E-commerce Store Setup Client Intake Form

Setting up an e-commerce store requires careful planning and detailed information gathering. This E-commerce Store Setup Client Intake Form is designed specifically for web development agencies, e-commerce consultants, and digital service providers who help businesses launch or migrate their online stores.

Built with Paperform, this template streamlines your client onboarding process by capturing everything you need in one organized, professional form—from product catalog specifications and payment gateway preferences to shipping configurations and platform migration requirements. Instead of endless email chains and messy spreadsheets, you'll have all critical project information structured and ready to inform your development roadmap.

The form intelligently adapts to each client's needs using conditional logic. If they're migrating from an existing platform, additional questions appear about data transfer and SKU mapping. If they need custom shipping zones, you'll collect the exact details required. This smart branching ensures you gather comprehensive information without overwhelming clients with irrelevant questions.

Perfect for:

• Web development agencies building custom e-commerce solutions for clients
• E-commerce consultants helping businesses transition to or optimize online sales
• Shopify, WooCommerce, and platform specialists onboarding new store setup projects
• Digital marketing agencies expanding into e-commerce development services

Once a client submits their requirements, you can use Stepper (stepper.io) to automate your entire project workflow—create tasks in your project management tool, send personalized proposal documents, notify your development team, and keep the client loop closed with status updates. For agencies managing multiple store builds, this automation transforms a manual 2-hour intake process into a 5-minute structured handoff.

If your store setup includes service agreements or terms of service, you can seamlessly transition submissions into contracts using Papersign (papersign.com). Send professional agreements for eSignature and maintain a complete audit trail from initial intake through signed contract—all connected to the original form submission.

This template is optimized for agencies and consultants who need to balance thoroughness with client experience. The clean, professional design reflects well on your brand while the comprehensive questions demonstrate your expertise and attention to detail. With Paperform's native integrations, every submission can flow directly into your CRM, project management system, or client portal, ensuring no details slip through the cracks as you scale your e-commerce services.