When to use this template
Start with the questions below, then adapt them to your own process. Distinguish an existing-site redesign from a first website and make the current website URL optional.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to identify site goals and the content a web designer will need for discovery.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Current websiteWebsite · Optional
- What should visitors do on the new site?Long answer · Required
- Which pages need to be included?Long answer · Optional
- Content readinessDropdown · Optional
- Which tools must the site connect to?Long answer · Optional
Make it your own
- Replace the introduction with your own context for web design client intake.
- Distinguish an existing-site redesign from a first website and make the current website URL optional.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this web design client intake form collect?
It includes current website, what should visitors do on the new site, which pages need to be included, content readiness. Every question can be edited before you publish.
What should I customize before sharing it?
Distinguish an existing-site redesign from a first website and make the current website URL optional.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.