What should a web design intake form ask?

Business context (what the company does and for whom), project goals, the pages and features needed, sites the client likes and dislikes, content readiness, and the practical items: brand assets, copy, photography, and access to hosting and the domain registrar.

When should I collect hosting and domain access?

During onboarding, before design starts. Access requests are the slowest item to fulfil because the client often has to dig up credentials or contact whoever set the site up originally — start that clock on day one.

Can I customize this template?

Yes. Use it as a starting point in Onvoy, then add, remove, or reorder questions in the builder. Most designers add one or two questions specific to their process (SEO needs, e-commerce details) and remove what doesn't apply.

Web Design

Web Design Client Onboarding

Collect project goals, brand assets, site content, and hosting access — plus a signed agreement and deposit — before the first design file is opened.

4 steps17questions & requests~34 min for your client

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Web projects stall for one reason more than any other: missing inputs. The copy that arrives three weeks late, the logo that only exists as a screenshot, the hosting login nobody can find. This template front-loads all of it.

Your client answers the strategy questions, uploads brand assets and content, shares access, signs your agreement, and pays the deposit — in one sitting, through one link.

Who it's for: Freelance web designers, design studios, and agencies building marketing sites or web apps for clients.

What's inside

The full flow your client walks through, step by step. Everything is editable in the builder before you send it.

Step 1 of 4

Welcome & Contact

We're excited to design your new website. This onboarding takes about 20 minutes and collects everything we need to start strong — you can save and come back at any time.

Your full name
TextRequired
Best email for project updates
EmailRequired
Company / business name
TextRequired
Phone number (optional, for quick questions)
Phone

Step 2 of 4

About Your Project

What does your business do, and who is your ideal customer?
Long answerRequired
What should the new website achieve?
Long answerRequired
Which pages or features do you expect to need?
Home · About · Services / Products · Pricing · Blog · Contact / Booking · E-commerce · Customer login area
Multi-selectRequired
Share 2–3 websites you like — and what you like about them
Long answer
How ready is your website copy?
Written and approved · Drafted, needs editing · Not started — we need help with copy
Single choiceRequired
Is there a date this needs to launch by?
Date

Step 3 of 4

Content, Assets & Access

Logo files (vector formats like .ai or .svg if you have them)
File uploadRequired
Brand guidelines, fonts, and any existing design files
File upload
Website copy, photography, and other content
File upload
Where is your domain registered, and who manages your hosting?
TextRequired
Access we'll need (current website admin, hosting, analytics) — how should we arrange it?
Long answer

Step 4 of 4

Agreement & Deposit

Service agreement
E-signatureRequired
Project deposit
PaymentRequired

Why this template works

Asks for site content and brand assets before kickoff, not mid-project
Collects hosting and domain access up front, where projects usually stall
Ends with the agreement signature and deposit so work never starts unpaid

Frequently asked questions

What should a web design intake form ask?: Business context (what the company does and for whom), project goals, the pages and features needed, sites the client likes and dislikes, content readiness, and the practical items: brand assets, copy, photography, and access to hosting and the domain registrar.
When should I collect hosting and domain access?: During onboarding, before design starts. Access requests are the slowest item to fulfil because the client often has to dig up credentials or contact whoever set the site up originally — start that clock on day one.
Can I customize this template?: Yes. Use it as a starting point in Onvoy, then add, remove, or reorder questions in the builder. Most designers add one or two questions specific to their process (SEO needs, e-commerce details) and remove what doesn't apply.