PORTFOLIO DESIGN – CLIENT INTAKE FORM
Share your goals, target audience, preferred portfolio type, and available materials so I can prepare an accurate quotation and recommended portfolio format.
Client Information
Full Name
*
First Name
Middle Name
Last Name
Preferred Name
Email Address
*
example@example.com
Contact Number
-
Area Code
Phone Number
Preferred Contact Method
Please Select
Facebook
Messenger
Other
Portfolio Purpose
What will the portfolio be used for?
*
Job Application
Freelancing
Virtual Assistant Portfolio
Business/Entrepreneurship
Personal Branding
Client Presentation
Internship/School Requirement
Career Promotion
Other
What position, profession, or service are you targeting?
*
Target audience
*
Portfolio Type
What type of portfolio do you need?
*
Professional/Corporate
Creative
Minimalist
Personal Branding
VA/Freelancer
Graphic Design
Marketing/Social Media
Administrative/Executive
Sales
Other
Preferred format/platform
*
Canva PDF
Canva Website
Google Sites
Personal Website
Not sure – I need your recommendation
Content & Materials
Is your content ready?
*
Yes, everything is ready
I have some content but need help organizing it
I need help writing/editing the content
I need the portfolio created from scratch
Which materials do you currently have?
*
Resume/CV
Professional Photo
Certificates
Work Samples
Previous Projects
Client Testimonials
Awards/Achievements
Social Media Links
Contact Information
Other
Upload existing materials or files
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Portfolio Sections
Which sections should be included?
*
Cover Page
About Me
Professional Summary
Skills
Work Experience
Services
Projects/Work Samples
Case Studies
Certificates
Achievements
Testimonials
Tools & Software
Contact Information
Call-to-Action
Other
Estimated number of pages
*
5–7 pages
8–10 pages
11–15 pages
15+ pages
Not sure – please recommend
Design Preference
Preferred design style
*
Minimalist
Modern
Professional/Corporate
Elegant
Feminine
Luxury
Creative
Bold
Clean & Simple
Other
Preferred colors
Colors you don't want
Preferred font/style
Sample portfolios/designs you like (1–3 links)
Screenshots/reference files
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Personal Branding
Name or brand to display on the portfolio
*
Professional title or headline
Main strengths or specialties
What makes you different from other candidates or service providers
Do you have a logo or personal brand assets?
*
Yes
No
Upload logo or brand assets
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Project Scope
What would you like us to handle for your portfolio?
*
Design only
Content organization
Content editing
Content writing
Project/sample work presentation
Personal branding
Full portfolio creation
Other
Should sample or mock projects be created for the portfolio?
*
Yes
No
Maybe — let's discuss
Deadline
Portfolio completion date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Is the deadline flexible?
*
Yes
No
Somewhat
Is this a rush or urgent project?
*
Yes
No
Budget & Package
Budget Range
*
Below ₱1,000
₱1,000–₱2,000
₱2,000–₱3,500
₱3,500–₱5,000
₱5,000+
I would like your recommendation
Preferred Payment Arrangement
*
Full payment before starting
50% deposit / 50% upon completion
Other
Additional Requests
Anything else you want included in the portfolio
Specific instructions or expectations
Client Confirmation
Consent Statement
I agree
*
I agree
Submit
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