Client-On-Boarding - Web Design Services

New Client On-Boarding Form

Please complete the new client on-boarding form below so that we may set up your records in our system. Before our team start work on the project, we need to collect specific details about our client business. The information we collect during the on-boarding phase would help our team get started quickly on producing results for the client. We need this information to know you and your business better.
Part I: General Information

General information about client and person-in-charge for this project.
Business Name
Enter Your Full Business / Brand Name
Client Name / Person In Charge

First NameLast Name
Client Phone Number
Our team will contact on this phone number for any information or update with client.
Client Email Address
Our team will contact on this Email Address for any information or update with client.
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Current Website URL (if applicable)
Current Web Hosting Company (if applicable)
What domain registrar do you use? (if applicable)

Part II: Background Information
Please describe your organization in a few sentences.
What problems do your clients have that your organization solves? What makes you different?
Why do you want to have a new website? What are your priorities?
What frustrates you about your current website?
Describe the desired look and feel by using adjectives and short phrases.
Describe your target audience? What do you want to your site to convey?
For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.

Part III: Brand Identity
List any important words that you want people to associate with your organization’s image and brand.
What is your tagline?
Do you have a high-resolution logo?

YesNoNot sure
If yes, what format is it in? (Exam: JPEG, EPS, PNG)
Have you considered redesigning your logo?

YesNo
Do you have a style guide or brand standards?

YesNo
Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):
What fonts do you typically use?
Are there any colors that you want incorporated into the website?
If you were using a search engine, what words or phrases would you use to find your site?
Which of these words or phrases is most important? Second? Third?
Do you use Google Analytics?

YesNo

Part IV: Design Preferences

Please list the names of three to five other sites that you like. In the comment section, please articulate why the sites are attractive to you.
Website #1 URL
Website # 1 Comments
Website #2 URL
Website # 2 Comments
Website #3 URL
Website # 3 Comments
Website #4 URL
Website # 4 Comments
Website #5 URL
Website # 5 Comments
What types of things do you see on other websites do you hate?

Part VI: Other Information
Who is the decision maker for this project?
What is the typical turnaround time for making decisions?
Do you have a designated IT person that we need to coordinate with?

YesNo
What other staff will be involved? What are their roles?
What is your preferred deadline for completing the site?
Anything else we can help you with?
Good work! You're finished! Just press the submit button below and we'll be on our way. You'll hear back from us shortly.
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New Client On-Boarding Form