Client Intake Questionnaire — All Business Streams

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Restaurants & Cafes

F&B · Cloud Kitchens · Bakeries · Bars · QSR

Stream 01 / 11

Business

Menu & Ops

Audience

Online

Website

Business Information

Restaurant basics and ownership details

Restaurant / Café Name *

Owner / Manager Name *

Mobile / WhatsApp *

Email Address

City / Area / Locality

Type of Establishment

Cuisine Type

Years in Business

Full Address

Menu & Operations

What you serve and how you operate

Services Offered

Dine-in Takeaway / Parcel Home Delivery Swiggy / Zomato Catering / Bulk Orders Private Events / Parties Pre-orders / Meal Kits Corporate Tiffin / Lunch

Number of Outlets

Average Footfall / Day

Signature Dishes / Specialties (to highlight on website)

Target Audience & Pricing

Who visits and what they spend

Primary Audience

Families Young Professionals / Couples Students Corporate / Office Crowd All Segments

Average Spend per Person

Budget (Under ₹200) Mid (₹200–₹600) Premium (₹600–₹1,500) Fine Dining (₹1,500+)

Online Presence

Current digital footprint

Instagram Handle

Facebook / Zomato Page

Existing Website

Google Business Listed?

Do you have a Menu PDF / Image?

Food Photos Available?

Website Requirements

Pages, features, budget and timeline

Pages Needed

Home Menu Gallery Contact / Location Online Table Booking Online Ordering Catering Enquiry Form About Us / Story Blog / Recipes Testimonials

Budget Range

Expected Timeline

Special Requests / Notes

Restaurants & Cafes · Stream 01Review before saving. * = required

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Real Estate & Builders

Developers · Agents · Architects · Property Management

Stream 02 / 11

Business

Projects

Audience

Online

Website

Business Information

Company and contact details

Company / Agency Name *

Owner / Director Name *

Mobile / WhatsApp *

Email Address

City / Operating Area

Business Type

RERA Registration Number

Years in Business

Projects & Offerings

What you build, sell or manage

Project / Service Types

Residential Apartments Independent Villas Plotted Developments Commercial Spaces Row Houses / Townhouses Rental Property Mgmt Resale / Secondary Market Interior Design Add-on

Current / Upcoming Project Name

Price Range (per unit)

Number of Units / Plots

Possession / Completion Date

Project Highlights / USP

Target Buyers & Investors

Buyer Profile

First-time Home Buyers Upgrade / Luxury Buyers NRI / Investors All Segments

Lead Generation Goal

Site Visit Requests Brochure Downloads Direct Sales Enquiries All of the above

Content & Online Presence

Existing Website

Google / Facebook Ads Running?

Floor Plans / Brochure Ready?

Project Photos / 3D Renders?

Website Requirements

Pages Needed

Home / Landing Page Project / Listings Page Floor Plans & Amenities Contact / Enquiry Form Gallery / Virtual Tour EMI Calculator Location Map About Us / Team Blog / Market Insights Testimonials

Budget Range

Timeline

Special Requirements

Real Estate & Builders · Stream 02Fill before client kickoff call

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Clinics & Healthcare

Clinics · Hospitals · Dental · Ayurveda · Diagnostics · Therapy

Stream 03 / 11

Business

Services

Patients

Online

Website

Clinic / Hospital Information

Clinic / Hospital Name *

Doctor / Owner Name *

Mobile / WhatsApp *

Speciality

Number of Doctors / Branches

City / Locality

Years Established

Services & Facilities

Services to Highlight on Website

OPD Consultations Online Appointments Lab / Diagnostics Home Visit / Tele-consult Surgeries / Procedures Health Packages Pharmacy In-house Emergency Services

Consultation Fee Range

Timings

Key Treatments / Packages to Feature

Patients & Coverage

Patient Demographics

All ages (General) Paediatric Focus Geriatric / Senior Care Women's Health

Insurance / Empanelment

Cashless Insurance Ayushman Bharat CGHS / ECHS Corporate Tie-ups

Online Presence

Existing Website / Practo Profile

Google Business Listed?

Patient Photos / Testimonials Available?

Doctor Photos / Team Photos?

Website Requirements

Pages Needed

Home About Doctor / Team Services / Treatments Book Appointment Health Blog / Tips Patient Testimonials Health Packages Gallery / Facility Tour

Budget Range

Timeline

Special Requirements

Clinics & Healthcare · Stream 03

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Education & Coaching

Schools · Coaching Centres · Ed-Tech · Skill Training · Tutors

Stream 04 / 11

Business

Courses

Students

Online

Website

Institution Information

Institute / Centre Name *

Founder / Director *

Mobile / WhatsApp *

Type of Institution

Location / Mode

City / Area

Years Established

Courses & Programs

Exams / Courses Offered

JEE / NEET Class 8–12 Tuitions UPSC / PSC / Govt Exams IELTS / TOEFL / SAT Coding / Programming MBA / CAT / GMAT Spoken English Music / Dance / Arts Skill / Vocational Corporate Training

Fee Range (per month / course)

Current Student Strength

Key Results / Achievements (for credibility on website)

Target Students

Age Group

School Students (6–12) College / Undergraduate Working Professionals All Ages

Admissions Goal

Enquiry / Callback Requests Online Demo Bookings Direct Admissions All of the above

Online Presence & Content

Existing Website / YouTube Channel

App / LMS Available?

Faculty / Team Photos?

Student Testimonial Videos?

Website Requirements

Pages Needed

Home Courses / Programs Results / Achievements Admissions / Enquiry Faculty / About Us Student Testimonials Blog / Study Tips Gallery / Events

Budget

Timeline

Special Requirements

Education & Coaching · Stream 04

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Fashion & Boutiques

Boutiques · Ethnic Wear · Designer · Embroidery · Tailoring

Stream 05 / 11

Business

Services

Customers

Online

Website

Business Information

Boutique / Brand Name *

Owner Name *

Mobile / WhatsApp *

Fashion Category

Mode of Business

City / Area

Years in Business

Services & Specialisations

Services Offered

Embroidery Blouses Kuchu for Sarees Custom Stitching Ready-made Garments Bridal Packages Alterations & Repairs Design Consultation Bulk / Wholesale Orders

Price Range per Garment

USP

Target Customers

Primary Segment

Everyday / Casual Festive / Occasion Bridal / Wedding All Segments

Order Volume / Month

1–10 orders 10–30 orders 30–100 orders 100+ orders

Online Presence & Content

Instagram Handle

Existing Website

Logo Ready?

Product Photos?

Google Business?

Website Requirements

Pages Needed

Home Services / Collections Gallery Custom Order Form Contact About Us Testimonials Pricing Page

Budget

Timeline

Special Requirements

Fashion & Boutiques · Stream 05

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Retail / Wholesale

Product Retail · Distributor · FMCG · Hardware · Electronics · Grocery

Stream 06 / 11

Business

Products

Customers

Online

Website

Business Information

Business / Store Name *

Owner / Contact *

Mobile / WhatsApp *

Business Type

Product Category

City / Area

Number of Outlets / Warehouses

Products & Catalogue

Product Catalogue Status

Full digital catalogue ready Partial catalogue Need catalogue design Product photos ready Only physical brochure Need product photography

Number of SKUs / Products

Price Range (per unit)

Top-selling / Featured Products (to highlight)

Customers & Sales Channels

Primary Customers

Walk-in Retail Consumers Wholesale Buyers / Dealers Corporate / Bulk Orders All Segments

Current Sales Channels

Physical Store Amazon / Flipkart WhatsApp Ordering B2B Direct

Online Presence

Existing Website / Marketplace

GST Registration Number

Do you want online ordering?

Payment Gateway needed?

Website Requirements

Pages / Features Needed

Home / Landing Product Catalogue Contact / Enquiry E-commerce Cart B2B Dealer Login Quote Request Form Blog / Industry News Testimonials / Clients

Budget

Timeline

Special Requirements

Retail / Wholesale · Stream 06

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Salons & Spas

Hair Salons · Beauty Parlours · Nail Studios · Spas · Wellness

Stream 07 / 11

Business

Services

Clients

Online

Website

Salon / Spa Information

Salon / Spa Name *

Owner / Manager *

Mobile / WhatsApp *

Salon Type

City / Area

Number of Chairs / Therapists

Years Established

Services Offered

Services (select all that apply)

Haircut & Styling Hair Colour / Highlights Hair Treatments / Keratin Facials & Skincare Threading / Waxing Nail Art & Extensions Bridal Makeup & Packages Spa & Body Treatments Eyebrow / Lash Services Tattoos / Piercing

Average Spend per Visit

Bridal Packages Available?

Client Base

Primary Clientele

Women (Primary) Men (Primary) Unisex / All Bridal Focus

Booking Method (current)

Walk-in only Phone calls WhatsApp App (Booksy / UrbanClap)

Online Presence

Instagram Handle

Existing Website / UrbanClap Profile

Before/After Photos Available?

Team / Stylist Photos?

Website Requirements

Pages Needed

Home Services & Pricing Gallery / Portfolio Book Appointment Bridal Packages About / Team Offers / Membership Testimonials

Budget

Timeline

Special Requirements

Salons & Spas · Stream 07

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Interior Designers

Home Interiors · Commercial · Modular · Architecture · Décor

Stream 08 / 11

Business

Services

Projects

Online

Website

Business Information

Firm / Studio Name *

Principal Designer / Owner *

Mobile / WhatsApp *

Specialisation

City / Service Area

Years in Practice

Team Size

Services Offered

Services

Full Home Interior Design Modular Kitchen Modular Wardrobes False Ceiling & Lighting Office / Commercial Interior 3D Rendering & Visualisation Turnkey / End-to-End Vastu Consulting

Project Budget Range (typical client)

Avg Project Completion Time

Notable Projects / USP

Target Clients & Portfolio

Target Clients

New Homeowners Luxury / HNI Clients Corporate / Offices All Segments

Portfolio Photos Available?

Yes, 20+ project photos Some photos (5–10) Only 3D renders Need photography

Online Presence

Existing Website / Houzz Profile

Instagram / Pinterest

Awards / Publications?

Client Testimonials?

Website Requirements

Pages Needed

Home Portfolio / Projects Services Contact / Enquiry About / Team Process / How We Work Testimonials Blog / Design Trends

Budget

Timeline

Special Requirements

Interior Designers · Stream 08

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IT & Tech Startups

Software · SaaS · IT Services · App Dev · AI / ML · Consulting

Stream 09 / 11

Company

Products

Clients

Online

Website

Client Intake QuestionnaireAll Business Streams

Client Intake Questionnaire
All Business Streams