Custom Design Project Request

Client Discovery Checklist for Design and Manufacturing Projects

This comprehensive form helps us understand your project requirements in detail. The information you provide will enable us to create targeted solutions that address your specific needs.

Note: Fields marked with an asterisk (*) are required.

Client Information

Basic information about you and your company.

Project Overview

Help us understand the scope and goals of your project.

A brief title or description that identifies your project.
Describe what you're trying to achieve with this project. Examples: improve efficiency, solve a specific problem, create a new product, etc.

Pain Points and Needs

Understanding your challenges helps us create targeted solutions.

Be specific about the problems you're trying to solve with this design or manufacturing project.
Please describe any previous attempts to solve these challenges and their outcomes.
List specific functionalities or capabilities you think would address your needs.

Design Requirements

Information about your design preferences and requirements.

You can share links to cloud storage or mention files you'll email separately.
Include any industry standards, compliance requirements, or specific guidelines that apply.

Technical Specifications

Detailed technical requirements for your project.

These are essential measurements that dictate the size, shape, and function of the design.
Properties and types of materials required, affecting durability, appearance, and functionality.
Allowable deviation from specified dimensions for proper fit and function. Examples: IT Grades (IT01-IT18), ISO 2768, ANSI Y14.5.

Manufacturing Considerations

Information about production requirements and manufacturing processes.

This helps determine appropriate manufacturing methods and pricing structure.
The method used to create the part impacts material choice, cost, and lead time. If you're not sure, we can recommend options.

Budget and Timeline

Information about financial constraints and project scheduling requirements.

Providing a budget range helps us tailor solutions that meet your financial constraints.
Critical dates that cannot be missed, such as trade shows, product launches, or contractual obligations.

Additional Information

Any other details that might be relevant to your project.

Any other details that might impact the project's success that weren't covered in previous sections.
Examples include space limitations, weight restrictions, environmental conditions, or compatibility requirements.

Next Steps

Information for planning our next interaction.

List any materials you plan to share with us before our follow-up discussion.