Producer intake form
Quick answer: Send a structured intake before quoting: contact, service type, references, technical specs, deadline, budget, and file links. Copy the field lists into Typeform, Google Forms, or Notion. Clear intake prevents revision chaos.
Réponse rapide
An intake form captures scope, references, deadlines, files, budget, and rights before you quote or open a session. Use the copy-paste field lists below for mix/master, custom beats, vocal production, and remote sessions so Discord DMs stop being your project management system.
Why Intake Beats Infinite DMs
Clients are not trying to waste your time — they do not know which details change price and quality. A good form asks once, stores answers with the project, and becomes the brief you both reference when revisions get fuzzy (“but I said warmer”).
Use one form with conditional sections, or four short forms. Below is copy-paste ready field copy.
Universal Fields (Every Service)
- Full name Short text. Required.
- Artist / project name Short text. Required.
- Email Email validation. Required.
- Phone / WhatsApp (optional) Short text. For session days only.
- Timezone Dropdown or short text (e.g. America/New_York). Required for live sessions.
- Service requested Single select: Mix | Mix+Master | Master only | Custom beat | Vocal production | Remote vocal session | Other.
- How did you find me? Single select: Instagram, YouTube, Referral, Beat store, Google, Other — plus optional detail.
- Hard deadline Date. “When must files be in your hands?” Required.
- Soft preferences date Date optional. “Ideal delivery if possible.”
- Budget range (USD) Single select: Under 100 | 100–250 | 250–500 | 500–1000 | 1000+ | Not sure — need quote. Required.
- Commercial use? Yes/No + “Where will this be released?” (DSP, YouTube, sync, private).
- File upload / link URL field: Drive, Dropbox, WeTransfer. Instructions: “Folder must stay available 30 days.”
- Anything else? Long text. Optional catch-all.
- Agreement Checkbox: “I confirm I have rights to the materials I upload and accept that work starts after deposit/quote approval.” Link your terms.
Mix / Master Section (Copy-Paste)
- Song title Short text. Required.
- Genre / subgenre Short text + optional tags.
- BPM and key Short text. “Unknown” allowed.
- Reference track 1–3 (links) URL fields. “What should this feel like commercially?”
- Mix notes — must fix Long text. “List problems in priority order.”
- Mix notes — do not change Long text. “Creative choices to preserve.”
- Vocal tuning already done? Yes / No / Partial.
- Stem count estimate Number or ranges: 1–16 | 17–32 | 33–48 | 48+.
- Sample rate / bit depth of session Dropdown: 44.1/24 | 48/24 | 96/24 | Other.
- Delivery needs Multi: Stereo mix WAV, Streaming master, Instrumental, TV track, Stems print, Fresh 24-bit unmastered.
- Loudness target preference Optional: “Match reference” | “Leave headroom for mastering” | “Specific LUFS ___.”
- Revision expectation Display your policy text: e.g. “2 revision rounds included; define round.”
Custom Beat / Production Section
- Primary genre + 3 reference songs Links required.
- Mood keywords Up to 5 words (dark, triumphant, dusty…).
- Tempo range e.g. 138–145 BPM.
- Key preference Text or “producer’s choice.”
- Song structure needs Intro length, hooks, bridges, outro — or “standard.”
- Vocalist gender / range notes Optional guidance for melody space.
- Must-include elements 808 style, live guitar, choir, etc.
- Hard avoids Sounds/genres they reject.
- License intent Non-exclusive lease style / exclusive / work-for-hire discussion. “Final terms in contract.”
- Usage plan Single, EP, content only, sync exploration.
- Sample clearance comfort Original only | Cleared packs OK | I will clear samples | Unsure.
Vocal Production / Remote Session Section
- Session type In-person | Remote directed | Async vocal production only.
- Remote tools available Multi: Audiomovers/LISTENTO | Sessionwire | Zoom (talk only) | Other.
- Artist interface / mic (if known) Short text.
- Internet Wired | Wi-Fi only | Unknown.
- Sample rate preference 48 kHz | 44.1 kHz | Match instrumental.
- Instrumental link + BPM/key Required for sessions.
- Lyric sheet link URL. Optional but recommended.
- Tuning / timing preferences Natural | Tight modern | Heavy effect — describe.
- Preferred session windows 3 options with timezone.
- Who presses record? Confirm understanding: local mic host records masters.
Auto-Reply and Routing Rules
- On submit
Send email: “Received — review within X business days. Do not send alternate Dropbox trees until we confirm.” - Tag by service
CRM or sheet columns: service, deadline, budget_band, status=new. - Quote SLA
Under 250 budget band → template reply; 1000+ → personal video/voice note optional. - Decline path
If deadline < your minimum turnaround, auto-suggest later date or pass. - Archive
Store form PDF + file links in project folder named YYYYMMDD_Artist_Song.
Red Flags in Submissions
- No deadline + “ASAP” in notes Force a date before scheduling.
- Budget under 100 for 48+ stems mix Scope mismatch — educate or decline.
- Unclear rights on samples/vocals Pause until ownership is clear.
- References that contradict each other wildly Schedule a 10-min alignment call.
- Files as 50 random voice memos Request structured folder before clock starts.
Where to Host the Form
| Tool | Pros | Cons |
|---|---|---|
| Google Forms | Free, fast | Limited logic/branding |
| Typeform / Tally | Better UX, logic jumps | Paid tiers |
| Notion forms | Lives near CRM | Depends on stack |
| Your site form | Brand control | You maintain spam protection |
After delivery, send a short feedback survey — see artist feedback survey template. For remote vocal days, pair intake with remote session setup.
Iterate Fields from Failed Jobs
Every time a project goes wrong, ask: which answer was missing? Add one field or helper text — do not grow the form into a novel. Quarterly, remove questions nobody uses.
Keep the form linked from your rate card and Instagram bio button with UTM tags so you know which channel sends serious briefs.
Standardize client intake — more producer business guides on Plugg Supply Learn.
Learning path
Answer hubs associés
Free Reverb Plugins Free reverb plugins: add space and depth without washing out the track. The best free reverb workflow is to use sends, choose a space that supports the arrangement, set decay to the song tempo, use pre-delay to keep the dry sound forward, and filter the reverb return so low mids do not bl... Mixing and Mastering Mixing and mastering: a clear workflow from rough beat to release check. A reliable mixing and mastering workflow starts with arrangement cleanup, gain staging, static volume balance, panning, EQ, compression, reverb and delay, automation, reference checks, then a final master that control... Free VST Plugins Free VST plugins: what to download first and how to use them safely. The best free VST plugin setup for most producers is one flexible synth, one EQ, one compressor, one reverb, one delay, and one metering tool. Vital or Surge XT can cover synthesis, TDR Nova can cover EQ, DC1A or TDR ...
Questions fréquentes
- What is a producer intake form?
- A structured questionnaire that collects scope, references, deadlines, files, budget, and rights info before you quote or start work.
- Should mix and beat clients use the same form?
- Share universal contact/deadline/budget fields, then branch into service-specific sections.
- What fields are mandatory?
- Contact email, service type, deadline, budget band, file/link, and a rights confirmation checkbox are the minimum.
- How long should the form be?
- Aim for under 10 minutes. If abandonment is high, split into shorter service-specific forms.
- Can I use Discord instead?
- Chat is fine for clarifications, but the source of truth should be the submitted form export stored with the project.
- When do I send the form?
- After the first serious inquiry and before a firm quote or calendar hold.