New Client Intake Form

Website Design • Landing Page Design

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

Name*

First Last

Your Company*

Your Phone Number*

Your Email Address*

Your Website URL*

Be sure to include https:// or http:// before your website URL.

Is your site an ecommerce site?*

Yes

How do you want visitors to convert online?*

Call

Schedule an appointment online

Visit physical location

Submit a form

How many online conversions (leads or sales) do you receive per month?*

What is the average revenue per sale or new client?*

What are the tax and shipping options? Please specify all that apply in enough detail that we can incorporate it into your website*

Please briefly describe your business.*

Please describe what your company offers (products/services)*

Promotions we need to add to the site (e.g., coupons, tickets, discounts, etc.)?

List your main competitors. Include URLs if possible.*

List why a customer would choose you over competitors.*

What problem(s) do you solve? What are your customers' pain points.*

What goals do you help accomplish? What are your customers' desires?*

What are some common misconceptions about your brand/product/service, if any?*

Are there any products or category of products that you'd like to focus on?*

Which type of feeling do you want people to associate with your brand?*

Image examples/style

Can you provide us any examples of pictures that you like for your website or campaign? The better we understand the types of images that you like, the happier you'll be with the finished product we create. Simply add some hyperlinks to the webpages where the example images are and tell us what you like about it.

What is the gender of your target audience?*

Male

Female

Both

What is the age range of your target audience?*

What is their socioeconomic status?*

Education level of your customer?*

If applicable, what is the occupation(s) of your target audience?

Where is your target audience located geographically?*

What words/phrases do you think people will be using to look for your products/services on Google?*

Why would your target audience object to using your product or service?*

What interests do your target customers have?*

What else can you tell us about your target audience?*

Google Analytics account*

Have you provided us with access yet?

Yes

I don't know

Google Tag Manager account*

Have you provided us with access yet?

Yes

Which social platforms should we link to?*

What is the URL of your Facebook business page?

What is the URL of your Instagram business profile?

What is the URL of your Business X profile?

What is the URL of your LinkedIn business page?

What is the URL of your business YouTube profile

What is the URL of your business TikTok profile?

What phone number should be displayed, if any?*

What email address should form submission be sent to?*

What is your business physical address?*

Street Address Address Line 2 City State ZIP Code

What are your business hours?*

Reference URLs*

Provide us with URLs of website/web pages that you like and tell us as specifically as you can what you like about each one.

What do you like/dislike about your current website?*

Mandatory Items

Are there any third-party applications/services that your website must integrate with? Please list all integrations below.*

Your website's current Content Management System*

Have you provided us with access to your CMS yet?*

Yes

⚠️ We cannot provide service without access to your WordPress. Click here to access instructions in a new browser tab. Be sure to complete this form and then follow these instructions for sharing access to your WordPress website.

⚠️ We cannot provide service without access to your Shopify Store. Click here to access instructions in a new browser tab. Be sure to complete this form and then follow these instructions for sharing access to your Shopify store.

⚠️ We cannot provide service without access to your Squarespace site. Click here to access instructions in a new browser tab. Be sure to complete this form and then follow these instructions for sharing access to your Squarespace website.

What are your hosting company login credentials?

We need your existing hosting company name and login credentials.

Who is your domain registrar? Please provide us with sign in credentials because we will need this in order to provide the purchased services.

Do you have photos we can use in our content?

Please provide us with a Google Drive or Dropbox hyperlink to your photos.

Are you ok with us using stock photos?*

Yes

Do you have photos we can use in our content?

Please provide us with a Google Drive or Dropbox hyperlink to your brand guide. This would include things like your fonts, colors, icons and logos, messaging guide, etc.

Any colors or designs elements we should avoid?*

New Client Intake Form

Website Design • Landing Page Design

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