OPTIMISTICCLIENT INTAKE
New client intake · about 10 minutes

Let's get your organization
on our drawing board.

This brief walks through everything we need to scope your engagement — your mission, your current site, goals, features, timeline, and budget. Answers flow straight into your client workspace, so nothing gets lost in email.

Clearwater County Public Works demo
Clearwater County
Mesa County Public Health demo
Mesa County Health
North Valley School District demo
North Valley Schools

No templates. No page builders. Every Optimistic site is custom-designed and custom-coded for your mission — this brief is how we learn yours.

Your answers save in this browser as you go.
01 / 09

Organization profile

Start with the basics about your organization.

What type of organization are you? *
A few sentences on what you do, your core programs, and who you reach.
Organization size
Matters for grants and compliance.
02 / 09

Who should we work with?

Where portal access and updates go.
Is billing the same person? *
Board members, executives, IT contacts, decision-makers to loop in.
03 / 09

Your current digital presence

An honest audit of what you have today.

Do you track analytics?
Design, content, functionality — what shouldn't change?
Where's the friction right now? choose all that apply
04 / 09

Goals & audience

What does success look like — and who are we reaching?

Main goal for this project *
e.g. increase donations 20%, pass an accessibility audit, cut update time in half.
Donors, clients, families, residents, professionals…
Board, funders, staff, volunteers, media.
05 / 09

Scope & required features

What does the finished product need to do?

Roughly how big is this project? *
Which features do you need? choose all that apply
The more specific, the better we can scope.
Systems that need to connect choose all that apply
Accessibility / compliance requirements choose all that apply
Common for government, schools, and grant-funded work.
06 / 09

Brand & content status

What do you already have in hand?

Do you have brand assets ready?
Is your content ready?
Content bottlenecks are the #1 launch delay.
Do you have photography / imagery?
We build for someone on your team to manage it.
Which of these feels closest to your taste? a style compass, not a template
These are past custom builds shown only for direction — your site will be designed from zero. No templates, ever.
07 / 09

Timeline & drivers

When does this need to happen?

Ideal timeline for launch
What's driving the timeline? choose all that apply
08 / 09

Budget & funding

Honest numbers let us scope honestly — no surprises either way.

Budget range *
Is this budget fixed or flexible?
Where is funding coming from? choose all that apply
Grant name, funder, deadline, compliance requirements.
09 / 09

Decision process & anything else

e.g. Executive Director, Board finance committee.
How quickly can decisions be made?
Are you responding to an RFP?
Are you evaluating other firms?
Deadlines, board considerations, must-haves, worries.
Everything lands in your Optimistic client workspace — we'll take it from here.