Web Consult – Intake Form

Yes! Congratulations on taking this major step to clarity. I’m so excited to work with you!

You’ve booked a session. Your upcoming session will include a 1:1 conversation with Malinda Watt, Web Designer & Strategist, where she will take you through take you through the website business growth process, advise you on your business and provide quantifiable, actionable strategies to uplevel your business.

In preparation for this session, please complete the intake form below. Please complete the intake form to the best of your ability. Don’t overthink this… there are no ‘wrong answers’. This will allow Malinda to complete her pre meeting analysis, and provide a comprehensive web strategy for your business.

Web Consult Intake

Tell me more about your business, your goals and what success looks like for your and your business. Don't overthink it... complete the intake form now in preparation for our call. I can't wait to work with you and find the key areas where we can better optimize your website and online presence to serve you better. We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

Step 1 of 5

Business Snapshot
What’s the name of your company?
Website*
What does your company do? What are the products and services you offer?

What are your primary goals for your business, website and online presence.
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. Ex: Goals that are specific, measurable, achievable, relevant and time-bound.

With this in mind, what are the top 5 business needs of your new website?

Ex: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months
Goal #1
Goal #2
Goal #3
Goal #4
Goal #5
Is there anything about your current site that serves the business well and if so, why?

Who Are We Doing This For?
Tell us about your ideal customer. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will visit your website?
Ex: research product information, get contact details, ask questions about services, pricing

Design Concept
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? If so, list them here so we can make sure yours is better 🙂
Tell us about your competitors. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
Are there any other websites in particular that you like the design of? Why?

What tools are you using currently?
What tools are you using currently to manage your website and online presence? Wordpress, Squarespace, Leadpages, Convert Kit, Mailchimp?
What do you like or dislike about your current systems?
What Does Success Look Like?
If we were to be celebrating a successful website strategy in 12 months time, what would that have to look like? How many website visitors? How many leads? How many sales? Be as descriptive as you possibly can.
Who do you follow and admire online? Who appears to be absolutely killing it with their online marketing and web strategy?
Anything else you want to get off your chest?
Name*
First Last
Email*
Phone*

Yes! Congratulations on taking this major step to clarity. I’m so excited to work with you!

Web Consult Intake

Step 1 of 5

Business Snapshot

What are your primary goals for your business, website and online presence.

Who Are We Doing This For?

Design Concept

What tools are you using currently?

What Does Success Look Like?