Branchout Web Development Onboarding Guide

Welcome to Branchout

We’re excited to begin building your website!

To ensure a smooth and efficient process, please take a few minutes to complete this onboarding form.

The more information you provide, the better we can design a site that reflects your brand, goals, and audience.

Step 1 of 9

11%

Phone

This field is for validation purposes and should be left unchanged.

Domain & Hosting

1.) Do you currently own a domain name?*

Yes

What's your Registrar Name?*

Admin Contact Name*

Admin Contact E-mail*

Would you like Branchout to assist with domain research and registration?*

Yes

2.) Do you currently have website hosting?*

Yes

What's your current Hosting Provider?*

Would you like Branchout to host/manage this for you?*

Yes

Email Setup

3.) Do you currently have business email addresses associated with your domain?*

Yes

Please list all active accounts*

Name

Email Address

Please list the email addresses you’d like created*

Communication Preferences

4.) What is the best method for visitors to contact your business through the website?*

Contact Form

Phone

Social Media

Live Chat

(Select all that apply)

5.) Primary Contact Person*

Who is your preferred primary contact for Branchout during the website build?

First Name Last Name

Contact Email*

Contact Phone*

Current Website Details

6.) Do you have an existing website?*

Yes

Website URL*

Do you or your team have admin access?*

Yes

If no, who is the admin or hosting contact?*

Brand Assets & Design

7.) Do you have a vector version of your logo? (AI, EPS, PDF)*

Yes— Please email or upload to your shared Google Drive folder.

Would you like Branchout to vectorize or create a brand kit for you?*

Yes

8.) Do you have high-quality images of your staff, services, or location?*

Yes — Please email or upload to your shared Google Drive folder.

No — Branchout will schedule a photoshoot.

9.) Do you have established brand guidelines (colors, fonts, tone, etc.)?*

Yes — Please email or upload to your shared Google Drive folder.

No — Branchout can help develop these.

Audience & Marketing

17.) Please describe your ideal client*

(Gender, Age, Interests, Income Level, Pain Points, etc.)

18.) What social media channels does your business actively use?*

Facebook

Instagram

TikTok

YouTube

Google Business Profile

Other

Other social media channels your business use*

Do you have admin access to these profiles?*

Yes

Please provide the links to these profiles*

One link per line.

19.) What actions do you want website visitors to take?*

(Example: Call, Book, Buy, Fill Form, Subscribe, Visit Location)

E-Commerce (if applicable)

20.) Will your website include eCommerce functionality?*

Yes

20.a.) What products or services do you plan to sell online?*

20.b.) Do your products have variations (size, color, etc.)?*

Yes

20.c.) What payment gateway(s) do you use or prefer?*

Stripe

PayPal

Square

Authorize.Net

Other

Other payment gateway(s) you use or prefer*

20.d.) Do you offer shipping or local pickup?*

Shipping

Local Pickup

Both

Specify shipping areas (e.g., U.S., International)*

20.e.) Do you need to offer coupons, discounts, or promotional codes?*

Yes

20.f.) Would you like to offer memberships or special pricing for certain users?*

Yes

Project Direction

21.) Do you have any websites you admire (competitors or inspiration)?*

Please share 2–3 examples and what you like about them

Website Link

What You Like About It

22.) What is the primary goal(s) of your new website?*

Generate Leads

Drive Sales

Educate / Inform

Showcase Portfolio

Other

Please describe your specific goal(s)

23.) Do you need your website integrated with any tools or platforms?*

(Example: CRM, Booking Software, Google Analytics, Meta Pixel, Email Marketing, etc.)

24.) Timeline: When would you like your website completed or launched?*

25.) Additional Notes or Requests:*

Confirm Security

If you have questions as you fill this out, we’re here to help every step of the way.
Contact: 📩 chris@branchoutstudios.co

Branchout Web Development Onboarding Guide

Welcome to Branchout

Domain & Hosting

Email Setup

Communication Preferences

Current Website Details

Brand Assets & Design

Company Information

Audience & Marketing

E-Commerce (if applicable)

Project Direction