Phase 1: The Primary Contact

• Name* (I ask for first AND last name)
• Email*
• Phone
• Who will our primary contact?* (I like to find out who exactly we’ll be working with. 
• Me
• Me and one other person
  – Me and a few others
  – Someone else
• We like to know who we will be working with and how many cooks will be in the kitchen.

Phase 2: The Company

• Company / Organization*
• Your Title / Position
• Current website URL:
• Other website(s):
  – If you have multiple sites.
• Do you have your logo, colors and branding already in place?*
  – Yep, we’re all set
  – Yeah but open to a revamp or redesign
  – Nope, we need some help with that

Phase 3: The Project/Website

• What are your primary goals for this website?*
  Ex – “inform people of our services” • “attract potential customers” • “get people to call us” • “get people to sign up” • “get people to donate to our cause”
• What call-to-actions should be on the site?*
  Ex – (call, email, sign up, visit)
• What type of functionality would you like to see?*
  Ex – (blog, events, galleries, online store, etc)
• How many pages do your foresee in the initial development?*
  Ex – (5-10, home, about us, contact us, services, galleries, etc)
• Do you have any blog posts or other post types that will need to be transferred from a previous site? If so, please expand.
  Ex – (20 blog posts, 30-40 events, 10 news updates, etc)
• Do you currently have a domain name and a hosting plan in place?*
  If so, what company? If not, would you like us to host your site?
• Do you currently have a newsletter platform or email CRM like Mailchimp or Constant Contact set up?*
  If yes, which service do you use? If no, do you want to set one up?
• Will you or one of your staff want to edit pages or manage the site?*
  Yes or No
• Drop any additional feedback or notes that’ll help us in creating a proposal right here!

Website Strategy Questionnaire

1 – Let’s Talk Design

• Do you prefer a certain design style? (ex: Simple, Sleek & Modern, Vibrant & Colorful, Light or Dark feel?)
• Do you have certain colors you want to stick with? (if you have any brand guidelines or colors in place?)
• Do you prefer certain fonts or text sizes?  (Ex: big and bold fonts. Slender, sleek, feminine fonts. Helvetica, Arial or Script/Fancy fonts?)
• Are there any websites you really like that you’d like us to replicate or use as reference? (please provide links)
• Do you have any other input as far as the design of the site goes?

2 – Let’s Talk About Your Customers

• Describe your ideal client or customer:
• Does your customer base have a certain demographic? (ex: Certain age, gender, interests, etc?)
• Why would a customer go with you over your competitors?

3 – Let’s Talk Site Specifics

• What are your main Call To Action for the site? (ex: request a quote, call, visit, get more information)
• Where would you like your website inquiries to go? (ex: Personal or business email)
• Do you want to link to any social media profiles? (please provide links)
• Do you want to integrate a newsletter sign up or email CRM like Mailchimp, Constant Contact, etc? (please provide details on what you have set up)

4 – Let’s Talk Google Stuff

• Do you have a Google Webmaster & Analytics account already set up?
• Is this site already listed and submitted to Google?
• What’s your official business/company name?
• What’s your business address? (for Google map/listing purposes)
• What’s your business phone number? (if different than personal number)

5 – Let’s Talk SEO

• What’s your main product(s) or service(s)?
• What terms would people search for to find your business?
• What are the top 5-10 keywords or terms you’d like to rank on Google for?
• Who are some of your top competitors?
• What areas do you service?(Ex: a city, surrounding counties, state, etc.)
• Please provide any other ideas or goals you have for SEO: (aka getting found online)