Making Website Magic

What Your Intake Form Can Tell You About Your Prospective Client

March 01, 2022 Sam Muñoz & Karyn Paige Season 2 Episode 39
Making Website Magic
What Your Intake Form Can Tell You About Your Prospective Client
Show Notes

Your intake form is another layer in your pre-client journey that can lead to having a “successful” discovery call which will, in turn, lead to you booking more clients. This intake form will provide you with a little bit of information that will help you prepare and show up feeling confident on your discovery calls. That’s why episode 39 of MAKING WEBSITE MAGIC is about what your intake form can tell you about your prospective client! 

The Making Website Magic School of Business is pre-enrolling. Are you consistently booking dream projects & making the money you desire in your web design business? OR are you undercharging, questioning your skills, spinning your wheels & saying yes to anyone who will pay you? You CAN have a thriving web design & dev business where you consistently work with aligned clients who actually respect you and pay you well. 

In this episode of Making Website Magic, Sam & Karyn are sharing the importance of using your intake form as a tool to gain insight on what your prospective client may want or need in order to get a leg up on your discovery calls and actionable steps you can take right now to revise your intake form to ask the important questions and feel prepared and confident. 

Here are just a few of the things we discuss during this episode:

  • The number of questions on your intake form will directly relate to the season of business you are in and how much weeding out you may need to do ahead of time.
  • You might make assumptions about the prospective client before the call, and you can use your time on the call to confirm or debunk these assumptions.
  • How a person’s website or lack thereof might indicate what season of business they are in and aid in determining what you could offer them. 
  • Creating an opportunity for potential clients to share their broad goals to better understand their needs and motivation behind their website. 
  • Asking about their team to get an idea of how many people will be involved in the decision-making process and day-to-day input throughout the course of the project. 
  • Learning how the client found you to align your marketing investments accordingly in the future. 
  • What your intake form can tell you about what your prospective client does not need. 

You’d be surprised how much valuable information you can gain by asking these simple questions on your intake form. So be sure to tune in to all the episodes to receive empowerment to step boldly into your web design business and to hear even more about the points outlined above.

Thank you for listening!

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Making Website Magic School of Business


Making Website Magic- The Pre-Client Journey

Making Website Magic- How to Have a “Successful” Discovery Call