PRESENTATION PROJECT INTAKE FORM
Please fill out this form before we begin your project. The more detail you provide, the better
we can deliver exactly what you need.
C L I E N T I N F O R M AT I O N
Full Name
Company / Organization
Email Address
Phone / WhatsApp
Preferred Contact Method
Email WhatsApp Slack Phone
Website or LinkedIn
P R O J E C T OV E RV I E W
What type of presentation do you need?
Investor Pitch Deck Sales / Proposal Deck Corporate / Internal Presentation
Quarterly / Board Report Webinar / Training Slides Course / Educational Material
Conference / Speaking Presentation Product Launch Deck Other: __________
What is the purpose of this presentation?
e.g., "Pitching to investors for a $2M seed round," "Sales presentation for a potential $50K client"
Who is your audience?
e.g., investors, potential clients, internal team, students, conference attendees
What is the desired outcome?
e.g., secure funding, close a deal, educate team members, impress stakeholders
S L I D E D E TA I L S
Estimated number of slides
Do you have existing content
ready? Yes, fully written Partially written
Just bullet points/notes No, I need help with content
Content format
Google Doc Word Document
Existing PowerPoint PDF Other: ______
Existing deck to redesign?
Yes (please attach) No, starting from scratch
BRANDING & DESIGN
Do you have brand guidelines?
Yes (please attach) No
Brand colors Hex codes if available, or describe: "dark blue and gold"
Preferred fonts If any — otherwise we'll use professional defaults
Logo file
Will provide Not needed
Design style preference
Clean & Minimal Bold & Modern
Corporate & Professional Creative & Colorful
Data-Heavy / Analytical No preference
Any presentations or designs you like as a reference?
Links, screenshots, or descriptions are helpful
C O N T E N T & ST R U C T U R E
What key sections should the presentation include?
Title / Cover Slide About Us / Company Overview Problem Statement
Solution / Value Proposition Product / Service Overview Market Opportunity / Size
Business Model / Revenue Traction / Milestones Team Financial Projections
Case Studies / Testimonials Pricing / Packages Call to Action / Next Steps
Q&A / Contact Slide Other: __________
Is there any specific data, charts, or visuals you want included?
Are there any topics or information that should NOT be included?
T I M E L I N E & D E L I V E RY
When do you need this delivered
by?
Is this deadline firm or flexible?
Firm (event/meeting date) Flexible
Date of your
presentation/meeting
Preferred file formats
PowerPoint (.pptx) PDF Google Slides
Keynote Other: ______
Video walkthrough of final deck?
Yes No
BUDGET
Budget range
Under $500 $500–$1,000 $1,000–$2,000
$2,000–$5,000 $5,000+
Not sure — need a quote
One-time or ongoing?
One-time Ongoing / recurring Not sure yet
A D D I T I O N A L N OT E S
Anything else we should know about this project?
What Happens Next
1. We review your details within 24 hours
2. You receive a project quote with timeline
3. Upon approval and 50% deposit, we begin work
4. First draft delivered within the agreed timeline
5. Up to 2 rounds of revisions included
6. Final files delivered upon remaining payment
Thank you for taking the time to fill this out. The more detail you provide, the better we can deliver
exactly what you need.