New clients

Project intake worksheet

This page does not submit anywhere. Use it to think through your build, print for your team, or copy answers into email. When you are ready, send the lead through Contact.

1. Type of work

Website, web app, consultation-only, or mix — and any fixed deadline.

Engagement & timeline

2. Business & audience

Who the work is for and what problem it solves.

Organization, audience, geography

3. Brand & look

Logo status, colors, fonts, mood words, sites you like or want to avoid.

Visual direction & references

3b. Inspiration & current UI (files)

This worksheet does not upload files. On the Contact form, use the inspiration and current UI file fields — or paste Figma / Drive / Loom links in your message for larger mocks.

4. Pages & content

Must-have pages, who writes copy, languages, SEO priorities.

Structure & content

5. Functionality

Forms, auth, payments, CMS, blog, search, embeds, analytics, accessibility goals.

Features & integrations

6. Logistics & success

Budget range (ballpark is fine), decision makers, and what “success” looks like in six months.

Stakeholders, budget signal, success criteria

Want every question in one place for your team or a Google Form? Ask by email — we can send a longer copy-paste checklist.