Project Intake Form

Full Name

Phone Number

Email Address

Best Time to Contact

Business name

Industry

Primary location or market

Brief business overview

Describe what the business does in plain terms.

Core services

List the main services or offerings that should be represented.

Primary service area(s) you want emphasized on the website

Example: Broward County, Miami-Dade County, statewide Florida, etc.

Are there any services I should add or remove from the site?

What makes your business different?

Existing brand assets

Examples: logo, colors, fonts, style guide, approved imagery.

Tagline or preferred brand phrase

Existing online presence

Examples: Google Business Profile, social profiles, review sites, directories.

Current website status

No current website Existing website needs replacement Existing website needs refresh Not sure

What are the primary goals of your website?

Select all that apply.

Generate phone calls Request quote submissions Establish credibility and trust Support commercial and contractor clients Showcase services and capabilities Educate potential clients Other

What is the single most important action you want visitors to take?

Call the business Submit a contact/quote form Both equally important

Preferred overall tone for the website

Select all that apply.

Professional Confident Straightforward Technical where appropriate Friendly but business-focused Modern

Are there any styles, visuals, or elements you want to avoid?

Do you currently have professional photos of your work?

Yes Some No

If needed, are you comfortable with high-quality stock imagery?

Yes No

How would you like website copy handled?

You write it, I implement I write it based on this form Collaborative revisions

Do you approve displaying third-party reviews and affiliations on the website?

Select all that apply.

Google BBB Facebook Yelp HomeAdvisor / Angi BuildZoom Other platforms

Are there specific testimonials or reviews you want highlighted?

Preferred contact priority

Phone first Contact form first Equal emphasis

Email address(es) that should receive website inquiries

Do you already own a domain name?

Yes No

Please enter the domain name

Do you currently have website hosting?

Yes No

Desired website launch timeframe

Who is the primary decision-maker for approvals?

Typical feedback turnaround time

24-48 hours 3-5 business days Longer

These are not included in the current project, but may be discussed later

Select all that apply.

Local SEO expansion Google Business Profile optimization Content updates Ongoing marketing support Paid advertising

Anything else I should know before I begin?