Creative Intake Form Template for England and Wales

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Creative Intake Form

"I need a Creative Intake Form for my digital marketing agency that specializes in social media content, focusing on collecting detailed information about client's brand voice, target demographics, and preferred social media platforms, with specific sections for campaign budget and performance metrics."

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What is a Creative Intake Form?

The Creative Intake Form is a vital document used in the creative industry across England and Wales to streamline the project initiation process. It serves as a comprehensive questionnaire that captures crucial project information, client preferences, and technical requirements. This form helps creative professionals understand client needs, establish project parameters, and ensure compliance with relevant UK regulations. The document typically includes sections for project scope, timeline, budget, brand guidelines, and desired outcomes, making it an essential tool for project planning and client relationship management.

What sections should be included in a Creative Intake Form?

1. Client Contact Information: Basic details including name, company, position, contact information, and preferred communication method

2. Project Overview: High-level description of the creative project, including project name, type, and primary objectives

3. Project Details: Specific requirements, deliverables, target audience, and desired outcomes

4. Timeline and Deadlines: Key dates, milestones, and delivery schedules

5. Budget Information: Financial parameters, payment terms, and any budget constraints

What sections are optional to include in a Creative Intake Form?

1. Brand Guidelines: Section for existing brand standards, colors, typography, and visual elements - used when working with established brands

2. Technical Requirements: Specific technical specifications and requirements - relevant for digital or technical projects

3. Market Context: Information about competitors, market positioning, and industry context - important for branding or marketing projects

4. Content Requirements: Details about copy, content, or messaging needs - relevant when content creation is part of the scope

What schedules should be included in a Creative Intake Form?

1. Schedule A - Terms and Conditions: Standard terms governing the creative relationship and service delivery

2. Schedule B - Privacy Notice: Information about how personal data will be collected, processed, and stored

3. Schedule C - Reference Materials: Attachment of existing materials, inspiration, or examples provided by the client

4. Schedule D - Rate Card: Standard pricing for additional services or modifications beyond initial scope

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Education
Healthcare
Sports and Recreation
Travel and Tourism
Child Care

Relevant Teams

Administration
Legal
Operations
Student Services
Compliance

Relevant Roles

School Administrator
Compliance Officer
Child Protection Officer
Medical Administrator
Events Coordinator

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What is a Creative Intake Form?

What sections should be included in a Creative Intake Form?

What sections are optional to include in a Creative Intake Form?

What schedules should be included in a Creative Intake Form?

Authors

Alex Denne

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