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Creative Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Creative Intake Form

"I need a Creative Intake Form for my digital marketing agency that specializes in social media content, focusing on collecting detailed information about client's brand voice, target demographics, and preferred social media platforms, with specific sections for campaign budget and performance metrics."

Document background
The Creative Intake Form is a vital document used in the creative industry across England and Wales to streamline the project initiation process. It serves as a comprehensive questionnaire that captures crucial project information, client preferences, and technical requirements. This form helps creative professionals understand client needs, establish project parameters, and ensure compliance with relevant UK regulations. The document typically includes sections for project scope, timeline, budget, brand guidelines, and desired outcomes, making it an essential tool for project planning and client relationship management.
Suggested Sections

1. Client Contact Information: Basic details including name, company, position, contact information, and preferred communication method

2. Project Overview: High-level description of the creative project, including project name, type, and primary objectives

3. Project Details: Specific requirements, deliverables, target audience, and desired outcomes

4. Timeline and Deadlines: Key dates, milestones, and delivery schedules

5. Budget Information: Financial parameters, payment terms, and any budget constraints

Optional Sections

1. Brand Guidelines: Section for existing brand standards, colors, typography, and visual elements - used when working with established brands

2. Technical Requirements: Specific technical specifications and requirements - relevant for digital or technical projects

3. Market Context: Information about competitors, market positioning, and industry context - important for branding or marketing projects

4. Content Requirements: Details about copy, content, or messaging needs - relevant when content creation is part of the scope

Suggested Schedules

1. Schedule A - Terms and Conditions: Standard terms governing the creative relationship and service delivery

2. Schedule B - Privacy Notice: Information about how personal data will be collected, processed, and stored

3. Schedule C - Reference Materials: Attachment of existing materials, inspiration, or examples provided by the client

4. Schedule D - Rate Card: Standard pricing for additional services or modifications beyond initial scope

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Relevant Industries
Relevant Teams
Relevant Roles
Industries

UK GDPR and Data Protection Act 2018: Primary legislation governing how personal data must be collected, processed, and stored in the UK. Essential for any form collecting personal information from creative professionals or clients.

Privacy and Electronic Communications Regulations (PECR): Specific rules for electronic communications, relevant for how the intake form is delivered and how consent is obtained electronically.

Copyright, Designs and Patents Act 1988: Core legislation protecting intellectual property rights in the UK, crucial for creative works and establishing ownership rights.

Trade Marks Act 1994: Legislation governing trademark protection, important when collecting information about branded materials or logo usage.

Contracts (Rights of Third Parties) Act 1999: Determines how third parties may be involved in or affected by the contract, relevant for collaborative creative projects.

Electronic Communications Act 2000: Governs the legal validity of electronic signatures and electronic form submission in the UK.

Consumer Rights Act 2015: Key legislation for consumer protection if the creative services are being offered to individuals rather than businesses.

Consumer Contracts Regulations 2013: Specific rules for contracts made at a distance or off-premises, including online form submissions.

Unfair Contract Terms Act 1977: Regulates what terms can and cannot be included in contracts, ensuring fairness in business and consumer agreements.

Equality Act 2010: Ensures non-discrimination in the provision of services and collection of information, affecting how the intake form is designed and implemented.

ASA Guidelines and CAP Code: Industry-specific regulations governing advertising and marketing communications, relevant for creative projects involving promotional content.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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