Client Intake Form for Custom Website

This form will take about 5-10 minutes to complete. Please fill out as much information as possible to help us better understand how you operate your business, your business needs, your customer, and the goals for this project.

If you have any questions, feel free to reach out to us anytime at [email protected].

Contact Person:

Name: *

First

Last

Email *

Cell Phone *

Is this project for a new website or re-design? *

New Website
Re-design Website

Please provide a brief description about this project: *

Do you need special additions like a shopping cart, membership portal, special software integrations (i.e. IDX)? Explain below or type "No" *

Business Information

Business Name: *

Website: (if applicable)

Business Address: (if applicable)

Address Line 1

Address Line 2

City

State

Zip Code

Business Email: *

*Note: This is the public email address used for questions or general inquiries. (i.e. Google, Yelp, other directories).

Business Phone:

*Note: This is the public phone number used to for questions or general inquiries. (i.e. Google, Yelp, other directories).

Do you have a company logo? *

Yes
No
Open to a new design

If you have your logo now, you can upload it below. You can also email it to us when you're ready. Send to: [email protected]

Click or drag a file to this area to upload.

If no, do you want us to design a logo for you? *

Do you have company colors already picked out? *

Yes
No
Open to a new design

*Note: Ideally, your company brand (logo, colors, uniform, etc.) should be consistent throughout the Internet and marketing materials (business cards, flyers, etc.).

Please provide your company's color hex codes in the section below for color accuracy: (i.e. #000000 = Black, #FF0000 = Red, etc.) If you don't know it, leave this section blank and we'll take care of that for you.

Please give a brief overview about your business. This can be the "about" section for your website or social media accounts. Try to include what your business does, who you're trying to help, and what products and services you offer. *

Where do you see your business going over the next year? 5 years? (This helps us to make sure your website can grow with you) *

Why are you starting this project now? *

What are the goals for this website? *

What would hitting these goals do for your business? *

Why should customers choose you over your competitors? This can be a tough question to answer but it will help me illustrate your "Unique Selling Proposition" to your potential customers when building your website. *

The image below will help illustrate why it’s important to have a “Unique Selling Proposition” for your business. Your website should should be built with your “Winning Zone” in mind.

What type of customers are you trying to attract (Age, gender, interests, demographics, etc.)? *

What action(s) do you want visitors to take on your website (call, purchase, book appointment, etc.)? *

Will your website need a "Blog Section?" (If yes, do you have any prewritten posts?) *

Yes, but no prewritten post
Yes, I have prewritten posts
No

Will there be sections of your website (shopping cart, blog, etc.) or pages that will need frequent updating? *

Do you want to be able to update those yourself? *

*Note: We have available plans and credits you can purchase to help maintain and keep your website secure and updated.

Have you ever "Googled" your business name? If you haven't done this, DO IT NOW! This might surprise you and it's always good to know what the "market" is saying about your business and services. *

Based on the search results, what did you see about your business? Are you satisfied with what came up?

*Note: In a digital world, it’s important to be aware of what’s floating in cyber space in regards to your business. Having a well built website can help control what populates on the search engines.

Hosting & Domain Information

Do you have a domain name? *

If yes, please provide below:

If no, please list your top 3 choices. You can run a quick search at www.GoDaddy.com to see if your name is available:

*Note: We can also find domain options for your business if you need help.

Do you have a hosting account? (If yes, please provide login) *

Yes, I want to keep my current host
Yes, but I’m open to switching or trying other hosting companies that better suits my needs
No

If yes, please provide logins below. We will need access to your hosting account to upload your web files to the server. All info provided is strictly confidential and we take privacy and security seriously.

Design Examples

List 3 websites you like and why:

Website #1:

Why do you like this website:

Website #2:

Why do you like this website:

Website #3:

Why do you like this website:

List 3 websites you DON’T like and why:

Website #1:

Why do you NOT like this website:

Website #2:

Why do you NOT like this website:

Website #3:

Why do you NOT like this website:

List your top 3 competitor’s websites:

Content

Will you be providing the content for your website? (Text, photos, videos, logo, etc.) *

Yes
No
Some of it but I need help with this

In this section, please provide any comments or questions regarding your website content. If you need help with content, we do have copywriters available.

Project Timeline and Budget

How soon would you like to start on this project? *

As soon as possible
1-2 weeks

Do you have a specific deadline for your new site? (If yes, why?) *

If Yes, why? Please provide any info to help us better understand your needs and expectations? (i.e. upcoming event, dates, etc.)

How much in sales would you like your new website to generate in its first year?

What is your budget price range for your website?

$1500 – $3000
$3000 – $7500
$7500 – $10,000
$10,000+

Social Media Information

Please provide all your business social media links below. If you don’t have any, we can help set up social media accounts for your business at an additional cost. You can also provide these links later.

If none, please skip this section.

Facebook URL:

Instagram URL:

LinkedIn URL:

Twitter URL:

Pinterest URL:

YouTube URL:

Other:

Do you have a Google My Business (GMB) Account? *

Yes
No
I don’t know

Do you have a Business Yelp Account? *

Yes
No
I don’t know

Do you have a Bing Places Account? *

Yes
No
I don’t know

Any additional information you would like us to know, you can provide it in this section.

Security Check: Please solve before proceeding. *

Phone