Quick Discovery

Below you’ll find a the quick version of our project discovery questionnaire.

Filling this out will help our first call to go more smoothly and will give us a head-start in better understanding both your business as well as your overall goals.

The more detailed you can be, the more efficient we can be at getting your project moving quickly in a goal-oriented manner.

First Name

Last Name

Your Business / Organization

Give us your elevator pitch!
What do you and your business do or make?
Who is your competition?
Who is your ideal customer?
Why choose you instead of the competition?
How do you find customers now
Do you have existing branding (logos, colors, taglines)?

Your Business Details…

The Website Purpose

What are your goals for the website?
How will the new website fit into your overall marketing strategy?
Why should your ideal customer visit your site?

Website Goals & Purpose — What goals do you want to achieve with your website? Examples are to increase leads to business, attract new hires, display my work, etc. List the top three.

Who are your ideal customers or audiences? What are their needs or interests?

Tell me about your competitors and their websites. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?

The Website Details

Do you have a domain name already? Where is the domain registered? Do you have control of the domain?

Do you have a current web hosting provider?

Yes

Not Sure

Who will be our point of contact?

Where will content (text and photos) for the new website come from?

How prepared are you to start a web design project?

Do you have text for the different pages for your website?

Yes

Need Copywriting Help

Not Sure

Do you have photos for your website?

Yes

Need Photography / Stock Photography

Not Sure

Do you have an idea of the number of pages you need? This could be the number of pages on your current website, or what you think you need on a new site.

Will you be selling things online (ecommerce)?

Yes

Will you be blogging or sharing news items?

Yes

Do you need an event calendar? Event Registration?

Event Calendar

Event Calendar & Registration

Do your clients need to log in for any reason?

Yes

Do you have videos you want to use?

Yes

Do you want to display testimonials?

Yes, I have testimonials ready

Yes, but I don’t have the testimonials

Do you think you might need any of the special features below?

Advanced Contact Forms Feature (Long forms like this one)

Connection to your CRM via a WordPress plugin (like Hubspot).

Event calendars (for schools, organizations, or your company)

IDX feed from iHomefinder (for real estate & property management)

Job Postings Feature (A way to post jobs on your website)

Membership only pages & password protection (keeping content private for both paid and free members)

Portfolio Feature (To display projects, for builders, designers, case studies, etc)

Recipes Feature (For food bloggers)

Review System Feature (Request reviews from clients)

Shopping Cart Feature (sell products and accept payments)

Social Share Icons Feature (buttons for visitors to share pages on social media)

Testimonials Feature (display client testimonials on one page or throughout website)

I’m unsure what I need

Is there any third-party integration needed? If so, list below:

Should the website simply be a credibility piece or will you want to generate leads from search results?

Credibility – Just need web presence

Generate Leads

Is showing up on Google important to you? Do you need help with SEO (search engine optimization)?

Yes

I’m not sure

WordPress has a CMS (Content Management System) which means you can do basic updates on your own with a little training. Are you interested in learning how to update your site on your own?

Yes

I will never have time and would need you to do updates for me.

Are there any other websites in particular that you like the design of? Why? Or, are there websites that you don’t like that I should know about?

IMPORTANT: Aside from communicating information, is there anything else the website needs to do?

Budget & Timeline

What is the investment you’ve set aside for this project’s success?

Under $2500

$2500 – $5000

$5000 – $7500

$7500 – $10000

Over $10k

Can we simplify or do things in phases? If so, what are the priorities?

When do you expect to make a decision?

Do you have a deadline?

Website Package and Care Plan

Ongoing website maintenance and care is critical.

Which package and care plan do you think best fits your needs and budget?

Foundation : $1000 Setup fee / $79 per month

Business : $1500 Setup fee / $99 per month

Pro : $1900 Setup fee / $199 per month

What services are you looking for?

Website Design & Development

Logo Design

Website Care & Management

Website Redesign

SEO

Business Cards

Printed Collateral

Illustration

*All information within this form is confidential and is only used to help us assess your project.

Below you’ll find a the quick version of our project discovery questionnaire.

Your Business / Organization

The Website Purpose

The Website Details

Budget & Timeline

Website Package and Care Plan

Make the smart choice and let us handle your website. That way you can get back to business.