Website Strategy Questionnaire
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)