Client Intake Form and Passwords

This central document was created so our team can access the different platforms as needed. This is our Web Design Questionnaire. Here are some questions we would love you to answer so we can get a better understanding of your business, and your needs. Please do not feel overwhelmed. If you can't answer some of the questions, we will revisit in our initial strategy call before beginning the project. We just want to gather as much information as we can. If you have any questions please don't hesitate to reach out to us 🙂

Primary Contact for Project

Name(Required)

First Last

Email(Required)

Phone Number

What size is your laptop / monitor screen?(Required)

What timezone are you in?(Required)

Contact Info for Website

Company Name(Required)

Address (Line 1)(Required)

Address (Line 2 – If needed)

City(Required)

State(Required)

ZIP Code(Required)

Country (if needed)

Email for direct inquiries from the website:(Required)

Company Hours:(Required)

Let's Get Started

What domain are we using for this website? (already owned or your ideal domain)

Do you already own this domain?

Yes

If yes, who is the registrar?

URL for registrar:

Password for Registrar

Existing Website (If Applicable)

Current website URL:

Current Web Hosting:

Are you going to use this current domain for the new website or a new domain?

Yes

Website Login/Username

Website Password

Hosting Login/Username

Hosting Password

Let's Get Creative

Business / Niche(Required)

Tagline / Motto:

Do you have a logo?(Required)

Yes

If no, would you like for us to design one for you? (additional fee)

Yes

Please list any affiliations or specialties that you would like us to list on the home page.(Required)

Social Media

Facebook

http://www.facebook.com/yourfbpagename

Twitter

http://www.twitter.com/yourusername

http://www.pinterest.com/yourusername

Instagram

YouTube

Link to any other social media platforms to include on the website:

Pinterest Login

This is to allow us to verify and “claim” your website on Pinterest, for SEO purposes.

Username

Password

Instagram Login

This is to allow us to embed the Instagram feed in your website if we choose to do so as part of the design.

Username

Password

Email Marketing

Email Marketing Company

Username

Password

Do you need help picking out an email marketing provider or moving email marketing providers?

Email Address for Contact Form

This is to set-up / test your email to ensure you are receiving inquiries from your Contact Form.

What email provider do you use?

Ex: Gmail, Outlook, etc.

Username

Password

Google Login for Google Analytics and SEO

This is to allow us to set up Google Analytics for you to track activity on your site, and to add your website to Google Search Console, for SEO purposes. If you already have a gmail or Google account, please include that below.

Username

Password

Give us Your Main Reasons For Needing a New Website.

It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. What are the top 5 business needs of your new website? e.g. bring in 100 new clients in the next 6 months, increase membership by 30%.

Goal #1

Goal #2

Goal #3

Website Preferences:

What problem(s) do you seek to solve for your clients?(Required)

If you have worked with a web designer before, how would you rate that experience?(Required)

Please list 2-3 websites that inspire you:(Required)

What inspires you about the above sites:(Required)

Please list several of your competitors:(Required)

Why should someone work with you vs. the competitors you just listed?(Required)

Which pages should your new website have (5-7 depending on your package – reference your contract for the number)(Required)

What features should your new website have? (Online store, payment processing, email list integration)(Required)

Please list any additional requests or specifications for your website:(Required)