For freelancers · Scope Panda

A free website requirements form for new sites and redesigns. Download a fillable PDF and get website design requirements, content, hosting, and technical specs back in one place.

Project intake

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Software Requirements Gathering

A free software requirements gathering template for apps and software projects. Download a fillable PDF and collect user, functional, and system requirements before you estimate.

Project intake

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Lead Qualification

A short graphic design inquiry form. Filter a design request by budget, timeline, and project scope before you book a consultation.

Client intake

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Branding Intake Form

History, market, competitors, preferences.

Tell us the story of the business.*

What do you sell or offer?*

Who is the target market?*

Who are the main competitors?*

What should people feel when they see the brand?*

Design you like — brands, sites, or words.*

What should we avoid?

Logo, full identity, or both?*

Where will this live (web, print, packaging, social)?*

Any existing assets we must keep?

Timeline?

Budget range?

Submit

Branding Intake Form

A branding intake form and graphic design client questionnaire. Collect history, target market, competitors, and design preferences — a fillable PDF you can customize first.

Creative brief

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Brand Voice & Personality

Tone, words, and how the brand should sound.

Describe the brand in three words.*

If this brand were a person, who would they be?*

How should it sound — formal, warm, bold, quiet?*

Words we should use.

Words we should never use.*

Brands whose voice you like.

How do you speak to customers today?

What should we never sound like?*

A message or line that already works.

Topics or claims that are off-limits?

Submit

Brand Voice & Personality

The voice half of a branding client questionnaire. How the brand should sound, words to use and avoid, and lines that already work — after the branding intake form.

Creative brief

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Consulting Scope of Work Template

Problem, deliverables, stakeholders, success.

What problem should this engagement solve?*

Strategy, operations, IT, or other consulting?*

Key deliverables?*

What is explicitly out of scope?

Engagement length or start date?*

Meeting cadence?

Who is the decision-maker on the client side?*

Who else needs to be involved?

What does success look like?*

Budget range or other constraints?

Anything else we should know?

Submit

Consulting Scope of Work Template

A free consulting SOW template and scope of work form. Download a fillable PDF and collect the problem, deliverables, length, and who decides — not a Word file you retype.

Scope of work

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Photography Client Questionnaire

A free photography client questionnaire and intake form. Send the questions photographers ask before a photo shoot — date, location, usage, and must-haves — as a fillable PDF.

Creative brief

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Video Production Questionnaire

A free video production questionnaire. Send the questions video teams ask clients before a shoot — brief, location, talent, and deliverables — as a fillable PDF.

Creative brief

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Interior Design Client Questionnaire

A free interior design client questionnaire and intake form. Send the questions interior designers ask clients before a consult — rooms, lifestyle, style, and budget — as a fillable PDF.

Client intake

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Social Media Client Questionnaire

Platforms, voice, posting, approvals, access.

What does the business sell?*

Who is the audience?*

Which platforms should we run?*

What should social media do for the business?*

Posting frequency?*

Brand voice in a few words?

Topics or content that already work?

Who approves content, and how fast?*

Do you provide assets, or should we create them?

Which accounts do we need access to?

Monthly budget range?

Anything else we should know?

Submit

Social Media Client Questionnaire

A free social media client questionnaire and onboarding form. Send the questions social media managers ask clients before a retainer — platforms, voice, cadence, and access — as a fillable PDF.

Client intake

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Copywriting Brief Template

A free copywriting brief template and client questionnaire. Send the questions copywriters ask clients before a draft — placement, reader, CTA, tone, and proof — as a fillable PDF.

Creative brief

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SEO Client Questionnaire

A free SEO client questionnaire and intake form. Send the questions SEO specialists ask clients before a crawl — site, keywords, competitors, and goals — as a fillable PDF.

Discovery

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Public Relations Client Questionnaire

A free public relations client questionnaire and PR intake form. Send the questions PR consultants ask clients before outreach — story, outlets, and spokesperson — as a fillable PDF.

Client intake

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Email Marketing Brief Template

A free email marketing brief template and client questionnaire. Send the questions email marketers ask clients before they write — list, tool, offer, and cadence — as a fillable PDF.

Client intake

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Event Planning Questionnaire

A free event planning questionnaire and client questionnaire template. Send the questions event planners ask clients before a quote — date, guests, venue, and budget — as a fillable PDF.

Client intake

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Virtual Assistant Client Questionnaire

A free virtual assistant client questionnaire and VA intake form. Send the questions virtual assistants ask clients before week one — hours, tasks, tools, and access — as a fillable PDF.

Client intake

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Project Kickoff Questionnaire

A project kickoff questionnaire for after the contract is signed. Confirm logistics — point of contact, communication preferences, and file sharing — as a fillable PDF, not a kickoff email thread.

Project kickoff

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Change Request Form Template

A free change request form template. After scope is agreed, send this when the client asks for one more thing — a live sample change request form, not a Word or Excel download.

Change request

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Client Satisfaction Survey

A free client satisfaction survey and client feedback form. Send it after a project — a live client survey, not a customer CSAT tool for subscribers or an employee survey.

Feedback

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Testimonial Request Form

A free testimonial request form and client testimonial request template. Ask for a quote you can use in marketing — plus permission — as a fillable PDF, not a letter they rewrite.

Feedback

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Referral Request Form

A free referral request form and referral request template. Ask a happy client who you should meet — a fillable PDF, not a medical referral, job-referral email, or letter of recommendation.

Feedback

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Client Offboarding Form

A free client offboarding form and client offboarding template. Confirm access to revoke, where files live, and what is still open — a fillable project offboarding checklist, not an employee HR form.

Offboarding

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Customize, then download a fillable PDF