Free Client Intake Questionnaire Template | Download for Free Right Now !

I love projects that feel smooth and effortless. It's the feeling of driving on a beautiful sunny day, windows rolled down, the breeze on your skin and the perfect song comes on the radio. You relax and put the car in cruise control.

I made this Free Client Intake Questionnaire template so you wouldn't have to try hard at alllll. It is customizable so you can tailor it for your own project and goals! Aren't you lucky you found me?

Through the years I learned several things that make the client communication process smooth. No headaches, compliments instead of complaints, just focusing on the creative parts and all the good stuff. I love when everyone is on the same page, communication is always clear, so we can focus on the good stuff. I am putting you on and making your life sooooo much easier. I have worked as an Art Director for the New York Times, hired several freelancers, worked as a freelancer and as a consultant in agencies and tech companies and on film sets. I also had a thriving design business.

WHAT THIS INCLUDES:

🩷 A readymade Client Intake Questionnaire Template

💜 Includes questions for project scope, client's value statement, audience and competitor info

🩷 It also includes questions on project budget, finances and client communication style

💜 Includes questions regarding decision makers, long term goals, short term goals, project dates etc.

🩷 Lifetime updates

WHO IS IT FOR:

🩷 Freelancers

💜 Independent Contractors

🩷 Entrepreneurs

💜 Consultants

🩷 Creatives ( Photographers, Designers, Web Designers, Art Directors, Videographers, Animators, Writers etc.)

💜 Influencers

🩷 Any instance where you aren't an employee and you are getting paid to provide a service.

REASONS TO DOWNLOAD:

🩷 I am saving you a lot of time which allows you to focus on other tasks.

💜 Clearer goals and communication with all involved.

🩷 I am saving you from several annoying back-and-forth emails

💜 I am helping you enforce healthy boundaries so you don't over-give as a freelancer ( I learned the hard way).

🩷 Smooth flow on your project :)

💜 This helps you focus on the good and fun parts of your projects.

HOW IT WORKS:

💜 Just download and you will receive a pdf with the link to make a copy for yourself in notion.

FAQS:

🩷 How do I use this template within Notion?

It's self guided, just follow the blue directions. I recommend using this template on your laptop or desktop computer for best use.

💜 Is this compatible with other programs?

This template is specifically for Notion, but more versions to come.

🩷 Do I need to pay for Notion to use this service?

This works for both the paid and free versions of Notion. ( more versions in different platforms to come soon)

💜 Can I resell this template?

No, this is for personal use only. Reselling and reproducing this template is not allowed in any way.

🩷 For any further questions email me at delilah.flo.art@gmail.com

ABOUT ME:

I was an Art Director and freelancer for over 12 years and through trial and error had to learn about asking the right questions from the beginning. (Learn from my mistakes ya'll!) I know a lil sumthin' sumthin' about freelancing and working with small businesses, large companies, and everything in between. A time was had!

DISCLAIMER:

This questionnaire is meant for educational and general purposes. This was the same client intake questionnaire I used for clients for years.

This template offers you a framework to customize as you take on freelance and personal client projects.