Free Website Onboarding Checklist

Everything you need to prepare before starting your web design project. Print it, fill it out, and hit the ground running.

✓ Printable format

✓ Covers branding, SEO & integrations

✓ No email required

Website Customer Onboarding

Bondbyte Inc. • bondbyte.com

Business Information

Full Business Name:

Phone Number:

Address:

City, State, ZIP:

Business Hours:

Current Assets

☐ Yes ☐ No Do you currently have a website?

If Yes:

Domain Name:

Current Host:

☐ Yes ☐ No Do you currently have a logo?

☐ Yes ☐ No Do you have established branding colors (Pantones)?

Email & Marketing

☐ Yes ☐ No Do you have company branded email? (e.g., you@yourcompany.com)

If Yes:

Email Provider:

☐ Yes ☐ No Do you do mass email marketing (newsletters, campaigns)?

If Yes:

Platform Used:

List Size (approx):

☐ Yes ☐ No Do you use or need live chat on your website?

Do you have other marketing materials?

☐ Printed Flyers/Brochures ☐ Newsletters ☐ Newspaper Ads ☐ Other: _______________

If digital, how many?

Online Presence

☐ Yes ☐ No Do you have a Google Business listing?

Social Media Accounts (check all that apply):

☐ Facebook ☐ LinkedIn ☐ Instagram ☐ Twitter/X ☐ YouTube ☐ TikTok

☐ Other: _______________________

Integrations & Systems

☐ Yes ☐ No Do you use a CRM (Customer Relationship Management) system?

If Yes:

Which CRM?

☐ Yes ☐ No Do you need payment processing / e-commerce on your site?

If Yes:

Current Processor:

(e.g., Stripe, Square, PayPal, etc. — or "Need recommendations")

Other integrations needed? (check all that apply)

☐ Scheduling/Booking ☐ Accounting Software ☐ Inventory System ☐ Other: _______________

Website Goals

What is the overall goal of your website? (check all that apply)

☐ Brand Reinforcement / Credibility ☐ Client Engagement / Communication

☐ Advertising / Lead Generation ☐ E-commerce / Online Sales

☐ Information / Resource Hub ☐ Other: _______________________

Local SEO — "Near Me" Keywords

What are three "near me" search terms that describe your business?

(e.g., "plumber near me", "steel buildings near me", "accountant near me")

Competitors

Who are your main competitors? (List business names or websites)

This helps us understand your market and differentiate your site.

Design Inspiration

Do you have any websites you like the look and style of?

List URLs or company names. Note what you like about each (colors, layout, feel, etc.)

What I like: ________________________________________________________________

Budget & Timeline

Target Launch Date:

Is this date firm (event, season) or flexible? ☐ Firm ☐ Flexible

Budget Range:

Or check a range:

☐ Under $1,000 ☐ $1,000 – $3,000 ☐ $3,000 – $5,000 ☐ $5,000 – $10,000 ☐ $10,000+

Additional Notes

Ready to Get Started?

Fill out your checklist and bring it to our first call. We'll review it together and give you a clear estimate—no surprises.

Contact Bondbyte

Jeremy Bond • 509.949.2162 • jeremy@bondbyte.com