Project Intake — ThryveX Group

Contact Details

Full Name *

Please enter your full name

Email Address *

Please enter a valid email

Phone / WhatsApp *

Please enter your phone number

Company Name *

Please enter your company name

Country / Time Zone *

Please enter your location and time zone

Preferred Communication

How should we reach you? *

Please specify

Please select a communication method

About Your Business

Briefly describe your business *

Please describe your business

What products or services do you offer? *

Please describe your products or services

Who is your ideal customer? *

Please describe your ideal customer

What makes you unique compared to competitors? *

Please describe what makes you unique

Service Selection

✓

⚡

AI Automation

CRM setup, workflows, lead management & intelligent automations

✓

🌐

Website Development

Custom websites, landing pages & branded digital presence

✓

✦

Both Services

Full-stack — automation infrastructure & premium web presence

Please select a service to continue

Current Tech Stack

What CRM do you currently use? *

Please enter your current CRM

What automation tools do you currently use?

What are your main automation goals? *

Please describe your automation goals

Lead Management

How are you currently managing your leads? *

Using a CRM system Spreadsheets / Google Sheets Manually (no system) Other

Please specify

Please select a lead management method

How many contacts are currently in your database? *

Please select your database size

Average monthly lead volume? *

Under 50 leads/month 50–200 leads/month 200–500 leads/month 500+ leads/month

Please select your lead volume

Marketing & Advertising

What platforms do you use for marketing? *

Please specify

Do you run paid ads? *

Yes, currently running ads Planning to start No

Where do you run paid ads?

Facebook / Instagram Google Ads TikTok Ads LinkedIn Ads YouTube Ads Other

Please specify

Please select an option

Sales & Operations

What tools do you use for sales? *

Please specify

Do you use any booking or scheduling tools? *

Yes No

Which tool?

Please select an option

Do you send email or SMS campaigns? *

Yes — Email only Yes — SMS only Yes — Both Email & SMS No, not currently

Please select an option

Pain Points & Goals

What is your biggest challenge with your current setup? *

Please describe your biggest challenge

What repetitive tasks are taking up the most time? *

Please describe your repetitive tasks

What would you most like to automate? *

Please describe what you'd like to automate

Do you have any specific workflows in mind? *

Please describe your workflows

Do you have an existing sales pipeline or process documented? *

Yes — fully documented Yes — partially documented No — not yet No — need help building one

Please select an option

Project Goals

What are the main goals of the website? *

Generate leads Sell products / services Build brand awareness Showcase portfolio / work Book appointments Educate / inform visitors Other

Please specify

What would success look like after launch? *

Please describe what success looks like

Current Website

Do you currently have a website? *

Yes No

Website URL

What do you like about your current site?

What do you dislike about your current site?

Please indicate if you have a website

Website Structure

Which pages do you need? *

Please specify additional pages

Estimated number of pages *

Single page (landing page) Multiple pages

Approximate number of pages

Please select an option

Design & Branding

Do you already have a brand identity? *

Yes — complete brand identity Partial — some elements exist No — need full branding

Which branding assets do you have?

Logo Color Palette Typography / Fonts Brand Guidelines Other

Please select an option

Preferred website style *

Minimal & Clean Modern & Bold Elegant & Luxury Playful & Creative Corporate & Professional Tech / Dark Mode

Content & Media

Will you provide the website content? *

Yes — I'll write all content Partially — I'll provide key info No — I need copywriting help

Please select an option

Do you have professional photos or graphics? *

Yes No

Please select an option

Will you require stock images or graphics? *

Yes No

Please select an option

Domain & Hosting

Do you already own a domain name? *

Yes No

Your domain name

Preferred domain names (list a few options)

Please select an option

Do you require professional email addresses? *

Yes No

How many email accounts?

1–2 accounts 3–5 accounts 6+ accounts

Please select an option

Features & Integrations

Tools that need to integrate with your website?

Please specify

Project Timeline

When would you like to get started? *

ASAP — as soon as possible Within 2 weeks Within a month Flexible / Not sure yet

Please select a timeline

Additional Notes

Is there anything else we should know about your project?

How did you hear about ThryveX Group? *

Google / Search Instagram LinkedIn TikTok YouTube Referral / Word of mouth I'm an existing client Other

Please specify

Please let us know how you found us

Agreement

I confirm that the information provided is accurate and complete to the best of my knowledge. I understand this intake form does not constitute a contract — ThryveX Group will follow up with a formal proposal tailored to my needs.

Please confirm the agreement to submit

Let's Build
Something Exceptional

Client Information

Business Overview

What Are You
Looking For?

AI Automation

Website Development

Timeline &
Final Details

You're All Set!

Let's BuildSomething Exceptional

Client Information

Business Overview

What Are YouLooking For?

AI Automation

Website Development

Timeline &Final Details

You're All Set!

Let's Build
Something Exceptional

What Are You
Looking For?

Timeline &
Final Details