Questionnaire

This quick questionnaire helps me understand your vision, style, and goals—so I can create a website that feels true to you and supports your business.

Your vision, your style, your website

Please fill out and complete the entire questionnaire to ensure a website and CRM setup that matches your vision and works exactly the way you need it to.

Business Basics

Business Name:

Tagline or Slogan: (if you don't have one, come up with one)

Brief Description of Your Business:

Industry/Niche:

Branding

Do you have a logo?

Upload your logo here:

Brand Colors:

List your primary and secondary colors (or say "no preference")

Do you have brand guidelines or style preferences?

Example: modern, playful, professional, bold, minimal

Preferred Fonts (if any):

Branding

Choose a template color for your website:

Website Purpose & Goals

What’s the main purpose of your new website? (Check all that apply)

Other:

What do you want visitors to do when they land on your site?

(e.g., call you, fill out a form, purchase a product)

Do you need any special features?

(e.g., booking system, e-commerce, blog, forms)

Content & Pages

Do you have specific images you want to use?

Please upload pictures for your website:

Please upload a picture of yourself:

Include testimonials if you'd like those added:

Contact & Functionality

Primary Contact Info to Display:

Email *

Phone *

Appointments/Bookings:

Do you have a scheduling link or calendar to integrate?

CRM Setup

Do you currently use a CRM system? (If so, which one?)

What’s most important for your CRM?

Extra Features

Social Media Links: (provide URLs)

Other Features Needed:

Chat widget, reviews/testimonials, downloadable PDF, etc.

Domain & Launch

Do you already own a domain?

Is there a specific launch date you need to hit?

Final Thoughts

Feel free to upload or share any extra content—like photos, brand guidelines, or inspiration—that you’d like me to have before we get started. 5snw

Written content can go here:

Thanks so much...

for taking the time to share your vision with me. Your answers will help me create a website and CRM setup that truly reflects your brand and makes running your business easier. I’ll review your responses and be in touch soon with next steps. I’m excited to bring your ideas to life!

Beam & Bloom helps businesses shine online with custom websites and smart tools designed to make growth simple. Let’s bring your vision to life.

About