A good intake form is the difference between a smooth kickoff and three weeks of 'quick questions'. These questions collect scope, content, access and decision-makers from your web design client before the project starts.
What is your company name and current website URL?
Who is the main contact and decision-maker?
What is the main goal of the new website?
Who is your target audience?
Which pages do you need?
Do you have final text for each page, or should we quote copywriting?
Do you have logo files and brand guidelines? Please attach.
Share 3โ5 websites you like and what you like about them.
Which features do you need: forms, blog, shop, booking, multilingual?
Do you have hosting and domain access? Please share logins securely.
Do you use Google Analytics or Search Console? Please grant access.
What is your deadline or launch date?
What is your budget range?
How quickly can you typically review and approve work?
Send the form the same day the proposal is signed.
Mark logins and content as 'required' โ they cause 80% of delays.
Keep it under 20 questions; long forms get abandoned.
Don't email questions. Send one smart link.
Chasely turns your intake questions into a client-friendly page and chases answers automatically โ your client needs no account. $9/mo, 14 days free.