Web design client questionnaire template

Use this website design client questionnaire before you scope a project. It suits freelancers and small agencies.

Short answer

A web design client questionnaire should cover the business goal of the site, the audience, the current site, content and features, the deadline, and the budget. These decide scope and price.

The 14 questions, and why to ask each one

Business and goals

1. What is your name, company, and website address?
Why ask: Lets you review the current site before the call.
2. What does your business do, and who are your customers?
Why ask: Sets the audience the design must serve.
3. What must the new website achieve?
Why ask: Ties the project to a business result.
4. What does not work on your current site?
Why ask: Shows the problems you must fix first.
5. What should a visitor do on the site? (call, book, buy, sign up)
Why ask: Defines the main conversion goal.

Scope

6. Which pages do you need?
Why ask: Page count is a main cost factor.
7. Which features do you need? (shop, booking, blog, member area, forms)
Why ask: Features decide the platform and the effort.
8. Do you have a logo, brand colors, text, and photos?
Why ask: Missing content is the most common cause of delay.
9. Which three websites do you like, and why?
Why ask: Makes style preferences concrete.
10. Which platform do you use or prefer?
Why ask: Checks fit with the tools you work in.

Timing, budget, and decision

11. When must the site go live? Is the date fixed?
Why ask: Checks your capacity and shows hard deadlines.
12. What budget range do you have for the project?
Why ask: Lets you propose a scope that can be bought.
13. Who approves the design and content?
Why ask: Slow approvals are a main schedule risk.
14. Who maintains the site after launch?
Why ask: Shows if a care plan is needed.

Run this form as a conversation

A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.

Generate a first agent from your website address.
Add the questions above as qualification objectives and remove the ones you do not need.
Test the conversation, then add the embed code to your site.

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FAQ

Intake form questions

What should a web design client questionnaire include?

The business and its customers, the goal of the site, problems with the current site, pages and features, available content, example sites, the deadline, the budget, and who approves the work.

How long should a website design questionnaire be?

About 12 to 15 questions before the first call. Send a longer content and access checklist only after the client signs.

Is this template free to use?

Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.

How many intake questions should I ask?

Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.

Can an AI agent ask these questions instead of a form?

Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.

Test it on your own website first.

Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.

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