About You and Your Business Name What is your first and last name?
First
Last
Company Address What is the postal address you use for your business?
Existing Website Do you have an existing company website?
Company Description Tell me about your business. What products, services, areas of expertise does your company focus on? If you have an elevator pitch, include it here. Think about what your website visitors want and need to know the moment they land on your website (e.g., who you are, what you do, who you do it for, and where you do it).
Competitors Who are your competitors? Please provide their business name, website, and any other information that might be helpful.
Branding Branding Assets Which of the following digital brand assets do you have? (select all that apply)
If you do not have professional branding or if you would like to go through a rebrand, we will need to get this done before website design and development may begin.
Email Setup Professional Email Do you have profesional email set up for your domain? (e.g., yourname@yourdomain.com)
Professional email is essential to both 1) looking professional and 2) ensuring that emails get delivered successfully from your website (e.g., form submissions, sales confirmation, password reset links, etc.)
Domain Information Domain Which domain do you want to use for your new website?
Domain Access Do you have access to the account where you purchased your domain?
Additional Domains Do you have additional domains that need to be redirected to your main domain where your website will live?
Website Goals and Project Involvement
Website Content Current State of Copy What phase are you in regarding the copy for your website?
Website Pages What web pages do you envision having on your website?
Blog Posts Do you plan to publish blog posts on your website? Or, if not “blog posts” specifically, some type of dynamic, newsworthy content? This could be to promote a new product or service, share news about a publication you have been featured in, share a video you created, etc.
Multilingual Does your site need to be multilingual?
Website Functionality Software Integration Do you use or need any other software to integrate in any way with your website, like a CRM, event registration, or purchasing system?
E-commerce Do you envision selling any products (digital or physical) on your website?
Password-Protected Areas Do you envision having a password-protected area within your website? This could be for certain customers, clients, wholesalers, retailers, etc.
Scheduling Appointments Do you need website visitors to be able to schedule appointments?
Payments for Appointments Do you need website visitors to be able to make payments for appointments?
Registering for Events or Programs Do you need website visitors to be able to register for events or programs?
Payments for Events or Programs Do you need website visitors to be able to make payments for events or programs?
Contact Form Do you need a contact form on your website?
Additional Forms Will you need additional forms on your website? (e.g., participant questionnaire, intake form, order form, a form to collect testimonials, an application form, survey form, etc.)
Portfolio or Photo Gallery Do you need a portfolio or photo gallery on your website?
Testimonials or Reviews Do you plan to include testimonials or reviews on your website?
Photos or Logos for Testimonials or Reviews Have you started gathering the photos or logos of each testimonial author?
User Experience Website Personality If your website had a personality, what would it be?
Social Media Social Media Channels Which social media channels are you currently (or plan to be) active on for your business?
Social Media Optimization Are your social media pages optimized? For example, does your Facebook page have a cover image, profile photo, complete About section, and a link to your website? Does your Instagram profile have a well-written description of your company and a slink to your website? Does your YouTube channel have a cover image, a complete About section, and links to your website and other social media accounts in the cover image area? Please be as specific as possible about what is complete and updated with your social media and what needs to be updated. State whether you will be handling this or if you need assistance.
Email Marketing Email Address Collection Do you want to collect email address on your website? (e.g., so you can send information about new products or services, your latest blog post, updates on business hours, etc.)
Email Marketing Current State Do you already use an email marketing program or service to collect email addresses?
Email Marketing Programs What company or service are you currently using for email marketing?
Email Service Satisfaction Are you happy with your email marketing provider, and do you want to stick with them?
Lead Magnet Offering Do you envision offering a lead magnet to your subscribers?
Lead Magnet Readiness Do you already have a lead magnet ready to go?
Search Engine Optimization Google Analytics Do you have Google Analytics set up and connected to your existing website?
Google Tag Manager Do you have Google Tag Manager set up and connected to your existing website?
Google Search Console Do you have Google Search Console set up and connected to your existing website?
Google Business Profile Do you have a Google Business Profile set up? (This was formally called Google My Business.)
Website Accessibility Website accessibility (as in ADA compliance) is a crucial element of website design and development as well as SEO. How important is accessibility to your business and your industry? If you aren’t sure, now is a good time to do some research on requirements within your industry. Website accessibility refers to making your website more accessible to a wider group of people by paying extra attention to color contrast, font size, letter and paragraph spacing. Depending on your answer below, hiring a website accessibility specialist may be needed.
Word-of-Mouth Do you expect many (or most) website visitors and clients will be through word-of-mouth?
Business Area Are you wanting to be found locally, nationally, or internationally?
Project Expectations Final Comments What else would you like to share to ensure your project is as successful as possible?