Website Design Form For Client

Fully editable with custom branding. Send, print or embed online.

Website Design Form For Client

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Website Design Form For Client

Fully editable with custom branding. Send, print or embed online.

Website Design Form For Client

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

As an independent web designer, you have a lot on your hands. From creating designs and layouts, producing sample sites, doing digital retouching and keeping up with recent software developments, you really put a lot of time and effort into making every project a success. So you don't want all this hard work to go down the drain because it just wasn't what the client was looking for.

For this reason, implementing a website design form is a great way to gather all the information you need before you decide to work with them. It enables you to do more research about their target audience and to give a precise quote as well as turnaround time. However, if you don't ask the correct questions, you might develop a website that they don't need or exceed their budget.

To help you create a comprehensive website design form for client intake we'll go over the main aspects your form should cover. But before we get into it, let's quickly define what a web design questionnaire/form is.

Note: Use Bonsai to create effective web design questionnaires that meet your business' needs and sets you up for a successful project. Our custom client forms are fully customizable and can be easily integrated into your website. Get yours today for free here!

What is a web design client questionnaire?

A website design client questionnaire/form is a list of questions that web designers provide for their prospective clients in order to better understand their needs for business and design before developing their website. It is closely tied to a client intake meeting because the questions can be utilized to create that resource and gain a better understanding of the client's priorities in terms of timeframe, budget, and other relevant variables.

Obtaining as much information as you can upfront can give you knowledge of the client's target market and objectives, enabling you to make sure that your finished product meets or even exceeds the client's original vision. While each form can be tailored to different clients, it can be time consuming to create a form from scratch each time you're about to start a project, so it's a good idea to create a basic template you can use as reference and save lots of time. Read on to find out what to include.

Elements to Include in Your Web Design Client Questionnaire

Asking plenty of questions is the best method to comprehend your clients' wants and give them the most accurate quote. However, it can be hard to cover every single detail when first meeting with your client. So to make sure everyone is on the same page regarding requirements, budget and design process make sure to cover the following aspects.

Client Information

The first thing you must do is gather the client's essential contact information. Include the potential client's full name (or business name), physical address, phone number and email address. This way you can not only have all you need to do a proper follow-up but you will keep your client profiles well organized.

Brand & Industry Insights

You're looking for a solid basis to build a website that is consistent with your client's brand, so you must fully understand their business model and their main competitors. To help you find out what their competitive advantage is and what kinds of clients they're looking to reach, you may ask these questions.

- What products and services do you provide?

- Who are your primary target customers?

- How long have you been in business?

- What is the goal of your business?

- Do you have any brand assets or standards we may utilize as a guide?

- What distinguishes you from your rivals (unique selling proposition)?

- How many companies are you directly up against? (If you could include links to their websites)

- What types of images best reflect your business? (Pictures of establishments, markets, goods, the outside, etc.)

Website Design Project Details

Your web design questionnaire should include enough questions to help you clearly understand what your client has in mind. Find out whether they need a whole new website designed or are just looking to revamp the existing website, as well as the precise features the client wants to include. The following questions will help you discover your client's expectations.

- What is the project's main focus?

- How soon do you need the website to be developed?

- How many pages or sections will your website have in total?

- Do you require assistance with copywriting or content strategy?

- Please list the different functionalities of the website that you require. (For instance, sign-up forms for volunteers, a slideshow on the homepage, a Facebook badge, etc.)

- Will you require hosting and email?

- List the menu options you want, such as "home," "about," "services," etc.

- Do you want to establish a color preference inside your firm or does it already have a color scheme?

- Do you require a Wordmark or company logo for this project?

Challenges & Goals

Next, you must find out the state of your potential client's current site (if any) as well as the kind of finished product they're after. It's also important to understand how they want their customers to interact with the website. Here are some questions that should help figure this out.

- Do you currently have a website? If so, what is and isn't working for you?

- Do you have any prepared web content?

- What do you want to accomplish with your website?

- Do you already have a logo or other brand identifying features?

- How important is SEO to your website's success?

- Do you have a particular favorite website? Why? (Examples include sidebars, headers, menus, colors, typography, and images.)

- What characteristics must your website have to be successful? (For instance, CTA (Call To Action) buttons, live chat, integrating social media, or compatibility with different browsers)

- Do you have any doubts or concerns about the web design project?

- What do you want your website visitors to do when they access it?

Client's Budget

In order to determine how much your potential client values your job and whether they can genuinely afford your services you'll have to inquire about their budget for the website. You can directly ask the question 'What's your estimated budget for the project', however, you may help them provide a more realistic estimate by offering a dropdown list with the minimum amount you would consider as the beginning point. Typically, this would be your least favorite budget, and depending on how much work the client is expecting you to complete, you might decide to decline it.

Questions & Comments

Finally, before deciding to take on the project, you don't want to leave any questions unanswered. You can leave some space at the end of the website design questionnaire to allow your prospective client to enter any more information they may deem pertinent to the project and ask further questions. They might have some relevant details that your form missed or they might want to know more about you and your services.

Create an Effective Website Questionnaire With Bonsai

Now that you know what essential elements you must include in your web design client questionnaire, and how beneficial it can be to your onboarding process, use Bonsai's form builder to create and send it to your prospective clients. Our fully customizable client forms allow you to include as many questions as you'd like (and add your own), and you can choose whether the answer should be a text, a single option, or a list of choices.

After you've finished modifying your form, you have three options: send it immediately via email, let customers fill it out by sharing the URL, or have it embedded into your website for extra convenience. In addition, Bonsai provides a wide range of additional tools for managing all of your administrative needs. Here's a sneak peak in case you could use some help running your business.

Proposals, Contracts and Invoice Templates

Bonsai offers a wide variety of pre-designed templates that you can fully customize adding your own branding elements. You can seamlessly create and send your business proposals, contracts and even invoice templates.

Payment & Accounting Integration

All of our invoice templates allow you to integrate multiple online payment options and you can even link your bank account for instant access to your funds after each payment. Plus our accounting software will keep track of your income and expenses to track your profit and losses.

Tax Estimates & Deductions

Bonsai Tax automatically analyzes your expenses and tax receipts to provide you with quarterly and annual tax estimates. It will also identify potential tax deductions helping you save money and have a worry-free tax season.

Dedicated Business Checking Account

With Bonsai you can apply for a dedicated business bank account that has no minimum balance requirements and no maintenance fees. Plus, its amazing 'envelopes' feature allows you to save up a percentage of your income for vacations, payroll, taxes or anything else you need. It's never been easier to manage your business finances, all in one place.

Check out these and many other incredible features by signing up for the 14-day free trial. We help you save time so you can focus on your passion, not your paperwork!

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