Client Intake

Project Onboarding Questionnaire

Start with the type of project you need, then answer a guided series of questions so we can understand your goals, preferences, deliverables, and what success should look like.

Step 1 of 110
Start Here

What are you looking to get started with?

Question 2

What timeline are you aiming for?

Question 3

What budget range feels realistic for this project?

Question 4

If your website were a physical space, what would it feel like?

Question 5

What should someone feel within the first 5 seconds of landing on your site?

Question 6

What is the #1 impression your site should leave?

Question 7

Choose 3–5 words that best describe your brand.

Choose between 3 and 5.

Question 8

Which one should be the dominant feeling?

Question 9

Which should be used more sparingly as an accent?

Question 10

List 3–5 websites you like.

Question 11

What do you like about them?

Question 12

What are you more drawn to?

Question 13

Which mood feels more right?

Question 14

How should the layout feel?

Question 15

When you scroll a site, what do you prefer?

Question 16

What matters more to you?

Question 17

How important are visuals like photography, graphics, or video?

Question 18

Which content areas matter most? Choose up to 3.

Choose up to 3.

Question 19

What is the ONE action you most want visitors to take?

Question 20

What would make a visitor immediately trust you?

Question 21

How should credibility appear on the site?

Question 22

Which trust assets are you open to featuring?

Choose up to 5.

Question 23

What kind of imagery fits your brand best?

Question 24

Which color temperature do you lean toward?

Question 25

Any colors you love or definitely want to avoid?

Question 26

Who are your main competitors?

Question 27

What do you like about their websites?

Question 28

What do you not like about their websites?

Question 29

How should your site feel different from theirs?

Question 30

Should your site feel more personal or more professional?

Question 31

Should your brand feel more exclusive or more accessible?

Question 32

When reviewing design concepts, do you tend to…

Question 33

Do you prefer…

Question 34

Is there anything you have seen online that made you think “I love this”?

Question 35

Is there anything you have seen that made you think “I definitely do not want this”?

Question 36

What is your company, organization, product, or service name?

Question 37

Can you describe your business?

Question 38

If you had to describe your business in one word, what would it be and why?

Question 39

Who are your main competitors?

Question 40

What sets your company apart from the competition?

Question 41

What services or products do you provide?

Question 42

How big is your company?

Question 43

Who is the primary target audience?

Question 44

What is the target audience age group?

Question 45

Is your audience mainly male, female, or mixed?

Question 46

Where do most of your customers live?

Question 47

How do most customers find out about your company?

Choose up to 4.

Question 48

What are the values or mission statement of your company?

Question 49

Do you have a current logo or existing branding?

Question 50

What do you like and dislike about the current logo or branding?

Question 51

Do you have a strapline or slogan that goes with your logo?

Question 52

What three attributes should people think of when they see your new branding?

Question 53

Which is a better fit for your brand?

Question 54

Which is a better fit for your brand?

Question 55

Which is a better fit for your brand?

Question 56

Which is a better fit for your brand?

Question 57

Why does your current branding use those colors, fonts, or style cues?

Question 58

What colors or palettes do you like, and why?

Question 59

Where will the logo be used most?

Choose up to 5.

Question 60

Are there any elements from the existing logo you would like to keep?

Question 61

Are there any restrictions to consider when designing the new logo?

Question 62

Is there anything that must be included, like words, icons, or brand elements?

Question 63

Looking at other people’s branding, what logos do you like and why?

Question 64

Are there any logos you particularly dislike and why?

Question 65

What is the working title of the book?

Question 66

Who is the author or publishing entity?

Question 67

What genre or category best fits the book?

Question 68

What is the book about?

Question 69

Who is the ideal reader?

Question 70

What should the cover or layout make the reader feel?

Question 71

What trim size are you planning to use?

Question 72

Which formats are needed?

Choose up to 4.

Question 73

Approximately how many pages will the interior have?

Question 74

What design help do you need?

Question 75

What visual direction do you prefer for the cover?

Question 76

Do you want the design to feel more minimal or more visually rich?

Question 77

Do you already have assets ready?

Choose up to 6.

Question 78

What should the typography feel like?

Question 79

What interior features do you need?

Choose up to 6.

Question 80

How will the book be printed or distributed?

Question 81

What published books do you like the look of?

Question 82

What cover or layout styles do you want to avoid?

Question 83

What are you trying to build?

Question 84

Briefly describe your business and the problem this AI system should solve.

Question 85

What should the AI system do first and foremost?

Question 86

Who will use it?

Choose up to 5.

Question 87

Where should it live?

Choose up to 5.

Question 88

Which capabilities are most important?

Choose up to 6.

Question 89

What systems need to integrate with it?

Question 90

What information should the AI use to answer or act?

Choose up to 6.

Question 91

Should there be a human handoff?

Question 92

Are there any security, privacy, or compliance concerns to plan around?

Question 93

How will you know this system is successful?

Question 94

What are the must-have features?

Question 95

What would be nice to have later?

Question 96

What tone should the AI use?

Question 97

What scope makes the most sense for phase one?

Question 98

What do you need designed?

Question 99

Tell us a little about your business or organization.

Question 100

What should this design piece accomplish?

Question 101

Who is the target audience?

Question 102

Which deliverables are needed?

Choose up to 6.

Question 103

Do you know the size or format requirements?

Question 104

Do you already have brand assets available?

Choose up to 6.

Question 105

What style should the design feel like?

Choose up to 5.

Question 106

What examples or references do you like?

Question 107

What should we avoid?

Question 108

What action should the audience take after seeing it?

Question 109

Where will this be seen most often?

Choose up to 5.

Final Step

Where should we send your project summary?

Share your contact details so we can save your onboarding form, review your project direction, and follow up with next steps.

By submitting this form, you agree that we may contact you about your project.

Ready to Modernize?

If your website feels outdated, your branding lacks clarity, or your marketing efforts feel disconnected, the next step is not guessing.

It is structuring.

Schedule a Strategy Consultation and let’s build a foundation that supports where your business is going — not just where it has been.