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Onboarding
Project onboarding
Thanks for your order. This quick form gathers the essentials for your build.
Access: after checkout success
1) Contact & business basics
Full name
Preferred contact method
Select
Email
Phone
WhatsApp
Email
Phone number (optional)
Business / brand name
Your role
Select
Owner
Manager
Marketing
Other
Business location(s)
Do you operate online, in-person, or both?
Select
Online
In-person
Both
2) What you do (offer + positioning)
What do you sell or offer? (1–3 sentences)
Top 3 services/products you want to highlight
Your ideal customer
What makes you different? (USP / why choose you)
Any must-mention credentials?
3) Project goals & success
Primary goal for the site
Select one
Get enquiries
Book calls/appointments
Sell online
Build credibility / portfolio
Inform / educate
Other
Secondary goals (optional)
How will you measure success?
Anything the site must avoid?
4) Brand & style direction
Brand website / socials (links)
Brand guidelines (link)
Logo files (link)
Brand colours
Fonts
Overall vibe (tick any)
Minimal / clean
Premium / luxury
Friendly / approachable
Bold / high-energy
Corporate / professional
Creative / playful
3 websites you like (what you like about each)
3 websites you dislike (what you dislike about each)
5) Content you already have
Do you have copy ready?
Select
Yes
Some
No
Do you have photos ready?
Select
Yes
Some
No
Do you have videos ready?
Select
Yes
Some
No
Links to content folders
Any key messages you want on the homepage?
Any required legal pages?
6) Site structure & pages
Which pages do you want? (tick any)
Home
About
Services
Service detail pages
Portfolio / Case studies
Pricing
FAQs
Testimonials
Blog / Articles
Contact
Other
Service detail pages (how many?)
Any navigation labels you prefer?
Any pages you already know you don’t want?
Do you need multiple locations?
Select
Yes
No
If yes: list locations + what changes per location.
7) Calls to action & lead capture
Primary call to action
Select one
Enquiry form
Book a call
Call now
Email
Buy online
Other
Secondary CTA (optional)
Lead form fields you want
Any qualifying questions you want on the form?
8) Features & integrations
Do you need any of these? (tick any)
Booking/appointments
Payments / checkout
Email newsletter signup
CRM integration
Live chat
Members area / login
Downloads / lead magnets
Galleries
Reviews integration
Maps / directions
Multi-language
Other
Tools you currently use (tick any)
Google Analytics / Tag Manager
Mailchimp / Klaviyo / ConvertKit
HubSpot / Pipedrive / Notion / Airtable
Calendly / Acuity
Stripe / PayPal
Other
Where should leads go?
9) SEO essentials (optional)
Top keywords/phrases you want to rank for
Your main competitors (links)
Service area keywords (cities/regions)
Any existing SEO you want to keep? (old pages/URLs)
Do you already have Google Business Profile?
Select
Yes
No
10) Domain, email, hosting access
Do you already own a domain?
Select
Yes
No
If yes: domain name + where it’s registered
Do you need business email accounts?
Select
Yes
No
Who should own the accounts?
Select
You
Me to set up then transfer
Unsure
Access availability
11) Timeline & logistics
Preferred launch date (or timeframe)
Any fixed deadlines?
Your availability for feedback
Who signs off final approval?
12) Notes & upload links
Anything else I should know?
Links to assets (Drive/Dropbox/etc.)
Extra requests / nice-to-haves (if time/budget allows)
I confirm the information above is accurate.
I understand I may be contacted with follow-up questions.
Send onboarding
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