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Client intake form template for video editors

Editing is where scope creep hides. A precise intake form — raw footage specs, references, revision rounds, delivery formats — protects your timeline and your rate.

1. What is your name, channel/company and contact details?
2. What is the video for: YouTube, ads, socials, course, event?
3. How much raw footage is there (hours), and in what format/resolution?
4. How do you deliver footage: Drive, Dropbox, frame.io?
5. What length should the final video(s) be?
6. Which platform and aspect ratio: 16:9, 9:16, 1:1?
7. Share 2–3 videos whose editing style you want.
8. Do you need captions/subtitles? Which languages?
9. Do you have brand assets: logo, fonts, colors, intro/outro?
10. Music: licensed tracks provided, or should I source stock?
11. How many revision rounds are included?
12. What is the deadline for the first cut and final delivery?
13. What is your budget or rate structure (per video / monthly)?
14. How will feedback be delivered (timestamped comments preferred)?

How to use this intake form

• Ask for footage details (hours, format, framerate) before quoting.
• Get 2–3 reference edits; 'make it pop' is not a brief.
• Put the revision-round limit in writing.