Website Planning Google Form Template

Intake & Onboarding6 minUpdated

A free Google Form template for web designers and agencies to collect client project goals, design preferences, and technical requirements.

Live form

Embedded Google Form. Scroll inside the frame to see all questions.

About this template

Kick off your next web design project smoothly with this comprehensive Website Planning Google Form template. Designed for freelance web designers, digital agencies, and consultants, this template helps you gather all essential client details before writing a single line of code or opening a design tool. It captures crucial project elements including business descriptions, target audiences, website goals, required pages, and specific technical features needed.

Collecting clear requirements upfront prevents scope creep, aligns expectations, and ensures both the client and the designer are on the same page from day one. Instead of chasing clients across endless email threads, send them a single, structured form that organizes all their preferences, brand colors, inspiration sites, and domain status into one neat spreadsheet. With Doc2Form, you can instantly turn this template into a live Google Form, customize it with your branding, and start sharing it with clients in seconds.

Key features

  • Capture complete client project requirements and goals in one organized submission.
  • Collect specific design preferences, brand color palettes, and visual inspiration.
  • Clarify technical details like domain ownership, hosting status, and required features.
  • Streamline client onboarding for freelance designers and digital agencies.

Use cases

Kicking off custom website design projects with new corporate clients.

Gathering brief requirements and page structures for small business r…

Gathering brief requirements and page structures for small business redesigns.

Collecting e-commerce store specifications, product offerings, and fu…

Collecting e-commerce store specifications, product offerings, and functionality needs.

What this form collects

  • Contact Name (Short answer)Enter your first and last name.
  • Company Name (Short answer)What is the official name of your business or organization?
  • Contact Phone (Short answer)Best phone number to reach you during project discussions.
  • Contact Email (Short answer)Primary email address for project updates and deliverables.
  • Business Description (Paragraph)Briefly describe what your company does and who your typical customers are.
  • Website Goals (Paragraph)What are the primary objectives of this new website? (e.g., generate leads, sell products, showcase a portfolio)
  • Standard Pages Needed (Checkboxes)Select all standard pages you expect to include on your site.
  • Requested Website Features (Checkboxes)Select any special functionality you need integrated into your site.
  • Site Tone (Three Words) (Short answer)Give us three adjectives that best describe the desired tone or vibe of your brand (e.g., professional, playful, minimalist).
  • Preferred Brand Colors (Short answer)List any specific color preferences, brand hex codes, or colors you want featured.
  • Colors to Avoid (Short answer)Are there any colors or palettes you strongly dislike or want kept off the site?
  • Inspiration Websites & Notes (Paragraph)Paste links to websites you admire in terms of design or functionality, and note what you like about them.
  • Domain Name Status (Multiple choice)Do you already own a domain name for this project?
  • Additional Comments (Paragraph)Share any extra details, timeline expectations, or questions you have for our team.

FAQ

What is a website planning form?

A website planning form is a questionnaire used by web designers and developers to collect all necessary information from a client before starting a new web design or redesign project.

How does Doc2Form help me use this template?

Doc2Form instantly converts this template structure into a ready-to-use Google Form in your Google account, allowing you to customize and share it immediately.

What information should I collect from a web design client?

Key information includes business objectives, target audience, preferred brand aesthetics, required pages, desired functionality, inspiration websites, and domain/hosting details.

Can I customize the questions on this template?

Yes! Once the template is loaded into your Google Forms account, you can freely add, remove, or edit any questions to fit your specific design workflow.

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.

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