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Client Intake Form
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Step
1
of 5
The Basics
Your Name
*
Your Email Address
*
Phone
Your Business Name
*
Your time zone
*
How did you hear about us?
Do you understand that we do WordPress development only. We currently DO NOT offer other types of development (Wix, Shopify, Squarespace etc.) At the end of the project, you will have a WordPress based website and will require hosting for this type of site.
Yes
No
Do you currently have a website?
*
Yes
No
(if yes) What is your URL?
(If no) Have you purchased a domain name?
Yes
No
What domain name are you considering?
Please be careful when searching for a domain name. The companies that lease domains (Registrars) will occasionally purchase a name that has been searched, in hopes of selling for more money! If you are going to search for one you like - be ready to buy it right then.
Where are you currently hosted?
PLEASE NOTE: I do not support website's hosted at Network Solutions. If you currently use Network Solutions as your host, you will either need to use my hosting services (Flywheel) or be willing to use another hosting company (WPEngine, Siteground, Linode, etc.)
Do you pay for an SSL Certificate?
Yes
No
I don't know
Where is your email hosted?
*
At the same page I lease my domain name
Gmail
Microsoft
I don't know
Next
Do you have working logins to your Registrar (GoDaddy/Network Solutions, etc.), hosting or Google Business/Google Analytics?
I have them all
I have some of them
I don't know
This is always a good thing to gather together when embarking on a new web development project. Not having these handy can delay the process of a launching your new site.
How much content do expect to have on the website? How many pages total will there be (approx.)
How soon are you looking to start? Or do you have a rigid timeline or launch date?
*
Do you have a specific budget for this project?
Do you need help writing content? If so, how much help will you need?
Are you comfortable acting as your own proof reader & editor?
Next
About your business
What are you all about? How do you define your business?
*
Why would a customer choose you over another company or organization? What makes you different? What makes you stand out from competitors? What’s your edge?
*
Describe your audience? Who are they and what are their pain points (why are they seeking your services)?
*
What should your audience do when they visit your site? What is the call to action going to be (call/email/buy)?
*
Who are some of your competitors?
Are you active on Social Media?
Do you need social marketing content?
(Facebook, Instagram, Mailchimp, Constant Contact, Emma etc.)
Next
WEBSITE CONTENT
Who will be providing the content for your website?
I will be providing content
I need help writing content
Do you have video content? Do you have a Vimeo or YouTube channel? (copy)
Yes
No
Will you need a Search feature?
Yes
No
Will this site have eCommerce, and if so, how many products will you be selling at launch?
Are any of your products subscription based?
Do you already have a merchant gateway (Stripe, Paypal, Square, Authorize.net)
*
We typically train all our clients on how to add & edit within the WordPress dashboard. Is this something you would like to be trained on?
*
Yes
No
I would like to rely on Toolbox to manage my content changes
Next
INTEGRATIONS
Do you have other platforms you wish to integrate with your new website (Leadpages, HubSpot, CRM, LMT etc.)
Do you currently track user traffic with Google Analytics?
Do you currently know how much traffic and/or bandwidth you need to support?
Comments/Questions
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