Website Project — Business Intake Form

Step 01

Business Information

The foundation for everything we build.

Business Name *

Business Type * How do customers interact with your business?

Physical Location (PLB) Customers visit your place of business — storefront, office, clinic, restaurant.

Service Area (SAB) You travel to customers — home services, mobile services, contractors.

Years in Business

Industry / Niche

Short Business Description * In 2–3 sentences, what does your business do and who do you serve?

Current Website If you have an existing site, we’ll review it for context.

Step 02

What Makes You Different

This drives the messaging across your entire website.

Primary Selling Point * The single most compelling reason a customer picks you over anyone else.

Other Selling Points Additional reasons customers choose you. One per line.

Key Differentiators What do you do differently? Process, technology, pricing model, customer experience?

Why Should Customers Choose You? Imagine a potential customer asking “why you?” — what’s your best pitch?

Step 03

Your Competitors

Who are your main competitors? This helps us position your site effectively.

Step 04

Locations & Service Areas

Tell us about each business location or the areas you serve.

Step 05

Your Services

List what you offer. Group them into categories if applicable.

Service Categories Up to 5 high-level groupings. One per line.

Individual Services

Step 06

Your Team

Tell us about the people behind the business. Individual bios are optional but help personalize the site.

Team Culture & Values

Company Story

Team Members — optional

Step 07

Brand & Visual Identity

Share your brand assets and preferences. If you don’t have established guidelines, tell us what you like.

Do you have existing brand guidelines?

Yes No

Primary Brand Colors

Secondary Colors

Fonts

Brand Tone & Personality How should your business come across? Pick adjectives or describe the vibe.

Brand Voice How do you talk to customers? Formal? Casual? Technical? Down-to-earth?

Websites You Like Share URLs of websites whose look, feel, or layout you admire. Tell us what you like about each.

Websites You Don’t Like

Brand Assets

Logo Upload your logo (PNG, SVG, or PDF preferred). If you don’t have one, let us know.

Other Brand Assets Style guides, brand boards, or other design files.

Step 08

Media & Credentials

Photos, testimonials, and trust signals we’ll weave into your site.

Business Photos

Upload photos of your business, team, work, or locations. High-resolution preferred.

Or describe photos you can provide later

Customer Testimonials

Customer reviews and quotes we can feature on the website.

Credentials

Licenses & Certifications

Awards & Recognitions

Step 09

Goals & Target Audience

What should the website achieve? Who are you trying to reach?

Target Audience

Primary Customer Profile * Describe your ideal customer — who are they, what do they need, what are they searching for?

Secondary Audiences

Customer Pain Points What problems or frustrations bring customers to you?

Conversion Goals

Primary Call-to-Action * What’s the #1 action you want visitors to take?

Secondary Actions

Contact Form Fields Which fields should the contact or quote form include?

Custom Form Fields

Success Metrics How will you measure the website’s success?

Current Lead Sources

Anything Else? Special requirements, integrations, pages you definitely want, features you’ve seen elsewhere?