Web Design Project Client Intake Form
Estimated Time: 15-20 minutes Difficulty: Easy Team Size: 1 (client completes solo) A complete client intake form for w...
5 steps
2 fields
Marketing Questionnaire
Marketing intake form for Tallyfy
Get complete creative briefs the first time
Creative teams waste hours chasing down missing details from vague requests. This Tallyfy form forces requesters to specify audience, message, deadline, and deliverable type upfront - so your designers can start creating instead of mind-reading.
3 steps
9 fields
2 automations
Run this form in Tallyfy
1
Import this template into Tallyfy and share the kickoff form link with anyone who submits creative requests across your organization 2
Use Tallyfy's required fields to capture project name, deliverable type, target audience, key message, and deadline before the request even starts 3
Route submitted briefs through Tallyfy's approval steps so creative leads review the brief and finance approves budget before work begins Form fields
Form Preview
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Which brand, product, or campaign is this for?
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Who are we talking to? Be specific about demographics, job roles, pain points.
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What is the one thing you want people to remember?
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When do you need the final deliverable?
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If there is a budget for external resources, what is it?
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Link to examples, inspiration, brand guidelines, or existing assets.
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