About this template
Kicking off a new web design project requires gathering a massive amount of detailed information from your client, from brand guidelines and target audience insights to technical assets and design inspiration. This Website Design Client Intake Form streamlines that initial discovery phase into a single, organized questionnaire.
Designed specifically for freelance web designers, digital agencies, and creative studios, this template eliminates endless back-and-forth email threads. It captures crucial business context, social media profiles, and design preferences before you write a single line of code or open Figma. By using Doc2Form to instantly deploy this template as a Google Form, you ensure all client requirements are documented in one place, setting clear expectations and paving the way for a smooth project lifecycle.
Key features
- Capture complete company background and brand mission in one step.
- Collect social media links and design inspiration references seamlessly.
- Allow clients to submit links to logos, photos, and brand assets easily.
- Eliminate repetitive discovery emails and clarify project scope early.
- Fully customizable to match your agency's branding and specific workflow.
Use cases
Onboarding new web design and redesign clients for freelance developers.
Collecting brand assets and design preferences for digital marketing …
Collecting brand assets and design preferences for digital marketing agencies.
Gathering initial project requirements for e-commerce store builds.
Scoping out branding and website needs for startup clients.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Company Email Address (Short answer)Provide the primary email address where we can reach you regarding this project.
- Phone Number (Short answer)Include your direct phone number or best contact number.
- Company Name (Short answer)Enter your official business or organization name.
- Company Sector / Industry (Short answer)E.g., Retail, Healthcare, SaaS, Consulting.
- Company Description (Paragraph)Briefly describe what your company does and who your target audience is.
- Company Mission & Future Goals (Paragraph)What is your core mission, and what do you hope to achieve with this new website?
- Business Location Address (Short answer)Enter your main office address or headquarters location.
- Business Hours & Open Days (Short answer)E.g., Monday to Friday, 9:00 AM – 5:00 PM EST.
- Competitor Details (Paragraph)List 2-3 main competitors and what you like or dislike about their current websites.
- Company Logo Upload Link (Paragraph)Please paste a shareable link (Google Drive, Dropbox, etc.) to your high-resolution logo files.
- Business Photos or Brand Assets Upload Link (Paragraph)Paste a link to any photos, brand guidelines, or marketing collateral you want included on the site.
- Facebook Profile Link (Short answer)Provide the URL to your official Facebook business page.
- Instagram Profile Link (Short answer)Provide the URL to your official Instagram account.
- Twitter / X Profile Link (Short answer)Provide your Twitter or X profile URL.
- Web Design Suggestions & Preferences (Paragraph)Share any specific style preferences, color palettes, or reference websites you admire.
- Additional Important Notes (Paragraph)Is there anything else we should know before starting the design process?
FAQ
How does Doc2Form help me use this template?
Doc2Form lets you instantly convert this template into a fully functional Google Form, allowing you to start collecting client submissions right away.
Can I customize the questions on this form?
Yes, once your form is generated in Google Forms, you can freely add, remove, or edit any questions to match your exact agency workflow.
How do clients upload large brand assets like logos and photos?
The form includes designated fields where clients can paste shared drive links or URLs to their logo files, brand guides, and image folders.
Is this intake form mobile-friendly for my clients?
Yes, all Google Forms automatically adapt to mobile devices, tablets, and desktops so your clients can complete the intake from anywhere.
Will I get notified when a client submits their intake form?
Google Forms can be configured to send you an instant email notification every time a new client fills out and submits your design intake questionnaire.
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.