About this template
This Web Project Intake Form is designed for web designers, agencies, and freelancers to streamline the initial discovery phase of a project. Instead of juggling scattered emails or messy documents, this template provides a structured way to capture everything from project scope and target audience to design preferences and technical requirements. By centralizing this information, you can ensure that both you and your client are aligned from day one, reducing scope creep and miscommunication.
Built for clarity and ease of use, this template covers essential project details while remaining flexible enough to adapt to different types of web builds, whether it's a simple landing page or a complex e-commerce site. Using Doc2Form to deploy this as a Google Form allows you to automatically organize responses in a spreadsheet, making it easier to track project timelines and budget expectations. It is the perfect starting point for professional client onboarding.
Key features
- Capture project goals and target audience details.
- Standardize client requirements to prevent scope creep.
- Collect file links for brand assets and inspiration.
- Gather technical preferences and hosting needs.
- Automatically sync responses to Google Sheets for easy tracking.
Use cases
- New client onboarding for web design agencies.
- Collecting project requirements from internal stakeholders.
- Gathering design inspiration and brand asset links.
- Defining project scope and timeline expectations.
What this form collects
- Full Name (Short answer)The primary contact person for this project.
- Email Address (Short answer)The best email to reach you for project updates.
- Project Type (Dropdown)What kind of website are we building?
- Project Goals (Paragraph)What is the main objective of this website? (e.g., lead generation, sales, brand awareness)
- Target Audience (Paragraph)Who is your ideal visitor or customer?
- Design Preferences (Paragraph)Describe the look and feel you are aiming for. Please paste links to any reference sites you like.
- Project Assets (Paragraph)Please paste a link to your logo, brand guidelines, or other assets stored in Google Drive, Dropbox, etc.
- Desired Launch Date (Date)When would you like the project to be completed?
- Budget Range (Multiple choice)What is your estimated budget for this project?
FAQ
Why should I use a standardized intake form?
Standardized forms ensure you never miss critical information like project deadlines, budget constraints, or specific technical requirements, saving you time on follow-up emails.
Can I customize the questions in this template?
Yes. Once you convert this to a Google Form, you can add, remove, or edit any fields to better suit your specific agency's workflow.
How do I handle large files like design assets?
Google Forms allows you to collect text-based links. We recommend asking clients to provide links to their assets stored in Google Drive, Dropbox, or other cloud storage services.
Is this form suitable for non-technical clients?
Absolutely. The form is designed with clear, jargon-free language to ensure that clients can easily provide the information you need without feeling overwhelmed.
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.