Client intake form workflow for Tallyfy

Gather project requirements before starting design work

Vague project briefs lead to scope creep and disappointed clients. This intake form captures business goals, target audience, brand preferences, required features, budget range, and timeline so you can quote accurately and deliver what clients actually want.

5 steps
2 fields
Import into Tallyfy Preview steps
Marketing Questionnaire

Run this form in Tallyfy

1
Import this template into Tallyfy and share the kickoff form with new web design clients to complete before your first meeting
2
Configure Tallyfy form fields to collect website goals, brand colors, logo files, style preferences, required pages, budget range, and timeline flexibility
3
Track intake form submissions in Tallyfy so your design team can see which clients have completed their brief and which ones need follow-up
Import this template into Tallyfy

Form fields

Web Design Project Client Intake Form

Please complete this intake form to help us understand your web design project needs. This information ensures we can deliver a website that meets your business goals, brand requirements, and budget.
Enter text...
Enter text...

This is a preview. Sign up to use this form.

Related templates

Ready to use this form?

Sign up free and start collecting responses in minutes.

Get started free
Follow Tallyfy