Client Questionnaire

“Every journey begins with a single hop.”
– Kermit the Frog

New Website
Questionnaire

Please take your time to answer the following inquiries to the best of your ability. This information
plays a very important role in the strategy, design, and development of your website.

We don't expect you to be able to answer every question so please respond with N/A if it does not
apply to your business. Some of the questions may seem repetitive since they are
written in ways to appeal to different types of businesses.

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

Background Information

Please describe the nature of your business:*

Please provide a summary of your business’s history – time in business, changes over time, growth:*

What are the primary reasons that you are investing in a website redesign- or what goals and objectives are you hoping to achieve with this website redesign?*

What are the primary reasons that you are investing in a new website - or what goals and objectives are you hoping to achieve with this website design?*

What goals and objectives are you hoping to achieve with this website?*

Is there anything new happening in your business that needs to be featured on your website?*

Is there certain information that you find yourself repeating to your clients and/or prospects that would be helpful to have built into your website’s messaging (please describe)?*

What do you do currently to market/promote your business? Will any of this be incorporated into your website (i.e. links to social media, promotion of upcoming events, etc.)*

What are the major challenges that your business faces?*

What are your primary services/products?*

What are your primary services?*

Do you plan to introduce any new products/services?*

Do you plan to introduce any new services?*

Please identify your target market/demographic. Who are your ideal clients?*

Please indicate what constitutes a conversion on your website (direct purchase, contact form completion, phone call, download, etc.)*

Please indicate what constitutes a conversion on your website (Contact form completion, phone call, appointment scheduling via Calendly, Hubspot, etc.)*

Have you established a client onboarding process (such as a complimentary consultation or financial review)?*

Are there any regulatory restrictions or limitations we need to be aware of?*

How many people on your team do you plan to have involved in the website project?*

Competitor Information

Please list several things that differentiate you or make you better than your competitors. Why should your clients choose you over your competition?*

Please list your competitive advantages. Why do your clients choose you over your competition?*

Please provide 3-4+ direct or indirect competitive website URLs and list what you like about them and don’t like about them:*

This list should include companies that are located near you and/or offer similar service models.

Design Elements

Do you currently have any marketing materials with established design elements and color schemes you want to use as consideration for this project? If yes, please provide below:*

Asset Upload (logo, branding, etc.)

Drop files here or

Max. file size: 50 MB, Max. files: 5.

Do you have any color preferences or any existing colors you want in your site?  If you see any colors on the web that you like please reference the website address/URL:*

Do you already have imagery for the new design? If not, will you require custom photography? Or will stock photography suffice?*

Do you already have imagery for the new design?*

What don’t you like about your current site?*

List some of your competitors sites? How do you want your site to differ from theirs?*

Please list any inspirational websites below and explain what you like about these sites in terms of color scheme, layout, functionality, etc.  These websites do not need to be in your industry or specific competitors. You can refer to https://tinyfrog.com/our-work/ for some samples. Please note if you identify any features or functionality that is outside the scope of work, they could result in additional charges.*

Please describe anything unique or anything else you believe is relevant regarding your design needs that you have not already described above:*

Please finish this sentence: This project will be successful if…*

Technical Information

If you have an existing website, we will need access to review the current site as soon as possible. You can provide access via WordPress admin or the hosting login, if it is not a WordPress site.

We also will need your domain and current hosting information to launch the new website. We will reach out during the project for the requested items:

Registrar Company/Domain Access
Domain Hosting Access (where your current site is hosted)
Google Analytics (if applicable)
Name/Provider of your email host (this information helps us prepare your forms for the new launch)

Do you plan on changing your website domain/URL in the future? If yes, please list the new domain.*

If any, when was the last redesign of your site?*

Where will your website be hosted?*

Are there any critical links or services on your current website, or that will need to be added to your new website? For example, client login, integration with an internal billing system, employee area/intranet system, or integration with a customer relationship management system (CRM).*

Are there any client links or resources that need to be added to your website? (Client logins, links to custodian sites, or integration with a customer relationship management system (CRM))*

Do you sell products/services or do you have a shopping cart on your current site? If yes, what ecommerce platform?*

Do you plan to have a shopping cart on your new website?*

Are you currently or do you plan to process any financial transactions on your website? For example, donations, deposit payments, gift cards, etc.*

We will require an email address to point requests to from your site's contact form. Please provide an email for us to use:*

Where are your business email services currently hosted? This information helps us make sure the launching of a new website doesn’t affect your email hosting service.*

Do you have good SEO rankings? If so, please share your top keywords with us.*

Are you currently working with, or will you be working with an SEO company?*

Are you currently using Google Analytics?*

Yes

Not sure

Do you know generally how much traffic is coming to your current site? This would only apply if you have Analytics tied into your site and if you are monitoring the traffic.*

Functionality & Features

What are the primary and secondary website objectives to be achieved with a new site? (Increase Sales, Marketing/Branding Awareness, Reduce Customer Service Calls, etc.)*

Do you already have a sitemap (basic page outline)? If so please attach or copy and paste page outline below:*

Site Map/Basic Outline (if available)

Drop files here or

Max. file size: 50 MB.

Beyond the standard contact forms, will your website require custom multiple-field submission forms?*

Are you currently sending or do you plan to send out Email Newsletters?*

Do you plan to use a Blog on your website?*

What types of resources are you interested in sharing with potential clients on your website? (Blog, podcast episodes, downloadable guides, white papers, webinars, events, etc.)*

Do you have an area on your current site, or would you like to add an area on your new website where visitors/clients/members log in to access password-protected content? Please provide as many details as possible.*

Do you have an area on your current site, or would you like to add an area on your new website where clients log in to access password-protected content? Please provide as many details as possible.*

What additional features are you interested in adding to your site: Photo Gallery, Video, Downloadable Documents/files, etc…)*

Are there any additional features are you interested in adding to your site? (Video, case studies or success stories, )*

Content Information

Do you already have written content that can be used on the new website, or are you in the process of creating new content for the website? If you need help with content for the site, please let us know and we’d be happy to discuss.*

Social Media Information

Do you plan to use Social Media? If you have current social media profiles (Facebook, Google+, Twitter, LinkedIn, Pinterest, etc) please provide Links/URL’s:*

Timeline

Considering the anticipated timeline for the project, are there any special events or activities that we need to be aware of that are related to the target launch date?*

Project Assets Required

At this time, we recommend you start gathering the following items (a Sharepoint folder will be shared with you upon project start):

A vector file (AI, EPS) of your current logo
Any images and video that you’d like to incorporate into the design and internal pages. Our web designer will guide you in selecting stock images in addition or in place of your images

Prior to the development phase, we will need:

All images for internal pages (recommend at least one per page). Please provide original/raw files, or images at least 1600px in size
All content text for all internal pages of the website.

“Every journey begins with a single hop.”
– Kermit the Frog

New Website
Questionnaire

Company Information

Background Information

Competitor Information

Design Elements

Technical Information

Functionality & Features

Content Information

Social Media Information

Timeline

Project Assets Required

Thank you for your willingness to provide this information!

A Top San Diego Web Design Agency

170+ Reviews with an Average of 4.9 Stars

Our Web Design Company

Latest Blog Posts

“Every journey begins with a single hop.” – Kermit the Frog

New Website Questionnaire

Company Information

Background Information

Competitor Information

Design Elements

Technical Information

Functionality & Features

Content Information

Social Media Information

Timeline

Project Assets Required

Thank you for your willingness to provide this information!

A Top San Diego Web Design Agency

170+ Reviews with an Average of 4.9 Stars

Connect with us

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Our Web Design Company

Latest Blog Posts

“Every journey begins with a single hop.”
– Kermit the Frog

New Website
Questionnaire