Oddbee | Client Intake Form

Please read through this form and fill in as much as you can, so we can understand your business and how we can help you. Sharing this information with us will help us focus on your targets, ensuring that your investment serves your company’s goals. All information you share with us will be treated with the utmost confidentiality.

Personal Details

Contact Person *

Email *

Company Address *

Key Stakeholders

Who needs to be involved in the decision-making process?

Who needs to be consulted?

(Investors, in-house designers, consultants, etc.)

Target Audience

What geographic area are you targeting?

Local (City, Province)
National (Country-wide)
North America
International
Other

Please specify:

Who are your ideal customers?

Describe their business, occupation, industry, age, gender, income and tastes

Project Overview

The questions below help us gain a better understanding of your business and what it stands for. It also helps define the constraints on the project so that we can provide you with a solutions-oriented project with the features that you need.

Tell us about your products and services

List all services or products your business provides

Who are your main competitors?

Project Objectives

Is it a new brand or a rebranding of an existing company/product?

New brand
Rebranding
Brand refresh (based on the existing concepts)
N/A

If you have a brand story, brand positioning, tone of voice, sales decks or other related documents - please upload them here.

Click or drag a file to this area to upload.

How do you intend to measure the success of this project?

How can we help?

Let us know which of the following services can help your business strategy

Branding

Logo
Visual Identity (colours, typography)
Stationery (business card, letterhead, envelope)
Email signature
App icon
Brand Illustrations
Iconography kit
Brand Guildelines
Presentation deck template
Other

Please specify:

Digital

Website design
Website development
Landing page design
Landing page development
Newsletter template
Other

Please specify:

Is it a new website or a redesign?

New website
Redesign
N/A
Other

Please specify:

What do you want visitors to do on your site?

Does the site need to integrate with your CRM system? If so, which one?

Who will be responsible for updating your website?

What are some other examples of websites that you really like?

How much are you willing to invest in your business strategy? *

<$15,000
$15,000 to $30,000
$30,000 to $50,000
$50,000 to $100,000
>$100,000
Other

Please specify:

Are you a charity or NGO?

Timeline & Communications

By which date do you need this this project completed?

Is this a fixed date or is it flexible?

Flexible
Fixed
Other

Please specify:

Copy & Assets

Do you have any visual assets that we can leverage in our design?

Product photos
Team photos
Digital product screenshots
Illustrations
Videos
None of the above
Other

Please specify:

Do you have any written copy documents applicable to the project?

Tagline / slogan
Website copy

Please upload any applicable assets

Click or drag a file to this area to upload.

Additional Information

Language & Accessibility

Do you need to support multiple languages?

Yes, English & French
No
Other

Other:

Do you have to follow accessibility guidelines?

Yes, AA (AODA or WCAG)
No
Not sure
Other

Other

How did you hear about us?

Thanks for taking the time to fill out our form. If you have any other comments or details that you'd like to add at this stage, please enter them below.

Client Intake Form

Personal Details

Key Stakeholders

Target Audience

Project Overview

Project Objectives

How can we help?

Timeline & Communications

Copy & Assets

Additional Information

Language & Accessibility

Let’s Talk

What are you looking for?

What’s your budget?

Name

Email

Project details (optional)

Thank You!