Website Intake Form

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A website intake form is used to collect client information prior to the design or development of their website. Typically, the website design form would request the client’s contact information and details about their company, intended audience, and desired website features. This information assists the service provider in producing a proposal tailored to the customer’s needs.

Website Intake Form

A website intake form is used to collect client information prior to the design or development of their website. Typically, the website design form would request the client’s contact information and details about their company, intended audience, and desired website features. This information assists the service provider in producing a proposal tailored to the customer’s needs.

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Last updated October 8th, 2024

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A website intake form is used to collect client information prior to the design or development of their website. Typically, the website design form would request the client’s contact information and details about their company, intended audience, and desired website features. This information assists the service provider in producing a proposal tailored to the customer’s needs.

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Web Design vs. Web Development

Web design refers to a website’s visuals, user experience, and layout. Web development is a website’s functioning, where web developers use coding languages like JavaScript, CSS, and HTML to build the site’s framework.

What to Include

Client Contact Information

A section where the client can input their name, email address, and phone number should be included in the form.

Project Overview

The more information the client can provide to the designer or developer, the easier it will be to craft a proposal. The intake form should ask the client to provide the below.

  • What the website is about.
  • The website name.
  • Whether there is an existing or intended URL.
  • When the website should go live (if known).
  • An approximate budget.
  • How many pages or sections the website will have.
  • Any logo and branding guidelines.
  • Who the target audience is.

Website Preferences and Features

The client should be asked about what features they want to include in their website and their design preferences. Common features include a home page slideshow, social media pages, blog sections, sign-up sheets, and photo and video slideshows.

Assets

If the client has any assets they want to use in their website, they should list them in the intake form. Assets can include existing content on their current website, photography and videos, and brand guidelines.

Benefits of a Website Intake Form

An intake form can benefit a web designer in a number of ways.

  • Conversion. Using an intake form allows the web designer to gauge a potential client’s interest in their services and ensure they choose projects that are a good fit.
  • Onboarding. An intake form can ease the onboarding process with new clients, providing information on their project requirements.
  • Workflow. Having an intake form improves efficiency and workflow, allowing the designer to start work sooner.