Client Website Design & Development Intake Form

Please enable JavaScript in your browser to complete this form.

Business Name:

Name *

First

Last

Phone *

Email *

Current Website (if any):

Project Overview *

• Informational (company profile, services, contact)
• Lead generation
• E-commerce (sell products/services)
• Portfolio / Showcase
• Other

Briefly describe your business and what you do: *

Briefly describe your business and what you do: What is the primary purpose of your new website? What are your main goals for this website? (e.g., increase sales, brand awareness, improve user experience)

Target Audience. *

Who are your primary customers/visitors?

Target Audience. *

What is their typical age group, profession, or interests?

Target Audience. *

Do you have specific regions or markets you want to target?

Design Preferences *

• Modern & Clean
• Corporate & Professional
• Bold & Creative
• Minimalist
• Other

Do you have brand guidelines (logo, colors, fonts)? *

Websites you like (3 examples & what you like about them): Websites you dislike (3 examples & why): Preferred style:

(logo, Overview (if

Content & Structure *

• Home
• About Us
• Services
• Portfolio/Case Studies
• Portfolio/Case Studies
• Blog/News
• E-commerce / Shop
• Contact / Enquiry Form
• Other
• Do you require copywriting or content creation support?

Do you already have content (text, images, videos)? *

Pages you want included (check all that apply): Do you require copywriting or content creation support?

Functionality Requirements *

• Contact forms
• Online payments / E-commerce
• Booking system
• Membership / Login area
• Newsletter signup (Mailchimp, HubSpot, etc.)
• Social media integration
• Chatbot / Live chat
• SEO optimization
• Multi-language support
• Other

Technical Requirements *

• Do you already have a domain name?
• Do you already have hosting?
• Preferred CMS
• WordPress
• Shopify
• PrestaShop
• Custom-built
• Not sure, need advice
• Do you need ongoing maintenance & support?

Budget & Timeline *

Estimated budget range: Desired launch date: Any important deadlines (e.g., events, campaigns)?

Additional Notes

Anything else we should know? Special requests, integrations, or concerns?

Submit Questionnaire

1️⃣ Inquiry & Lead Capture

🟢 Start Point

• Client submits inquiry via website / contact form
• Data enters CRM (Rukovoditel “Clients” entity)
• Auto-email acknowledgment sent

Output: New client record created → assigned unique Client ID

2️⃣ Qualification & Consultation

🔷 Stage Objective: Confirm fit and define requirements

• Account Manager reviews inquiry
• Schedules video or phone consultation (AIM policy: video or phone only)
• Discussion logged under client record

Output: Qualified client → “Onboarding Approved” status

3️⃣ Account Creation & Access

🟩 System Integration Stage

• Admin creates client login in Rukovoditel portal (project.aceintlmedia.com)
• Assigns role: Client – Limited Access
• Welcome Email → includes:
  • Portal link
  • Login credentials
  • Contact information (support@aceintlmedia.com)
• Client logs in to complete Onboarding Form

Output: Client officially onboarded to AIM ecosystem

4️⃣ Data & Document Intake

🟠 Stage Objective: Gather client details & assets

• Client fills out onboarding form (company info, goals, access credentials, etc.)
• Uploads:
  • Brand materials
  • Domain or product data
  • Google Ads / Shopping feed access (if applicable)
• Internal review verifies data completeness

Output: “Data Verified” tag → auto-trigger next phase

5️⃣ Project Setup & Kick-Off

🔵 Execution Stage

• Project entity auto-created in Rukovoditel
• Project timeline defined (start, milestones, deadlines)
• Tasks assigned internally (visible to client via portal)
• Kick-off meeting scheduled
• All files & assets linked to project folder

Output: Project status → “Active”

6️⃣ Live Project Management

🟣 Collaboration Stage

• Clients view progress dashboard (tasks, % completion, reports)
• AIM team updates deliverables via internal task boards
• Weekly update emails auto-sent
• Client feedback loop active via portal comments or tickets

Output: Transparent progress tracking & client satisfaction logs

7️⃣ Delivery & Review

🔶 Completion Stage

• Deliverables presented for approval
• Final QA & compliance check
• Client approves completion
• Deliverable package securely archived (timestamped, per AIM policy)

Output: Project marked as “Completed – Awaiting Feedback”

8️⃣ Post-Project & Retention

🔷 Relationship Continuity

• Client receives satisfaction survey
• If applicable → moves to “Ongoing Support” or “Retainer” plan
• Testimonials and case study approvals managed
• Account tagged for upsell / cross-service opportunities

Output: Client moved to retention workflow

🔐 Governance Layer (applies to all stages)

• All files timestamped & archived per AIM retention policy
• Data processed under GDPR & ICO compliance
• Internal actions logged (audit trail for ISO 27001 / 22301 alignment)

🎨 Infographic Design Notes

To visualise it, use:

💬 Inquiry → 🧑‍💼 Consultation → 🔐 Account → 📄 Data → 🚀 Project → 📈 Progress → ✅ Delivery → ♻️ Retention