Creative Intake Form

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Creative Intake Form

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Creative Intake Form

Fully editable with custom branding. Send, print or embed online.

Creative Intake Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Profitable digital agencies rely on streamlined processes built with the sole purpose of scaling and growing the business. A creative intake form is a key tool to guarantee that all new client projects get off to a strong start with a defined process from day one. While some tech-savvy customers may provide a creative brief, many won't do so, and if they do, it is possible that they miss some important information you need for a smooth process.

In these cases a project intake form designed by you and tailored to your business needs will make it easier for the client to effectively convey project information to your design team. Additionally, this questionnaire helps to outline expectations and serves as support for you to come back to in case something goes wrong down the road.

If you want to create your own creative intake form, we have outlined some of the main aspects for you to cover in order to create a bulletproof digital strategy.

Note: Streamline your intake process using Bonsai to easily create custom client forms, business proposals and contract templates. All documents are fully customizable so you can make them your own providing a unique and professional solution that fits with your workflow. Try a 7-day free trial here.

Essential Elements to Include in Your Creative Project Intake Form

When creating your creative project intake forms, remember the main objective is not only to gather the basic contact information but to get a deep understanding on the project's scope. Depending on the specific services you offer this creative intake form may cover different topics, however there are some key elements that can be used as a general outline for you to create a comprehensive document.

Let's take a look at these elements to help you dig deeper into the important details.

Contact Information

To begin your creative intake form, add a section for the prospective client's basic contact details including their full name (or business name if registered differently), phone number, email address, billing/physical address, and business website if applicable. You may also request the same basic information for any other point of contact or project manager whom you might need to reach during the project.

Business Overview

Next, give your potential customers a space to describe their company's mission, goals, and products or services they offer. By letting them explain this information in their own words, you might learn a lot about how they see their company and have a better chance at delivering a tailored final product. Take a look at some aspects you must consider covering in this section.

- High-level overview of the business including company name, years in business, values, and the products or services they offer.

- Top competitors

- Unique Value Proposition (What separates your potential client from their competitors?)

- Geo-demographics and target audience

- Data on customer value

Project Specifics

It's time to gather all the important project information so you can fully understand why the client is seeking your services and what their expectations are regarding the final product. This section will be extremely helpful for you to determine whether the services you provide are appropriate for the prospective client and you can meet all project requests. Make sure not to miss the following vital aspects.

- Services required/Project type (Research project, social media campaign, webinar, blog post, etc...)

- A brief description of the proposed project

- Key metrics to monitor and project success criteria

- Milestones, priorities and start/end dates

- Client's goals and challenges regarding the new project

- Estimated budget for the project and monthly retainer (if applicable)

- Intended audience for the specific project (current audience, new demographics, internal team, etc...)


To make this a smooth collaboration, consult with your clients to learn what they want from you during the process and how they would like to interact with you. Ask them about any previous experiences with other digital agencies to gain valuable information into what you should and shouldn't do in order to provide a quality final product. Try to cover the following aspects.

- Previous experiences with agencies and reasons for seeking new collaborations.

- Preferred communication channels (email, phone calls, in-person meetings, video calls, etc...)

- Documents and file types required

- Desired frequency of process updates

- Level of involvement the client wishes to have during the project

- Content revision and review process

Try the Perfect Client Intake Form With Bonsai

Ready to draft the perfect creative intake form? Make it simple with Bonsai's lightweight form builder! You can fully customize every aspect of the forms to add as many questions as you need, choose your preferred answer format, rearrange fields, and incorporate your own branding elements. Once your intake form is ready, you can easily print it or share it with your potential clients via email or URL link as an online document.

If you want to boost lead generation and get more clients, you can also create a generic project intake form template and have it embedded into your website. Need more help? Bonsai offers many more tools to help manage your administrative tasks more efficiently. From client onboarding to invoicing, payment processing, feedback surveys and more, your new projects will be in good hands!

Start your 7-day free trial today and take your business to the next level.

Frequently Asked Questions
Questions about this template.

How do you create an intake form?

Sign up with Bonsai's free trial and instantly design an intake form. Our template and form builder allows you to impress clients with your professionalism. Design an intake form with Bonsai today.

How do I create an intake in Word?

With Microsoft Word, you can try one of their templates--or you can design one instantly with Bonsai. Bonsai is an easier alternative to Word templates that allows you to easily personalize it according to your business.

What is a brief intake?

Business meets with the client for the first time during the brief intake/assessment to obtain information in order to address the client's urgent needs and promote engagement and retention in services.