Project Scope & Goals Setup — Update / setup form (auth-only) for Web Design / Digital Agency. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The platform, store needs, content plan, and targets that define this engagement.

What it collects (by section):

• Platform — CMS Version [short text]; Theme / Template Name [short text].
• Commerce — Ecommerce Platform [dropdown: None / Shopify / WooCommerce / BigCommerce / Squarespace Commerce / …]; Product Catalog Size [dropdown: 0-10 / 11-50 / 51-200 / 201-1,000 / 1,001+]; Payment Gateway(s) [multi-select: Stripe / PayPal / Square / Authorize.Net / Apple Pay/Google Pay / …]; Recurring Billing Needs [choice: Yes / No / Not sure].
• Search & content plan — Target Keywords (initial) [long text]; Top Competitor Websites [long text]; Blog Cadence Target [dropdown: None / 1/mo / 2-4/mo / Weekly / >Weekly]; Content Update Cadence [dropdown: Ad hoc / Weekly / Monthly / Quarterly].
• Quality bar — Accessibility Target Level [dropdown: None / WCAG 2.1 A / WCAG 2.1 AA / WCAG 2.1 AAA]; Performance Target [dropdown: Core Web Vitals pass / Mobile >= 90 / Desktop >= 90 / Balanced/Best effort]; Localization / Languages [multi-select: English / Spanish / French / German / Other].
• Current scale — Traffic Band (est.) [dropdown: <1k / 1-5k / 5-20k / 20-100k / 100k+]; Lead Volume Band (est.) [dropdown: 0-10 / 11-50 / 51-200 / 200+].

Form type: Update / setup (up), auth-only. Niche: Web Design / Digital Agency. Deployment: embed.

Best for / surface when: Web Design / Digital Agency client workflow — project scope & goals setup.