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Client Onboarding

Help us understand your business so we can build the perfect website for you.

1

Contact

2

Business

3

Goals

4

Design

5

Content

6

Technical

7

Timeline

Step 1 of 7

Contact Information

Let's start with the basics so we can reach you.

Your Name

Business Name (if different)

Phone Number

Email Address

Preferred Contact Method

Email Phone Call Text Any works

Which plan are you interested in? (optional)

Starter – $100/mo Growth – $250/mo Pro – $750/mo Not sure yet

Step 2 of 7

Business Overview

Tell us about your business so we can tell your story the right way.

Business Name (as it appears on the website)

Tagline or Motto (optional)

Industry / Type of Business

Year Established

Location(s)

Brief Business Description

What makes your business unique? (your edge over competitors)

Step 3 of 7

Website Goals

What do you want the website to do for your business?

What are your main goals for the site? (check all that apply)

Build brand awareness & credibility Generate leads / get more customers Showcase my portfolio or past work Sell products or services online Share a blog or news updates Support existing customers (FAQs, resources)

What's the #1 action you want visitors to take?

Call us Fill out a contact form Book an appointment Buy a product Get a quote

Anything else you want the site to accomplish? (optional)

Step 4 of 7

Design Preferences

Help us nail the look and feel of your site.

Do you have an existing website?

Yes No

Current website URL

What do you like / dislike about it?

Do you have branding materials? (logo, colors, fonts)

Yes – I'll provide them No – need help with branding Partial (have some)

Preferred color scheme (optional)

Font style preference (optional)

Overall vibe / style (pick all that apply)

Modern Minimalist Corporate Playful Warm & Friendly Luxury Bold

Any websites you admire? (links or names)

Step 5 of 7

Website Content

Tell us what pages and features you need.

Do you already have content ready? (text, images, etc.)

Yes, ready to go Partially ready No – need help creating it

Which pages do you need? (check all that apply)

Home About Services Portfolio Testimonials Blog FAQ Contact Products

Any special features needed? (check all that apply)

Online booking Contact form E-commerce / shop Live chat Newsletter signup Photo gallery Events calendar Member login

Social media profiles to link (optional)

Step 6 of 7

Technical & SEO

A few quick questions about your current setup.

Do you already have a domain?

Yes No – need help getting one

Domain name & registrar

Do you already have hosting?

Yes No – need help

Hosting provider

Do you want SEO setup on your site?

Yes – definitely Not right now Not sure – tell me more

Do you plan to manage the site yourself after launch?

Yes No – you handle it Not sure yet

Step 7 of 7

Timeline & Final Notes

Almost done! Just a few last details.

Ideal launch date (if any)

How did you hear about us?

Any future plans for the site? (optional)

Anything else we should know? (optional)

✅

Onboarding Complete!

Thank you — your onboarding form has been submitted successfully. We've received your info and will reach out within 24 hours.

Next step: pay the one-time $250 setup fee to reserve your spot.

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Pay $250 Setup Fee →
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