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XPI Solutions — Website Intake Form

Please complete this intake form so we can gather the details needed to begin your website project. Average time to complete: 5–10 minutes. After submitting your information, download your completed form and return it with any logos, brand assets, photos, pricing, or supporting documents.

Standard Website Project Intake Form
Client Intake Form

Standard Website Project Intake Form

Please complete this form so we can gather the business, brand, content, website goals, required features, and launch details needed to begin your project. This form is designed to work across service businesses, ecommerce brands, nonprofits, and other client website builds.

1. Business Information

Core business details for contact sections, trust-building content, and project setup.

2. Website Goals

This defines what the website must accomplish first.

3. Services, Products, or Offers

We need clear details on what the business sells or provides.

4. Website Functionality

Select the features needed for launch.

5. Operations and Customer Experience

This helps us shape the customer journey before and after conversion.

6. Branding and Content

We need the visual direction and available assets for a strong, conversion-ready website.

7. Legal, Policies, and Compliance

We need any rules, policies, or compliance content the website must show clearly.

8. Pages Needed

Select the main pages needed for launch.

9. Access and Setup

We need to know what is already in place so the project can move faster.

10. Final Notes and Approval

Add anything important we should know before starting.

Submission Note

This standard intake form is designed to collect the key information needed to begin a website project across multiple industries. After completion, return the filled file or save it as a PDF and send it back with any logos, documents, pricing sheets, photos, videos, and brand assets.

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