Website Project Onboarding

Project & Plan Details

Date of Deposit

Desired Launch / Deadline Date

How did you hear about R2WARE?

Business Information

Full Legal Business Name

DBA / Brand Name (if different)

Business Structure

EIN or Business Registration Number (optional)

Industry / Niche

Year Established

Business Address

Business Phone

Business Email

Existing Website URL (if applicable)

Are you rebranding or building from scratch?

Brand new website (no existing website)

Redesign / rebuild of an existing website

Adding to / expanding an existing website

Business Identity & Messaging

Mission Statement

What does your business do and why does it exist?

Vision Statement (optional)

Where do you see the business in 5 years?

Unique Value Proposition

What makes you different from competitors?

Elevator Pitch

Describe your business in 1–2 sentences as you would to a stranger.

Core Products / Services Offered

List all — be specific.

Who is your ideal customer / target audience?

Age range, demographics, interests, pain points.

What action do you MOST want visitors to take?

Check all that apply.

Call your business

Fill out a contact / inquiry form

Book an appointment / consultation

Purchase a product

Sign up for a newsletter

Download a resource

Website Structure & Content

How many pages do you need?

1 (Landing / Single Page — Starter)

2–5 (Professional)

5–10 (Enterprise)

10+ (Enterprise / Custom)

Not sure — I need guidance

Do you have the written content (copy) ready?

Yes, all content is ready

I have some content, but need help with the rest

No, I need content written for me (may require add-on fee)

Do you have professional photos / images?

Yes, I'll provide all images

I have some, but will need stock images for the rest

No, I'll need stock images sourced for me

I'd like a professional photoshoot (separate service)

Do you need a blog or news section?

Yes

No

Maybe later

Design & Branding Preferences

Do you have an existing logo?

Yes

No — I need one designed (may require add-on fee)

I have one but want it updated / refreshed

Do you have existing brand guidelines?

Yes

No

Color Palette Preference

I have specific brand colors

I have general preferences

Suggest a palette based on my industry

No preference

Font / Typography Preference

I have specific fonts

Modern / Clean / Sans-Serif

Classic / Elegant / Serif

Bold / Strong / Impactful

Playful / Creative / Handwritten

No preference — choose for me

Websites You Admire

List 2–5 websites and what you like about each.

Anything you specifically DON'T want?

Functionality & Features

E-commerce Details (if applicable)

Inventory management?

Yes

No

Shipping calculation?

Yes

No

Subscriptions / recurring billing?

Yes

No

Domain & Hosting

Do you already own a domain name?

Yes

No — I need help purchasing one

No — I need help choosing one

Domain Registrar (if existing name)

Do you have existing email addresses tied to your domain?

Yes

No — I'd like to set this up

Not applicable

SEO & Marketing

Existing Social Media Accounts

Provide URLs where applicable.

Keywords

List 5–10 words or phrases your customers might search to find your business.

Top 3 Competitors

Names and/or website URLs.

Legal & Compliance

Do you need any of the following legal pages?

Check all that apply.

Privacy Policy

Terms of Service / Terms & Conditions

Cookie Consent Banner (GDPR)

ADA / Accessibility Compliance

HIPAA Compliance (healthcare)

Disclaimer Page

Refund / Return Policy

Shipping Policy

None / Not sure

Do you operate in or serve customers in the EU?

Yes

No

Not sure

Does your business collect sensitive personal data?

Yes

No

Not sure

Do you have existing legal documents / policies?

Yes

No — I'll need guidance

Accounts & Access

Do NOT include passwords in this form. R2WARE will provide a secure method to transfer credentials after submission.

Which accounts will you need to provide access to?

Check all that apply. Credentials will be collected securely and separately.

Current website hosting / CMS

Domain registrar

Google Analytics / Search Console

Social media accounts

Email marketing platform

Additional Information

Anything else you'd like us to know?

Project vision, expectations, special requirements…

Do you have any hard deadlines?

Yes

No — flexible timeline

Preferred communication method

Email

Phone / Call

Text / SMS

Video call (Zoom / Google Meet)

Project management tool (Trello, Notion, etc.)

Preferred frequency of updates

Daily

A few times a week

Weekly

Only at key milestones

Your Contact Information

Full Name

Preferred Email for Project Communication

Preferred Phone Number

By use case

By team