Client Intake Form — Alamo Automation

1. Contact Information

Business Name *

Owner / Main Contact Name *

Best Phone Number *

Best Email Address *

City / State *

Phone Number to Display on Website * Can be different from your personal number above.

Email to Display on Website

Preferred Contact Method (for us to reach you)

Call Text Email

Desired Launch Date

2. About Your Business

This section helps us write the content for your site. Be as specific as possible.

What does your business do? *

What are your main services? *

List your services EXACTLY how you want them shown on the website Copy/paste is fine. This is what we'll use word for word.

What type of customers do you work with? *

How long have you been in business? *

What makes your business different from competitors? *

Do you have a tagline or slogan? If you don't have one, we'll write one for you based on your answers.

Key stats or numbers you want highlighted These build trust and will appear prominently on your site.

Certifications, licenses, insurance, or credentials to display

Service Area *

List every city or area you serve (for your service area page) More cities = better local SEO. List them all.

Business Hours *

Do you offer emergency or after-hours service?

Yes No

3. Your Team

For your About page. Skip if you're a solo operator.

Owner / Founder bio (a few sentences)

Team members to feature (name + role)

4. Reviews & Testimonials

Customer quotes are the most powerful content on any website. Add as many as you have.

Paste up to 3 customer reviews or testimonials Copy from Google, Yelp, Facebook — anywhere. Include the customer name if possible.

Any notable results or before/after stories?

5. Current Online Presence

Do you currently have a website? *

Yes No

If yes, website URL

Facebook Page

Instagram

Any other links (Yelp, Google, TikTok, etc.)

7. Branding & Design

Do you have a logo? *

Yes — I'll upload it No — I need one

🖼️

Drop your logo here or click to browse

PNG, JPG, SVG — up to 10MB

Do you have business photos? *

Yes — I'll upload them No — use stock photos

📷

Drop photos here or click to browse

Select multiple — JPG, PNG up to 10MB each

Brand colors (if you have them)

What tone/personality do you want the site to have? *

Any websites you like the look or feel of?

Anything you DON'T want — colors, styles, or things you've seen and hated? This saves revision rounds. Be honest.

8. Existing Content

Paste any existing text, descriptions, or content you want used on the site

9. AI Automation Services

Are you interested in AI Automation Services? *

Yes No Tell me more — I want to learn about it

Which AI features are you interested in?

AI Chatbot on website AI Phone Receptionist (answers calls automatically) Email Reply Agent (auto-responds to inquiries) Lead Follow Up (auto-texts/emails new leads) Not sure yet

Any special instructions for how you want the AI to respond to your customers?

10. Final Details

Plan Purchased *

Any domain names you want? * We'll check availability and register it for you.

Anything else you want included or any specific requests?

You'll receive a confirmation email. Our team will be in touch within 24 hours.

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You're All Set!

We received your intake form and will be in touch within 24 hours.

Questions? Email us at alamoautomations@gmail.com

Web Design Client Intake Form

You're All Set!