About this template
Kick off new web design and development projects smoothly with this comprehensive website onboarding form. Designed specifically for agencies, freelancers, and internal digital teams, this template streamlines the chaotic early stages of client intake by gathering all necessary assets and brand guidelines in one organized place.
Instead of chasing clients across endless email threads for brand colors, logo files, page structures, and social media credentials, you can collect everything upfront. The form captures critical project specifications including primary and secondary brand colors, preferred typography, conversion marketing features, content status, and reference materials. File upload questions make it simple for clients to share images, icons, and text documents directly.
With Doc2Form, you can instantly turn this template into a live Google Form, share a single link with your new client, and automatically route all submitted details straight into a structured spreadsheet. Eliminate miscommunications, set clear project expectations, and start building faster.
Key features
- Collect complete brand guidelines including colors and fonts in one step
- Streamline content gathering with dedicated file upload fields
- Define website structure, page selections, and conversion goals upfront
- Centralize client social media credentials and reference images securely
- Instantly convert this template into a fully customizable Google Form
Use cases
Web design agencies kicking off a new client site redesign
Freelance developers collecting project requirements and brand assets
Digital marketing teams gathering tracking tags and conversion features
Software companies onboarding new enterprise customers onto proprieta…
Software companies onboarding new enterprise customers onto proprietary platforms
What this form collects
- Full Name (Short answer)Enter the primary contact person for this project.
- Email Address (Short answer)Where should we send project updates and communications?
- Phone Number (Short answer)Best number to reach you during business hours.
- Website Pages Selection (Paragraph)List the primary pages you need included in the initial launch (e.g., Home, About, Services, Contact, Blog).
- Conversion Marketing Features (Checkboxes)Select the key features you want integrated to capture leads and drive sales.
- Website Content Status (Multiple choice)What is the current state of your copywriting and text content?
- Website Content File Upload (Paragraph)Please paste a link to your folder (Google Drive, Dropbox, etc.) containing your written content, or describe where it is stored.
- Testimonials & Social Proof (Paragraph)Paste any customer reviews, testimonials, or case studies you would like featured on the site.
- Primary Brand Color (Short answer)Provide your primary brand color (HEX code preferred, e.g., #FF5733).
- Secondary Brand Color (Short answer)Provide your secondary brand color HEX code.
- Tertiary Brand Color (Short answer)Provide an accent or tertiary brand color HEX code if applicable.
- Font Brand Color (Short answer)What color should primary body text be?
- Font Type / Typography Preferences (Short answer)List your preferred font families or describe the desired style (e.g., modern sans-serif, traditional serif).
- Website Images & Icons Upload (Paragraph)Paste a link to your logo files, product photos, and brand imagery folder.
- Reference Images & Design Inspiration (Paragraph)Paste links to websites or design styles you love and want your site to emulate.
- Meta Tags & SEO Details (Paragraph)Provide your preferred site title and meta description for search engines, if known.
- Social Media Sites & Credentials (Paragraph)List your active social media profile links (Instagram, LinkedIn, Facebook, Twitter, etc.).
- Additional Notes (Paragraph)Share any other requests, specific guidelines, or constraints we should keep in mind.
FAQ
What is a website onboarding form?
A website onboarding form is a questionnaire used by web developers, designers, and agencies to collect essential project details, branding assets, and content from new clients before starting a project.
How do I share this form with my clients?
Once you deploy the template to Google Forms, you can easily share it via a direct link, embed it on your agency website, or email it directly to your new client as part of your welcome packet.
Can clients upload large image files and brand assets?
Yes. File upload fields allow clients to share logos, imagery, and documents. For very large files, clients can also paste shared cloud storage links directly into the form.
Can I customize the branding questions to fit my workflow?
Absolutely. Because the form lives in your Google Forms account, you can add, remove, or edit any questions, sections, or color schemes to match your exact agency process.
Where does client response data go?
All submissions are automatically organized into a connected Google Sheet, giving your entire team instant access to brand codes, notes, and uploaded file links in one central spreadsheet.
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.