Client Intake

Green Tee Design – Client Intake Discovery

Fill this out as completely as possible so we can estimate scope, timeline, and pricing quickly.

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1) Contact Information

Full Name *


Role / Title


Email *


Phone


Best way to contact you?
Select Email Phone Text Zoom / Google Meet

Business location (City/State)

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2) Business Information

Business Name *


Website URL


Industry / Niche


What do you sell / offer?


Top 3 products/services (and pricing if known)


What makes you different? (Unique value proposition)


Service area

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3) Project Type & Scope

What do you want help with? (Select all that apply)
Website
Website Redesign
Landing Page
E-Commerce
SEO
Paid Ads
Branding
Logo / Design
Social Media
Photo
Video
Copywriting
Automation / AI
Other

Describe what you want built *


Must-have requirements


Nice-to-have ideas


Hard “no’s” / constraints


Target launch date / deadline


Is this a rush project?
Select No Maybe Yes

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4) Goals & KPIs

Primary goal *
Select Generate Leads Increase Sales Increase Bookings Brand Awareness Operational Efficiency / Automation Recruiting / Hiring Other

Secondary goals


How will success be measured? (KPIs)


Current baseline (if known): monthly leads/sales/traffic

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5) Audience & Competitors

Ideal customer (who, where, problems, objections)


Top customer questions / objections (FAQ)


Main competitors (links if possible)


Competitors you like (and why)


Competitors you dislike (and why)

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6) Branding & Creative Direction

Do you have brand assets ready?
Select Yes – organized Yes – scattered No

Brand voice (select all that apply)
Professional
Friendly
Luxury
Bold
Playful
Minimal

Colors / fonts you must use (if any)


Examples of styles you like (links)


Examples of styles you dislike (links)

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7) Technical & Access

Website platform / stack
Select WordPress Shopify Wix / Squarespace Webflow Custom Not Sure

Hosting provider


Domain registrar


Do you have admin access?
Select Yes No Not Sure

Analytics currently installed? (check all that apply)
GA4
Google Search Console
Meta Pixel
Other

CRM / email platform

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8) Marketing & Content

Social media links (Facebook, Instagram, TikTok, YouTube, LinkedIn)


Current marketing channels / what you’ve tried


Do you have testimonials/reviews? (Where?)


Offer / promo details (if any)

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9) Upload Files (Max 32 MB per file)

If Form Tools is configured to allow multiple files for these fields, you can select more than one file per section.

Upload Logo(s)


Upload Images


Upload Videos


Upload Documents


If files are too large, paste a Drive/Dropbox link

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10) Budget & Decision

Budget Range *
Select $500–$1,500 $1,500–$3,500 $3,500–$7,500 $7,500–$15,000 $15,000+

How soon are you looking to start?
Select ASAP 2–4 weeks 1–2 months 3+ months

Who approves the final decision?


Anything else we should know?


I confirm this information is accurate, and I understand uploads are limited to 32 MB per file.