Client Onboarding | Scroll Theory

The basics

Who you are and how we reach you.

Business name

What do you do, in one sentence?

Your name

Email

Phone (the number that should ring when a customer calls)

Your business

The shape of the thing we're building for.

What kind of business is it?

Where are you based?

Service area (the towns or radius you actually serve, if you travel)

Hours (optional)

The one thing you're known for This usually becomes the headline. Be specific. "Same-day turnaround" beats "great service."

What this site is for

A site has one job. Tell us the job.

The single thing you want a visitor to do Pick the one that matters most. We'll still include the others, but the site gets built around this one.

What does success look like in six months? (pick any)

More calls More orders / sales More booked jobs Rank higher on Google Beat a competitor Look more legit

Who's your customer?

Voice and taste

This is what keeps your site from feeling like a template.

How do you actually talk to customers?

Sites you like, and why (paste links)

Sites you can't stand (optional, but useful)

Direct competitors

Proof and assets

Real proof sells. Send us what you've got.

What proof do you have? (check all that are real and ready)

Real reviews Gallery / portfolio Before / after Certs / licenses Years in business Team / owner photos A clear process Guarantee / warranty Local affiliations

How long have you been in business? (optional)

Everything else goes here

Your logo, photos, fonts, brand kit, old site files, anything. This link takes large files and lots of them without choking. Drop it all in here, then come back and finish.

Open the upload folder

My logo and photos are in the upload folder

The first draft is promised within 72 hours of this form and your files being in. If the files are not in yet, finish uploading first, then check the box.

Anything we should know about the files? (optional)

Marketing and SEO

All optional. If you don't have it, that's normal. Leave it blank.

Do you have a website or domain now? If you own a domain, we almost always keep it. It carries history we don't want to throw away.

Anything tracking or running right now? (check what applies)

Google Analytics Meta / FB ads Google ads Google Business Profile None / not sure

What should people be searching to find you?

Anything in your marketing that's working now?

Anything off limits, or anything you absolutely need?

Let's build your site.