Website Onboarding & Expectations
This onboarding form captures everything we need to plan, design, and launch your new website efficiently. Please complete each section carefully—most clients take 10–20 minutes.
You can move through the sections in any order—just be sure everything is filled in before submitting.
If you are unsure about a question, add your best guess or leave a note so our team can follow up.
Have your logo files, brand colors, and any key photos ready before you start for a smoother experience.
Tip: You can start the form, gather missing details, and come back to finish. Just avoid closing your browser until you press submit.
1. Business Information
Tell us who you are so we can configure your website correctly and make sure leads and inquiries reach the right place.
- Legal business name and any trading/brand names
- Primary website contact (name, role, email, phone)
- Business address and locations served
- Existing website URL (if you have one) and key logins (if applicable)
In the form fields for this section, please provide accurate spelling and up-to-date contact details—these will be used directly on your website and in contact forms.
2. Services Information
Help our team understand what you offer so we can structure pages, calls-to-action, and messaging around your highest value services.
- List of core services or products (including brief descriptions)
- Any signature offers, packages, or programs to highlight
- Geographic areas or audiences each service is for (if different)
- Pricing visibility: whether to display prices, “starting at” ranges, or “contact us”
Use clear, client-friendly language. We may refine and simplify your wording during copy editing, but this section gives us the raw material to start from.
3. Branding & Photo Uploads
Strong visuals and consistent branding make your website feel professional and trustworthy. Upload all brand assets and imagery you want us to use.
- Logo files (preferably SVG, AI, EPS, or high-resolution PNG with transparent background)
- Brand colors and fonts (or upload a brand guide/PDF if available)
- Team headshots, office photos, and any must-use brand photography
- Access to existing photo libraries (e.g. Google Drive, Dropbox, shared folder links)
If you do not have brand assets ready, let us know in the notes. We can use clean defaults and royalty-free stock imagery as a starting point.
4. About Your Business
This section gives us the story behind your brand so we can reflect your voice and positioning—not just your services—on the website.
- Your origin story: how the business started and why it exists
- Your mission, vision, and core values (in your own words)
- What makes you different from competitors (your unique advantages)
- Short bios for key team members to feature on the site
Write in a conversational tone—the way you would talk to your ideal client. Our team will polish and structure this content for web readability.
5. Website Preferences
Share what you like (and don’t like) so we can align the design, structure, and functionality with your expectations from day one.
2–3 websites you like (with links) and what you like about them
Websites you do not like and why they don’t work for you
Layout preferences (clean/minimal, bold/creative, image-heavy, etc.)
Primary goal of the site (leads, bookings, sales, education, authority)
Any must-have sections (blog, FAQs, portfolio, testimonials, resources, etc.)
If you are unsure, that’s okay—we can provide strategic recommendations based on your industry and goals.
6. Website Build Expectations
To keep your project on schedule and ensure a smooth website build, please review the expectations below.
Your website includes up to 2 rounds of revisions after the initial design is delivered.
Additional revisions beyond the included 2 rounds are billed at $125 per hour.
Typical website completion takes 7–14 business days after all required materials are received.
Delays in providing content, photos, or approvals may delay your project timeline.
Additional features or major changes outside the original scope may require additional time and may be billed at the standard hourly rate.
If photos are not provided, stock images may be used where appropriate.
Revision requests should be submitted in a single message whenever possible to help prevent delays and miscommunication.
Once your website is approved and published, future updates or changes may be billed at the standard hourly rate.
All requested materials should be submitted within 7 days of receiving this form to keep your project timeline on schedule.
You will be asked to acknowledge that you understand these expectations so our team can deliver efficiently and avoid delays.
7. Final Review & Confirmation
Before you submit, quickly review your answers in each section. Make sure all required details are present and that any links or uploads work correctly.
✓ I confirm that the information provided is accurate to the best of my knowledge.
✓ I understand that all requested materials should be submitted within 7 days to help keep my project on schedule.
✓ I understand my website includes 2 rounds of revisions.
✓ I understand additional revisions beyond the included 2 rounds are billed at $125 per hour.
✓ I understand typical website completion takes 7–14 business days after materials are received.
✓ I understand delays in providing materials may delay my project timeline.
✓ I understand additional features or changes outside the original scope may incur additional costs.
✓ I authorize the website build to begin based on the information provided in this form.
Once you click submit, our team will review your onboarding within 1–2 business days and follow up with any clarifying questions or next steps.
Need help or have questions?
Better Solutions AI
📞 (239) 291-6780
🌐 www.bettersolutionsai.net
Submit Your Website Onboarding
Complete all fields in the form below. You will receive a confirmation email once your onboarding has been successfully submitted.
Business Information
Services Information
Tell us about the services you offer. This information will be used to build your Services page and homepage content.
Branding & Photo Uploads
Please upload your logo and any photos you would like used on your website.
If photos are not provided, stock images may be used as placeholders. High-quality images will produce the best results.
About Your Business
Tell us about your business so we can build your About page and highlight what makes your company unique.
Website Preferences
Help us understand the style and features you prefer for your website. This ensures your site matches your expectations from the start.
Additional Notes (Optional)
Website Build Expectations
Please review the following expectations before submitting your onboarding form.
These help ensure your project stays on schedule and avoids delays.
Once you click submit, our team will review your onboarding within 1–2 business days and follow up with any clarifying questions or next steps.