Client Intake Form Examples for UX/UI Designers

Explore practical examples of client intake forms tailored for UX/UI designers.
By Jamie

Understanding Client Intake Forms for UX/UI Designers

Client intake forms are essential tools for freelance UX/UI designers. They help gather vital information about a project and the client’s needs, ensuring a smooth workflow and clear expectations from the start. Below are three diverse examples of client intake forms tailored to different project types and client needs.

Example 1: Basic Project Overview Intake Form

This form is suitable for UX/UI designers who are starting a new project with a client and need foundational information. It helps establish the project scope and the client’s vision.

Context

This intake form is ideal for initial consultations, where designers seek to understand the client’s business and design objectives.

Example

  1. Client Name:
    [Text Field]
  2. Email Address:
    [Text Field]
  3. Company Name:
    [Text Field]
  4. Project Title:
    [Text Field]
  5. Description of Project:
    [Text Area]
  6. Target Audience:
    [Text Area]
  7. Key Competitors:
    [Text Area]
  8. Desired Launch Date:
    [Date Picker]
  9. Budget Range:
    [Dropdown Menu]

  10. Preferred Communication Method:

    • Email
    • Phone
    • Video Call

Notes

  • This form can be modified with additional questions based on the designer’s specific needs.
  • Consider adding a section for the client to upload any existing branding materials or design preferences.

Example 2: Comprehensive UX Research Intake Form

This form is designed for projects that require in-depth user research and analysis before design begins.

Context

UX/UI designers working on projects that involve significant user interaction will benefit from this detailed form, as it gathers extensive user insights and research requirements.

Example

  1. Client Name:
    [Text Field]
  2. Email Address:
    [Text Field]
  3. Project Name:
    [Text Field]
  4. What are the primary goals for this research?
    [Text Area]
  5. Who are the end-users?
    [Text Area]
  6. What user data do you currently have?
    [Text Area]
  7. Are there any specific user personas to consider?
    [Text Area]

  8. What methods do you prefer for user research?

    • Surveys
    • Interviews
    • Usability Testing
  9. Any existing research or insights to share?
    [File Upload]
  10. Timeline for the research phase:
    [Date Picker]

Notes

  • This extensive form can be further customized by adding questions relevant to the specific research methodologies the designer intends to use.
  • Encourage clients to provide links to previous research or case studies.

Example 3: Ongoing Project Feedback Intake Form

This form is useful for designers who are engaged in ongoing projects and need to regularly collect feedback from their clients.

Context

This intake form is intended for ongoing projects where continuous feedback is crucial to ensure the design meets the client’s evolving expectations.

Example

  1. Client Name:
    [Text Field]
  2. Email Address:
    [Text Field]
  3. Project Name:
    [Text Field]
  4. What aspects of the current design do you like?
    [Text Area]
  5. What aspects need improvement?
    [Text Area]
  6. Are there any new features or changes you’d like to discuss?
    [Text Area]
  7. How do you rate the current design on a scale of 1-10?
    [Slider Input]
  8. Any additional comments or concerns?
    [Text Area]
  9. Preferred follow-up date:
    [Date Picker]

Notes

  • This form can be adapted for specific project phases, such as wireframe feedback or final design assessments.
  • Ensure that there’s a clear timeline for the client to provide feedback to maintain project momentum.

By utilizing these examples of client intake forms for UX/UI designers, professionals can streamline their processes and enhance communication with clients, ultimately leading to more successful project outcomes.