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Who Uses This Form
Project intake forms are used by project managers, freelancers, consultants, and agencies to help build a work strategy. These forms are common in IT, graphic design, and marketing.
What to Include1. Contact InformationEvery project intake form should include the contact information of the person filling out the document. This info will generally include the individual’s name, phone number, email address, website, and company/department name. 2. Project DetailsThe receiving party needs to know all pertinent details regarding the project. Therefore a description of the project and its goals is essential. Project objectives may include increasing revenue, website traffic, brand awareness, improving SEO, or attracting more customers. 3. Target AudienceIt may benefit the project manager to know who the client’s customers, audience, or end users may be so they can provide a more customized solution. The client may wish to provide the following information regarding their audience:
4. BudgetAllowing clients to indicate their budget will initially help providers filter out clients that can’t afford their services. If the client has sufficient funding, the service provider can give their client tailored options based on their budget. 5. TimelineThe party filling out the form must provide a timeline for their project. This allows the provider to determine whether they can meet their client’s expectations, when to let the client know if the project is approved, and when the next steps must be taken. |
Next Steps
Once the project intake form has been submitted, it will need to be reviewed by the recipient. Whether that is the project manager, freelance owner, or agency employee, that person will need to assess the project’s viability, whether they need any additional information, and if they want to move forward.