Running a marketing agency means juggling multiple client design projects at once—and getting clear requirements upfront is the difference between smooth delivery and endless revision rounds. This Graphic Design Project Intake Form is built to help agencies gather everything they need before a single pixel is pushed: brand assets, style preferences, target audience insights, deliverable specs and realistic timelines.

Whether you're onboarding a new client or kicking off a fresh campaign for an existing one, this template replaces scattered email threads and incomplete briefs with a single, structured form that your designers can actually work from. Clients upload brand guidelines, logos and inspiration directly into the form, define their audience and aesthetic preferences, and set clear expectations around scope and deadlines—all before your team opens Figma or Illustrator.

How Paperform makes creative intake smoother

Paperform's doc-style editor lets you build forms that feel like a conversation, not a tedious questionnaire. You can mix headings, descriptive text, image prompts and input fields to guide clients through each section naturally. Conditional logic shows follow-up questions only when relevant (e.g., asking for print specs only if the deliverable is physical), keeping the form focused and friction-free.

File upload fields let clients attach brand guidelines, existing assets and reference images in one place, so your team isn't hunting through Dropbox links or email attachments. Once submitted, responses land in a clean dashboard where you can review, export or push data straight into your project management tool via Stepper or native integrations with Notion, Asana, ClickUp and more.

Automate handoff with Stepper workflows

After a client hits submit, Stepper can take over the busywork. Automatically create a new project in your PM tool, assign it to the right designer based on workload or skill set, send a kickoff email to the client confirming receipt and next steps, and even generate a project brief document from the form data. That means your team can start creative work faster, and clients feel confident their project is already in motion.

Who this form is for

This template is designed for marketing agencies, design studios, freelance graphic designers and in-house creative teams that need to collect detailed project requirements upfront. It's ideal for client-facing teams who want to reduce back-and-forth, set clear scope from day one and create a professional intake experience that reflects the quality of the work you deliver.

With Paperform's flexible design options, you can match the form to your agency's brand, embed it on your website or share it as a standalone landing page. Over 500,000 teams worldwide trust Paperform for client onboarding, project intake and creative workflows—backed by SOC 2 Type II compliance and a platform built for SMBs that care about brand, automation and getting the details right.