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Web Development Client Intake Form Template

Streamline Your Workflow with an Efficient Client Intake Process

Are you struggling to gather the right information from your web development clients? This customer intake form template is designed to help you collect detailed insights efficiently, ensuring your projects start on the right foot. With the ability to customize fields, you can capture essential details such as project scope, budget expectations, and deadlines, all while maintaining a client-friendly approach. Plus, it supports compliance with WCAG-aligned labels for enhanced accessibility. Start using this live template to simplify your client onboarding process today.

Use this Template (FREE) Live Preview
Full name
Company or organization
Work email
Current website URL (if any)
What type of project is this?
New website
Website redesign
Landing page
E-commerce site
Web application
Maintenance/Support
Other/Not sure
Briefly describe the project and primary goals
Desired launch date
Estimated budget range
Under $2,000
$2,000-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000-$50,000
$50,000+
Not sure
Do you have an existing website?
Yes
No
Who are your primary target audiences?
Target locations
Local
Regional
National
International
Specific markets (specify in notes)
Not sure
Which pages do you need initially?
Which functional features are required?
What is the top priority for this project?
What is the status of your content?
All content is ready
Some content is ready
Content needs to be created
Not sure
Share 2-3 example websites you like and why
Do you have brand assets (logo, colors, fonts)?
Yes
No
Domain and hosting status
Have domain and hosting
Have domain only
Have hosting only
Need both domain and hosting
Not sure
Preferred platform or CMS
No preference
WordPress
Webflow
Shopify
Squarespace
Custom/Headless
Not sure
Required integrations
Compliance requirements
GDPR
CCPA/CPRA
ADA/WCAG
HIPAA
PCI-DSS
Cookie consent
None
Not sure
Which SEO support do you need?
Basic on-page setup (titles/meta)
Keyword research and recommendations
Technical SEO (sitemaps/schema)
Local SEO (Google Business Profile)
Redirects and preservation of SEO
Ongoing SEO post-launch
Not sure
Will content from an existing site need migration?
Yes
No
Post-launch support preference
Ad hoc support as needed
Monthly maintenance plan
Train in-house team only
Not sure
Preferred training format
Live call
Video tutorials
Written documentation
No training needed
Not sure
Primary decision maker
How many stakeholders will provide feedback?
1
2-3
4-6
7+
Not sure
Today's date
Additional notes
I am authorized to request this work
True
False
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Paper art illustration representing a web development client intake form template for FormCreatorAI article

When to use this form

Use this intake when you start a new website build, plan a redesign, or scope a platform migration. It helps you capture goals, audiences, content sources, technical requirements, and budget before discovery. Agencies can send it to prospects to qualify fit and shape proposals. In-house teams can align stakeholders and gather requirements in one place. For deeper structure and feature mapping, pair it with the Website planning form. For smoother handoffs during onboarding, add the Client onboarding questionnaire form. With clear inputs, you can estimate faster, prevent scope creep, and set a realistic timeline your client can approve.

Must Ask Web Development Client Intake Questions

  1. What business goals should this website support, and how will you measure success?

    Clear goals and KPIs focus scope, content, and features on outcomes that matter. If you need a broader view of company objectives, the Business client assessment form can surface priorities.

  2. Who are your primary audiences and what key actions should they take on the site?

    User segments and desired actions shape navigation, messaging, and calls to action. This prevents generic pages and guides measurable funnels.

  3. What content, assets, and integrations are available now, and what must be created?

    Knowing what exists versus missing work reveals dependencies and timelines. It also flags integration needs like CRM, payments, analytics, or marketing automation.

  4. What is your timeline, budget range, and decision-making process?

    Constraints help you sequence phases, set milestones, and avoid rework. To confirm stakeholders and approvers, you can use the New client intro form.

  5. Are there technical requirements or risks we should plan for (hosting, CMS, accessibility, privacy, SEO)?

    Capturing must-haves and compliance early reduces risk and guides stack choices. It also informs performance budgets, security needs, and ongoing maintenance.

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