Discovery Questionnaire

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Business Info

Business Name

Business Address

Street Address Address Line 2 City State ZIP Code

Business Phone

Your Info

First Name(Required)

Last Name(Required)

Email(Required)

Phone

Relationship to the Business

Project Budget

What budget is allocated for this project?(Required)

Be honest, and we’ll tell you what we can and can’t do. Project fees for most projects are divided into at least three invoices and not all due at one time.

Under $5k

$5k – $10k

$10k – $30k

Over $30k

Project Motivation and Goals

Why are interested in starting this project?

What motivated you to start this process? What makes now the right time?

What business-related goals do you have for this project?

Some example might be: improved user experience, increased time on site or conversion, update visual to match new branding, etc.

Target Audience

Tell us about our ideal customer.

Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?

What are the top five reasons your ideal customer might visit your website?

For example: research product information, get contact details, ask questions about services, pricing…

Competition

Tell us about your competitors.

Who else is competing for the attention of your ideal customer? What are they doing that you think is working?

Do your competitors have websites?

If so, list them here so we can make sure yours performs better.

Design Strategy

How do you want people to feel when they interact with your brand?

For example: safe and secure, edgy and excited, exclusive and cool, like they belong…

Are there any websites that you like the design of and why?

These sites do not have to be in the same market as your business. If you can, be specific about what appeals to you. For example: color of the buttons, layout of the homepage, the design of their product cards, etc

Do you have a logo?

Yes

No

Are you open to modifying or redesigning your logo?

Occasionally, we run into a logo that would work better on the web with a tiny adjustment or two. Sometimes we even come up against a logo that (in our professional opinion) just isn’t working for the business. We’d just like to know in advance if you’re open to having those conversations.

Yes

No

Do you have high-quality, professional photography of your products, services, clients, etc?

Yes

No

Are you open to hiring a photographer?

We can always purchase stock photography, but nothing is going to communicate your products and services to your ideal customer better than original photos and video.

Yes

No

Current Website

Does your business currently have a website?

Yes

No

What about your current website is working well for your business?

What pain points is your business experiencing with your current website?

Project Timeline

Does your project have a firm deadline?

Yes

No

What is your required launch date?

When are you hoping to launch your site?

Wrap Up

What does success look like?

If we were to be celebrating a successful website strategy in 12 months, what would that have to look like? How many website visitors? How many leads? How many sales? Be as descriptive as you possibly can.

Anything else you'd like us to know?

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