New Client Intake Form

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• How did you find out about Asterisk Creative?

  Select Website Referral/Friend Search Engine Volume One Twitter Facebook LinkedIn Other

  • Website
  • Referral/Friend
  • Search Engine
  • Volume One
  • Twitter
  • Facebook
  • LinkedIn
  • Other

Client Details

• Client Type

  Small Business

  Medium Business

  Artist/Freelancer

  Consultant

  Personal

• 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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Do you have a tag line or slogan?

  Yes

  No

  N/A

• Do you have any color preferences or existing brand colors?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

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:

  Select Wordmark Symbol Combination Monogram Initials Seal

  • Wordmark
  • Symbol
  • Combination
  • Monogram
  • Initials
  • Seal

• Logo Color Style

  Full Color

  Two Color

  Single Color

  Black and White

• 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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Are there any additional style requirements?

  Yes

  No

  N/A

• Add a sketch or drawing:

  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?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Will you be supplying the website content?

  Yes

  No

  N/A

• Is the content ready to use on your website?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Are you set up to accept credit cards online?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

• How do you plan to encourage repeat visitors/customers?

• Add a sketch or drawing:

  Drawing

Client Contacts

• Are there stakeholders other than you for this project?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

• Are you satisfied with your current logo?

  Yes

  No

  N/A

• Are you satisfied with your current print collateral?

  Yes

  No

  N/A

• Are you satisfied with your current website?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Money & Timeline

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

  Date

• Are there any special requirements or constraints on the timeline?

  Yes

  No

  N/A

• Do you have a budget for this project?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• What is your preferred method of payment?

  Select Cash Check Credit Card PayPal Service Trade-out Other

  • Cash
  • Check
  • Credit Card
  • PayPal
  • Service Trade-out
  • Other

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

  Yes

  No

  N/A

Miscellaneous

• Add a picture of your current logo/website:

  Media

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

  Yes

  No

  N/A

• Other notes: