Project intake questions
After your first message, fill these in so the quote and timeline don't bounce back and forth. Vague answers = vague result — give it about 30 minutes.
Don't include sensitive material.
Passwords, payment-card numbers, API keys, server credentials, and confidential access details must never appear in this intake. Send those via the secure channel we'll set up separately if they're ever needed.
- Project name: ____________________________
- Date: ____________________________
- Your contact (name and email): ____________________________
1. About you
- Company / project name: ____________________________
- One sentence — what do you do, in language a customer would use? ____________________________
- What's the one action you want a visitor to take on this site? (buy / sign up / book a call / download / contact / something else) ____________________________
- Stage: pre-launch / growing / established / pivot / personal
2. The audience
- Describe one specific person who'll visit. Not "everyone." A name, a job, a problem they have: ____________________________
- What do they currently do to solve this problem? (Google search, competitor site, ask a friend, give up) ____________________________
- What must they understand in the first 5 seconds? ____________________________
3. Goals
- What does success look like in 90 days? Pick one measurable outcome: ____________________________
- What does success look like in 12 months? ____________________________
- What does this site replace or improve on? (existing site, social media, word of mouth, paper materials, nothing yet) ____________________________
4. Scope
- Pages needed (circle): Home · About · Services / Products · Portfolio / Work · Pricing · Blog · Contact · Other: _______
- Anything interactive? (form, calculator, booking, login, dashboard, search, filter) ____________________________
- Will you need to edit content yourself after launch? Yes / No / Not sure
- Languages: English only / English + _______
5. Brand
- Existing logo? Yes / No / Need one designed
- Brand colors (hex if known, or describe in words): ____________________________
- 3 websites you love (and one sentence on why — not just "clean"): ____________________________
- 3 websites you hate (and one sentence on why): ____________________________
- Voice — pick the closest match: formal · professional-but-warm · bold-and-irreverent · playful · serious-technical · quiet-luxe · other: _______
- Anything you absolutely want on the site? (specific features, sections, words, visuals) ____________________________
- Anything you absolutely do NOT want? ____________________________
6. Content
- Who writes the copy? You / Us / Split (you draft, we polish) / Hire a copywriter
- Who provides images? Stock / Your photos / We generate / We commission a shoot
- Do you have brand guidelines, a style guide, or a moodboard? Attach or link: ____________________________
- Any text or images already written / shot that must be used? ____________________________
7. Decisions
- Final design approver (name + role): ____________________________
- Who else needs to sign off before launch? ____________________________
- How are decisions made? Single approver / Committee (expect 2× timeline) / Async (we send, you reply within 48h)
8. Practical
- Hard deadline (or "no rush"): ____________________________
- Soft deadline (what you'd prefer): ____________________________
- Budget range (be honest — it shapes what's possible): ____________________________
- Do you have a domain? Yes — owned by: _______ / Need to buy
- Do you have hosting? Yes — provider: _______ / Need us to set up / Not sure
- Anything else we should know? ____________________________
Two ways to send the answers back
Either works. Pick whichever is easier for you.
Path 1 — copy and reply. Copy the questions above into your email reply and type your answers under each one. Send to the address you got the auto-reply from. Keep the subject line as Re: New project inquiry so it threads with the original message.
Path 2 — download the Markdown template. The original template is also available as a single Markdown file you can fill in offline:
Download 01-client-intake.md
Save it, fill in the blanks, and reply to the auto-reply email with the completed file attached.
Once the intake is back, we'll respond within 1 business day with: a confirmation of scope, a quote, and a start date. If anything is unclear, we'll ask one round of questions before quoting — not during the build.
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