New Client Intake Form

New Client Intake Form
Company Overview:
Full Name

First NameLast Name
Company Name
Company Website
Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Format: (000) 000-0000.
E-mail
example@example.com
How did you hear about us?
Please Specify
Provide a brief project overview
Who is your target audience?
Web Design
Primary Goal of the Website: (e.g., Lead generation, user onboarding, investor trust/credibility, education)
Conversion Funnel: What is the one action you want a user to take after landing on your site?
Content Availability: Do you have existing copy, or do you require our copywriting add-on?
Technical Constraints: Are there specific platforms you must use (e.g., Webflow, Framer, React/Next.js)?
14. Integrations: What third-party tools must the site connect to?
Product Design
User Flow: the primary flow you want us to design.
Product Maturity: Are we creating a new interface from scratch or iterating on an existing product?
Security/Compliance Tone: Does the UI need to lean into "Bank-grade security" visuals or "Consumer-friendly/accessible" aesthetics?
Design System: Do you have an existing design system (tokens, components), or are we starting from a blank canvas?
SEO & Growth
Current SEO Status: Have you performed an SEO audit in the last 6 months?
Target Keywords: What are the top 5 search terms you want to own?
Content Strategy: Do you have an existing blog/resource center, or are we building the content SEO structure from the ground up?
Geographical Focus: Are you targeting specific regions or international markets?
Sustainability Storytelling
Sustainability Thesis: What is your Fintech’s impact? (

Other
Evidence: What data, impact reports, or certifications do you have to back up your claims?

Other
What is your Communication Style?

Other
The "Why": Why is sustainability a core part of your brand narrative right now?

Please list any other team members we can contact regarding project updates:

Rows	Full Name	Title	Email
1
2

Project Logistics
What is your budget?
28. Timeline: What is your ideal "Go-Live" date?

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Decision Makers: Who has the final sign-off on creative assets? (Crucial for a no-meeting workflow—we need to know who is the bottleneck).
Communication Protocol: Since we operate without meetings, what is the best way to receive feedback? (e.g., Email, Notion comments, Figma sticky notes).
Provide the link(s) to all assets required to complete project
* By submitting this, you acknowledge that our project management relies on asynchronous updates. You will be expected to provide feedback within [3] business days."
Should be Empty:

New Client Intake Form

Web Design

Product Design

SEO & Growth

Sustainability Storytelling

Project Logistics