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Web Intake Form
Part I: General Information
Business Name
Main Contact

First Name Last Name
Title
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Phone Number

Area Code Phone Number
E-mail
Current Website URL (if applicable)
Current Web Hosting Company (if applicable)
What domain registrar do you use? (if applicable)

Part II: Background Information
Please describe your organization in a few sentences.
What problems do your clients have that your organization solves? What makes you different?
Why do you want to have a new website? What are your priorities?
What frustrates you about your current website?
Describe the desired look and feel by using adjectives and short phrases. Clean, Simple, Elegant, Boho etc.
What do you want your site to convey?
Target Audience |Gender|

Female Male Other All
Target Audience |Age|

15-20 19-35 35-45 45-60
Target Audience |Lifestyle|

Parents Single Single Couple Grandparents
If Other, please describe
For Profit: Who are your competitors? Non Profit: Name some peer organizations that are similar to yours.

Part III: Brand Identity
Do you have current branding?

Yes No
If no, would you like to add a brand package for 50% off?

Yes No I'm not sure
List any important words that you want people to associate with your organization’s image and brand.
What is your mission statement?
Do you have a high-resolution logo?

Yes No Not sure
If yes, what format is it in? (Exam: JPEG, EPS, PNG)
Have you considered redesigning your logo?

Yes No
Do you have a style guide or brand standards?

Yes No
Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):
What fonts do you
Are there any colors that you want incorporated into the website?
Do you have the hex codes for the colors you want to use?

Yes No
If you were using a search engine, what words or phrases would you use to find your site?
Which of these words or phrases is most important? Second? Third?
Do you use Google Analytics?

Yes No

Part IV: Design Preferences

Please list the names of three to five other sites that you like. In the comment section, please articulate why the sites are attractive to you.
Website #1 URL
Website # 1 Comments
Website #2 URL
Website # 2 Comments
Website #3 URL
Website # 3 Comments
Website #4 URL
Website # 4 Comments
Website #5 URL
Website # 5 Comments
What types of things do you see on other websites do you hate?

Part V: Content Management
Are you currently using a Content Management System (CMS)?

Yes No
If yes, what type of CMS are you using?

Expression Engine Wordpress.com Joomla! Squarespace Drupal Plone Wix Weebly Wordpress Hosted Drupal Tumblr Not Sure
Do you currently have a blog?

Yes No
If yes, where is it hosted?

Current website Wordpress.com Blogger Typepad Squarespace Tumblr LiveJournal Not Sure
Will you allow comments on your blog?

Yes No
Approximately how many static pages do you need? (Exam: About, Contact Us, Donate, FAQ, etc.) A ballpark number is fine.
At minimum, we would like to have these types of pages as part of our site. Check all that apply:

Home Staff FAQs About Board of Directors Client List Contact Form Services Testimonials Directions Management Portfolio Donate Page Programs Volunteer News & Events Privacy Policy Terms of Use Disclaimer Portfolio
Do you currently have content that you want to use?

Yes No
If no, who will be providing the content?
Do you have high resolution photos that you want to incorporate into your website?

Yes No
If no, who will be providing photos?
Who will be updating this website on an ongoing basis? Check all that apply.(If you would like us to update please inform us in the "Other" option)

Just me Other Staff Office Manager Would like to outsource.

Part VI: Website Features
Please check all of the features you would like to incorporate into your website:

Image Gallery Forum RSS Feed Search Function E-Commerce Store SEO Video Calendar Advertising Analytics Tracking Responsive Design Social Media
Which Social Media tools do you use? Check all that apply.

Facebook Twitter Youtube LinkedIn Yelp Foursquare TripAdvisor Instagram Tumblr Google+ Pinterest Flickr Vine Urbanspoon About.me
What types of social media integration would you like to see?
Are there any other website functions that you need?

Part VI: Other Information
Who is the decision maker for this project?
What is the typical turnaround time for making decisions?
Do you have a designated IT person that we need to coordinate with?

Yes No
What other staff will be involved? What are their roles?
What is the estimated launch date of this project?

Month Day Year
Date
Anything else we can help you with?
Good work! You're finished! Just press the submit button below and we'll be on our way.

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