Digital Client Intake Form

Depending on the size of your project, this form should only take 5-15 minutes to complete. Thank you for selecting Forge Apollo. We are so excited to be working with you! Answering these questions prior to scheduling a kick-off, call is vital to our team, who is dedicated to the success of your project. If required files or answers are unavailable when you fill this out, please be sure to have them at the time of your kick-off call. If you run into any problems with this form, please contact your sales rep. We look forward to reviewing your answers and working with you!

"*" indicates required fields

Are you our main point of contact?*

Will you be the person we contact regarding project updates?

What is your name?*

First Last

What is your email address?*

What is the best phone number to reach you at?*

Are you the decision maker on this project?*

Will you be the person providing all of the feedback on projects?

What is your preferred method of communication?*

How would you like us to stay in contact with you?

What is our main point of contact's name?*

First Last

What is our main point of contact's email address?*

What is the best phone number to reach our main point of contact at?*

What is our main point of contact's preferred method of communication?*

How would they like us to stay in contact with them?

Is our main point of contact the decision maker on this project?*

Will our main point of contact be the person providing all of the feedback on projects?

What is the name of the decision-maker for this project?*

This person will be our source of truth of feedback for making updates or changes to your projects.

First Last

What is the decision maker's phone number?*

What is the decision maker's email address?*

What is the decision maker's preferred method of communication?*

Who is your target audience?*

Please be as specific as possible by describing your ideal customer. Examples include: age range, income / revenue, location, job title, industry, specific companies, interests, relationship status, children, etc.

What are your target audience's biggest pain points?*

What problems do they experience that would make them want to purchase from you?

Who is your company's top competitors? Please list 3-5.*

What geographic location(s) do you want to target for new customers? Examples: Cities, states, regions.*

What services does your company currently offer?*

Do you have established branding? (Colors, fonts, etc.)*

Please upload any branding guidelines and/or assets you have. Font files, color codes, etc.

Drop files here or

Max. file size: 200 MB.

If you do not have files, can you please list the names of the fonts for your branding:

If you do not have a sheet with color codes, can you please list the Hex color codes for your branding? Example: #000000

Do you an existing logo?*

Do you have a logo file?*

Please upload logo files (PNG, AI, SVG if possible)

Drop files here or

Max. file size: 200 MB.

Did you purchase a website from us?*

Please list 3-5 examples of websites designs you like (urls are fine).*

What is the domain for your website, or what domain do you want to use? (example: www.example.com)*

To what email address do you want form submissions to be sent?*

Do you have a CRM to connect to form submissions?*

What is the name of your CRM?*

Can we reference your existing website copy when writing the new website copy?*

Can we use any other existing copy to write the new website content? (Word docs, brochures, pamphlets, etc.)*

Please upload any documents, brochures, etc. we can use for reference when writing copy.

Drop files here or

Max. file size: 200 MB.

Which email(s) should invoices be sent to for billing purposes?*

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Digital Client Intake Form

Digital Client Intake Form

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