UI/UX Intake

Please enter all the details about your website/business. This will help us come up with the most effective user experience and user interface to meet your goals.

Step 1 of 4 - Business Overview

25%

Business Overview

This section helps us understand what you do, who you serve, and the basics we need to design the right experience.

Business name(Required)

Current website URL

Primary contact name(Required)

Primary contact email(Required)

Role / title

Briefly describe what your business does (1–2 sentences)(Required)

What do you offer, and to whom?

Goals & Audience

This section clarifies what success looks like, who the site must serve, and what users need most.

Primary business goals (choose up to 3)

Increase bookings / reservations

Increase appointments / consultations

Generate qualified leads

Increase product or retail sales

Promote a specific feature/portal (e.g., client portal, webcams)

Educate users about services

Support existing customers

Other

Select up to 3 goals. If needed, you can rank them in the final notes.

What does a “successful visit” look like?(Required)

Who is the primary audience?(Required)

Who uses the site most? Existing clients vs new visitors?

Secondary audiences (if any)

User characteristics (select all that apply)

Busy / time-sensitive

Price-conscious

Research-driven

Convenience-focused

Trust-focused

Tech-savvy

Needs guidance / education

What problems are users trying to solve when they visit your site?(Required)

Services & Conversion

This section determines what we prioritize on the homepage and what actions drive revenue.

List all services/products offered(Required)

List everything you offer (one per line if possible).

Priority service/product #1(Required)

Priority service/product #2(Required)

Priority service/product #3(Required)

Services to de-emphasize or keep off the homepage (if any)

Primary conversion action (main CTA)(Required)

Book now / reserve

Schedule appointment

Request a quote

Call the business

Submit inquiry form

Create account / Login to portal

Other

Choose the #1 action you want most visitors to take.

Secondary actions (optional)

How do conversions happen today? (select all that apply)

Online immediately (checkout/booking)

Through a form

By phone call

Through a portal/login

Mixed

Do more users visit on mobile or desktop?

Mostly mobile

Mostly desktop

Roughly equal

Unsure

Analytics access (GA4)

Yes, we can grant GA4 access

Not yet / unsure

Brand & Content

This section captures brand direction, trust elements, content readiness, and any constraints.

How should the brand feel? (select all that apply)

Friendly / warm

Professional / clinical

Premium / luxury

Fun / playful

Calm / reassuring

Modern / innovative

3–5 adjectives describing how users should feel

Existing brand assets (select all that apply)

Logo

Brand colors

Fonts

Brand guidelines

None yet

Existing website strengths/features to preserve

What’s not working on the current site?

Trust elements to include (select all that apply)

Reviews / testimonials

Certifications / accreditations

Team profiles

Before/after or case studies

Media mentions

Guarantees / policies

Competitors (2–5)

Websites you like (inspiration)(Required)

Do you already have website copy?

Yes, finalized

Yes, but needs improvement

No, needs to be created

Legal/compliance requirements (if any)

Pages/screens required for this phase

Homepage

Service pages

Booking / conversion pages

About / trust pages

Portal/login experience

Other

Anything explicitly out of scope?

Final notes / anything else we should know

IMPACT Marketing & Public Relations, LLC

410-312-0081
info@impactmarketing.net

Want to chat? Please leave us your info
and we will get back to you ASAP!

Name*
First Last
Email*
Phone
Website*
Message*
Privacy consent*
- Submission of this form indicates your consent to storage of date in line with our policies
By using this form you agree with the storage and handing of your data by this website.*
- By using this form you agree with the storage and handing of your data by this website. *

Check the health of your online business information with our listings scan.

Citation Listing Scan

UI/UX Intake

Business Overview

Goals & Audience

Services & Conversion

Brand & Content

IMPACT Marketing & Public Relations, LLC

Want to chat? Please leave us your infoand we will get back to you ASAP!

Check the health of your online business information with our listings scan.

Want to chat? Please leave us your info
and we will get back to you ASAP!