New Website Design & Development Intake Form/Questionnaire

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New Website Intake Form

Please fill out the form below to the best of your ability. The more information you can provide today, the better we can assist in making the website of your dreams. Coffee consumption is highly encouraged for this task.

Part 1: Contact Information
Name*
First Last
Company Role*
Your Best Contact Number*
Email Address*
Part 2: Business Information
Company Legal Name*
Company Website*
Company Phone Number*
Company Inquiry / General Email Address*
Business Category*
If Other, Please Describe Below:
Company Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Hours*
Part 3: Branding
What services and/or products do you provide?*
How do prospects currently find your company?
Who is the main point of contact for graphics, imagery, and branding in your company?
Please provide their name and and relevant contact information below:
Do you have any brand guidelines? If so, paste them below or attach your brand guidelines PDF.
Accepted files are: .pdf, .jpg, .png, .zip
Drop files here or

Accepted file types: pdf, jpg, png, zip.
Do you have a logo you plan to use or will one need to be created?
If you already have a logo, please attach all possible files of your logo
Accepted files: .svg, .png, .ai, .jpg, .zip
Drop files here or

Accepted file types: svg, png, ai, jpg, zip.
Do you have a tagline?
Do you have specific company colors that need to be used? And if so, do you have the HEX Codes?
Pro Tip: Hex/Pantone codes can be found by going to https://imagecolorpicker.com/
Do you have any other materials that the site needs to match with in some way (brochures, press materials, etc.)?
Please add any marketing materials here:
Accepted file types: jpg, gif, svg, png, pdf, zip.
Do you have photos of your products or services? Please attach anything you can below:
Drop files here or
Tell us about your brand and its main products/services*
Please provide a short business description summary*
How many years have you been in business?*
Why should your website visitors hire you over your competitors?
In your opinion, who is your ideal customer and what services do you offer those customers? (In terms of gender, age)
Who is your target audience? (Who are you trying to attract to your site?)
What values and beliefs define your brand?
What are the target cities and states for your new website?
Part 3: Competitor Research
Have you researched your competitors so that you have an idea of what you want and don't want on your website? Please elaborate...
Who is your #1 competitor? (URL)
What types of things do you see on this website that you really like?
What Don't You Like About This Website?
Who is your #2 competitor? (URL)
What types of things do you see on this website that you really like?
What Don't You Like About This Website?
Who is your #3 competitor? (URL)
What types of things do you see on this website that you really like?
What Don't You Like About This Website?
Part 4: Website Inspirations
Please provide a website with a design that you like.
Note: Does not have to be a competitor
What types of things do you see on this website that you really like?
What about this website would you like to be incorporated into your website?
Please provide a second website with a design that you like
Note: Does not have to be a competitor
For the second example you provided, what types of things do you see on this website that you really like?
Website #2
Is there anything on this second website that you would like to be incorporated into your website?
Please provide a third website with a design that you like
For the third example you provided, what types of things do you see on this website that you really like?
Is there anything on this third website that you would like to be incorporated into your website?
What types of things do you see on other websites that you really hate?
Part 5: New Website Details
What is the main purpose of the new website?*
If Other, Please Describe:
What are your three biggest pain points with your current site?*
What are you trying to resolve by redesigning your site?*
Is there anything that’s working on your current site that you’d like to keep?*
Name the 3 things that are most important in the design of your new website.
What features are priorities for you?*
Name the 3 things that are least important in the design of your new website.
In detail, please describe your desired website's new look and feel by listing adjectives and short phrases:
Anything you do NOT want on the website?
Will you need an events or booking calendar feature?
Please describe "Other" a bit further:
If Other, Please Explain Below:
Do you need an internal site search feature?
Please Describe How the Internal Site Feature Should Be Implemented Below:
Will there be any third-party applications that will need to be integrated, such as your CRM?
If you need 3rd party integrations, what are they?
Do you have the content for the website that you'd like to provide, will we be using the content that's already on your current site, or will you want us to create content for an additional fee?
Do you plan to sell services on your website? And if so, do you need a payment processor and gateway set up on your website?
If you were using a search engine such as Google or Bing, what words or phrases would you type in to find your website?
What metrics are you currently tracking on your website?
Do you have any specific goals with your new website for the quarter/year?
Do you offer any discounts such as Military, Police, Fire Dept., Seasonal discounts? Please elaborate.
Do you need any social sharing features built in?
Please provide URLS to the social profiles listed above
What are your customers most frequently asked questions?
What are some things you want to highlight about your business (lifetime warranty, free estimates, ect)
Do you have any awards, partnerships or certifications that you'd like displayed on your website?
Drop files here or

Accepted file types: jpg, png, pdf, zip.
Do you have any company videos you want on your new website? (If yes, please provide the link(s) below and on which pages you'd like them)
If you currently have a website - How can we log into the site? (WordPress login, backend login url)
How can we log in to your hosting account? (URL, username/email, password)
Common hosting platforms: Amazon (AWS), Godaddy, 1&1
How can we log in to your domain provider account? (URL, username/email, password)
It's always important to have as much information on a new project as possible. Is there anything else you would like us to know before we get started?
Please write out any other notes or thoughts. Any information on your thoughts and desires is helpful — no detail is too small!
Email
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