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Free Client Intake PDF

Ask the right questions before you price a website project.

A practical intake worksheet for discovery calls so you can ask the right questions before quoting a website project, store build, landing page, or redesign.

Website Discovery Intake Sheet preview

Download the complete Website Discovery Intake Sheet free.

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  1. Comment INTAKE on the Facebook post.
  2. Receive the landing page link by inbox.
  3. Open the page and click the Dodo checkout button.
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  5. Complete checkout and download the PDF.

What this resource helps you check and decide.

  • Discovery-call question sheet for goals, pages, assets, timeline, and ownership
  • Scope-mapping worksheet so website quotes do not start from vague assumptions
  • Red-flag review for missing access, unclear decision maker, or unrealistic deadlines
  • A simple follow-up plan to turn messy inquiries into organized next steps
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