CPL Web Development Client Intake Form CPL Web Development Client Intake FormΔClient InformationBusiness Name:Primary Contact Person:EmailphoneWebsite URL (if existing):Business Industry/Niche:How did you hear about our services?:Project OverviewWhich service are you interested in? (Select one) Website Performance & UX Audit Custom WordPress Website Build Theme & Plugin Troubleshooting Other (please specify):Please specify your service needProject Timeline:Expected start date:Desired completion date:Is this timeline flexible? Yes NoBudget Range: $1,000 - $3,000 $3,000 - $5,000 $5,000 - $10,000 $10,000+ Not sure yet (consultation needed)Service-Specific QuestionsFor Website Performance & UX Audit:What specific issues are you experiencing with your current website?Which aspects of your website are you most concerned about? Page load speed Mobile responsiveness Search engine visibility User engagement metrics Conversion rates Security OtherPlease specify your concernDo you have access to your website analytics? Yes NoHave you previously had a website audit performed? Yes NoIf yes, when?For Custom WordPress Website Build:Is this a new website or a redesign of an existing site?Do you have existing branding materials? (logo, color scheme, etc.) Yes NoHow many pages do you anticipate needing?What are the primary goals of your website? Lead generation E-commerce/sales Information/education Portfolio/showcase Membership/community Other:please specify your primary GoalDo you need any specific functionality? Contact forms E-commerce/payment processing Membership area Calendar/booking system Blog Newsletter signup Social media integration Other:Please specify the additional functionality you needDo you have content ready (text, images, videos)? Yes No PartiallyWill you need assistance with content creation? Yes NoFor Theme & Plugin Troubleshooting:Please describe the specific issues you're experiencing:When did you first notice the problem?Have you made any recent changes to your site? Yes NoIf yes, what changes?WordPress version:Theme name and version:List of active plugins:Do you have access to: WordPress admin dashboard Hosting account DatabaseWebsite ManagementWho currently manages your website?Do you have a current maintenance plan? Yes NoAre you interested in ongoing maintenance after project completion? Yes No May beDecision-Making ProcessWho will be the primary decision-maker for this project?Are there other stakeholders involved in the approval process? Yes NoIf yes, who?What is your decision-making timeline?Additional InformationHow did you hear about our services?Please share any websites you like the design/functionality of:Is there anything else you'd like us to know about your project or business?Submit Form
