Understanding Client Intake Forms for Freelance Writers

As a freelance writer, having a well-structured client intake form is crucial for establishing clear communication and understanding project requirements. These forms not only help in gathering essential information but also set expectations for both parties. Below are three diverse examples of client intake forms designed specifically for freelance writers, each serving different contexts and needs.

Example 1: General Client Intake Form

This form is perfect for freelance writers who are just starting a new client relationship. It’s designed to gather basic information about the client and their writing needs.

The context for this form is to ensure that the writer has all the necessary information to begin the project successfully.

Client Information

• Name:
• Email:
• Phone Number:
• Company Name:
• Website URL:

Project Details

• Project Type: (e.g., blog post, article, website content)
• Word Count:
• Deadline:
• Target Audience:
• Key Objectives:
• Tone and Style Preferences:

Budget

• Estimated Budget:

Additional Notes

• Are there any specific sources or references you want me to use?
• Do you have any examples of writing you like?

Notes: This form can be customized further based on the writer’s specialization or the industry in which they operate.

Example 2: Content Strategy Client Intake Form

This intake form is tailored for freelance writers working on content strategy projects. It focuses on understanding the client’s overall content marketing goals.

The context for this form is to align the writer’s services with the client’s business objectives.

Client Profile

• Business Name:
• Industry:
• Primary Products/Services:

Content Goals

• What are your main content marketing objectives?
• What challenges are you currently facing with your content?
• Who are your main competitors?

Content Preferences

• Preferred Content Formats: (e.g., blogs, eBooks, social media posts)
• Preferred Publishing Frequency:
• Brand Voice Guidelines:

Target Metrics

• What key performance indicators (KPIs) will you use to measure success?

Budget & Timeline

• What is your budget range for this project?
• When do you need the first pieces of content delivered?

Notes: This form is useful for writers who offer strategic services beyond just writing, such as SEO or social media management.

Example 3: Long-Term Collaboration Client Intake Form

This intake form is designed for freelance writers who are entering a long-term partnership with a client. It emphasizes ongoing projects and communication preferences.

The context for this form is to establish a clear framework for collaboration.

Client Information

• Client Name:
• Primary Contact Person:
• Contact Email:
• Preferred Communication Method: (e.g., email, phone, video calls)

Collaboration Details

• Type of Content Required: (e.g., ongoing articles, newsletters)
• Frequency of Deliverables:
• Editorial Process: (e.g., who reviews the content?)

Feedback and Revisions

• What is your feedback process?
• How many rounds of revisions are included?

Payment Terms

• Payment Schedule: (e.g., per piece, monthly)
• Preferred Payment Method:

Additional Considerations

• Do you have any specific tools or platforms you prefer for project management?
• Are there any legal or compliance issues I should be aware of?

Notes: This form can help ensure that both the writer and client have a mutual understanding of expectations and processes, fostering a successful long-term relationship.