About this template
The Shopify Website Intake Form is an essential digital onboarding tool designed for web designers, developers, and digital agencies building ecommerce stores for clients. Instead of chasing clients across endless email threads for brand assets, product catalogs, and design preferences, this template centralizes all critical project requirements into a single, structured submission.
This form captures vital company details, current website links, social media profiles, and design inspiration, along with target launch dates and budget parameters. It also gathers specific product information, shipping structures, and policies needed to configure a fully functional Shopify store. By establishing clear expectations and gathering complete information from day one, design professionals can streamline their workflow, minimize costly revisions, and accelerate project delivery.
With Doc2Form, you can instantly convert this comprehensive template into a live Google Form, making it effortless to share with clients and manage their responses directly inside your Google Workspace ecosystem.
Key features
- Collect complete brand and company details in one organized place.
- Gather social links, current website audits, and competitor inspiration.
- Streamline product catalog and pricing collection before build starts.
- Capture target launch timelines, budgets, and desired store aesthetics.
- Instantly generate a ready-to-use Google Form for your design clients.
Use cases
Freelance web designers onboarding new ecommerce clients.
Digital agencies collecting brand assets and product lists for Shopif…
Digital agencies collecting brand assets and product lists for Shopify builds.
Consultants gathering store requirements before starting a redesign p…
Consultants gathering store requirements before starting a redesign project.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Company Email Address (Short answer)The primary email address where we can reach you regarding project updates.
- Phone Number (Short answer)Include your country code if outside the US.
- Company Name (Short answer)Your registered business or brand name.
- Company Address (Paragraph)Your primary business address or headquarters location.
- Current Website URL (Short answer)Provide the URL of your existing website, if you have one.
- Company Social Media Links (Paragraph)Paste links to your active social profiles (Facebook, Instagram, Twitter, LinkedIn, etc.).
- Company Logo and Brand Assets (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) containing your logo, brand guidelines, or imagery.
- Company Slogan or Tagline (Short answer)Your brand's core tagline, if applicable.
- Existing Shopify Store URL (Short answer)If you already have a Shopify store set up (even if empty), share the admin or store URL.
- Desired Shopify Website Type (Multiple choice)Select the style or format that best fits your vision.
- Target Launch Date (Date)When would you like the new Shopify website to go live?
- Project Budget Range (Dropdown)Select your allocated budget for this web design project.
- Planned Products or Services (Paragraph)Describe what you plan to sell and give a few examples of key product titles, descriptions, and price points.
- Target Audience (Paragraph)Describe your ideal customer demographics, interests, and buying habits.
- Competitor Website URLs (Paragraph)List 2-3 competitor websites you admire or want to benchmark against.
- Shipping and Refund Policies (Paragraph)Provide details on your planned shipping fees, delivery zones, and refund/return policies if established.
FAQ
What is a Shopify website intake form?
It is a structured questionnaire used by web designers and developers to collect all necessary information, brand assets, and product details from a client before starting a new Shopify store build.
How can I customize this template for my agency?
Once you convert this template into Google Forms via Doc2Form, you can easily add, remove, or edit questions to match your exact agency onboarding workflow and branding requirements.
Can clients upload their company logos and brand guidelines?
Yes. While Google Forms handles file uploads or document links, you can prompt clients to share secure cloud storage links (like Google Drive or Dropbox) for heavy brand assets and logos.
How do I share this intake form with my clients?
After generating your Google Form using Doc2Form, simply copy the shareable link or embed it directly into your welcome email or client portal.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.