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New Client Intake Form
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Name
This field is for validation purposes and should be left unchanged.
Your Business
First Name
Last Name
What is Your Industry?
Pick the industry that best describes your business. This will help us know which layout base to use for your site.
Mental Health
Coaching/Training
Bookkeeper/Accounting/Tax
Technical Stuff
Do you already own your domain
*
This is the URL where you want your site to live (ex. squeakyshoesmedia.com). You need to purchase one from a registrar. If you don't have one, don't worry! We'll walk you through the process.
Yep!
Not Yet
I have no idea what you're talking about
Do you already have a website?
Do you have a website currently on your domain (URL) already that we will be replacing? Or will this be a brand new site?
Yeah, this will replace my current one
No, I bought the domain and that's all
Do you feel comfortable making changes to your domain account?
We will need to make some changes to your account to point it to our servers. This is done partially within your domain account (where you bought the URL for your website: [your-site].com)
I can do that!
I have a support team that can help
No, I would love some help from your team
Do you feel comfortable making changes to your domain account?
Once your domain is purchased, we will need to make some changes to tell everyone where to find your website. This is done partially within your domain account.
I feel comfortable figuring that out
No, I would love some help from your team
About Your Business
Give a short summary of your business? (1-2 sentences)
Why does your business exist?
What is the story behind your business and the core values that drive you?
What do you want your client or customer to feel/experience as a result of buying/engaging your product or services?
What is at the core of what you offer? What do you want the result to be? (Examples might include: Feeling more confident, feeling more control, feeling a part of something bigger, having more time to do what they want to do, etc.)
What sets you apart?
Why do clients/customers choose you over others in your industry/location?
Does your business have a mission statement and/or tagline/s?
Mission Statement Only
Tagline/s Only
Both
Neither
Mission Statement
Tagline/s
If you have multiple, please add each to its own line. Click the "+" button to add an additional line.
Add
Remove
How are your clients/customers finding you currently?
Check all that apply.
Social Media
Ads (print)
Ads (digital)
Word of Mouth
Other
What Other Ways?
Let us know what other ways clients/customers are finding your business.
Your Audience
Describe your ideal clients/customers:
If you could have your ideal clients scheduled for every session, who would they be?
What problems are they facing?
Thinking of those ideal clients, what is their situation right now? What types of struggles or pain points are they facing that you can help with?
Barriers & Doubts
What are the top 3 barriers/doubts your clients face (or you anticipate them facing) when buying your product/engaging your services?
When coming to your website, what will your ideal clients be looking for?
Your Brand
Do you already have branding?
This includes logos, fonts, colors, etc.
Yes!
Not yet
No, and we would love help figuring that out
Is there anything else you would like us to know about your website, business and/or branding before we get started?
Is there anything we haven't asked that could help us portray your business in the most accurate light?
NOTE:
Following the submission of this form, our team will send you a link giving you access to a folder where you will be asked to upload all of your branding information and files. Please allow for a few days for our team to send that over.
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