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Cookie Order Intake Checklist

Use this list before writing a quote so you collect critical details once and avoid revision loops.

Checklist

  • Event type and event date
  • Pickup or delivery location and handoff window
  • Guest count and requested quantity
  • Theme references, invitation, or mood board links
  • Preferred palette and any colors to avoid
  • Must-have text (names, age, wording)
  • Allergen concerns and ingredient notes
  • Packaging preference (boxed sets, individual wraps, minis)
  • Budget range and approved quote window
  • Final approval deadline and payment milestone

How to use it

  1. Copy the checklist into your inquiry form or DM template.
  2. Collect these answers before pricing.
  3. Reference the same checklist in your approval message to prevent missed details.

Need more templates? Browse the full library at /resources.