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Business Website & Branding Onboarding
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Business Website & Branding Onboarding
Business Website & Branding Onboarding Form
Please provide detailed information to help us understand your business, technical setup, branding, and website requirements.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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Step
1
of 5
Business Information
Tell us about your business and brand.
What is the official name of your business?
*
Business domain (current and/or desired)
Who is your preferred primary contact? Please provide name, email, phone, address, and best contact method.
*
What products or services does your business provide?
*
What makes your brand unique?
What does success look like for your company in the next 6–12 months?
What is your ideal target market or demographic?
Please list your top competitor websites name with URL
What makes you different from these competitors?
What problem or market gap does your business solve?
Is your business B2C, B2B, or both?
*
B2C
B2B
Both
What is your current brand image (how you want customers to perceive you)?
Who is responsible for providing content, approvals, and feedback within your organization?
Next
Hosting & Technical Setup
Share your hosting and technical setup details.
Who is your current hosting provider (if any)?
GoDaddy
BlueHost
SiteGround
Wp Engine
Custom Server
Other/ Not sure
not instructions. you
Other / Not sure
Please provide details or instructions for hosting access or delegated roles (do not enter passwords; share only access links or instructions please use quickforget.com for any sensitive data).
Please provide DNS access or delegated roles (GoDaddy, Cloudflare, Namesilo, etc.). Do not enter sensitive information; share only access links or instructions.
Do you currently have a website?
*
Yes
No
Please provide: URL, admin access method (do not enter passwords), (use quickforget.com) and current plugin list (if WordPress).
Do you currently have a staging or development environment?
Yes
No
Not Sure
Are there any known issues with your current hosting, performance, or security?
Previous
Next
Email Setup & Business Tools
Help us understand your business email and tools setup.
Do you currently use business email?
Yes
No
Which platform?
Google Workspace
Microsoft 365
cPanel/Webmail
Other
Other
Do you need email migration or setup assistance?
Yes
No
List all active email addresses that need to be created or migrated.
Do you use any CRM tools?
HubSpot
Salesforce
Zoho
GoHightLevel
None
Other
Other
Previous
Next
Branding & Visual Identity
Share your brand, logo, and design preferences.
Please list all active social media accounts with links.
Do you have a brand style guide?
Yes
No
Upload it
Drag & Drop Files,
Choose Files to Upload
Or provide a link
Do you have a logo?
*
Yes
Yes, but needs updating
No, please create one
Upload your logo files here.
*
Drag & Drop Files,
Choose Files to Upload
Brand colors (HEX or RGB values, if known)
Preferred fonts (or any fonts you dislike)
Describe your desired design aesthetic:
Modern
Corporate
Minimal
Bold
Playful
Luxury
Other
Other
Do you have existing high-quality brand photography?
Yes
No
Do you need professional photography or videography?
Yes
No
Possibly
Previous
Next
Website Build Requirements
Specify the pages, functionality, and content you need for your website.
What pages would you like included on the website?
*
Home
About Us
Services
Contact
Blog
Gallery / Portfolio
FAQ
Online Store
Booking / Scheduling
Team
Testimonials
Custom Pages (Listed Below)
Custom Pages
*
Should any content be migrated from your existing site?
Do you need new content written for any pages?
What functionality would you like the site to have?
Lead generation forms
Contact forms
Specialty forms (quote requests, applications, etc.)
E-commerce store
Online payments
Donation system
Membership or login area
Online scheduling
Event calendar
Job application system
Blog publishing
Integrations with 3rd-party tools
AI chatbot
CRM Integration
Live chat
Multilingual support
ADA/WCAG accessibility compliance
Do you need product management for an online store? (List number of products if known.)
Do you need subscription or recurring billing?
Yes
No
Possibly
Do you need integration with accounting or invoicing software (QuickBooks, Stripe, Square, etc.)?
Do you need tax rules configured (state/county tax, exemptions, special rules)?
Submit
