Private client experience

Client Welcome &
Onboarding Packet

A thoughtful start to your next level.

Welcome

Welcome to ELV8 CO

We’re excited to work with you and bring your vision to life.

At ELV8 CO, our goal is to create a digital presence that feels aligned with your business, speaks to your audience, and helps support your growth. This packet will walk you through what to expect, what we’ll need from you, and how we’ll move through the process together.

We believe the best results come from clear communication, thoughtful design, and a strong understanding of your goals from the very beginning.

Thank you for trusting ELV8 CO with your project. We’re looking forward to building something great together.

— ELV8 CO

Your Next Steps

Step 1 — Complete your onboarding questionnaire

This helps us understand your business, goals, style preferences, and what you need from your website.

Step 2 — Send over your materials

This may include your logo, brand colors, photos, service details, and any content you already have.

Step 3 — Project planning begins

Once we’ve reviewed everything, we’ll begin mapping out the direction of your website.

Step 4 — Design & development

We’ll begin building your site based on the agreed direction and structure.

Step 5 — Review & revisions

You’ll have the opportunity to review the work and request revisions based on the agreed scope.

Step 6 — Launch

Once approved, your website will be finalized and prepared for launch.

Before we begin

Client Materials Checklist

Please send any of the following that apply to your business:

Business name
Logo files
Brand colors
Fonts, if any
Photos of your business, products, or services
Social media links
Contact information
Business hours
Service list
Pricing information (if you want it displayed)
Testimonials or reviews
Any written content you already have
Links to websites you like for inspiration

If you don’t have everything yet, that’s okay. We’ll work with what you currently have and guide you through the rest.

For logos, photos and other files, you can share a cloud-folder link in the questionnaire or send materials separately to Elv8co.yournxtlevel@gmail.com. Please don't submit passwords or private account credentials.

Client onboarding questionnaire

Project Questionnaire

Please complete the following so we can better understand your business and your goals.

01 / 08

Business Information

Business Name:

Contact Name:

Phone Number:

Email Address:

Business Address (if applicable):

Instagram / Social Media Handles:

Current Website (if any):

02 / 08

About Your Business

What does your business do?

What products or services do you offer?

Who is your target audience or ideal customer?

What makes your business unique?

03 / 08

Project Goals

What is the main goal of this website?

Examples: attract new customers, build trust, showcase services, generate leads, book appointments, sell products

What do you want people to do when they visit your website?

Examples: call, book, message, request a quote, purchase, visit your location

04 / 08

Website Content

Do you already have content written for your website?

Will you be providing photos, or should we use a mix of your visuals and stock imagery?

05 / 08

Design Direction

Are there any colors you want used or avoided?

Are there any fonts or visual styles you prefer?

Do you have any websites you like for inspiration? Please list them below.

06 / 08

Features & Functionality

07 / 08

Project Timing

Do you have a desired launch date?

Are there any deadlines we should know about?

08 / 08

Final Notes

Is there anything else you’d like us to know before we begin?

Optional: Link to your business materials (Google Drive or Dropbox)

This optional link makes sharing files easier and does not replace any original questionnaire questions.

Your responses are submitted securely to ELV8 CO through Formspree.

Communication & Project Flow

To keep your project moving smoothly, we ask that all requested materials and feedback be sent in a timely manner.

During the project:

We’ll communicate primarily through email unless otherwise arranged.
Clear and timely feedback helps keep the project on schedule.
Revisions should be shared as clearly as possible in one message whenever possible.
If there are delays in receiving materials or feedback, the timeline may shift.

Our goal is to make the process feel smooth, collaborative, and organized from start to finish.

What You Can Expect

When you work with ELV8 CO, you can expect:

A thoughtful and professional process
A website built around your business goals
Clear communication throughout the project
A clean, modern, and intentional design approach
A final product that supports your brand and digital presence

We care about building something that not only looks good, but also feels aligned with your business and speaks to the people you want to reach.

How to Submit Your Information

Complete the questionnaire above and click Submit Onboarding Packet. You may share your logo files, written content, images, social links, and other materials through a cloud-folder link or by email.

Send everything to: Elv8co.yournxtlevel@gmail.com

Once we receive your information, we’ll review everything and begin preparing the next steps for your project.

Thank you again for choosing ELV8 CO.

We’re excited to help bring your vision to life and create something that feels aligned with where your business is now — and where it’s headed next.

YOUR NXT LEVEL