About this template
This comprehensive Web Development Project Intake form is designed for agencies, freelancers, and web studios to streamline the initial discovery phase. Instead of back-and-forth emails, this template captures everything you need to start a project on the right foot: from technical requirements and hosting details to branding guidelines and competitive analysis.
By using this structured intake process, you ensure that every client provides the necessary assets—such as logos, content, and target audience data—before development begins. This clarity reduces scope creep and helps your team deliver projects that align perfectly with the client's vision. Whether you are building a simple landing page or a complex e-commerce platform, this template provides a professional, organized foundation for your client onboarding.
Key features
- Centralize project goals, technical requirements, and branding in one place.
- Easily collect links to competitor sites and design inspiration.
- Standardize your intake process to reduce project delays.
- Capture budget, timeline, and launch expectations upfront.
- Professional layout that reflects your agency's attention to detail.
Use cases
- New client onboarding for web design agencies.
- Gathering technical specifications for custom software development.
- Collecting branding assets and content for website redesigns.
- Assessing project feasibility and budget alignment.
What this form collects
- Full Name (Short answer)Primary point of contact for this project.
- Email Address (Short answer)Where should we send project updates and documents?
- Primary Website Objectives (Paragraph)What is the main goal of this website? (e.g., lead generation, e-commerce, brand awareness)
- Target Launch Date (Date)When are you hoping to have the site live?
- Project Budget (USD) (Dropdown)Please provide an estimated budget range for this project.
- Theme Colors (Short answer)List any specific hex codes or color palettes you prefer.
- Logo & Asset Links (Paragraph)Please paste a link to your logo, brand guidelines, or other assets (Google Drive/Dropbox).
- Competitor Websites (Paragraph)List 2-3 websites you admire or that are direct competitors.
FAQ
Why use a standardized intake form for web projects?
Standardized forms prevent missing information, reduce email clutter, and ensure your team has a clear project brief before work begins.
Can I add my own branding to this template?
Yes, once you convert this to a Google Form, you can easily upload your company logo and customize the theme colors to match your brand.
How do I handle file uploads like logos or brand guidelines?
Since Google Forms has specific file limits, we recommend using the provided text fields to ask clients to paste links to their files stored in Google Drive, Dropbox, or other cloud storage.
Is this form suitable for both small and large projects?
Absolutely. The template is modular, so you can easily remove sections that aren't relevant to smaller projects or add more specific questions for large-scale enterprise builds.
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.