New Client Intake Form
What services do you provide?
Do you provide ongoing training for your staff? If yes, please explain.
Do you or your staff have any special qualifications or certifications? If so, what are they and why are they important?
Are you involved with any associations or have any professional affiliations? (Explain what benefits are and why your clients would care)
Are there websites you feel compelling?
Please list the URLS and tell us what you like about them.
What colors would you like for your website?
What is your mission statement?
What message do you want your website to convey?
How do you see yourself differentiating from your competition?
What sets your business apart?
How many employees to you have?
How long have you been in business?
What geographical areas does your business serve?
Does your company have a tagline?
Tell us your strength and values.
What are your community involvement programs?
Tell us about your staff.
Names, positions, bios, etc.
What is your current pricing structure?
Do you have discounts, multiple service options, seasoned specials, referrals, and so on.
What kind of personality do we want to portray in your communications?
What is the impression about your business that you want potential customers to take away after each iteration with your company?
Anything else we need to know about your business?
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