Web design questionnaire template: know the job before the call

The first call with a new client runs half an hour and still misses the domain, the photos and who writes the text. I would rather learn those before we talk, so the call is about decisions.

Use this when

You design or build sites for small businesses.
You want the client's goals and content status before you quote.

Skip it when

The client has a large site that needs a full technical audit. This is a first intake.
You need files from them. The form takes links only.

What is asked and why

The business and its goals come first. Pages and features size the job. Content status is the biggest risk to your deadline, because sites wait for words and photos. Sites they like show their taste. The domain and the launch date set the plan.

What a client's AI would ask

"What does your business do?" Then "Which pages do you need?" Then "Is your content written yet?" It lists every answer and sends only after a yes. See agent-fillable forms.

Find more in forms for agencies. Pair it with a branding questionnaire when the client also needs a logo, and send a website feedback form once the site is live.

Questions

Should the client give a budget?

Ask for a rough number in the last field. It stops you designing a site far beyond what they can fund. Leave it optional if you prefer to discuss it on a call.

Can the client send logos and photos?

Only as links to a shared folder. Ask them to open the folder to anyone with the link, then keep those links in your project notes.

How do I use the answers to write a quote?

Count the pages and features they ticked, then check the content status. Late content is the usual cause of delay, so allow time to chase it.

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Plan your new website",
  "description": "Tell us about your business and what the site should do. Short answers are fine.",
  "fields": [
    {
      "id": "business_name",
      "label": "Business name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "contact_email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "current_site",
      "label": "Your current website, if you have one",
      "type": "url"
    },
    {
      "id": "business_summary",
      "label": "What does your business do?",
      "type": "long_text",
      "required": true,
      "max_length": 1500
    },
    {
      "id": "site_goals",
      "label": "What should the site do for you?",
      "type": "multi_choice",
      "required": true,
      "options": [
        "Get enquiries",
        "Sell products",
        "Take bookings",
        "Show a portfolio",
        "Share information",
        "Collect sign-ups"
      ]
    },
    {
      "id": "visitor_notes",
      "label": "Who are your visitors?",
      "type": "long_text",
      "max_length": 1000
    },
    {
      "id": "pages_needed",
      "label": "Which pages do you need?",
      "type": "multi_choice",
      "options": [
        "Home",
        "About",
        "Services",
        "Pricing",
        "Blog",
        "Contact",
        "Gallery",
        "Shop"
      ]
    },
    {
      "id": "features_wanted",
      "label": "Which features do you want?",
      "type": "multi_choice",
      "options": [
        "Contact form",
        "Newsletter sign-up",
        "Online shop",
        "Booking",
        "Blog",
        "Live chat",
        "Map"
      ]
    },
    {
      "id": "content_status",
      "label": "How ready is your content?",
      "type": "single_choice",
      "required": true,
      "options": [
        "All written",
        "Some written",
        "I need help writing",
        "Not started"
      ]
    },
    {
      "id": "photo_status",
      "label": "Do you have photos?",
      "type": "single_choice",
      "options": [
        "Yes, I have them",
        "Some",
        "I need photos"
      ]
    },
    {
      "id": "sites_you_like",
      "label": "Sites you like, with links, and why",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "colour_notes",
      "label": "Colours you like or dislike",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "domain_status",
      "label": "Do you have a domain name?",
      "type": "single_choice",
      "options": [
        "I own one",
        "I need one",
        "Not sure"
      ]
    },
    {
      "id": "launch_target",
      "label": "When would you like to launch?",
      "type": "date"
    },
    {
      "id": "budget_figure",
      "label": "Rough budget",
      "type": "number",
      "help": "A number in your own currency.",
      "min": 0
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Plan your new website","description":"Tell us about your business and what the site should do. Short answers are fine.","fields":[{"id":"business_name","label":"Business name","type":"short_text","required":true,"max_length":150},{"id":"contact_email","label":"Email","type":"email","required":true},{"id":"current_site","label":"Your current website, if you have one","type":"url"},{"id":"business_summary","label":"What does your business do?","type":"long_text","required":true,"max_length":1500},{"id":"site_goals","label":"What should the site do for you?","type":"multi_choice","required":true,"options":["Get enquiries","Sell products","Take bookings","Show a portfolio","Share information","Collect sign-ups"]},{"id":"visitor_notes","label":"Who are your visitors?","type":"long_text","max_length":1000},{"id":"pages_needed","label":"Which pages do you need?","type":"multi_choice","options":["Home","About","Services","Pricing","Blog","Contact","Gallery","Shop"]},{"id":"features_wanted","label":"Which features do you want?","type":"multi_choice","options":["Contact form","Newsletter sign-up","Online shop","Booking","Blog","Live chat","Map"]},{"id":"content_status","label":"How ready is your content?","type":"single_choice","required":true,"options":["All written","Some written","I need help writing","Not started"]},{"id":"photo_status","label":"Do you have photos?","type":"single_choice","options":["Yes, I have them","Some","I need photos"]},{"id":"sites_you_like","label":"Sites you like, with links, and why","type":"long_text","max_length":1500},{"id":"colour_notes","label":"Colours you like or dislike","type":"short_text","max_length":300},{"id":"domain_status","label":"Do you have a domain name?","type":"single_choice","options":["I own one","I need one","Not sure"]},{"id":"launch_target","label":"When would you like to launch?","type":"date"},{"id":"budget_figure","label":"Rough budget","type":"number","help":"A number in your own currency.","min":0}]}'

JSON definition

json

{
  "title": "Plan your new website",
  "description": "Tell us about your business and what the site should do. Short answers are fine.",
  "fields": [
    {
      "id": "business_name",
      "label": "Business name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "contact_email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "current_site",
      "label": "Your current website, if you have one",
      "type": "url"
    },
    {
      "id": "business_summary",
      "label": "What does your business do?",
      "type": "long_text",
      "required": true,
      "max_length": 1500
    },
    {
      "id": "site_goals",
      "label": "What should the site do for you?",
      "type": "multi_choice",
      "required": true,
      "options": [
        "Get enquiries",
        "Sell products",
        "Take bookings",
        "Show a portfolio",
        "Share information",
        "Collect sign-ups"
      ]
    },
    {
      "id": "visitor_notes",
      "label": "Who are your visitors?",
      "type": "long_text",
      "max_length": 1000
    },
    {
      "id": "pages_needed",
      "label": "Which pages do you need?",
      "type": "multi_choice",
      "options": [
        "Home",
        "About",
        "Services",
        "Pricing",
        "Blog",
        "Contact",
        "Gallery",
        "Shop"
      ]
    },
    {
      "id": "features_wanted",
      "label": "Which features do you want?",
      "type": "multi_choice",
      "options": [
        "Contact form",
        "Newsletter sign-up",
        "Online shop",
        "Booking",
        "Blog",
        "Live chat",
        "Map"
      ]
    },
    {
      "id": "content_status",
      "label": "How ready is your content?",
      "type": "single_choice",
      "required": true,
      "options": [
        "All written",
        "Some written",
        "I need help writing",
        "Not started"
      ]
    },
    {
      "id": "photo_status",
      "label": "Do you have photos?",
      "type": "single_choice",
      "options": [
        "Yes, I have them",
        "Some",
        "I need photos"
      ]
    },
    {
      "id": "sites_you_like",
      "label": "Sites you like, with links, and why",
      "type": "long_text",
      "max_length": 1500
    },
    {
      "id": "colour_notes",
      "label": "Colours you like or dislike",
      "type": "short_text",
      "max_length": 300
    },
    {
      "id": "domain_status",
      "label": "Do you have a domain name?",
      "type": "single_choice",
      "options": [
        "I own one",
        "I need one",
        "Not sure"
      ]
    },
    {
      "id": "launch_target",
      "label": "When would you like to launch?",
      "type": "date"
    },
    {
      "id": "budget_figure",
      "label": "Rough budget",
      "type": "number",
      "help": "A number in your own currency.",
      "min": 0
    }
  ]
}

Web design questionnaire template that shortens the first call