core values, mission and vision?
- How do you want your brand to be perceived by customers?
- Do you have a tagline or slogan that should be incorporated?
- Who are your primary competitors, and how do you want to differentiate your brand?
- Are there any cultural or historical influences that should inspire the branding (e.g., minimalism, vintage aesthetics, futuristic design)?
- What metaphors or analogies best represent your brand? (For example, “Our brand is like the best friend supporting our customers”)
- If your brand were a person, how would you describe its personality (e.g., confident and bold, warm and friendly, sophisticated and elite)?
Such a questionnaire will surely help designers create visuals that align with the client’s identity and goals!
Create an AidaForm account today for free! Add the design intake form template by clicking the Use Template button. Within minutes, you’ll be able to customize the form, publish it and immediately streamline your intake process!