Client Intake Form

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Client Intake Form

This info helps us plan, shoot, and deliver with confidence.
Client Information

Let’s start with the basics. Who am I working with and how can I reach you?
Name

First NameLast Name
Business Name
Email
example@example.com
Phone Number (optional)
Please enter a valid phone number.Format: (000) 000-0000.
Video Project Overview

Tell me about the kind of video you’re looking for and what you’d like it to accomplish.
What type of video(s) are you looking for?

Other
What's the purpose of this video? Tell me what this video needs to achieve - more visibility, more leads, more connection?
Project Name / Reference Title (optional)
Example - “Summer Promo” or “Instagram Reel 1"
Creative Direction

This helps me understand your brand tone, audience, and style preferences.
What’s the tone or style you’re going for?
Who’s the ideal audience for this video?
(e.g., local customers, potential investors, social media followers, etc.)
Timeline & Scheduling

If you have key dates in mind, let’s get them on the radar early.
Preferred Filming Date

MonthDayYear
Date
Deadline or Target Launch Date

MonthDayYear
Date
Are we working around a product launch, campaign, or event?
If yes...
Branding & Visual Assets

Send me anything you want included: logos, colors, taglines, or references.
Do you have a logo or branding assets you'd like included?

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Any brand colors, fonts, or taglines I should use?
Do you have example videos or styles you like?
(Links to Instagram, YouTube, or websites are welcome!)
What would you like included?

Check off what extras you'd like included in your final edit — like music, voiceover, or captions
Would you like:
Budget & Scope

Let’s make sure we’re aligned on what’s included, and quote any extras if needed.
Have you reviewed the pricing guide?
Anything you’d like quoted separately? (Optional)
Add-ons, extra edits, location fees, rush turnaround, etc.
Final Notes & Follow-Up

Anything else you want me to know? Or want to schedule a quick planning call? Let’s wrap it up!
Is there anything else I should know about this project?
Would you like to schedule a quick planning call?
How Did You Hear About Me?

this one really helps out a lot
Soooo, how did you hear about me?
A big thank you as well, even if it's a small font
Questions? Email me at thelifeofcurry@gmail.com or Call/text ‪(406) 813-1582‬
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Should be Empty:

Client Intake Form

Client Information

Video Project Overview

Creative Direction

Timeline & Scheduling

Branding & Visual Assets

What would you like included?

Budget & Scope

Final Notes & Follow-Up

How Did You Hear About Me?