Template guide
Overview
Clarify your client's vision before you design. This intake captures core brand signals, target audience, and functional requirements to build a solid project baseline.
Who should use this template
- Web design agencies
- Freelance designers
- Creative directors
What this template covers
Client & Goals
- Client overview
- Project goals
- Target audience
Inspiration & Brand
- Brand guidelines
- Design inspiration
- Competitor analysis
Technical & Scope
- Required pages
- CMS preference
- Budget and timeline
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Fintech startup needs a marketing site redesign; target is B2B SaaS buyers; pages: home, product, blog; budget $20k…
Project brief
- Client: Fintech startup aiming for a marketing site redesign
- Scope: Homepage, product, and blog pages focus
- Target: Strategic B2B SaaS buyers and decision-makers
- Economics: $20k budget alignment with 8-week delivery timeline
FAQ
- Should I send this before the proposal?
- Yes. It helps you estimate scope and effort accurately so your proposal is realistic.