Website Intake Form

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Website Intake Form

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 Intake Form

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

Website Intake Form

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

Not every potential customer will be a good fit for your company. It can come down to a lack of resources, a poor attitude, or a lack of understanding of the advantages you might provide them. For this reason, implementing a website intake form to your onboarding process is essential. A client intake form is a questionnaire used to help you identify the precise project requirements and decide if a potential client is a good fit for your web design company.

It is also a great tool to help you draft a tailored website proposal template that meets their needs and clearly addresses every pain point. An intake form can be presented in paper when you are first meeting your potential clients, however, in today's on-the-go world, an online form is a better and more efficient way to do it.

To help you create an effective website intake form, we'll go over some of the essential information you must cover so you can start off with the right foot.

Note: Use Bonsai to take your website design business to the next level. Get the best fully customizable client forms, contract and invoice templates, tax estimates, payment integrations and much more! Claim your 14-day free trial here.

6 Vital Elements to Include in Your Client Intake Forms

Your client intake form should cover the basic information such as the client's name and contact details as well as project-relevant information including budget, SEO requirements, target audiences, etc. In order to do so, try to cover the following aspects when creating your own form.

Client Information

Start off your intake form by gathering your client's basic contact information. This will help you maintain your client profiles well organized and get in contact with them to follow up on their interest to do business with you. This includes your client's full name and/or business name (DBA) if applicable, mailing address, email address, phone number and even company registration details.

Brand & Industry Insights

Understanding your client's business and their competitors will give you a great foundation to create a website that is in harmony with their brand. Here are some examples of questions you could include to help you discover their competitive advantages and the type of customers your client is looking to attract.

  • What services and products do you offer?
  • What is the purpose of your company?
  • Who are your main target customers?
  • What makes you different from the competition (unique selling proposition)?
  • How long has your company been around?
  • How many businesses are you directly competing with? (please provide links to their websites)
  • Are there any brand assets or guidelines that we should use as reference?
  • What kinds of pictures best represent your company? (photographs of businesses, markets, products, the outdoors, etc.)

Project Details

One of the main purposes of a website intake form is to find out what project your client has in mind. You want to know if they need a brand new website or if they need a website redesign of the current one and what specific features the client wants to incorporate. In short, these questions will help disclose the client's expectations.

  • What's the general focus of this project?
  • How many pages or sections will there be overall on your website?
  • How quickly do you want the website to be built?
  • Do you need a company logo or wordmark for this project?
  • Does your company have a color scheme or do you wish to establish a color preference?
  • Do you need assistance with content strategy or copywriting?
  • Please specify the website features you need in place. (For example, volunteer sign ups, homepage slideshow, Facebook badge, donation forms, etc...)
  • List your desired menu items such as 'home', 'about', 'services', etc.
  • Will you need email and hosting?

Challenges & Goals

Your website intake form should include a set of questions to discover the current state of their website (if any), the type of end product they're looking for, and how this website should be of use for their customers. Here are some examples.

  • Currently, do you have a website? If so, what's working for you and what's not?
  • What is the main objective of your website?
  • Have you prepared any web content?
  • Do you currently have a logo or other branding elements?
  • Do you have a favorite website in particular? Why? (For instance, sidebars, colors, headers, menus, typography, images, etc.)
  • Do you require assistance keeping your website up to date?
  • How crucial is SEO to the success of your website?
  • What features should your website have in order to be successful? (For example, CTA (Call To Action) buttons, live chat, incorporating social media or browser compatibility)
  • What do you want users of your website to do with it?
  • Do you have any concerns or worries regarding the project?

Estimated Budget

Next, let's find out if your prospective client can actually afford your services and just how much they value your work. Aside from directly asking what their budget is for both the website and the project as a whole, you can assist them in estimating a budget by providing a dropdown list starting with the smallest amount you would consider. This would usually be your least preferred budget and you might choose to decline it depending on how much work the client is expecting you to do.

Questions & Comments

Finally, you don't want to leave any doubts unresolved before you decide to take on the project. Don't forget to end your intake form by allowing your potential client to add any extra information they might find important regarding the project. They might have some relevant thoughts that your form failed to address, or may want to know more about you and your services, so leave enough space for them to also ask questions.

Improve Your Client Intake Process With Bonsai

An effective onboarding process can help you ensure you're working with the right client and make it easier for you to keep all the information you need handy. A lack of proper documentation can make you lose leads and gives the wrong first impression to your new clients. If you want to avoid this, use Bonsai's all-in-one product suite to seamlessly create professional documents that ensure consistency in your processes.

We help you create an intake form template that you can simply customize and your clients can easily fill online. You can also use Bonsai to create proposals, contracts, invoices and even send out a feedback form at the end of the project to get valuable testimonials. Start your 7-day free trial to get access to these and many more amazing tools especially designed for independent professionals across all industries.

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