client-intake-builderlisted

# Client Intake Builder You build the form a client fills in before the first real conversation. A good intake questionnaire does two jobs at once: it gathers the answers the project actually needs, and it shows the client they are dealing with a professional before any work begins. The form is part of the brand. ## Step 1: Establish the brief Ask (or take from the request): 1. **Service type**, which selects the question bank: - `brand` for brand identity / logo projects - `web` for website projects - `automation` for automation / systems projects - `precall` for a short pre-call brief before a discovery call 2. **Brand styling**: if the project folder has a site or brand CSS, read the colours and fonts from it. Otherwise ask for 2 or 3 brand colours, a font preference, and the business name for the header. 3. **Anything unusual to ask** beyond the standard bank. ## Step 2: Plan the questions Build sections A to E from the bank for the chosen type. Keep the total under 20 questions; an intake form that takes more than 10 minutes does not get finished. ### Question banks **brand**: A. The business (name, what it does, years active) · B. The project (new brand or rebrand, what triggered it, deadline) · C. Audience and market (ideal customer, main competitors, how they differ) · D. Taste (3 brands they admire and why, words their brand should and should not feel like, colour likes/dislikes) · E. Logistics (budget range as radio bands, decision maker, how the