Project intake form template
A fill-in template that captures everything Chykalophia needs to kick off your project — copy it and fill in what you know.
Before we can start planning your project, we need to understand your business, your goals, and the scope of what you're asking for. This form collects all of that in one place.
You don't need to have all the answers. Fill in what you know, write "unsure" or "let's discuss" where you're not certain, and we'll cover the gaps in our kickoff call.
Quick summary
Copy this form into a Google Doc or paste it into a ClickUp comment. Fill in as much as you can — even partial answers help us prepare. Send it to support@chykalophia.com or attach it to your project task before your first call.
What you'll need
Beginner 20–40 minutesYou don't need any technical knowledge to complete this form. Have your business details, any existing website URLs, and a rough idea of your goals handy.
How to use this template
Copy the template. Select all the text in the "Template" section below and paste it into a Google Doc, a Word document, or a ClickUp task comment.
Fill in your answers. Replace every [Your answer here] with your actual answer. Write in plain language — no need to be formal.
Leave notes where you're unsure. If you don't know the answer, write "unsure" or "let's discuss." Blank fields slow us down more than honest uncertainty.
Send it to us. Email it to support@chykalophia.com, or drop it into your ClickUp project task as an attachment or comment.
Template
Copy everything below this line into a new document and fill it in.
Section 1: About your business
Business name: [Your answer here]
Website URL (if you have one): [Your answer here]
Industry / what you do: [Your answer here]
How long have you been in business? [Your answer here]
Who are your customers? Describe them in a sentence or two — age, location, what they care about, how they find you. [Your answer here]
What makes you different from competitors? [Your answer here]
Section 2: About this project
What are you asking us to build or do? Give us a plain-language description. [Your answer here]
Why now? Is there a driver — a launch date, a rebrand, a new product, a problem with the current site? [Your answer here]
What does success look like? How will you know this project worked? [Your answer here]
Do you have a hard deadline? If yes, what is it and why? [Your answer here]
Approximate budget range:
- Under $2,500
- $2,500 – $5,000
- $5,000 – $10,000
- $10,000 – $20,000
- $20,000+
- Not sure — let's discuss
Section 3: Existing digital presence
Current website platform (WordPress, Webflow, Squarespace, none, unsure): [Your answer here]
Who built your current site, and when? [Your answer here]
What do you like about your current site? [Your answer here]
What do you want to change? [Your answer here]
Do you have active hosting and a domain? If yes, where? [Your answer here]
Do you have a Google Analytics or Search Console account? [Your answer here]
Section 4: Brand & content
Do you have an existing brand (logo, colors, fonts, brand guidelines)?
- Yes — full brand guidelines
- Yes — logo and colors but not much else
- Partial — some things exist
- No — we need brand work too
Do you have existing copy (written content) for the site?
- Yes — it's ready to use
- Yes — but it needs updating or rewriting
- No — we'll need to write it from scratch
- Unsure
Do you have professional photography or video?
- Yes
- Some
- No
Section 5: Technical & integrations
Are there any tools or platforms we must integrate with? (Examples: booking systems, CRMs, email platforms, payment processors.) [Your answer here]
Do you sell products or services online?
- Yes — physical products
- Yes — digital products or downloads
- Yes — services / bookings / appointments
- No
- Not yet, but I'd like to in the future
Do you need any forms, user logins, or member areas? [Your answer here]
Section 6: Stakeholders & process
Who is the main point of contact for this project? Name and email: [Your answer here]
Who else needs to approve decisions or review work? [Your answer here]
How do you prefer to communicate?
- ClickUp (our project management tool)
- Video calls
- Mix — let's discuss
Are there any known constraints we should be aware of? (Existing contracts, technology restrictions, brand rules, compliance requirements.) [Your answer here]
Section 7: Reference & inspiration
List 3–5 websites you admire. These do not need to be in your industry — just sites that feel right to you. For each, note what you like about it. [Your answer here]
Are there any websites you dislike or want to avoid looking like? [Your answer here]
Any other notes, ideas, or context we should have? [Your answer here]
Why each section matters
About your business
We do better work when we understand who you are and who you serve. This section helps us write better copy, make better design decisions, and ask smarter questions.
About this project
A clear goal prevents scope creep and mis-set expectations. Knowing your deadline and budget up front means we can tell you honestly whether the timeline is realistic.
Existing digital presence
We need to know what already exists before we can plan what to build. Surprises during discovery slow everything down.
Brand & content
If brand and content gaps exist, they belong in the project scope. Knowing this early prevents the most common project delay: waiting for client content.
Technical & integrations
Some integrations take significant time. Discovering them late can add cost and delay a launch. Better to surface them now.
Stakeholders & process
Projects slow down when the approval chain is unclear. Knowing who has final say up front keeps decisions moving.
Reference & inspiration
You can't always describe what you want in words — but you can point to it. These links give us a visual vocabulary we can work with together.
Common questions
Related guides
- How we work together: our process
- What happens in discovery & strategy
- Discovery brief template
- Brand & digital asset inventory tracker
- First week with Chykalophia: what to expect & prepare
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