Quick answer: Use this before quoting a website, landing page, redesign, or ongoing support project. It forces the client to define pages, content ownership, approvals, integrations, deadlines, and revision expectations before you price the work.
This page is built for the search query web design client intake form checklist. The goal is not theory. The goal is to give you wording you can copy into a form, proposal, email, or project workflow today.
Copy-paste web design client intake questions
- What pages, templates, or components do you need delivered?
- Is this a new build, redesign, migration, performance fix, or maintenance project?
- Who provides copy, images, brand files, product data, and logins?
- Which platform is required: WordPress, Shopify, Webflow, Wix, custom, or other?
- What integrations are required: forms, booking, payments, email, analytics, CRM, ads, or memberships?
- What does success look like: leads, purchases, speed, trust, SEO, easier editing, or launch by a date?
- Who approves design and content? How many people will give feedback?
- How many revision rounds are expected before extra work is quoted?
- What is the target budget range and hard deadline?
- What is out of scope for this phase?
Copy-paste boundary wording
Website quote boundary: this project includes the pages, components, and integrations listed in the proposal. Extra pages, new integrations, major layout changes, migration surprises, or work requested after approval will be quoted as a change request before work continues.How to use it
- Copy the questions or wording into your form, proposal, email, or CRM.
- Replace bracketed fields with your number of revisions, due dates, payment terms, and approval owner.
- Send it before you quote or before you accept a change in project direction.
- If the client avoids budget, scope, or approval questions, pause the custom quote and offer a paid discovery sprint instead.
Red flags this catches
- No budget range but a long list of deliverables.
- Urgent deadline with missing assets, logins, or approvals.
- Multiple stakeholders but no single approval owner.
- Unlimited revision expectations.
- “Can you just start?” before scope and payment terms are clear.
Why this query passed the BigBears demand gate
- Search intent: asset/query with copyable template value.
- Monetization path: downloads, service inquiry, form-builder affiliate, contract-tool affiliate, and AdSense support.
- SERP evidence: jotform.com, contentsnare.com, esign.com, hellobonsai.com, reddit.com.
- Seven-day kill signal: impressions, clicks, engagement, and internal-link movement.
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FAQ
What is this checklist for?
Use this before quoting a website, landing page, redesign, or ongoing support project. It forces the client to define pages, content ownership, approvals, integrations, deadlines, and revision expectations before you price the work.
Should I send this before a discovery call?
Yes. Send the form before the call so the call can focus on fit, pricing, risk, and next steps instead of collecting basic facts.
Can I copy this directly?
Yes. Replace the bracketed fields with your own policy, pricing, dates, and project details.
Does this replace a contract?
No. It is an operating template. Use it with your proposal, statement of work, contract, and invoice terms.
Note: This is a practical business template, not legal advice. Adapt it to your contract, jurisdiction, and payment terms.