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Client Intake Questionnaire
First Name
Last Name
Email
Phone/Mobile
Best way to connect
Call
Text
Email
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What type of project are you seeking?
Graphic Design
Web Design
Graphic Design
Budget Considerations
What is your estimated budget?
Under $1,000
$1,000–$3,000
$3,001+
I’d also like to get more information on:
Web Design
Free Brand audit
Free 15 minute website audit (if applicable)
Web Design
Budget Considerations (Required)
What is your estimated budget?
Under $3,000
$3,001–$12,000
$12,001+
I’d also like to get more information on:
Graphic Design
Free Brand audit
Free 15 minute website audit (if applicable)
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What is the name of your business?
What service do you need?
What is the type of business?
Government
Non-profit
DBA, LLC, S-Corp,C-Corp
eCommerce
Startup
Do you have a brick and mortar business?
Yes
No
Years in business
0-3 Years in business
4-6 Years in business
7-10 Years in business
11+ Years in business
Do you have content ready?
Yes
No
What is your timeline?
What is your main goal for this project?
Are you the decision maker?
Services Needed
Brand Identity
Website Design (WordPress)
Website Redesign
E-Commerce Website
Marketing Collateral
Social Media Graphics
Ongoing Design Support
Other
How many employees
0 - Self employed
1-5 employees/contractors
6-15 employees/contractors
16-30 employees/contractors
31+ employees/contractors
Target Audience
Age Range
Gender
Income Level of Ideal Customer
Primary Location of Audience
Describe your ideal customer
What would you change about your online presence?
Online Presence
What is your current Website URL ?
What are your Social Media handles
What is the name of your business?
Describe your business and current brand position
What services are you interested in?
What is the type of business?
Startup
Non-profit
DBA, LLC, S-Corp,C-Corp
Government
eCommerce
Do you have a brick and mortar business?
Yes
No
Years in business
0-3 Years in business
4-6 Years in business
7-10 Years in business
11+ Years in business
How many employees
0 - Self employed
1-5 employees/contractors
6-15 employees/contractors
16-30 employees/contractors
31+ employees/contractors
Target Audience
Gender
Income Level of Ideal Customer
Primary Location of Audience
Describe your ideal customer
What would you change about your online presence?
Describe your ideal customer
What challenges are you facing?
What are your top goals?
Where do you market your business?
Who are your competitors?
Why are you seeking this project now?
What would you change about your online presence?
Services Needed
Brand Identity
Website Design (WordPress)
Website Redesign
E-Commerce Website
Marketing Collateral
Social Media Graphics
Ongoing Design Support
Other
Online Presence
What is your current Website URL
What are your Social Media handles
What is the name of your business?
Describe your business model and growth stage
How what is the type of business?
Startup
Non-profit
DBA, LLC, S-Corp,C-Corp
Government
eCommerce
Do you have a brick and mortar business?
Yes
No
Years in business
0-3 Years in business
4-6 Years in business
7-10 Years in business
11+ Years in business
How many employees
0 - Self employed
1-5 employees/contractors
6-15 employees/contractors
16-30 employees/contractors
31+ employees/contractors
Services Needed
Brand Identity
Website Design (WordPress)
Website Redesign
E-Commerce Website
Marketing Collateral
Social Media Graphics
Ongoing Design Support
Other
What strategic outcomes are you aiming for?
How do you feel about your brand?
How is your brand currently positioned?
What internal challenges exist?
Who are your competitors and market position?
What level of engagement are you seeking?
Who is involved in decision-making?
What prompted this initiative?
Target Audience
Age Range
Gender
Income Level of Ideal Customer
Primary Location of Audience
Describe your ideal customer
What would you change about your online presence?
Online Presence
What is your current Website URL
What are your Social Media handles
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