Project Intake Form - Bailey Enterprises

1. Contact Information

Name

Company / Organization

Email

Phone

Preferred Communication

Email Phone Text Video call

2. Project Basics

Project Name Project Type Brief Project Description

3. Goals

What should this project accomplish? What problem should it solve? How will success be measured?

4. Audience

Who is this project for? What should they be able to do, buy, submit, understand, or experience?

5. Features And Requirements

Must-have features Nice-to-have features Anything that should not be included?

6. Design And Content

Do you have branding, colors, fonts, logos, or style guidelines?

Yes No Not sure

Describe the look and feel you want Where are your content, images, documents, or assets located?

7. Technical Details

Existing website or domain Existing hosting, platform, tools, or services Needed integrations

8. Timeline And Budget (optional)

Desired Start Date

Desired Launch Date

Budget Range Deadline or budget notes

9. Final Notes

Anything else we should know?

Client Name

Date

This form is for discovery and planning. Final scope, price, and timeline are confirmed after review. Do not include emergencies, passwords, private keys, Protected Health Information, or highly sensitive data in this general intake form. Use is subject to the Privacy Policy and Terms of Service.