✦ Website Discovery Intake System

Collect everything needed to plan, quote, and build a better website.

Guide clients through project goals, brand direction, page hierarchy, per-page content, e-commerce needs, advanced technical scope, and launch priorities. The sitemap builder now supports unlimited nested child pages with drag-and-drop plus keyboard-friendly arrow controls.

Start Intake

Choose intake depth

Pick the website type first. The app will show relevant fields while keeping the report structure consistent.

Required first step

Business basics

Capture the core information needed to understand the client, decision makers, offer, market, and constraints.

Goals, audience, and conversion strategy

Identify what the website needs to accomplish and what success looks like after launch.

Brand, design, and accessibility

Clarify visual direction, tone, assets, accessibility, and user experience expectations.

Sitemap page structure builder

Add pages, create unlimited nested child pages, drag pages before/after/inside other pages, and use arrow controls for precise movement.

Drag handle: drop before, after, or inside another page.

User content for each page

Select any sitemap page and define headline, copy, CTA, assets, SEO notes, FAQs, and readiness.

E-commerce requirements

Shown for e-commerce and advanced modes. Define catalog, checkout, shipping, tax, fulfillment, accounts, and operations.

Advanced technical scope

Shown for advanced mode. Capture integrations, accounts, permissions, data, hosting, security, and automation requirements.

Generated intake report

Review the structured discovery summary, including the nested sitemap hierarchy, then export or print.

Readiness checklist

    Recommended next steps