Website Intake Form

The Website Intake form gathers project requirements and preferences to kickstart your web development process.
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Website Intake Form

What you’ll love about this form

  • Totally customizable
  • Integrates with all Everest Form Add-Ons
  • Quick and easy to embed in any page or post on your website

Benefits of This Website Intake Form 

This Website Intake Form is designed to help you gather all the details needed to bring your clients' website visions to life. Here’s how it streamlines the process: 

  • Budget Clarity: Easily assess your client’s budget using a dropdown with customizable price ranges. Tailor it to reflect your services, helping both parties align on expectations from the start. 
  • Comprehensive Project Details: Clients can share their project description, current website address, required number of pages, and any unique requirements, ensuring you have a clear understanding of their vision. 
  • Hosting Needs: Find out if clients need hosting services, allowing you to offer a complete package or adapt your services. 
  • Brand & Audience Insights: Clients can specify their target audience, preferred color scheme, and website inspirations. This information empowers you to create a site that matches their brand identity and appeals to their ideal customers. 

This form gives you a solid foundation for every project. If you need additional details, add more fields to suit your data collection needs. 

How Do You Add Website Intake Form to Your Website?

You’ll need Everest Forms Pro to access all the fields in this form. Adding this Website Intake Form to your website is quick and easy. Just follow these steps:

  1. Navigate to Plugins >> Add New in your WordPress dashboard.
  2. Search for Everest Forms, then click Install and Activate.
  3. Once activated, go to Everest Forms >> Add New, select the Website Intake Form template.
  4. Customize the form as needed. Then, use the generated shortcode to embed the form on your desired page

If you need further assistance, watch this video tutorial to see exactly how to add one of these forms to your website. 

Key Features of Everest Forms

Launch Ready-to-Use Templates 

Start quickly with professionally designed templates for contact forms, feedback, and event registrations. 

Build Advanced Multi-Step Forms 

Enhance user experience by breaking long forms into manageable steps, increasing form completion rates. 

Integration with Popular Tools 

Connect your forms to tools like Mailchimp, Kit, and Zapier to automate workflows and enhance functionality. 

Accept Payments with Ease 

Add payment fields to your forms and integrate with popular gateways like PayPal and Stripe.  

CRMs and Marketing Integrations

Connect with tools like Zoho CRM, HubSpot, and more to sync user data and improve lead management. 

File Upload Support 

Allow users to upload files through your forms for applications, job submissions, or project uploads. 

Customizable Email Notifications 

Set up automated email notifications for you and your users to stay updated on form submissions. 

Drag-and-Drop Form Builder 

Easily create and customize forms with an intuitive drag-and-drop interface—no coding skills required. 

Spam Protection 

Keep your forms secure with anti-spam tools like reCAPTCHA, honeypot, and more. 

Create WordPress Forms in Minutes

Everest Forms is easy to use and comes with tons of customization options and reliable documentation.

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