CLIENT INTAKE & PROJECT AUTHORIZATION FORM
Un Negocio Local™
Last Updated: August 31, 2026
Thank you for choosing Un Negocio Local™.
This Client Intake & Project Authorization Form (“Form”) is designed to collect the information reasonably necessary to evaluate, prepare, authorize, and perform Services for a Client.
Submitting this Form does not automatically guarantee acceptance of a project. A project becomes authorized only when the applicable proposal, Service Agreement, Statement of Work, invoice, payment, or other project documentation has been accepted or approved as applicable.
1. CLIENT INFORMATION
Legal Name of Client:
[INSERT LEGAL NAME]
Business / Brand Name:
[INSERT BUSINESS NAME]
Business Type:
[INSERT BUSINESS TYPE]
Industry:
[INSERT INDUSTRY]
Business Website:
[INSERT WEBSITE]
Business Email:
[INSERT EMAIL]
Business Phone:
[INSERT PHONE]
Business Address:
[INSERT ADDRESS]
City:
[INSERT CITY]
State / Province:
[INSERT STATE / PROVINCE]
Country:
[INSERT COUNTRY]
ZIP / Postal Code:
[INSERT ZIP / POSTAL CODE]
2. AUTHORIZED CLIENT REPRESENTATIVE
Full Name:
[INSERT NAME]
Position / Title:
[INSERT TITLE]
Email:
[INSERT EMAIL]
Phone:
[INSERT PHONE]
The individual identified above represents that they have authority to communicate with Un Negocio Local™ regarding the project.
If additional individuals are authorized to approve project decisions, they should be identified below.
3. ADDITIONAL AUTHORIZED CONTACTS
Name: [INSERT NAME]
Role: [INSERT ROLE]
Email: [INSERT EMAIL]
Approval Authority: [YES / NO]
Name: [INSERT NAME]
Role: [INSERT ROLE]
Email: [INSERT EMAIL]
Approval Authority: [YES / NO]
4. PROJECT INFORMATION
Project Name:
[INSERT PROJECT NAME]
Requested Service:
[SELECT / DESCRIBE]
Examples:
Website Design.
Website Development.
WordPress Development.
Landing Page.
Graphic Design.
Branding.
SEO.
Social Media.
Digital Marketing.
Advertising.
AI Training.
AI Consulting.
Business Consulting.
Technology Consulting.
Content Creation.
Website Maintenance.
Other.
Project Description:
[DESCRIBE THE PROJECT]
5. PRIMARY PROJECT OBJECTIVE
What is the primary objective of this project?
[INSERT OBJECTIVE]
Examples may include:
Launch a new website.
Improve an existing website.
Generate leads.
Improve online visibility.
Create marketing materials.
Establish a social media presence.
Improve customer communication.
Implement AI tools.
Create a digital system.
Improve branding.
Other business objective.
6. TARGET AUDIENCE
Please describe the intended audience for the project.
Primary Audience:
[INSERT DESCRIPTION]
Geographic Market:
[INSERT MARKET]
Primary Language(s):
[INSERT LANGUAGE(S)]
Customer Profile:
[INSERT DESCRIPTION]
7. PROJECT SERVICES
Please identify the Services requested.
Website
[ ] New Website
[ ] Website Redesign
[ ] WordPress Development
[ ] Landing Page
[ ] Website Maintenance
[ ] Website Migration
[ ] Website Optimization
[ ] Other
Marketing
[ ] Digital Marketing
[ ] SEO
[ ] Social Media
[ ] Content Marketing
[ ] Advertising Support
[ ] Lead Generation
[ ] Marketing Strategy
[ ] Other
Creative
[ ] Logo Design
[ ] Graphic Design
[ ] Social Media Graphics
[ ] Advertising Graphics
[ ] Video Content
[ ] Branding Materials
[ ] Other
AI & Technology
[ ] AI Training
[ ] AI Consulting
[ ] AI Content Creation
[ ] Automation
[ ] Technology Consulting
[ ] Custom Digital Project
[ ] Other
8. PROJECT DELIVERABLES
The Client understands that the exact deliverables will be determined by the applicable proposal, Statement of Work, Service Agreement, invoice, or other written project documentation.
Expected Deliverables:
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
Additional work not included in the agreed scope may require additional fees.
9. WEBSITE INFORMATION
If the project involves a website, please provide:
Current Website:
[URL]
Domain Registrar:
[COMPANY]
Hosting Provider:
[COMPANY]
CMS / Platform:
[WORDPRESS / OTHER]
Website Administrator:
[NAME]
Existing Website:
[YES / NO]
Website Migration Required:
[YES / NO]
New Domain Required:
[YES / NO]
Hosting Required:
[YES / NO]
10. WEBSITE ACCESS
Where necessary, the Client may be required to provide access to:
WordPress.
Hosting.
Domain management.
DNS.
Google Business Profile.
Google Analytics.
Google Search Console.
Social media accounts.
Advertising accounts.
Email marketing platforms.
Other third-party systems.
The Client should provide only the access reasonably necessary for the Services.
Whenever possible, the Client should use secure account-sharing methods rather than sending passwords through ordinary email or unsecured messaging.
11. CLIENT CONTENT
Please identify the materials you will provide.
[ ] Logo
[ ] Brand Guidelines
[ ] Business Photos
[ ] Product Photos
[ ] Videos
[ ] Written Content
[ ] Service Descriptions
[ ] Pricing Information
[ ] Testimonials
[ ] Social Media Content
[ ] Existing Marketing Materials
[ ] Legal / Compliance Text
[ ] Other
12. CLIENT CONTENT AUTHORIZATION
By submitting materials to Un Negocio Local™, the Client confirms that, to the best of the Client’s knowledge, the Client has the necessary rights, permissions, licenses, or authority to provide those materials for the requested Services.
The Client authorizes Un Negocio Local™ to use, reproduce, modify, format, publish, display, and otherwise process Client-provided materials as reasonably necessary to perform the agreed Services.
The Client remains responsible for the legal rights associated with materials it provides.
13. BRAND INFORMATION
Primary Brand Name:
[INSERT NAME]
Preferred Colors:
[INSERT COLORS]
Preferred Fonts:
[INSERT FONTS]
Brand Style:
[INSERT STYLE]
Brand Guidelines Available:
[YES / NO]
Existing Logo Available:
[YES / NO]
Preferred Visual Style:
[DESCRIBE]
14. COMPETITORS
Please provide up to five competitors or businesses that you consider relevant.
[COMPETITOR]
[COMPETITOR]
[COMPETITOR]
[COMPETITOR]
[COMPETITOR]
If none, enter:
N/A
15. WEBSITE REFERENCES
Please provide examples of websites or designs you like.
Reference Website 1:
[URL]
Reference Website 2:
[URL]
Reference Website 3:
[URL]
What do you like about these references?
[DESCRIPTION]
16. CONTENT REQUIREMENTS
Please identify content that must appear in the project.
Business Description:
[INSERT]
Services:
[INSERT]
Products:
[INSERT]
Service Areas:
[INSERT]
Contact Information:
[INSERT]
Call to Action:
[INSERT]
Other Required Content:
[INSERT]
17. LANGUAGE REQUIREMENTS
Primary Language:
[LANGUAGE]
Additional Language:
[LANGUAGE]
Translation Required:
[YES / NO]
If translation is required, the Client understands that final translated content may require Client review and approval for business-specific terminology.
18. SEO INFORMATION
If SEO Services are included, provide:
Primary Keywords:
[INSERT]
Secondary Keywords:
[INSERT]
Primary Geographic Market:
[INSERT]
Target Services:
[INSERT]
Existing SEO Strategy:
[INSERT]
Google Search Console Available:
[YES / NO]
19. SOCIAL MEDIA INFORMATION
If social media Services are included:
Facebook:
[URL]
Instagram:
[URL]
TikTok:
[URL]
YouTube:
[URL]
LinkedIn:
[URL]
Other:
[URL]
Primary Platform:
[PLATFORM]
20. ADVERTISING INFORMATION
If advertising Services are requested:
Advertising Platform:
[PLATFORM]
Monthly Advertising Budget:
$[AMOUNT]
Primary Campaign Objective:
[OBJECTIVE]
Target Geographic Area:
[AREA]
Target Audience:
[AUDIENCE]
The advertising budget is separate from professional Service fees unless expressly stated otherwise.
21. AI SERVICES
If AI Services are requested:
Primary AI Objective:
[INSERT]
AI Tools Currently Used:
[INSERT]
Desired AI Workflow:
[INSERT]
Expected Use:
[INSERT]
The Client understands that AI-generated information may require human review and approval.
22. PROJECT DEADLINE
Requested Start Date:
[DATE]
Requested Completion Date:
[DATE]
Launch Date, If Applicable:
[DATE]
Requested deadlines are not guaranteed unless expressly confirmed in writing.
Project timing may depend upon Client cooperation, approvals, content delivery, third-party Services, technical requirements, and other factors.
23. CLIENT APPROVAL PROCESS
Please identify who has final authority to approve project deliverables.
Final Decision Maker:
[NAME]
Email:
[EMAIL]
Phone:
[PHONE]
The Client agrees that approvals provided by the authorized representative may be treated as Client instructions for the applicable project.
24. REVISION EXPECTATIONS
The Client understands that revisions are subject to the applicable project scope.
Included Revisions:
[NUMBER]
Additional Revision Rate:
$[AMOUNT]
A major redesign, change in project direction, new functionality, or substantial new requirement may be treated as additional work.
25. BUDGET
Estimated Project Budget:
$[AMOUNT]
Preferred Payment Structure:
[ ] One-Time Payment
[ ] Deposit + Final Payment
[ ] Milestone Payments
[ ] Monthly Payment
[ ] Retainer
[ ] Other
26. THIRD-PARTY COSTS
The Client understands that certain project expenses may be separate from professional Service fees.
These may include:
Domain registration.
Hosting.
Premium plugins.
Software licenses.
Stock images.
Fonts.
Advertising spend.
Email Services.
Third-party subscriptions.
API usage.
Payment processing fees.
Other third-party Services.
Unless expressly included, these expenses are the Client’s responsibility.
27. LEGAL AND COMPLIANCE MATERIALS
The Client should identify any legal or regulatory requirements relevant to the project.
Industry Regulations:
[INSERT]
Required Disclosures:
[INSERT]
Required Legal Language:
[INSERT]
Privacy Requirements:
[INSERT]
Other Compliance Requirements:
[INSERT]
The Client remains responsible for ensuring that its business complies with laws and regulations applicable to its activities.
28. CONFIDENTIAL INFORMATION
Please identify information that you believe should be treated as confidential.
[INSERT]
The handling of confidential information may also be governed by a separate Non-Disclosure Agreement or applicable confidentiality provisions.
29. SPECIAL INSTRUCTIONS
Please provide any special instructions, restrictions, preferences, technical requirements, or business considerations.
[INSERT]
30. CLIENT ACKNOWLEDGMENTS
By submitting this Form, the Client acknowledges that:
[ ] The information provided is accurate to the best of my knowledge.
[ ] I have authority to communicate on behalf of the Client or business identified above.
[ ] I understand that the final scope of Services will be determined by the applicable project documentation.
[ ] I understand that additional work may result in additional charges.
[ ] I understand that project timelines depend partly on Client cooperation and approvals.
[ ] I understand that business, marketing, SEO, advertising, social media, or financial results are not guaranteed unless expressly stated in writing.
[ ] I understand that third-party Services may have separate fees, policies, licenses, and terms.
[ ] I understand that I am responsible for the accuracy and legal rights associated with materials I provide.
[ ] I understand that this Form does not by itself guarantee acceptance of the project.
31. AUTHORIZATION TO PROCEED
If the applicable project proposal, Service Agreement, pricing, scope, and payment requirements have been accepted, the Client may authorize Un Negocio Local™ to proceed with the project.
Client Authorization:
[ ] I authorize Un Negocio Local™ to proceed with the project according to the applicable written project documentation.
Authorized Representative:
[NAME]
Signature:
Date:
32. ELECTRONIC ACCEPTANCE
Where permitted by applicable law, checking an authorization box, submitting this Form, signing electronically, responding by email, approving a proposal electronically, or otherwise providing documented authorization may constitute acceptance of the applicable project terms.
33. IMPORTANT NOTICE
This Form is an intake and project-authorization document.
It does not replace the applicable:
Master Service Agreement.
Statement of Work.
Proposal.
Quote.
Invoice.
Terms & Conditions.
Refund, Cancellation & Returns Policy.
Privacy Policy.
Other applicable agreement.
Where applicable, the controlling contractual terms will be identified in the relevant project documentation.
34. CONTACT INFORMATION
Un Negocio Local™
Website:
https://unnegociolocal.com/
Business Email:
[INSERT OFFICIAL BUSINESS EMAIL]
Business Phone:
[INSERT BUSINESS PHONE]
35. FINAL CLIENT ACKNOWLEDGMENT
By submitting this Form, the Client confirms that the information provided is intended to assist Un Negocio Local™ in preparing and delivering the requested Services.
The Client understands that project-specific terms, pricing, scope, deliverables, payment obligations, and other contractual requirements may be established in separate written documentation.
Un Negocio Local™
Client Intake & Project Authorization Form
Last Updated: August 31, 2026