Client Intake Form (Core) - Screen Printing & Embroidery

🥷 Screen Printing & Embroidery Client Intake Form

Professional Client Onboarding & Order Planning Worksheet
PDF + Editable Word Download

Start every custom apparel order with clarity, organization, and Ninja-level professionalism. ⚔️

This Screen Printing & Embroidery Client Intake Form is a ninja-crafted onboarding document designed specifically for screen printers, embroidery shops, apparel decorators, and custom merchandise businesses.

It helps you collect all essential client, garment, artwork, production, and delivery details before quoting, scheduling, or printing — so every order runs smoothly from first contact to final delivery.

Whether you’re printing t-shirts, hoodies, uniforms, hats, bags, or promotional merchandise, this form ensures you gather the right information upfront — eliminating confusion, missed details, and last-minute surprises.

If you want smoother orders, better production planning, and more professional workflows, this intake form belongs at the front of your operation.

⚔️ What This Client Intake Form Helps You Do

This professional intake form allows you to:

✔ Capture complete client and business information
✔ Identify printing and embroidery services needed
✔ Track garments, sizes, colors, and quantities reminder
✔ Document artwork, design, and placement details
✔ Record production requirements and special instructions
✔ Set timelines and rush order needs
✔ Track delivery and pickup preferences
✔ Record budget expectations
✔ Secure client confirmation before production

Everything is structured so you can plan confidently and produce with precision.

🧰 What’s Included (PDF + Editable Word)

✔ Fill-Ready PDF
Perfect for email intake, tablets, client portals, or printed onboarding packets.

✔ Fully Editable Word Document (.docx)
Customize fields, services, wording, and branding to match your exact shop workflow.

🥷 Built-In Ninja Precision

This professionally formatted intake form includes:

👤 Client & Business Information

Tracks:
• Client / company name
• Primary contact
• Phone & email
• Billing address
• Shipping / delivery address

📋 Project Overview

Documents:
• Screen printing
• Embroidery
• Heat transfer / vinyl
• DTG printing
• Digital printing
• Sublimation
• Artwork & design services
• Custom service requests

Plus full project description.

👕 Garment Information

Tracks:
• Client-supplied or shop-supplied garments
• Brand, style, color, and sizes
• Total quantity
• Size breakdown

🎨 Artwork & Design Details

Captures:
• Client-supplied artwork formats (PNG, JPG, AI, PDF, PSD, EPS)
• Artwork cleanup or redesign needs
• Number of print / embroidery locations
• Placement locations (front, back, sleeve, chest, etc.)

🧵 Production Details

Tracks:
• Ink and thread colors
• Placement notes
• PMS color matching
• Metallic thread
• Puff embroidery
• Oversized prints
• Inside-neck tags
• Fold & bag services
• Special instructions

⏱ Timeline & Deadlines

Documents:
• Desired completion date
• Rush order request
• Rush fee approval

💲 Budget & Expectations

Tracks:
• Estimated budget
• Client notes and expectations

📦 Delivery & Pickup

Tracks:
• Client pickup
• Local delivery
• Shipping preferences
• Delivery notes

💳 Payment & Approval

Documents:
• Deposit requirement
• Payment method

✍ Client Confirmation

Includes:
• Client signature
• Date

💼 Who This Form Is For

Perfect for:

✔ Screen printing shops
✔ Embroidery businesses
✔ Apparel decorators
✔ Merch brands
✔ Promotional product companies
✔ DTG printing businesses
✔ Uniform suppliers
✔ Custom print studios

If you take custom apparel orders — this form belongs in your workflow.

🔥 Why Print Shops Love This Intake Form

• Prevents miscommunication and missed details
• Improves production planning and scheduling
• Reduces order errors and revisions
• Makes your shop look organized and professional
• Saves time on onboarding
• Reusable for unlimited clients
• Works for small and bulk orders

This is paperwork that protects your time, your production schedule, and your reputation.

🥷 Final Ninja Note

Great print jobs start long before the press turns on.

This Screen Printing & Embroidery Client Intake Form helps you stay organized, plan with precision, and deliver a better customer experience from the very first conversation.

Add it to your toolkit and start every order with Ninja-level clarity, control, and confidence. ⚔️👕