Free tool
Free client intake questionnaire, by trade
Pick your trade, then copy or download the questions to send before a discovery call.
Web design / development agencies
- Is this a new site, a redesign, a web app or an online store?
- What's the site's main job: leads, sales, bookings or information?
- Roughly how many pages or key features?
- Which platform are you on now, or tied to (WordPress, Shopify, Webflow, custom)?
- Who will supply the written content and images?
- What does it need to connect to: payments, CRM, booking?
- When does it need to go live, and what's driving that date?
- What budget range have you set aside?
- Have you paid for a site before, and roughly what did it cost?
- Will you need hosting or maintenance after launch?
- Who else has to approve the decision?
- How will you judge it a success six months after launch?
Marketing agencies
- What are you trying to grow: leads, sales or awareness?
- Which channels are running now, and which are working?
- What do you spend on marketing a month today, including ads?
- Who handles marketing in-house right now?
- What is a typical customer worth to you?
- What result would make this worth it within 90 days?
- Are you looking for a monthly retainer or a one-off project?
- What budget have you set for agency fees, separate from ad spend?
- Have you worked with an agency before? What went well or badly?
- Can we get access to your analytics and ad accounts?
- When do you want to start?
- Who signs off on the decision?
Architects / interior designers
- Is this a new build, renovation, extension or fit-out?
- Residential or commercial?
- Where is it, and roughly how big (sq ft / m²)?
- Do you own the property, or is the site secured?
- What exists already: drawings, a survey, planning approval?
- What's your build budget, separate from design fees?
- When do you want to move in or open, and what's driving that?
- Do you have style references or examples you like?
- Have you chosen a contractor yet?
- Have you worked with an architect or designer before?
- Who else is part of the decision: partners, family, landlord?
Consultants
- What problem made you look for help now?
- What happens if nothing changes in the next six months?
- What have you already tried?
- What outcome would make this engagement worth it?
- Who in the business owns this problem?
- Roughly how big is the business: team size, revenue range?
- Do you want advice, or hands-on help doing the work?
- What budget range, and project or monthly?
- Who signs off on the decision?
- By when do you want to decide?
A form can ask these. It can't ask the follow-up when someone types "depends". BriefIntake can — try it free.
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