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Free intake-form templates

Briefs that become the scope baseline

Ten professionally written intake forms, free to copy. In Tave, the answers don't land in a document — they map onto scope: deliverable counts, revision rounds, deadlines, budget. That baseline is what makes "this is out of scope" defensible three months later.

Logo & brand identity

3 sections · 14 questions

Concepts, revision rounds, usage contexts and the exclusions clients forget to mention.

concepts → deliverables · rounds → revisions

Website build

4 sections · 18 questions

Pages, templates, content readiness and the technical constraints that blow up budgets.

pages → deliverables · budget → budget

Website redesign

4 sections · 16 questions

What stays, what dies, and what the current site is secretly doing for the business.

scope of reuse → deliverables

SEO retainer

3 sections · 12 questions

Baselines, priority pages and the definition of a month's work — before the retainer starts.

monthly items → retainer volume

Paid media retainer

3 sections · 13 questions

Channels, budgets, creative volume and who owns the ad accounts when it ends.

creatives/mo → retainer volume · spend → budget

Video production

4 sections · 15 questions

Deliverable cuts, lengths, usage rights and the shoot-day variables that create overages.

cuts → deliverables · rounds → revisions

App or product design

4 sections · 17 questions

Flows, screens, platforms and the fidelity ladder — from wireframe to handoff.

flows/screens → deliverables

Content retainer

3 sections · 11 questions

Pieces per month, formats, approval chain — the retainer whose scope drifts most quietly.

pieces/mo → retainer volume

Photography

3 sections · 12 questions

Shot lists, retouched selects, usage rights and location logistics.

selects → deliverables

General discovery

2 sections · 10 questions

The open-ended first conversation, structured — for leads that don't fit a template yet.

budget & deadline → scope