About this template
Streamline your web design and development onboarding process with this comprehensive client intake template. Built specifically for agencies, freelancers, and digital studios, this form gathers all the crucial information needed before kicking off a new project. Instead of chasing clients across endless email threads for brand guidelines, sitemaps, inspiration links, and hosting details, you can capture everything in one organized submission.
The form covers all essential project dimensions, including business background, target audience definitions, technical specifications, design preferences, and required integrations. By centralizing these details right from the start, your team can scope projects accurately, prevent costly scope creep, and align on goals before writing a single line of code.
With Doc2Form, you can instantly turn this structured layout into a ready-to-use Google Form, making it effortless to share with new clients and collect their responses directly in your workspace.
Key features
- Capture complete project scope and technical requirements upfront
- Collect brand assets, logos, and design inspiration links in one place
- Define target audiences, sitemaps, and key user actions clearly
- Gather domain, hosting, and payment gateway preferences easily
- Eliminate back-and-forth emails during client onboarding
Use cases
- Freelance web developers onboarding new freelance clients
- Digital agencies standardizing their project kick-off questionnaires
- Marketing firms collecting requirements for website redesigns
- IT consultants scoping custom web application builds
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Business Email Address (Short answer)The primary email address where we can reach you regarding this project.
- Phone Number (Short answer)Include your country code if outside the US.
- Business Name (Short answer)The official legal or trading name of your company.
- Business Address (Paragraph)Your registered office or primary business location.
- Mission Statement or Slogan (Paragraph)Briefly describe what your business stands for or your core tagline.
- Company Logo (Paragraph)Please paste a link to your logo file (Google Drive, Dropbox, etc.) or describe where we can access it.
- Time in Business (Dropdown)How long has your company been operating?
- Number of Employees (Dropdown)Select your current company size.
- Primary Purpose of the Website (Paragraph)What is the main goal of this website? (e.g., sell products, generate leads, showcase a portfolio)
- Requested Services (Checkboxes)Select all services you need for this project.
- Current Website URL (if applicable) (Short answer)If you have an existing site, please share the address.
- Reasons for Upgrading or Building (Paragraph)What prompted this project, and what pain points are you looking to solve?
- Target Audience Description (Paragraph)Describe your ideal customer or visitor (demographics, needs, behaviors).
- Desired Visitor Actions (Paragraph)What do you want visitors to do when they land on your site? (e.g., make a purchase, fill out a contact form, call your office)
- Domain Name Status (Multiple choice)Do you already own a domain name, or do you need help registering one?
- Color Preferences & Branding Guidelines (Paragraph)List specific colors you like, dislike, or reference your existing brand palette.
- Reference or Competitor Websites (Paragraph)List 2–3 websites you admire or consider competitors, and note what you like about them.
- Additional Website Features Needed (Checkboxes)Select any special features your site requires.
- Payment Acceptance Methods (Checkboxes)If you plan to sell products or services online, how do you want to accept payments?
- Target Website Completion Timeline (Dropdown)When do you ideally need this project launched?
- Additional Information (Paragraph)Share any other requirements, questions, or comments you have for our team.
FAQ
How does Doc2Form help me use this template?
Doc2Form instantly converts this structured template into a fully functioning Google Form that you can customize and share with your clients immediately.
Can I customize the questions for my specific agency workflow?
Yes! Once the form is generated in your Google account, you can add, remove, or edit any questions, sections, or styling to match your exact process.
How do clients upload large files like brand logos or sitemaps?
File upload questions are set up to accept links to cloud storage (Google Drive, Dropbox, etc.) or detailed descriptions so clients can easily share heavy assets.
Is this template suitable for website redesign projects as well as new builds?
Definitely. The form includes specific prompts covering reasons for upgrading a current site, what to keep, and what to change.
Where do the client responses go?
All client submissions flow directly into a linked Google Sheet inside your Google Drive, making it simple to review, sort, and share data with your development team.
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.