Client Intake Form - JR Digital Edge

Client Information

Full Name

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Email Address

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Phone Number

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Business Name

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Business website (if any)

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Industry

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Project Overview

Briefly describe your business and what it offers

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What is the primary goal of this website?

(Lead generation, online sales, portfolio, education, booking, brand awareness, etc.)

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What problem(s) are you hoping this project will solve?

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Current Website (if applicable)

URL

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What do you like about your current website?

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What do you dislike or want to improve?

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Design & Branding

Upload logo or branding assets

Click to upload or drag and drop

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List 3 websites you like and why

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List any websites you dislike and why

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Preferred visual style

Clean/Minimal

Bold/Modern

Corporate/Professional

Creative/Playful

Content

Functionality Needs

(Check all that apply)

Contact Form

Blog or news section

E‑commerce / online store

Appointment booking

Membership or account login

Customer portal

Payment integrations

Newsletter signup

CRM integrations (HubSpot, Salesforce, Mailchimp, etc.)

Custom forms or workflows

Other

Please describe

Other Functionality Needs

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Technical Requirements

Hosting & Maintenance

Budget & Timeline

Ideal launch date

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Any hard deadlines or events tied to this launch?

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Communication & Workflow

Primary contact person for approvals

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Anything else you’d like me to know about your business or expectations?