Onboarding Form

*Please complete this step at a computer.

Please provide as much information as you can. Your responses will help us build an effective and attractive website for your business!

We will begin your design and setup as soon as this form is complete!

🕒 This form takes about 15 minutes to complete.

Questions? Email us at team@cardsetter.com

Business Name* This field is required.

Email* This field is required.

example@example.com

Number of People within Your Organization

Describe your business.Tell us about your business.

Describe your customer.Who is most likely to buy your products or services?

Why should customers choose your business over others in your industry?What makes you the best at what you do?

Please list your primary products and services and provide a brief description for each.

New or Existing SiteWill this be a brand new website or do you have an existing website that we'll be migrating and updating?

New Website

Migrate Existing Site

Please provide the link to your existing website.

Which best describes your feelings regarding the migration of your existing website's content?

I want to bring over all of my existing website's content. I'm primarily seeking an updated design and easier to use platform.

I want to bring over some of my content but I need to make some changes.

I don't want to bring over any of my content. Start this website from scratch.

Where is your domain registered?

Google Domains

GoDaddy

Other

What do you like about your existing website?

What do you dislike about your existing website?

Do you have a domain registered?This is the ".com" or ".org" address.

Yes

Domain Information

What is your domain?

GoDaddy, Google Domains, Other?

Social Media LinksPlease provide links to your business's social media pages.

Facebook

Twitter

Instagram

TikTok

SnapChat

YouTube

Provide your social media links below:

facebook.com/
twitter.com/
instagram.com/
pinterest.com/
tiktok.com/
snapchat.com/
linkedin.com/
Other:

Feature needs.Select the features that your website will need.

Blog

Scheduling/Appointment Setting

E-newsletter Signup

E-commerce

Payment Form(s)

Member Login (gated content)

Lead Capture for a free resource

Onsite Chat

Other

Please provide any additional details on what you'd like your website to do.

Do you currently use any of the following e-newsletter platforms?

Mailchimp

ConvertKit

ActiveCampaign

Constant Contact

Revue

Substack

I don't have an e-newsletter yet.

Other

Do you currently use any of the following payment processors for your business?

Stripe

Square

Paypal

Other

I don't use a payment processor at this time.

Google Analytics ID

Business Contact Info

Business physical address (if applicable)

Business phone number

Business email address for general inquiries

Business hours

AboutTell us about the people (including yourself) in your organization. Individual bios would be appropriate here.

Do you have customer testimonials available?

Yes

Not yet

If you have customer testimonials available, please paste a few below.

What is the primary action you want your website visitors to take?

Book an appointment / meeting

Purchase a product

Submit an inquiry form

Subscribe to e-newsletter

Download a free resource

Become a member/subscriber

Other

Graphic AssetsPlease upload your logo, team photos/headshots, and any other photos you have available. (.jpeg, .jpg, .png, .pdf accepted)

Drag and drop files here

Select files to upload

Design PreferencesIf you'd like to, please provide some info on how you want your website to look. We love to see links to other websites you like. Just drop the links below. You may also indicate color preferences or anything else you think would help guide the look of your site.

Onboarding Form