Website Redesign Client Intake Form Template

Send this intake form to a new website redesign client before your working session. It collects business context without asking the client to explain how their website is programmed.

The client can leave unknown answers blank. Use the call to resolve them rather than making the form a barrier to starting.

Copy this client intake form

Your business and project

• Business name:
• Current website address:
• Main contact and preferred contact details:
• Why are you changing the website now?
• What do you want the new website to help people do?
• Which part of the current website is already working well?

Your customers

• Who should the website speak to?
• What do people usually ask before becoming a customer?
• What information do they struggle to find today?
• Which locations and languages should the website serve?

Your brand and materials

• What should stay recognizable about your brand?
• Please share your logo, photos and any brand guidance.
• Which website examples do you like, and what do you like about them?
• What should we avoid?
• Do you have customer reviews, project examples or other material approved for publication?

Your pages and content

• Which existing pages must stay?
• Which information is out of date?
• Which new services, products or pages should be added?
• Who will confirm that the content is accurate?
• Where are your existing files, photos and business information stored?

What the website should do

• What should happen when someone contacts you?
• Do customers need to book, pay, order, join or sign in?
• Are different services or locations handled differently?
• Which tools do you already use for your business?
• What information should the website receive from or send to those tools?
• What would your team like to manage inside the website?

Reviews and publication

• Who should review the preview?
• Who gives final approval?
• Is there a target launch date or event?
• Who manages your website address and can help connect it?
• Is there anything the business needs reviewed before publication?
• What ongoing updates do you expect after launch?

Keep passwords out of the form

Ask for the names of relevant accounts and the person who manages them, not passwords in a shared document. Arrange authorized access through the appropriate connection or invitation when it is needed.

An intake form should also avoid collecting private customer records. Establish what the project needs before importing business information.

Turn the answers into a short brief

Summarize the answers in language the client can approve:

We are redesigning the website for a three-location service business. Visitors need to find their nearest location, choose an available service and request a booking. We will keep the logo and existing brand color, update service descriptions and use the supplied photos. The owner approves the preview before publication.

Then list the pages, working features, information sources and open decisions. Use the requirements checklist to turn that brief into reviewable tasks.

Use the brief in Revamp

Bring the current URL and relevant materials into Revamp. Use the client’s brand preferences to shape a professional first design, then refine it through conversation or visual editing. Add the pages, booking flows and other features described in the brief.

Share a branded preview for client feedback. Their answers become a website they can explore, rather than another document to interpret. Keep building through publication and ongoing updates in the same project.

See the agency workspace for client project organization.

What to ask on the follow-up call

Do not read every form answer back to the client. Focus on missing decisions and differences between the current and desired experience:

• “What happens after this enquiry reaches your team?”
• “Which location should handle this booking?”
• “Who can confirm these service details?”
• “Is this feature essential for launch, or can it follow later?”

For a more exploratory conversation, use the redesign discovery questions.

Frequently asked questions

Should the client complete every field?

No. Unknown answers are useful discovery items. Confirm the few decisions that affect the initial direction, then resolve the rest during the project.

Should intake include the client’s budget?

For agency work, discuss the available budget and service scope during qualification or discovery. The intake above focuses on the website’s needs rather than treating budget as a substitute for scope.

Is this a hosted form?

This page provides questions to copy into your preferred form or document. It does not collect your client’s answers on Revamp’s marketing website.