Vital Information For A Web Design Project Request Form

folder When I start a new design project, part of my intake process is requesting that clients complete a project request form, even if we’ve had phone conversations in advance. I’ve found that asking the client to spend some time thinking about the project and writing (or typing) down the specifics is a great exercise to flesh out the work, including what they want and don’t want the site to accomplish. The information becomes a tool to scope the project and create a project plan. If the right information is provided, it can save time and resources throughout the entire project.

The challenge is making the form long enough to include all of the questions you want to ask, while avoiding making it so long that it’s overwhelming. The method of submission can facilitate this process, too. I tend to tailor my request format in a way that suits each individual client and their preferences. Some formats I use include a Microsoft Word form (e-mailed, faxed or mailed back), an online form, copying and pasting the questions into an e-mail, and even verbally running down the list and writing their answers myself on occasion.

Here is some of the information I aim to gather from new clients:

Contact Information

Name
Company name
Mailing address
Phone number
E-mail address

Business Information

Year the business was established
How the business name was chosen
Nature of the business
Target audience
Main competitors
Any existing branding (logo, colors, fonts)

Website Information

Domain name
Purpose of the site
What information they will provide
Style of design they like best
Desired functionality/special features
Other sites they like and why

Other

Budget
Timeline
Communication preference
Contact person
Additional services they may need

At the time they submit the form, I ask that they send me all of the information they have for the site: content, logo, photos, other graphics, marketing materials, hosting account information. Usually, I get this information piecemeal, in forwarded e-mails, mailed hard copies, or various attachments, but I file and log everything I receive so it becomes a part of the client’s files.

What’s your process for gathering information for a design project and what do you consider the most important information to collect?

Image credit: scol22

Frequently Asked Questions (FAQs) about Web Design Project Request Form

What is the importance of a web design project request form?

A web design project request form is a crucial tool for any web design project. It helps in gathering all the necessary information about the client’s needs and expectations. This form allows the web designer to understand the client’s vision, goals, target audience, and other essential details. It also helps in setting a clear timeline and budget for the project. This way, both the client and the designer can avoid any misunderstandings and ensure a smooth workflow.

How can I create an effective web design project request form?

Creating an effective web design project request form involves several steps. First, you need to identify all the necessary information you need from the client. This may include details about their business, their target audience, their goals, and their budget. Next, you need to design the form in a way that is easy for the client to understand and fill out. Make sure to include clear instructions and avoid using technical jargon. Finally, make sure to include a section for the client to provide any additional information or requests.

What should I include in a web design project request form?

A web design project request form should include sections for the client’s contact information, business details, project goals, target audience, preferred design style, budget, and timeline. It should also include a section for the client to provide any additional information or requests. Remember, the goal of this form is to gather as much information as possible to understand the client’s needs and expectations.

How can I ensure that my web design project request form is user-friendly?

To ensure that your web design project request form is user-friendly, you should keep the design simple and straightforward. Avoid using technical jargon and make sure to include clear instructions. Use a logical order for the questions and group related questions together. Also, make sure to include a progress bar or a similar feature to let the client know how much of the form they have completed.

Can I customize my web design project request form?

Yes, you can and should customize your web design project request form to fit your specific needs. You can add, remove, or modify sections as needed. Remember, the goal of this form is to gather as much information as possible to understand the client’s needs and expectations. So, make sure to include all the necessary sections that will help you achieve this goal.

How can I encourage clients to fill out my web design project request form?

You can encourage clients to fill out your web design project request form by making it easy to find and fill out. You can also highlight the benefits of filling out the form, such as ensuring a smooth workflow and avoiding misunderstandings. Additionally, you can offer incentives, such as a discount or a free consultation, to clients who fill out the form.

What should I do after receiving a completed web design project request form?

After receiving a completed web design project request form, you should review the information provided by the client and clarify any unclear points. You should then create a project proposal based on the information provided and discuss it with the client. Once the client approves the proposal, you can start working on the project.

How can I handle multiple web design project requests?

If you receive multiple web design project requests, you can use a project management tool to keep track of all the requests and manage your workload. You can also prioritize the requests based on factors such as the client’s budget, the complexity of the project, and the deadline.

Can I use a web design project request form for other types of design projects?

Yes, you can use a web design project request form for other types of design projects. However, you may need to modify the form to fit the specific needs of the project. For example, a graphic design project may require different information than a web design project.

How can I improve my web design project request form?

You can improve your web design project request form by regularly reviewing and updating it based on feedback from clients and your own experience. You can also look at examples of successful forms from other web designers for inspiration. Remember, the goal of this form is to gather as much information as possible to understand the client’s needs and expectations. So, make sure to include all the necessary sections that will help you achieve this goal.