client intake form etsy

Custom Creative Services Intake Questionnaire

Instructions for Use

• Fill in all bracketed fields accurately to ensure clear communication regarding your project requirements and expectations.
• Save a copy of this completed document for your records and share a finalized version with your service provider prior to the commencement of work.
• Review all terms carefully, as this document serves as the foundation for your professional engagement and project scope.

Parties and Project Definitions

This Agreement is entered into by and between [Client Full Legal Name] ("Client") and [Service Provider Name/Business Name] ("Provider").

Project Title: [] Date of Intake: [] Primary Point of Contact: [] Project Deadline/Milestone Date: []

Operative Terms

1. Scope of Work: The Provider shall perform the services described as follows: [__________]. Any requests for modifications or additions to this scope must be submitted in writing and may be subject to additional fees.

2. Project Timeline: The Provider will adhere to the agreed-upon milestones. The Client agrees to provide all necessary assets, feedback, and approvals within [____] business days of request to avoid project delays.

3. Compensation and Payment: The total project fee is [______]. A non-refundable deposit of []% is required before work commences. Final payment is due upon [completion of project / delivery of final files].

4. Revisions: This project includes [] rounds of revisions. Additional revisions beyond this allotment will be billed at a rate of [______] per hour.

5. Intellectual Property: Upon full payment, the Provider grants the Client a [exclusive / non-exclusive / limited] license to use the final deliverables for [__________]. The Provider retains the right to display the work in their professional portfolio.

6. Communication: All formal project communications shall be conducted via [Email / Etsy Messaging / Platform Portal].

7. Termination: Either party may terminate this agreement with [____] days' written notice. If the Client terminates, the Provider shall be compensated for all work performed up to the date of termination.

Acknowledgment and Signature

By signing below, the parties confirm they have read, understood, and agreed to the terms outlined above.

Client Signature: __________ Printed Name: [] Title: [] Date: [__________]

Provider Signature: __________ Printed Name: [] Title: [] Date: [__________]

Legal Disclaimer: This document is a general framework and does not constitute legal advice. Please consult with qualified legal counsel in your jurisdiction to ensure compliance with local regulations and specific business requirements.