Client Intake Form
New Project Intake

Let's build something that converts.

Complete this form before your project begins. The more detail you give us, the better your site performs. Most clients finish in 15–20 minutes.

7 sections
15–20 minutes
Responses saved automatically
Section 01 of 07

Your Business

Basic info that appears on every page of your site. Make sure everything is exactly how you want it to read publicly.

As it will appear on the site
Who is the face of the brand?
Used for click-to-call on mobile
Public-facing — no Gmail addresses
Full address, or describe your area (e.g. "Miami Metro, 25-mile radius")
If you have one — leave blank if not
1 / 7
Section 02 of 07

Your Customers

Your site copy is written directly to this person. The more specific you are, the better your site converts.

Age, situation, location, what they do — be as specific as possible
The pain or frustration that makes them finally Google for help
The #1 objection or fear you hear most often
2 / 7
Section 03 of 07

Services & What Makes You Different

Name services by the outcome they deliver — not the category. "Emergency Leak Repair" beats "Plumbing Services."

Your #1 service — outcome-based name
What's included and who it's for
Up to 4 more — outcome-based names
Be specific. Avoid "we care" or "we're passionate." What do you actually do differently?
Use their exact words — this becomes your copy
Stats, guarantees, certifications, or specific results that back your claims
3 / 7
Section 04 of 07

Brand & Tone

How do you want to sound to your ideal client? Choose what feels most authentic — not what sounds most professional.

Any industry — whose voice or look do you want to be compared to?
2–3 direct competitors. We audit these so your site stands out.
4 / 7
Section 05 of 07

Social Proof

Testimonials must include a real name and a specific result — not just "Great service!" Generic praise gets cut.

All relevant credentials — these build trust on the site
Provide at least 3. Must include full name and a specific result.

Testimonial 1

Testimonial 2

Testimonial 3

5 / 7
Section 06 of 07

Site Goals & Conversion

Every page drives toward one action. What is the most valuable thing a visitor can do on your site?

Be specific — "Get a Free Roof Inspection" beats "Contact Us"
Calendly, Cal.com, Acuity, etc.
Only check what you genuinely need — fewer fields = more submissions
What do you promise on the site?
6 / 7
Section 07 of 07

Assets & Technical Setup

Real photos always beat stock. Send us whatever you have — we'll make it work.

Google Drive, Dropbox, or WeTransfer — include logo, photos, and any brand files
Primary color (hex code if known)
Secondary color (hex code if known)
We'll handle GA4 and Search Console on all builds — check anything else
Context that didn't fit above — the more we know, the better the site
7 / 7
✓

You're all set.

We'll confirm receipt within 24 hours and schedule your kickoff call. Build clock starts once your call is complete and assets are delivered.

Questions? Email [email protected]