When to use client intake
Apply at the start of any new consulting or design relationship to align expectations.
A practical example of client intake
Suppose a freelancer asks a new client about target audience, preferred platforms, and deadline during a 30‑minute Zoom call.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Ensure the intake form records the client’s budget range and deadline.
- Check that the client has confirmed their primary objectives in writing.