Client Intake Form — Lissa Builds

🏢 Section 1 — Business Basics 8 fields ▾

Full legal business name *

Business phone *

What does your business do? *

2–3 sentences like you'd explain to a stranger — I'll use this for your site copy

Business email *

Where form submissions will land

Cities / area served *

Physical address optional

Leave blank if you don't want it shown

Business hours optional

Social media links optional

Paste any you want connected — Facebook, Instagram, LinkedIn, Yelp, Google Business

🌐 Section 2 — Existing Hosting Setup 8 fields ▾

⚠️ Most important section. I need this info to upload the new site. If you're unsure, look for emails from GoDaddy, Namecheap, Bluehost, Squarespace, Wix, or Netlify.

Domain name *

Domain registrar *

Registrar login email *

For DNS access — no password needed

Domain expiration date optional

Current hosting provider *

Current live site URL optional

What are we doing with the current site? *

Replacing it completely Updating / redesigning it No current site — starting fresh

Professional email set up? *

Prior access granted to others? optional

📋 Section 3 — Services & Content 8 fields ▾

List every service you offer *

Name, short description, price if you want it shown publicly

The ONE thing you want visitors to do *

Call you Fill out a contact form Book an appointment Purchase something Other

Who is your ideal customer? *

Age, location, situation — be specific

Contact form, booking, or both? *

Contact form only Booking only Both Neither

About / bio text optional

Paste whatever you have — I can rewrite it or write from scratch

Testimonials / reviews optional

Google, Facebook, texts, emails — copy and paste with client's first name

FAQ — common client questions optional

🎨 Section 4 — Branding & Design 6 fields ▾

Do you have a logo? *

Yes — PNG or JPG Yes — SVG or vector Yes — in Canva No — create a text logo please No logo needed

Brand colors optional

Hex codes or describe: "navy and gold," "sage green and cream"

Brand fonts optional

Any fonts you already use on flyers, cards, etc.

Overall vibe / feel *

Sites you like the look of optional

Any industry — just designs you like

Do you have photos? optional

Yes — professional Yes — phone photos No — use stock images Mix of mine + stock

Things you do NOT want on the site optional

⚙️ Section 5 — Technical Details 6 fields ▾

Google Analytics set up? optional

Yes — I have access Yes — but no access No — set it up please No — not needed

Google Business Profile? optional

The listing on Google Maps

Yes — set up No — want help setting up No — not needed

Take payments on the site? *

Yes No Not now, maybe later

Collect sensitive client info? *

Health, financial, or address data — affects privacy policy needs

Yes No Not sure

Who will update the site after it's built? *

Me A staff member Lissa (retainer) Rarely needs updates

📅 Section 6 — Project Logistics 4 fields ▾

Target launch date *

Budget range *

Preferred communication method *

Anything else I should know? optional

Previous web experiences, concerns, or anything about your business I should understand