# Project intake form

Delete questions you don’t need and mark optional ones. Let people answer “not sure yet”.

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## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## Requester

- Name, team or company? [Answer]
- Who will approve the work? [Answer]

## The request

- What do you need? [Answer]
- What problem does it solve or goal does it serve? [Answer]

## Deliverables

- What should be delivered, in what format? [Answer]
- Any examples or references? [Answer]

## Timing and budget

- When is it needed, and why that date? [Answer]
- Is there a budget or a fixed limit? [Answer]

## Priority and dependencies

- How urgent is it compared with other work? (High / medium / low) [Answer]
- What does it depend on? [Answer]

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## Before you send it

- [ ] Every question has a reason to be there.
- [ ] Optional questions are marked.
- [ ] It takes under ten minutes to complete.
- [ ] It doesn’t ask for passwords or sensitive files.
- [ ] You’ve said how answers will be used and stored.
- [ ] You know who reviews the answers and when.

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# Example: Tidewater Marketing request from Larkspur Interiors

Sample answers from a fictional client.

## Sample answers

- **What do you need?** A landing page for the spring campaign.
- **Goal?** Capture consultation enquiries from paid ads.
- **When?** Live by 1 March, when ads launch.
- **Approver?** Head of marketing.

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