/ Client onboarding

Everything we need before kickoff.

Gather these before our first call and we'll compress weeks of back-and-forth into a single working session.

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00 / Service Selection12 items

Help us understand what you're looking to build. Select one or more.

01 / Project goals & success5 items

So we build the right thing, not just the thing.

02 / Brand & content9 items

Identity, voice, and the words that go on the page.

02B / Preferred brand style10 items

Pick the directions that feel right. Select all that apply.

03 / Accounts & access5 items

We send invites; you accept. No shared passwords.

04 / Integrations & data4 items

The systems we plug into or migrate from.

05 / Stakeholders & workflow4 items

Who decides, who reviews, how fast.

06 / Logistics5 items

The boring-but-critical pieces.

Estimated BudgetRequiredDesired Launch DateMonthly Support Needed?Preferred Communication MethodAdditional Notes

07 / Business Discovery7 items

We don't just build websites. We solve business problems.

Tell us about your business.RequiredWhat products or services do you offer?Who is your ideal customer?What are your biggest business challenges?Who are your main competitors?What would success look like after this project?What is your biggest pain point today?

08 / AI & Automation7 items

Help us identify opportunities to automate your business.

Which tasks are repetitive?Which tasks consume the most time?What software do you currently use?Do you want AI integrated into your business?Do you want business automations?Which processes would you like to automate?Do you already use ChatGPT, AI tools, or automations?

09 / Success Metrics9 items

How should we measure success? Select all that apply.

/ Ready when you are

Send what you have today. We'll fill the gaps together.

You don't need every item checked to start the conversation — just enough to align on scope. We'll guide you through the rest.

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