Section 1 of 9
Advantage Marketing Solutions, Inc. — Project Intake Form
Please complete this form so AMS can accurately scope, price, and schedule your project.
Projects cannot begin until this form is submitted.
Projects cannot begin until this form is submitted.
Email
This form is collecting emails.Change settings
Company Name
Company Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Primary Contact Name
Primary Contact Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Phone Number
Phone Number
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Billing Contact (if different)
Billing Contact (if different)
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Client Status
Client Status
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Existing Client
New Client
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Section 2 of 9
Project Overview Section
Project Name
Project Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Service Type
Service Type
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Logo & Identity Design
Package Design
Magazine Ad
Catalog / Print
3D Rendering - Product
Trade Show Booth
Email / Klaviyo Campaign
Website Development
Website Content & SEO
Animations
Paid Search Marketing
Ai Chatbot
Lead Generation
Fractional Marketing Director
Other:
Add option
…
Answer key
(0 points)
Loading...
Brief Project Description
Brief Project Description
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 3 of 9
Business Objective
Primary Goal
Primary Goal
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Product Launch
Increase Sales
Trade Show Presence
Brand Refresh
Marketing Campaign
Other:
Add option
…
Answer key
(0 points)
Loading...
What does success look like for this project?
What does success look like for this project?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 4 of 9
Deliverables
Number of SKUs
Number of SKUs
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Booth Size (if applicable)
Booth Size (if applicable)
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Number of 3D Renders Needed (Angles)
Number of 3D Renders Needed (Angles)
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Event Name
Event Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Event Date
Event Date
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 5 of 9
Brand Assets
Upload Logos / Brand Assets
Upload Logos / Brand Assets
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Add file
View folder
Allow only specific file types
Maximum number of files
1
5
10
Maximum file size
1 MB
10 MB
100 MB
1 GB
10 GB
View folder
Answer key
(0 points)
Loading...
Section 6 of 9
Timeline
Project Start Date
Project Start Date
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Hard Deadline
Hard Deadline
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 7 of 9
Budget
Estimated Budget
Estimated Budget
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
$500–1,000
$1,000–3,000
$3,000–7,000
$7,000–15,000
$15,000+
Other:
Add option
…
Answer key
(0 points)
Loading...
Section 8 of 9
Approval Process
Final Decision Maker
Final Decision Maker
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Who else approves this project?
Who else approves this project?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 9 of 9
Agreement
Revision Policy Acknowledgment
Revision Policy Acknowledgment
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
I understand AMS projects include 2 revision rounds and additional revisions will incur fees.
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Link to Sheets
Summary
Question
Individual
Insights
Total points distribution
Loading...
Settings
Responses
Manage how responses are collected and protected
Presentation
Manage how the form and responses are presented
Defaults
Form defaults
Settings applied to this form and new forms
Question defaults
Settings applied to all new questions