Many agencies and consultants use project intake forms to help them gather all the information they need from a client before starting work on a project request.
This ensures that everyone is on the same page and that no important details are overlooked.
Small businesses also often use project intake forms to help them keep track of project requests and manage their workflow.
This guide will explain what a professional project intake form is, list some of its benefits, and provide a step-by-step guide on how to create one.
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What is a Project Intake Form?
A project intake form is a questionnaire that helps agencies and consultants gather information they need from a client before starting work on a project.
The form typically includes questions about the project's objectives, target audience, budget, timeline, etc.
Project managers use intake forms to get a clear understanding of the project requirements and to make sure that all stakeholders are aligned on the project's goals.
Benefits of Using a Project Intake Form
There are several benefits of using a project intake form, including:
It improves consistency
One of the main advantages of using an intake form is that it helps to ensure that all the information you need from a client is gathered in a consistent manner.
This is especially important if you have multiple team members working on the same project, as it ensures that everyone has the same information.
It improves communication
Another benefit of using an intake form is that it can help to improve communication between you and your client.
The form allows you to get all the information you need from the client up front, which can help to avoid misunderstandings and miscommunication later on in the project.
It allows for automation
Another advantage of using an intake form is that it can allow you to automate some of your workflows.
For example, if you use an online project management tool, you can often integrate your intake form with the tool so that all of the information from the form is automatically added to your project.
This can save you a lot of time and effort in the long run.
It gets you the information you need
Another benefit of using an intake form is that it ensures that you get all the information you need from a client before starting work on a project.
This is important because it allows you to plan and scope the project properly, which can help to avoid problems later on.
It saves you time
Another advantage of using an intake form is that it can save you time in the long run. This is because, as mentioned above, it can allow you to automate some of your workflows.
In addition, it can also help to eliminate misunderstandings and miscommunication, which can save you time in the future.
Sections of a Project Intake Form
There are typically several sections to a project intake form, but here are the key elements:
Client contact information
The first section of the form is usually for client contact information. This includes the client's name, email address, phone number and preferred communication method.
This information is important so that you can easily get in touch with the client if you have any questions about the project.
Project type details
The next section of the form is usually for project details. This is where you will ask the client questions about the project, such as its objectives, target audience, budget, timeline, etc.
It's important to get as much detail as possible in this section so that you can properly scope and plan the project.
Target audience details
If the new project has a specific target audience, you will also need to include some questions about the target audience in the form.
This information is important so that you can tailor the project to the needs of the intended audience.
The budget section is usually one of the most important sections of the form. In this section, you will ask the client questions about their budget for the project.
This information is important so that you can make sure that the project is affordable for the client and that you are not overspending.
The deadline section is also important. In this section, you will ask the client about their deadline for the project.
This information is important so that you can make sure that the project is completed on time.
It will help you evaluate whether you have the resources, time and staff available to complete the project on time.
How to Create a Project Intake Form Template
If you want to create a project intake process template, there are a few things you need to keep in mind. First, make sure that you include all the sections and questions that we mentioned above.
Second, use an online form builder tool or a project intake form example so that you can easily create and manage the form.
One of the tools you can use is the Bonsai tool. The tool can help you create your own work intake process template from scratch.
Finally, make sure that you send the form to the client before starting work on the project.
This will ensure that you have all the information you need to properly scope and plan the project.
Streamline your Project Intake Process with Bonsai Tools
If you're looking for a way to streamline your business, Bonsai tools is a great option. They offer a variety of online form-builder tools that can help you save time and effort.
They also have a project management tool that can help you keep track of your projects and tasks. Visit the Bonsai website to create your sample project intake form.
A project intake form is a valuable tool that can help you streamline your project review process. It ensures that you get all the information you need from a client before starting work on a project.
As a project manager, creating a simple project intake form is easy, and you can use an online form builder tool like Bonsai to make the process even easier.