Free Client Intake PDF
Website Discovery Intake Sheet
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.
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What you get
- 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