{"id":27270,"date":"2026-03-02T10:12:13","date_gmt":"2026-03-02T15:12:13","guid":{"rendered":"https:\/\/www.greenteedesign.com\/greenteedesign\/welcome\/?page_id=27270"},"modified":"2026-03-11T00:07:24","modified_gmt":"2026-03-11T04:07:24","slug":"client-intake","status":"publish","type":"page","link":"https:\/\/www.greenteedesign.com\/greenteedesign\/welcome\/client-intake\/","title":{"rendered":"Client Intake"},"content":{"rendered":"\n\n\t<form action=\"https:\/\/forms.greenteedesign.com\/process.php\" method=\"post\" enctype=\"multipart\/form-data\">\n  <input type=\"hidden\" name=\"form_tools_form_id\" value=\"4\" \/>\n  <input type=\"hidden\" name=\"MAX_FILE_SIZE\" value=\"33554432\"\/>\n    <h2>Green Tee Design &#8211; Client Intake Discovery<\/h2>\n    \n      Fill this out as completely as possible so we can estimate scope, timeline, and pricing quickly.\n    \n      <strong>Uploads:<\/strong> Max <strong>32 MB per file<\/strong>.<br \/>\n      <strong>Accepted formats:<\/strong>\n      JPG\/JPEG, PNG, WEBP, SVG, PDF, DOC\/DOCX, XLS\/XLSX, PPT\/PPTX, TXT, ZIP, MP4, MOV, WAV, MP3, M4A.<br \/>\n      <strong>Tip:<\/strong> For lots of files or large videos, paste a Drive\/Dropbox link below instead.\n    <hr \/>\n    <h3>1) Contact Information<\/h3>\n    <label>Full Name *<\/label><br \/>\n    <input type=\"text\" name=\"contact_full_name\" required\/><br \/><br \/>\n    <label>Role \/ Title<\/label><br \/>\n    <input type=\"text\" name=\"contact_role\"\/><br \/><br \/>\n    <label>Email *<\/label><br \/>\n    <input type=\"email\" name=\"contact_email\" required\/><br \/><br \/>\n    <label>Phone<\/label><br \/>\n    <input type=\"text\" name=\"contact_phone\"\/><br \/><br \/>\n    <label>Best way to contact you?<\/label><br \/>\n    <select name=\"contact_preferred\">\n      <option value=\"\">Select<\/option>\n      <option value=\"Email\">Email<\/option>\n      <option value=\"Phone\">Phone<\/option>\n      <option value=\"Text\">Text<\/option>\n      <option value=\"Zoom\/Meet\">Zoom \/ Google Meet<\/option>\n    <\/select><br \/><br \/>\n    <label>Business location (City\/State)<\/label><br \/>\n    <input type=\"text\" name=\"biz_location\"\/><br \/><br \/>\n    <hr \/>\n    <h3>2) Business Information<\/h3>\n    <label>Business Name *<\/label><br \/>\n    <input type=\"text\" name=\"biz_name\" required\/><br \/><br \/>\n    <label>Website URL<\/label><br \/>\n    <input type=\"url\" name=\"biz_website\" placeholder=\"https:\/\/example.com\"\/><br \/><br \/>\n    <label>Industry \/ Niche<\/label><br \/>\n    <input type=\"text\" name=\"biz_industry\"\/><br \/><br \/>\n    <label>What do you sell \/ offer?<\/label><br \/>\n    <textarea name=\"biz_offer\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Top 3 products\/services (and pricing if known)<\/label><br \/>\n    <textarea name=\"biz_top_offers\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>What makes you different? (Unique value proposition)<\/label><br \/>\n    <textarea name=\"biz_uvp\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Service area<\/label><br \/>\n    <input type=\"text\" name=\"biz_service_area\" placeholder=\"Local \/ Regional \/ Nationwide \/ Online-only\"\/><br \/><br \/>\n    <hr \/>\n    <h3>3) Project Type &#038; Scope<\/h3>\n    <label>What do you want help with? (Select all that apply)<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Website\"\/> Website<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Website Redesign\"\/> Website Redesign<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Landing Page\"\/> Landing Page<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"E-Commerce\"\/> E-Commerce<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"SEO\"\/> SEO<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Paid Ads\"\/> Paid Ads<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Branding\"\/> Branding<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Logo\/Design\"\/> Logo \/ Design<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Social Media\"\/> Social Media<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Photo\"\/> Photo<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Video\"\/> Video<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Copywriting\"\/> Copywriting<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Automation\/AI\"\/> Automation \/ AI<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"project_type[]\" value=\"Other\"\/> Other<\/label><br \/><br \/>\n    <label>Describe what you want built *<\/label><br \/>\n    <textarea name=\"project_description\" rows=\"6\" required><\/textarea><br \/><br \/>\n    <label>Must-have requirements<\/label><br \/>\n    <textarea name=\"project_must_have\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Nice-to-have ideas<\/label><br \/>\n    <textarea name=\"project_nice_have\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Hard &#8220;no&#8217;s&#8221; \/ constraints<\/label><br \/>\n    <textarea name=\"project_constraints\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Target launch date \/ deadline<\/label><br \/>\n    <input type=\"text\" name=\"project_deadline\" placeholder=\"MM\/DD\/YYYY or Flexible\"\/><br \/><br \/>\n    <label>Is this a rush project?<\/label><br \/>\n    <select name=\"project_rush\">\n      <option value=\"\">Select<\/option>\n      <option value=\"No\">No<\/option>\n      <option value=\"Maybe\">Maybe<\/option>\n      <option value=\"Yes\">Yes<\/option>\n    <\/select><br \/><br \/>\n    <hr \/>\n    <h3>4) Goals &#038; KPIs<\/h3>\n    <label>Primary goal *<\/label><br \/>\n    <select name=\"goal_primary\" required>\n      <option value=\"\">Select<\/option>\n      <option value=\"Leads\">Generate Leads<\/option>\n      <option value=\"Sales\">Increase Sales<\/option>\n      <option value=\"Bookings\">Increase Bookings<\/option>\n      <option value=\"Brand Awareness\">Brand Awareness<\/option>\n      <option value=\"Automation\">Operational Efficiency \/ Automation<\/option>\n      <option value=\"Recruiting\">Recruiting \/ Hiring<\/option>\n      <option value=\"Other\">Other<\/option>\n    <\/select><br \/><br \/>\n    <label>Secondary goals<\/label><br \/>\n    <textarea name=\"goal_secondary\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>How will success be measured? (KPIs)<\/label><br \/>\n    <textarea name=\"goal_metrics\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Current baseline (if known): monthly leads\/sales\/traffic<\/label><br \/>\n    <textarea name=\"baseline_metrics\" rows=\"3\"><\/textarea><br \/><br \/>\n    <hr \/>\n    <h3>5) Audience &#038; Competitors<\/h3>\n    <label>Ideal customer (who, where, problems, objections)<\/label><br \/>\n    <textarea name=\"audience_ideal\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Top customer questions \/ objections (FAQ)<\/label><br \/>\n    <textarea name=\"audience_questions\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Main competitors (links if possible)<\/label><br \/>\n    <textarea name=\"competitors\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Competitors you like (and why)<\/label><br \/>\n    <textarea name=\"competitors_like\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Competitors you dislike (and why)<\/label><br \/>\n    <textarea name=\"competitors_dislike\" rows=\"3\"><\/textarea><br \/><br \/>\n    <hr \/>\n    <h3>6) Branding &#038; Creative Direction<\/h3>\n    <label>Do you have brand assets ready?<\/label><br \/>\n    <select name=\"assets_available\">\n      <option value=\"\">Select<\/option>\n      <option value=\"Organized\">Yes &#8211; organized<\/option>\n      <option value=\"Scattered\">Yes &#8211; scattered<\/option>\n      <option value=\"No\">No<\/option>\n    <\/select><br \/><br \/>\n    <label>Brand voice (select all that apply)<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Professional\"\/> Professional<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Friendly\"\/> Friendly<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Luxury\"\/> Luxury<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Bold\"\/> Bold<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Playful\"\/> Playful<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"brand_voice[]\" value=\"Minimal\"\/> Minimal<\/label><br \/><br \/>\n    <label>Colors \/ fonts you must use (if any)<\/label><br \/>\n    <textarea name=\"brand_requirements\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Examples of styles you like (links)<\/label><br \/>\n    <textarea name=\"brand_inspo\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Examples of styles you dislike (links)<\/label><br \/>\n    <textarea name=\"brand_avoid\" rows=\"3\"><\/textarea><br \/><br \/>\n    <hr \/>\n    <h3>7) Technical &#038; Access<\/h3>\n    <label>Website platform \/ stack<\/label><br \/>\n    <select name=\"stack_platform\">\n      <option value=\"\">Select<\/option>\n      <option value=\"WordPress\">WordPress<\/option>\n      <option value=\"Shopify\">Shopify<\/option>\n      <option value=\"Wix\/Squarespace\">Wix \/ Squarespace<\/option>\n      <option value=\"Webflow\">Webflow<\/option>\n      <option value=\"Custom\">Custom<\/option>\n      <option value=\"Not Sure\">Not Sure<\/option>\n    <\/select><br \/><br \/>\n    <label>Hosting provider<\/label><br \/>\n    <input type=\"text\" name=\"stack_hosting\"\/><br \/><br \/>\n    <label>Domain registrar<\/label><br \/>\n    <input type=\"text\" name=\"stack_registrar\"\/><br \/><br \/>\n    <label>Do you have admin access?<\/label><br \/>\n    <select name=\"access_admin\">\n      <option value=\"\">Select<\/option>\n      <option value=\"Yes\">Yes<\/option>\n      <option value=\"No\">No<\/option>\n      <option value=\"Not Sure\">Not Sure<\/option>\n    <\/select><br \/><br \/>\n    <label>Analytics currently installed? (check all that apply)<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"analytics_tools[]\" value=\"GA4\"\/> GA4<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"analytics_tools[]\" value=\"GSC\"\/> Google Search Console<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"analytics_tools[]\" value=\"Meta Pixel\"\/> Meta Pixel<\/label><br \/>\n    <label><input type=\"checkbox\" name=\"analytics_tools[]\" value=\"Other\"\/> Other<\/label><br \/><br \/>\n    <label>CRM \/ email platform<\/label><br \/>\n    <input type=\"text\" name=\"stack_crm\"\/><br \/><br \/>\n    <hr \/>\n    <h3>8) Marketing &#038; Content<\/h3>\n    <label>Social media links (Facebook, Instagram, TikTok, YouTube, LinkedIn)<\/label><br \/>\n    <textarea name=\"social_links\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Current marketing channels \/ what you&#8217;ve tried<\/label><br \/>\n    <textarea name=\"marketing_current\" rows=\"4\"><\/textarea><br \/><br \/>\n    <label>Do you have testimonials\/reviews? (Where?)<\/label><br \/>\n    <textarea name=\"reviews_info\" rows=\"3\"><\/textarea><br \/><br \/>\n    <label>Offer \/ promo details (if any)<\/label><br \/>\n    <textarea name=\"offer_promo\" rows=\"3\"><\/textarea><br \/><br \/>\n    <hr \/>\n    <h3>9) Upload Files (Max 32 MB per file)<\/h3>\n    \n      If Form Tools is configured to allow multiple files for these fields, you can select more than one file per section.\n    \n    <label>Upload Logo(s)<\/label><br \/>\n    <input type=\"file\" name=\"upload_logos[]\" multiple=\"multiple\" accept=\".jpg,.jpeg,.png,.webp,.svg,.pdf,.zip\"\/><br \/><br \/>\n    <label>Upload Images<\/label><br \/>\n    <input type=\"file\" name=\"upload_images[]\" multiple=\"multiple\" accept=\".jpg,.jpeg,.png,.webp,.svg,.zip\"\/><br \/><br \/>\n    <label>Upload Videos<\/label><br \/>\n    <input type=\"file\" name=\"upload_videos[]\" multiple=\"multiple\" accept=\".mp4,.mov,.m4v,.zip\"\/><br \/><br \/>\n    <label>Upload Documents<\/label><br \/>\n    <input type=\"file\" name=\"upload_docs[]\" multiple=\"multiple\" accept=\".pdf,.doc,.docx,.xls,.xlsx,.ppt,.pptx,.txt,.zip\"\/><br \/><br \/>\n    <label>If files are too large, paste a Drive\/Dropbox link<\/label><br \/>\n    <input type=\"url\" name=\"assets_link_fallback\" placeholder=\"https:\/\/...\"\/><br \/><br \/>\n    <hr \/>\n    <h3>10) Budget &#038; Decision<\/h3>\n    <label>Budget Range *<\/label><br \/>\n    <select name=\"budget_range\" required>\n      <option value=\"\">Select<\/option>\n      <option value=\"$500-$1,500\">$500-$1,500<\/option>\n      <option value=\"$1,500-$3,500\">$1,500-$3,500<\/option>\n      <option value=\"$3,500-$7,500\">$3,500-$7,500<\/option>\n      <option value=\"$7,500-$15,000\">$7,500-$15,000<\/option>\n      <option value=\"$15,000+\">$15,000+<\/option>\n    <\/select><br \/><br \/>\n    <label>How soon are you looking to start?<\/label><br \/>\n    <select name=\"start_timing\">\n      <option value=\"\">Select<\/option>\n      <option value=\"ASAP\">ASAP<\/option>\n      <option value=\"2-4 weeks\">2-4 weeks<\/option>\n      <option value=\"1-2 months\">1-2 months<\/option>\n      <option value=\"3+ months\">3+ months<\/option>\n    <\/select><br \/><br \/>\n    <label>Who approves the final decision?<\/label><br \/>\n    <input type=\"text\" name=\"decision_maker\"\/><br \/><br \/>\n    <label>Anything else we should know?<\/label><br \/>\n    <textarea name=\"extra_notes\" rows=\"5\"><\/textarea><br \/><br \/>\n    <label>\n      <input type=\"checkbox\" name=\"consent\" value=\"yes\" required\/>\n      I confirm this information is accurate, and I understand uploads are limited to <strong>32 MB per file<\/strong>.\n    <\/label><br \/>\n    <input type=\"submit\" value=\"Submit Project Intake\"\/>\n<\/form>\n\n","protected":false},"excerpt":{"rendered":"<p>Green Tee Design &#8211; Client Intake Discovery Fill this out as completely as possible so we can estimate scope, timeline, and pricing quickly. Uploads: Max 32 MB per file. Accepted formats: JPG\/JPEG, PNG, WEBP, SVG, PDF, DOC\/DOCX, XLS\/XLSX, PPT\/PPTX, TXT, ZIP, MP4, MOV, WAV, MP3, M4A. Tip: For lots of files or large videos, paste a Drive\/Dropbox link below instead. 1) Contact Information Full Name * Role \/ Title Email * Phone Best way to contact you? SelectEmailPhoneTextZoom \/ Google Meet Business location (City\/State) 2) Business Information Business Name * Website URL Industry \/ Niche What do you sell \/&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-27270","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Intake - Green Tee Design<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greenteedesign.com\/greenteedesign\/welcome\/client-intake\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Intake - Green Tee Design\" \/>\n<meta property=\"og:description\" content=\"Green Tee Design &#8211; Client Intake Discovery Fill this out as completely as possible so we can estimate scope, timeline, and pricing quickly. 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