Intake Checklist

Do you have a domain? If so, where is it registered and what is the login information?

Do you have hosting? If so, with who and what is the login information?

Are there any specific technical features required for your new website? That could be booking systems, login portals, chat features, etc.

Are there any specific integrations that your website must have?

Are there any websites that you saw that gave you inspiration for your new site? Please provide the URL’s. This does not need to be the same industry.

Who are your main competitors? Please provide URL’s

What makes you stand out among your competitors or what is your competitive edge?

Are there any design elements your site must have?

Please Upload Your Company logo

Please provide brand book if applicable.

Who is your target audience?

Tell us about your company

Provide mission statement if applicable

Provide vision statement if applicable

What are your products or services? Please define and provide descriptions for each.

Please provide all brochures, business cards, power points or any other marketing materials you may have. This helps us learn more about your business.

What are the most important CTA’s or Call-to-Actions on your site?

What is the most important/specific take away information your site must relay to the visitor, especially if they were to only visit the home page?

Do you have a company tag line that you would like displayed?

Do you have a list of specific keywords you’d like to target?

Do you have any blogs or news articles that you would like posted to your new site?

What is the phone number you would like displayed on your website?

What is the email you would like all website forms to be sent to?

What is the address you would like displayed on your website?

Please provide any other copy that you would like displayed.

Intake Checklist

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