# Website client intake template

By cluein.me — https://cluein.me/resources
Version: 2026-10-29. Copy and adapt this template for your own client projects.
This is a project information checklist, not a contract or legal advice.
Never include passwords, API keys or other credentials in this document.

## 1. Project and contacts

- Project name:
- Client / organization:
- Main contact:
- Person responsible for approving the brief:
- Person responsible for supplying content and assets:
- Project type: landing page / relaunch / webshop / branding / other
- Existing website, if relevant:
- Target launch date:
- What drives that date? Record any dependencies:

## 2. Purpose and audience

- What problem should the website solve?
- What is the single most important action a visitor should take?
- Who is the primary audience?
- Which locations and languages should the website cover?
- What would count as a successful launch? Define a measurable outcome:
- Who will check the result, and when?

## 3. Scope

| Page or deliverable | Purpose | Content owner | Required for launch? | Due date |
| --- | --- | --- | --- | --- |
| Homepage | | | | |
| Services / products | | | | |
| About | | | | |
| Contact | | | | |
| Other | | | | |

- Required forms and integrations (names only, no credentials):
- Existing content to keep or redirect:
- Content and features explicitly outside this project:
- Who is responsible for hosting and domain configuration?
- Who maintains the website after handoff?

## 4. Homepage copy

- Short description of the offer:
- Main headline:
- Supporting explanation:
- Primary call to action and destination:
- Services or products to feature:
- Evidence that may be published (approved references, qualifications, examples):
- Contact information approved for publication:
- Tone of voice and words to avoid:

## 5. Assets

| Asset | Filename / location | Intended use | Supplied by | Permission checked by | Status |
| --- | --- | --- | --- | --- | --- |
| Vector logo | | | | | Missing / received / approved |
| Raster logo | | | | | |
| Brand guidelines | | | | | |
| Photographs | | | | | |
| Fonts and license information | | | | | |
| Product information | | | | | |

Record where permission or license evidence is held. Do not treat possession of
an image as proof that it may be published. Confirm unresolved questions with
the appropriate rights holder or adviser.

## 6. References and constraints

- Example website URL and the specific aspect you like:
- Example website URL and the specific aspect you want to avoid:
- Accessibility requirements supplied by the client:
- Performance or device constraints:
- Approved legal page content and responsible reviewer:
- Other constraints:

## 7. Missing inputs

Mark an item as blocking only when the next agreed step cannot proceed without it.

| Missing input | Blocking or optional? | Owner | Due date | Next action |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |

## 8. Brief review

- Version of this brief:
- Reviewed by:
- Review date:
- Agreed next step:
- Remaining questions:

This review records project coordination. It does not replace your agreement
with the client or any separate contractual approval process.

## Try the workflow

See fictional answers, a sample logo and a downloadable example handoff:
https://cluein.me/demo/client-portal

Current plans and limits: https://cluein.me/pricing