23 Cardsetter Onboarding form

Tell us about your project
To start your website, we need to collect some essential information from you. Please answer the questions that follow.

After we receive your responses, you'll see the initial draft of your website within 7 business days!

A few tips:
1. It's best to complete this form at a computer.
2. We encourage you to click "save" early and often in case it takes a while to complete. That way, you can save your work and return to it later.
3. IMPORTANT!! Always use the same device and browser when you work on completing this information.

🏢 Organization info

Begin by providing an overview of your organization.
What is the name of your organization?
Business, personal brand, non-profit org, etc.
Email*
example@example.com
What do you (or your organization) do? Provide an overview.
Do you have a tagline? Enter it below.
Ex: "Just do it."
Upload your logo

Cancelof
Save 👇 your work. Then, hit next.

🎯 Target audience

Who are you trying to reach?
Think about the people or organizations you want to visit your website.

Who do you help? How would you group them?

For example:
- Different groups of people – "working parents" and "college students"
- Organizations – "medical offices" and "health spas"
- Job titles – "business owners" and "marketing managers"
- Interests – "rock climbers" and "kayakers"
Enter your target audiences below:
I want to reach:
How does your organziation help them?
TIP: Write to the audience. Ex. “I’ll help you get the best rates on homeowners insurance.”
I want to reach:
How does your organziation help them?
I want to reach:
How does your organziation help them?
I want to reach:
How does your organziation help them?
I want to reach:
How does your organziation help them?
I want to reach:
How does your organziation help them?
Save 👇 your work. Then, hit next.

🔑 Key benefits

What are the benefits you provide to your customers / target audience?
List three benefits your customers (audience/clients/etc.) get from your organization.

(e.g. "Save time by following our 5 ingredient recipes." "Reduce energy costs with our unique air filters." "Listen to my podcast for productivity tips." )
Benefit 1
Benefit 2
Benefit 3

🎁 Products

Describe your product offerings.
Tell your website visitor what's special about your products.
How many products do you have?
Describe your products.
Enter your product info
Save 👇 your work. Then, hit next.

🍲 Menu

List your menu items below.
If you have more than 36 menu items or need additional columns, we recommend creating a menu spreadsheet in Google Sheets. We'll ask for the info at a later date.
Menu items
Save 👇 your work. Then, hit next.

❓How it works

Tell your website visitors how your service or product works.
Describing how your product or service works in a "1,2,3..." sequence tells your website visitors "what to expect." They'll feel more comfortable taking the first step. (See examples below.)
Step 1

Step nameDescription
Step 2

Step nameDescription
Step 3

Step nameDescription
Step 4

Step nameDescription
Step 5

Step nameDescription

See "how it works" examples

💁 About

Tell your website visitors about your organization.
What do you do? How long have you been in business? Why should potential customers trust you?

(We'll ask for personal bios next, so keep this about your business/organization.)
Organization bio

👤 People

Tell your website visitors about the person(s) behind your organization. If you have more people than the form allows, we'll collect additional bios from you later.
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Name

First NameLast Name
Title
Email
example@example.com
Short bio
Save 👇 your work. Then, hit next.

🗓 Appointments and scheduling

Book meetings, reservations, and more.
Are you already using software for online scheduling/booking? (e.g. Calendly, Acuity, or Square Appointments)

YesNo
What are you using for online scheduling?
Add your scheduling link below (if available)
Which best describes your scheduling needs?

My clients will choose a time on my calendar for a meeting or consultation.I operate a medical office, spa, salon, health club or similar business with multiple staff clients can book with.My customers will book reservations for my service.My customers will book a reservation at my restaurant.Other

📧 E-newsletter

Grow your email list by promoting your newsletter.
Tell your website visitors why they should subscribe to your newsletter.

What type of content will you send? How will it help your audience?

Is there an incentive to subscribe (like a discount or free resource)?
Why should your website visitor subscribe to your email newsletter?
Which e-newsletter software do you use (or plan to use)?

MailchimpConvertkitConstant ContactActiveCampaignRevueI haven't decided yetSubstackOther

🎙 Podcast

Promote your podcast
What is the name of your podcast?
Show description
Link to your show

Apple: apple link
Spotify: spotify link
Google Play:   google play link
Soundcloud:   soundcloud link
Audible:   audible link
Stitcher:   stitcher link
TuneIn:   tunein link
Overcast:   overcast link
Other:   other link
Podcast host page:   podcast host page (page on Transistor, Buzzsprout, Podbean, etc)
List some of your best episodes:

🖼 Portfolio / Gallery

Plan your portfolio or gallery content.
How would you like to organize the media in your portfolio / galleries.

List the categories and descriptions below.

We'll ask for the media files later.
List your portfolio or gallery categories and descriptions for each.

💼 Resume

Upload your resume or complete the fields below.
Resume upload

Cancelof
Your name

First NameLast Name
Title
Brief intro
LinkedIn
Twitter
Email
example@example.com
Headshot

Cancelof
Education
Past experience
Honors and awards
Publications
Organizations / Affiliations
Volunteering
Save 👇 your work. Then, hit next.

📚 Courses

List your courses.
Course title
Price
Course description
What's included? List the course benefits.
Course title
Price
Course description
What's included? List the course benefits.
Course title
Price
Course description
What's included? List the course benefits.
Course title
Price
Course description
What's included? List the course benefits.
Course title
Price
Course description
What's included? List the course benefits.
Course title
Price
Course description
What's included? List the course benefits.
Save 👇 your work. Then, hit next.

🔷 Subscriptions and memberships

List your subscription products below.
Program title
Price
Program description
What's included? List the subscriber benefits.
Program title
Price
Program description
What's included? List the subscriber benefits.
Program title
Price
Program description
What's included? List the subscriber benefits.
Program title
Price
Program description
What's included? List the subscriber benefits.
Program title
Price
Program description
What's included? List the subscriber benefits.
Program title
Price
Program description
What's included? List the subscriber benefits.
Save 👇 your work. Then, hit next.

💲 Donations
Tell your website visitors why they should donate to your cause.
List a few ways their donation will help.
How do you plan to accept donations?

PaypalIntegrate a third-party donation platformPayment form on the websiteNot sure. I need a recommendation.
PayPal link
Third-party donation link

📅 Events

Enter up to 6 events below. If you have more, we'll gather them from you later!
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location
Event name
Cost
Start date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
End date / time

MonthDayYear
Date
Hour MinutesAM/PM Option
Event description
Registration / ticket link
Location

⭐ Testimonials

Add testimonials from current or past customers.
Testimonial
Name
Organization
Testimonial
Name
Organization
Testimonial
Name
Organization
Testimonial
Name
Organization
Testimonial
Name
Organization
Testimonial
Name
Organization

🧑‍💻 Publishing

Publishing blogs, articles, and videos on your website? Decide how you'll organize your content.
Input your primary topics, a description for the topic, and sub-topics (if applicable).

📙 Resources

Decide how you'll organize your resources on the website.
Input your primary categories, a description, and sub-categories (if applicable).

ℹ️ Request a quote
Is there anything specific you want to include on your request a quote page?
Request a quote fields:

First nameLast nameEmail addressPhone numberAddressOrganization / Business
Add additional fields

📍 Location
What geographic areas do you serve?

LocalRegionalNationalInternational
Location(s) served
Primary address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want to list your address on the website?

YesNo

👍 Social

Compile your social media and online profile links.
Instagram
Tiktok
Facebook
Twitter
Snapchat
Pinterest
YouTube
Google My Business
Yelp
Houzz
Other
Other

🧲 Lead magnet

Promote your lead magnet.
Title of resource
Tell your website visitor how this resource will help them.
List the benefits of your lead magnet.

🏆 Endorsements / Awards / Affiliations

Showcase your achievements and acknowledgements.
List your awards, endorsements, and affiliations.
Upload award or endorsement logos here (if available).

Cancelof

🎨 Design specifications

Compile your design specifications.
Please list any design preferences that you have.
List a few websites you like.

🌐 Domain info
Do you have a domain registered?

YesNo
What is your domain?
Where is it registered?
Do you have an existing website?

YesNo
What do you like about your existing website?
What do you dislike about your existing website?
Save 👇 your work. Then, hit next.

✍️ Additional notes
Is there anything else you'd like us to know?
Use this space to add any additional notes or thoughts about your website.
Should be Empty:

Tell us about your project

🏢 Organization info

🚀 Goals

🎯 Target audience

Enter your target audiences below:

🔑 Key benefits

🧑‍💼 Services

🎁 Products

🍲 Menu

❓How it works

💁 About

👤 People

🗓 Appointments and scheduling

📧 E-newsletter

🎙 Podcast

🖼 Portfolio / Gallery

💼 Resume

📚 Courses

🔷 Subscriptions and memberships

💲 Donations

📅 Events

⭐ Testimonials

🧑‍💻 Publishing

📙 Resources

ℹ️ Request a quote

📱 Contact info

📍 Location

👍 Social

🧲 Lead magnet

🏆 Endorsements / Awards / Affiliations

🎨 Design specifications

🌐 Domain info

✍️ Additional notes