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Business Overview

What is the name of your business?

Do you have a tagline or slogan you’d like to include?

How would you describe your business in a few sentences?

What makes your business different from competitors like LegalZoom?

What are the key benefits of using your service?

E.G. personalized guidance, faster turnaround, lower cost, expert oversight, etc.

What tone and personality should the website convey?

E.G. professional, friendly, authoritative, modern, approachable

Do you have an existing website or brand guidelines we should consider? Or competitor sites you want us to be aware of?

About Page & Bio

What is your professional background? What qualifications, certifications, or legal experience do you have?

What makes you uniquely qualified to help customers set up their businesses?

What personal touch or philosophy do you bring to the process?

How would you describe your personality and communication style with clients?

Are there any awards, certifications, or recognitions you’d like to highlight?

Services Offered

What specific services do you provide?

E.G. LLC formation, C Corp, S Corp, DBA, Registered Agent, EIN, etc.

Do you offer any additional legal services beyond business formation?

What is the general process from start to finish for a new customer?

How long does the process typically take?

What are the costs or pricing structure for your services?

Do you offer any guarantees or customer support?

Call to Action & Lead Generation Form

What essential questions should be included in the form to guide users through the process?

E.G. business structure, state of incorporation, additional legal needs

How will customers be contacted after submitting the form?

Email, phone, SMS, etc.

What happens after a user submits the form? (What are the next steps before the Client is reached out to?)

What role does education play in your approach? (Do you provide resources, workshops, or advocacy training?)

How do you ensure parents feel heard and empowered throughout the legal process?

Is there anything else you want to include, say, or share?

Design & Technical Preferences

Do you have a preferred color scheme or branding style?

Do you have any competitors’ websites you admire (or want us to stay away from)?

Should the website include testimonials or reviews?

Are there any other features, functionalities, or pages you want to include?

Do you have any existing website copy or content that should be included?

WEBSITE INTAKE FORM