New Client Onboarding

Let's build your site right the first time.

Welcome aboard. Now that your project is signed, this form gives us what we need to get started. Most of it is optional, so fill in what you know and skip the rest. If you're unsure on anything, leave it blank and we'll sort it out together on your kickoff call.

What we already have

Your name, business name, and contact details from project intake — no need to repeat them
Only a few fields below are Required to get started
Everything else can be sorted out together on your kickoff call

Questions? We're here.

Confirm Your DetailsWe already have your name, business, and contact details from your project intake — no need to repeat them. Just tell us if anything changed, and when you're hoping to launch.

Anything changed since intake?
New phone, new email, new business name? Note it here. Otherwise skip.

Target launch date
If you have a date in mind or a deadline, tell us. If not, we'll set one together.

Best way and time to reach you
Phone, email, or text, and the best days or times. Include your timezone if you're outside Iowa.

About Your Business and Services
This is where we learn what you actually do, so your site says it clearly. The more detail here, the better we can write and organize your pages. All optional, but this section shapes the whole site.

What does your business do?
A short description in your own words, as if you were telling a new customer.

What services or products do you offer?
List your main services or products. The fuller the list, the more complete your pages will be.

Which services do you most want to feature?
If some offerings matter more than others, tell us which to put front and center.

What is the main action you want visitors to take?
For example: call you, book an appointment, request a quote, fill out a form, or buy online. This shapes where we place buttons and what the site pushes toward.

What makes you different from others in your field?
Your edge. What you would most want a customer to know about choosing you.

Who is your ideal customer or client?
Describe the person or business you most want the site to reach.

Anything you do not want on the site?
Services, topics, or details to leave off.

Look and Feel
Tell us how you want the site to look and feel. Design is easier to get right when we know your taste up front. Paint the picture in your own words. All optional.

How do you want your website to feel?
Describe the vibe. For example: modern and clean, warm and welcoming, bold and confident, or calm and professional.

Websites you like the look of
Paste two or three links to any sites you admire, with a word on what you like about each. They don't have to be in your industry.

Styles or looks you want to avoid
Anything that is not you. Too corporate, too busy, too plain, whatever comes to mind.

Must-have design elements
Anything specific you want on the site. A large photo, a short video, a prominent booking button, and so on.

Colors or imagery that capture your brand feeling
Beyond exact colors, the mood or kinds of images that represent you.

Brand and Identity

Do you have a logo?

Yes, and I have the original files
Yes, but only a low-quality copy (needs recreation)
No, I need one created

Upload your logo or tell us where it lives
Best formats are vector: SVG, AI, EPS, or PDF. A vector file lets us scale your logo cleanly and pull exact brand colors. A JPG or PNG pulled from a screenshot gives us the wrong colors, so please send the source file if you have it.

Click to upload or drag a file here
Accepted: SVG, AI, EPS, PDF, PNG, JPG · Max 25MB

Brand colors
If you have exact hex codes (like #006D5B), give us those. If not, describe them (deep teal, warm gray) and we'll match from your logo.

Brand fonts, if you have them
Name the fonts you use for headings and body text. If you don't have set fonts, we'll recommend a pairing that fits your industry.

Do you have a brand guide or style sheet?

Yes (Please share it)
No

Domain and Hosting
This section prevents delays on launch day. Domain and DNS access is the number one thing that holds up a go-live, so the more you can tell us now, the smoother launch will be.

Do you already own a domain name (your web address)?

Yes, I own one and want to use it
Yes, but I want a different one
No, I need help choosing and buying one
Not sure

What is your domain name?

Where is your domain registered?
For example, GoDaddy, Google Domains, Namecheap, or your previous web person. If you don't know, write "not sure" and we'll help you find it.

Who can log in to manage the domain (DNS)?
We'll need access, or someone who has it, to point your domain at the new site.

Do you have a current website?

Yes, and we have the login
Yes, but we've lost the login
No current website

Current website link

Who currently hosts your website and email?

Competitors
Seeing who you're up against helps us design a site that stands out instead of blending in. All optional.

Competitor 1

Competitor 2

Competitor 3

What do you like about their sites?

What do you want to do better or differently?

Content and Photos

Do you have the written content for your pages?

Yes, it's written and ready
Some of it, the rest needs writing
No, I'd like Drive Technologies to write it

Do you have photos or images to use?

Yes, professional photos
Some, but may need more
No, please source stock images

What pages do you need?
For example: Home, About, Services, Contact. List anything specific to your business, like a booking page, a menu, or a patient portal link.

Staff or team bios for an About or Team page
If you want staff shown on the site, list names and roles, and note whether you have photos and bios ready.

Ongoing Services You're Interested In
Beyond building the site, we keep it running, secure, and found. Check anything you'd like us to handle on an ongoing basis. Optional, and nothing here is a commitment — it just tells us what to include when we set up your plan.

Which ongoing services interest you?
Check all that apply.

Anything else you'd like ongoing help with?

Features and Functions

What does your site need to do?
Check anything that applies.

Anything else it needs to do?

Your Online Presence
If you're already active online, share the links so we can connect everything and keep your brand consistent. All optional.

Social media links or handles
Facebook, Instagram, LinkedIn, or any others you use.

Do you have a Google Business Profile?
This is your listing on Google Maps and Search. It matters for local customers finding you.

Yes, and it's up to date
Yes, but it needs work
No, or not sure

Accessibility (ADA)
Some organizations are legally required to meet digital accessibility standards, especially healthcare, behavioral health, and any group tied to local government. Getting this right from the start costs far less than fixing it later.

Is ADA accessibility compliance a requirement for your organization?

Yes, we are required to comply
Not required, but we want to be accessible
Not sure (we'll help you find out)
Not sure (we'll help you find out)
No

Anything Else
Is there anything else we should know before we start?

I understand my website build is a one-time project. It does not include the ongoing costs of hosting, maintenance, or domain registration. These are handled separately — ask about a care plan to keep everything covered.

I understand the information I share here will be used to build my website and is kept private. See the Drive Technologies Privacy Policy.

Address

Google reCaptcha: Invalid site key.

We review every submission personally and follow up before your kickoff call.