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Client Details
Essential information to get started
Full name
Email
Contact Number
Company Name
Address
About Your Business
What sets your business apart?
Industry
(e.g. Retail, Technology, Healthcare)
Company Mission
(What is your company’s purpose or goal?)
Company Background
(Briefly, how did your company start and grow?)
Product/Service Overview
(What do you offer, and who does it benefit?)
Core Values
(e.g., Sustainability, Innovation, Customer Focus)
Unique Selling Point
(What makes your product/service different?)
Brand Personality
(e.g., Friendly, Professional, Bold)
Target Audience
(Who are your customers? Include regions or demographics if relevant.)
Main Competitors
(Who are your key competitors?)
Creative Requirements
Please Fill out the section(s) relevant to you
Number and Type of Emails Required
(How many email(s) do you require for this project? If there are multiple, please specify the number and type, e.g., welcome emails, promotional emails, newsletters, etc.)
Functionality
(For the email design(s) we’ll provide, are there specific features you need, such as personalization, dynamic content blocks, or animated elements?)
Design Only or Full Email Development
(Do you need just the design mockups for the email(s), or would you like us to handle the complete HTML email build?)
Content Management and Handover
(After the email(s) are built, would you like us to manage the setup and sending out of campaigns etc, or would you prefer a complete handover of the final email setup for independent use?)
Call-to-Action (CTA)
(What is the main action you want recipients to take, such as clicking a link, signing up, or making a purchase?)
Additional Considerations
More essential information to complete the brief
Branding guidelines
(Are there any guidelines or visual rules that need to be followed in the design?)
Copywriting
(Will you provide the text, or do you need help with it?)
Images/Graphics
(Do you have any images to include, or should we source them?)
Budget
(What is your budget? Please specify an amount, or provide a general range if unsure.)
Deadline
(Are there any critical deadlines to consider?)
Style and Inspiration
(Do you have a preferred design style? E.g., Modern, Minimalistic, Bold, Classic. If you have any design examples or inspirations, please share.)
Previous Feedback
(Have you received feedback on past designs that we should keep in mind?)
Preferred Communication
(How would you like to communicate? e.g., Email, Phone, Microsoft Teams)
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