Client Project Intake
A structured brief the sales team completes with the client before development begins.
Internal sales-to-development handoff
01
Client information
Client full name
*
Business name
*
Email address
Phone number
Industry
Current website (if any)
02
Website requirements
Type of website needed
Select one...
Brand new website
Redesign of existing site
Add features to existing site
Landing page only
Approximate number of pages
Select one...
1–3 pages
4–8 pages
9–15 pages
15+ pages
Not sure
Primary goal of the website
Design inspiration or reference sites
03
Branding
Do they have existing brand assets?
Yes, fully branded
Partial (some assets)
No, needs branding
Preferred color palette
Tap all that apply
Black
White
Blue
Green
Red
Gold
Purple
Pink
Teal
Orange
Gray
Specific colors or hex codes (if known)
Preferred layout style
Clean & minimal
Lots of white space, simple typography
Bold & modern
Strong visuals, large headers, high contrast
Elegant & luxury
Refined fonts, dark tones, premium feel
Warm & friendly
Soft colors, approachable, community feel
Corporate & professional
Structured, trust-building, formal
Playful & creative
Fun, colorful, expressive
Font / typography preference
Serif (classic, editorial)
Sans-serif (modern, clean)
Script (elegant, personal)
No preference
Upload brand photos, logos, or reference images
Upload files
or drag and drop
JPG, PNG, WEBP, HEIC, PDF · up to 15MB each · max 10 files
Other branding notes or restrictions
04
AI chatbot
Client wants an AI chatbot
Conversational assistant embedded on their site
What should the chatbot do?
Select one...
Answer FAQs
Capture leads
Book appointments
Support existing customers
All of the above
Custom / other
Chatbot personality / tone
Select one...
Professional & formal
Friendly & conversational
Concise & direct
Warm & supportive
What should the chatbot know about?
05
Calendar integration
Existing calendar platform
Select one...
Google Calendar
Outlook / Microsoft 365
Apple Calendar
Calendly
Acuity Scheduling
None yet
Other
Booking type
Select one...
1-on-1 appointments
Group sessions / classes
Event / venue bookings
Multi-staff scheduling
Mix of the above
Buffer time between bookings?
Yes
No
Not sure
Automated reminders?
Email
SMS
Both
None
Special scheduling rules or availability notes
06
Booking automation
Auto-confirm bookings with email/SMS
Automated follow-ups after appointment
Payment collection at booking (deposit or full)
Waitlist management
Cancellation / rescheduling flow
Payment processor (if applicable)
Stripe
Square
PayPal
Other
Not needed
07
Command center
What does the client need to manage?
View and manage all bookings
Client / contact database
Staff / team management
Reporting & analytics dashboard
Revenue & payment tracking
Chatbot conversation logs
Number of staff using command center
Select one...
Just me (1 user)
2–5 users
6–15 users
15+ users
Role-based access levels needed?
Yes
No
Not sure
08
Timeline & budget
Desired launch timeline
Select one...
ASAP (under 2 weeks)
2–4 weeks
1–2 months
2–3 months
Flexible
Approximate budget range
Select one...
Under $2,000
$2,000 – $5,000
$5,000 – $10,000
$10,000 – $25,000
$25,000+
To be discussed
Hard deadlines or blockers
09
Nova Academy & training
Interested in Nova Academy?
Yes
No
Tell me more
Wants onboarding?
Yes
No
Not sure
Wants employee training system?
Yes
No
Not sure
Approximate team size to train
Training / onboarding notes
10
Sales rep notes
Sales rep name
Date of intake
Additional notes or special requests
ⓘ These notes go directly to the development team. Be as specific as possible — the more context, the faster they can move.
