Describe your web design service and generate an intake form for business goals, audience, scope, content, brand assets, budget, timing, and approvals.
Route new website inquiries to email, Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a client scenario, adjust its prompt, and send it to the Makeform builder.
Audience
Small-business owners requesting a new marketing site
Format
Focused qualification form with conditional scope questions
Prompt size
272 chars
Example form structure
Focused qualification form with conditional scope questions
Company, contact, and current website
What should the new website accomplish?
Pages and features needed
Budget range
Preferred launch window
Suggested routing tags
Qualified lead
Needs discovery
Not a fit
Ask who approves scope and content before planning the project.
Step 1
Qualify
fit, budget, timing, and decision-maker
Step 2
Discover
goals, users, content, and functionality
Step 3
Scope
pages, deliverables, dependencies, and owners
Step 4
Respond
route the brief and prepare the next conversation
A stronger first brief
A structured intake shows what the prospect wants to change, what must be built, and which constraints need discussion.
Collect service fit, budget, timing, and the decision-maker before discovery.
Show migration, commerce, booking, membership, or integration details only when selected.
Receive the brief, URLs, answers, and brand materials in one submission.
Adapt it to your service
Keep shared questions, then add paths for the projects you accept.
Clarify audience, message, pages, lead action, content, brand readiness, and outcome.
Ask about the platform, migration, user journeys, integrations, analytics, and reviews.
Focus on the offer, traffic, call to action, creative inputs, tracking, and launch.
Capture catalog, products, payments, fulfillment, accounts, migration, and integrations.
Build your intake workflow
Generate the structure, tune it to your scoping process, and route completed intakes.
List the website services you provide and any minimum fit criteria.
Add your services, budget ranges, and conditional questions for complex requirements.
Preview every branch, check required questions, and remove internal jargon.
Share or embed the form and route submissions for qualification and follow-up.
Choose the right intake method
A generated form gives each prospect a shared core path with project-specific branches.
Field guide
Useful intake questions uncover goals, user needs, deliverables, inputs, constraints, and decision ownership.
Client and stakeholders
Identify the main contact, project owner, contributors, and final approver. Record who owns content, technical decisions, and consolidated feedback.
Goals and measurement
Ask why the project matters now and what visitors should do. Connect visual requests to a business or user outcome.
Audience and journeys
Capture priority audiences, their needs, and their path from entry page to action. Include relevant language, device, or accessibility needs.
Scope and functionality
Collect pages and features as structured choices, with follow-ups for selected items. Separate confirmed requirements from ideas needing discovery.
Content and brand inputs
Ask which copy, brand assets, imagery, and product data are approved. Use uploads and links to expose missing inputs.
Budget, timing, and fit
Use budget and timing ranges, ask what drives the date, and capture fit criteria for choosing the next step.
Related tools
Use focused questionnaires for branding, users, or website requirements in your discovery process.
Create a deeper design questionnaire for visual direction, layout preferences, content, and functionality.
Open toolCollect the essential brief for a broader web strategy, design, development, or migration engagement.
Open toolMap combined design and build requirements, technical dependencies, deliverables, and ownership.
Open toolDiscover brand positioning, personality, audience, competitors, references, and identity requirements.
Open toolBuild a general-purpose client questionnaire for services that extend beyond a website project.
Open toolGather the customer context needed to define audience segments, needs, behaviors, and journeys.
Open toolFAQ
Answers for freelancers and agencies handling new website inquiries.
It is an online questionnaire completed before discovery or scoping. It collects goals, audience, scope, content, brand materials, budget, timing, and stakeholders for the designer's next step.
Ask why the project matters, who it serves, what users should do, which pages and features are required, who owns content and approvals, the budget range, and what drives the launch date.
Yes, when it is concise and focused on fit and context. Reserve detailed strategy questions for the call or a second form, and explain why sensitive questions matter.
Offer realistic ranges tied to your services, include a needs-guidance option, and explain that budget helps match scope and approach. A range is easier than an exact figure.
Yes. Conditional logic can show catalog and payment questions for ecommerce, or offer and tracking questions for landing pages, while hiding irrelevant fields.
Yes. Add uploads for documents and assets, plus URL fields for shared folders, current sites, inspiration, or sitemaps. Ask whether each item is approved.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier removes the Makeform badge.
Review fit, assumptions, and missing inputs, then choose a qualification reply, discovery call, workshop, proposal, referral, or decline. Route the brief to the person owning that decision.
Start discovery with the right context.
