ZuffSuite — Freelance Project Intake Worksheet

Use this blank questionnaire to understand a request before agreeing the work.
Full guide: https://zuffsuite.com/blog/freelance-project-intake-process

1. CONTACT
Name:
Preferred contact method:
Organization, if relevant:

2. OUTCOME
What are you trying to accomplish?
Who will use or receive the work?

3. DELIVERABLES
What would you like to receive?
Required format or length:

4. TIMING
Requested date:
What event or dependency determines that date?
When can you review a first version?

5. INPUTS
What source materials, files, examples, or decisions are available?
What still needs to be supplied?

6. CONSTRAINTS
Relevant brand, accessibility, format, or review requirements:
Budget range, if relevant and already known:

7. SCOPE AND REVIEW
What is already agreed?
What remains to be clarified?
Who will give feedback?
Who can confirm the final direction?

8. ADDITIONAL CONTEXT
Anything else that affects the work:

FOR YOUR OWN REVIEW
Decision: accepted / clarify / defer / decline
Agreed deliverable:
Agreed delivery date:
Missing information:
First next action:
Brief or notes reference:

Keep requested dates separate from the arrangement you finally agree.
Collect only the information needed for this stage. Do not request passwords.