About this template
Streamline your client onboarding process with this professional website intake form. Designed specifically for web designers, developers, and digital agencies, this template captures all the critical details needed to scope a project accurately before you even jump on a discovery call. By gathering project goals, target audiences, and technical requirements upfront, you can save hours of back-and-forth communication and present more accurate, professional proposals.
This template covers everything from aesthetic preferences and competitor benchmarks to technical needs like hosting and SEO requirements. Using Doc2Form, you can instantly deploy this into your Google Drive, allowing you to manage incoming project requests directly within your existing workflow. It is the perfect tool for ensuring your team and your clients are aligned on project scope, deliverables, and timelines from day one.
Key features
- Capture project scope and technical requirements in one structured view.
- Easily identify client budget and timeline expectations.
- Standardize your discovery process to minimize project scope creep.
- Collect competitor website links to better understand client vision.
- Responsive design that works perfectly on desktop and mobile devices.
Use cases
- New client discovery and project qualification.
- Website redesign briefs for existing clients.
- Freelance web development project scoping.
- Agency lead qualification for inbound inquiries.
What this form collects
- Full Name (Short answer)The primary contact person for this project.
- Email Address (Short answer)Where should we send the project proposal?
- Project Budget Range (Dropdown)Select the budget range you have allocated for this project.
- Project Description (Paragraph)Provide a brief overview of your business and what you hope to achieve with this new website.
- Current Website URL (Short answer)If you have an existing site, please provide the link. If not, please enter 'N/A'.
- Estimated Number of Pages (Short answer)Roughly how many unique pages or sections will the site require?
- Do you need hosting services? (Multiple choice)Do you already have a host, or do you need us to provide a recommendation?
- SEO Importance (Linear scale)How important is search engine optimization for this project?
- Competitor Websites (Paragraph)Please list 1-3 websites you admire or that are in your industry.
- Additional Files (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach, such as brand guidelines or logos.
FAQ
Why should I use a standardized intake form?
Standardizing your intake process ensures you never miss critical project details, helps you qualify leads faster, and sets clear expectations with clients before work begins.
Can I customize the questions in this template?
Yes. Once you generate the form via Doc2Form, you have full control in Google Forms to add, remove, or edit any questions to match your agency's specific workflow.
Is this form suitable for both small and large projects?
Absolutely. The template is designed to be comprehensive enough for large builds while remaining simple enough for smaller landing page or maintenance requests.
How do I share this form with my clients?
You can share the link directly with clients, embed it on your 'Work With Us' page, or send it as part of your initial email response to new inquiries.
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.