Contact and Communication

Business name

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First name

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Last name

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Email address

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Phone Number

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How should we contact you?

Phone

Text message

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Best time to reach you

Morning

Afternoon

Evening

Business Goals and Website Features

What is the primary purpose of your website?

Showcase products/services

Generate leads

Sell online

Provide information

Build brand awareness

Other

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Other purpose

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Which website features do you need?

Blog

Contact form

Online booking

E-commerce

Portfolio

Social integration

Live chat

Other

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Other feature

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Describe the specific features you need

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Do you want a mobile app?

Yes

Not sure

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Audience, Competitors and Online Selling

Will the website sell products or accept payments?

Yes

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Who is your target audience?

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Who are your main competitors?

Preferred payment method

Stripe

PayPal

Interac/e-Transfer

Other

Need recommendation

Transaction currency

CAD

USD

Other

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Tax and shipping notes

Do you want products or services shown on the site?

Products

Services

Both

Neither

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Product Settings

How would you like to provide product details?

Add products one at a time

Upload many products

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What type of products do you offer?

Physical

Digital

Both

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Track inventory?

Yes

Not sure

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Where will you ship?

Local pickup

Canada

United States

Worldwide

Other

Bulk Catalog Upload

Product catalog file

Click to upload or drag and drop

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Product images archive

Click to upload or drag and drop

This field is required.

Product images link

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Product Repeater

Product name

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Description

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Price

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Service Repeater

Service name

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Description

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Pricing method

Fixed price

Starting at

Request a quote

Free

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Price

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Service image

Click to upload or drag and drop

This field is required.

Branding, Style and Website Pages

Do you have brand guidelines?

Yes

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Brand files

Click to upload or drag and drop

This field is required.

Websites you admire

Preferred visual style

Modern

Minimalist

Corporate

Bold

Other

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Other style

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Which pages do you need?

Home

About

Services

Blog

Contact

Other

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Other pages

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Content Readiness

Who will provide website text and images?

I will provide everything

I need help writing

I need stock images sourced

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Content status

Ready now

In progress

Not started

Content help notes

Mobile App Requirements

Which platforms?

iOS

Android

Both

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What should the app do?

This field is required.

Apple Developer account?

Yes

Not sure

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Google Play developer account?

Yes

Not sure

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Existing Website, Access and Accounts

Do you have a live website now?

Yes

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Current website address

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Current monthly spend fields

Do you own your domain?

Yes

Not Sure

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Hosting provider

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Access notes

Current monthly ad spend

Email Marketing and Post-Launch Services

Maintenance plan interest

Yes, contact me

No; Maybe later

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SEO keywords

Social accounts to link

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Timeline, Budget and Submission

Desired launch date

Timeline notes

Estimated budget

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How did you hear about us?

Referral

Google

Social media

Other

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Referral name / source details

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Additional files

Click to upload or drag and drop

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Text-message marketing consent

Privacy and accuracy acknowledgement

This field is required.

Client Onboarding Form

Contact and Communication

Business Goals and Website Features

Audience, Competitors and Online Selling

Product Settings

Bulk Catalog Upload

Product Repeater

Service Repeater

Branding, Style and Website Pages

Content Readiness

Mobile App Requirements

Existing Website, Access and Accounts

Email Marketing and Post-Launch Services

Timeline, Budget and Submission