“Every journey begins with a single hop.” – Kermit the Frog Prospect Qualifying Questionnaire "*" indicates required fields EmailThis field is for validation purposes and should be left unchanged.Lead Name*Company Name*Website*Date of Call*# of EmployeesProject TypeSelect all that apply New Website Redesign Financial Maintenance/Hosting Ecommerce Membership Interesting Elements/Features on WebsiteQualifying CallBy the way, how did you hear about us?This field is hidden when viewing the formDECISION TIMELINE: Before I get started, I have an initial question. When do you plan on making a decision and getting started on this project?1-2 weeks: That's great. The reason I ask is we only keep our proposals open for 2 weeks. We’re pretty firm about this, and the reason being we really pride ourselves on delivering high-quality websites and we want to ensure we can dedicate the right resources to each and every project. 3-4 weeks: We typically keep open for 2 weeks but can extend to a month if you can make a decision within that time. If not, we might not be a good fit. 4+ weeks: In that case we might not be a great fit. We only keep our proposals open for 1 month because we really pride ourselves on delivering high-quality websites and we want to ensure we can dedicate the right resources to each and every project. COMPANY: Could you share a little more about the company? What kinds of products/services do you offer?I have some questions about the website project itself, and I've taken a quick look at your current site. But before we dive into that, I would love to hear a little more about your company. VISITOR PROFILES: Do you have a sense of the types of people that would come to your website?We like to learn as much as possible about your website visitors and ideal clients. This allows us to create a relevant and engaging website. With that in mind, do you have a sense of the types of visitors that would be coming to your website?MARKETING: How are you currently acquiring new clients?What role does your website play in getting new customers, or in your marketing? Do you do any social media posts, online ads, or anything else to try to capture potential customers? Or is it mostly word of mouth or referrals?Website AnalyticsAre you currently running any analytics on your live site (Google Analytics, Monster Insights, etc)? It would be great if you could share a PDF report or even a screenshot from your analytics so that we can get a sense of your site traffic and visitor’s behavior - where are they spending more time, where are they leaving.This field is hidden when viewing the formDIFFERENTIATORS: What are the key differentiators for your company that set you apart from your competition?What challenge/concern are you trying to solve with a new website? What is your current website not fullfilling/supporting?What are you looking for in a new website?FUNCTIONALITY: Are you looking for the new site to have any complex functionality?*If applicable: I noticed your current website has (Calendly, events, login, etc.) Is this something you'd like to retain? Is there anything your website doesn't currently have that you'd like to include on your new site? (E-commerce, integrations, event calendar, login area, etc.) Would this be done now, or is it less of a priority than the redesign itself (i.e. phase 1 or 2?)PAGES / CUSTOM PAGESI noticed you had X number of pages on your current website. Are you considering keeping all of these pages intact on the new site as well? Are you open to consolidation, or are there additional pages you'll need moving forward?CONTENT: Would you be interested in content writing services for the new site?Do you plan to retain much of the existing content, or will it need editing as part of the project? If so, are you interestedin content support, or is the updated content something your team would provide? TEAM PAGES: Do you need team pages/bios on the new site? Separate bio pages or all on one page?1. I noticed that you have some team members listed on the current site. Is that something you want to retain? Do you want bios for everyone? OR 2. I don't think I saw any team members listed on your website. Is that something you'd be interested in adding, or would you prefer to not list leadership or employees on the site?FORMS: How many forms do you anticipate needing on the site?*If you don't see any forms on current site: I don't think I saw any forms on your current website, would you be interested in adding a contact form? EMAIL MARKETING INTEGRATIONAre you using an email marketing platform or a CRM that you'd like to integrate with the web forms? (Mailchimp, Salesforce, Constant Contact, Active Campaign, etc )This field is hidden when viewing the formPLUGINS: If there's an existing WP site - Are there any specific plugins that you're aware of that you or your team actively use that must carry over to the new site?DESIGN: Are there any inspiration sites or design ideas that you'd like us to reference?TIMELINE: When are you hoping to launch the website?Our process takes about 3-4 months from kick-off to launch. *IF they have a shorter timeline or complain about this: This is because everything we do is fully custom, so we spend time learning about your business, website goals, and web visitors, and then translate that into a custom design before building the website out in WordPress and conducting testing and QC before launching. INVESTMENT: Have you determined a budget or budget range for the project?*IF they ask about our pricing: We don't have any set packages or templates, so your pricing would be tailored to your needs with the project (custom content, website size, functionality, etc.). There are some additional details I'd need to gather before confirming a price, but we'll have that outlined as part of our next presentation. *IF they are small/ an NPO and we might be over budget and ONLY if they ask for $: We don't have any set packages or templates, so your pricing would be tailored to your needs, but I would estimate a starting point around $13-15K based on what I know so far.DECISION MAKER: Is there anyone else we should include on future calls?One of the next steps will be scheduling a Zoom presentation to share more about our process, recommendations, and scope & price. So if there's anyone else on your team that will be involved in the project, I'd strongly recommend having them join that call. TIME ZONE: Can you remind me what time zone you are located in?FINAL NOTES/CLOSING:I think I've asked everything that I wanted to review with you today, is there anything else that we haven't covered that you had questions about, either for the website itself or in terms of the partner you want to work with for the project?MembershipRegistration/LoginOVERVIEW: Could you start by giving us an overview of the membership part of the siteSIGN-UP: What is the registration process for a member? Do members need to go through an approval process?PAYMENTS: Are there any payments that need to be processed at registration?MEMBER TIERS: Will you have tiered membership levels? If so, how many tiers?MEMBERS: Approximately how many members would you plan to have?PROFILES: Is there a need for a front end profile editing/management feature?Renewal / ExpirationEXPIRATION: Do memberships expire after a certain period of time? What happens when the membership expires (ex. Member loses access)? Are there multiple levels of expiration?RENEWAL: What is the renewal process for membership? Automatic renewal?RENEWAL: Do you need the ability to send out email notifications and reminders? If so, what type? Do you have the content for these notifications already?Welcome Page / ContentWELCOME PAGE: What should happen once a member logs in? What page would you like them to land on? (welcome page, home page, etc.)GATED CONTENT: What sort of content control/protection is needed?CONTENT DRIP: Need for content dripping? (where you get access to new content based on the time since you have been subscribed)Migration / IntegrationsDo you have the need to import members? * Yes No Member Import: If yes, then what about passwords and usernames?Is there any other data that needs to be migrated or imported?INTEGRATIONS: Will we need to integrate with any 3rd Party Software and/or services?(Examples are Quickbooks or other types of Accounting Software, CRM such as Salesforce, Email/Marketing Platform, Referral Program)REPORTING: Are there any special reporting needs that you need to have?EMAIL MARKETING: Should people also auto-subscribe to Mailchimp (or other opt-in) when they register?EcommerceProduct TypesOVERVIEW: Could you start by telling us about the products you’ll be selling on the site?PRODUCTS: Can you tell us about your products?Do you plan to group the products into categories? Could you share some of the categories?Will you be selling variable products? (Products with different options that may have different prices)SEARCH: Will your search filters require more descriptors than the category names?SUBSCRIPTIONS: Will you be selling subscriptions/Timed Payment Solutions (such as once a month/a week)?PaymentsPAYMENT GATEWAY: What payment system do you use or plan to use? (Stripe, PayPal, Authorize.net, Other)DYNAMIC PRICING: Will you need dynamic pricing? (Ex: Buy 2 and get a 10% discount on the 3rd)TAXES: What are the market(s) that you are serving: (Local, Specific Region, US Only, Specific Countries, Global)WHOLESALE: Do you require any additional membership roles such as wholesalers or premium membership accounts (where discounts are made available to those holding these types of accounts)?User / My AccountUSER FLOW: Could you walk us through the user flow or purchasing process that you envision on the site?GUEST CHECKOUT: Would you like customers to login before purchasing? Will you offer guest check out?ShippingDo you need to ship products?* Yes No SHIPPING: Could you tell us what shipping options you’d like to offer and how you’d like to calculate shipping costs?Which shipping provider(s) will you use? UPS FedEX USPS Other Calculator: Will you require a shipping calculator in the cart?Table Rate: Will you need table rate shipping? For those who offer multiple shipping rates based on a number of variables like weight, class, location and size:Free Shipping: Will you offer free shipping? If yes, what is your minimum order amount to enable free shipping?MULTIPLE ADDRESSES: Will you offer shipping to multiple addresses?SHIPPING TRACKING: Will you offer shipping tracking?Migration / IntegrationsMIGRATION: Will you need to migrate products from an existing shopping cart?INTEGRATIONS: Will you need to integrate with any 3rd Party Software and/or services?Examples are 3rd party carts, Fulfillment centers, Quickbooks or other types of Accounting Software, CRM such as Salesforce, Email/Marketing Platform, Inventory Management, Referral Program E-Commerce Add-OnsLIVE CHAT: Will you need to offer Live chat?SUPPORT TICKET: Will you need a support ticket system?CERTIFICATE: Will your sales process include a certificate of compliance?PRODUCT ADD-ON: Will there be any product add-ons such as engraving, images on t-shirts, custom creation?REVIEWS: Will you need clients to provide product reviews?GIFT CERTIFICATE: Will you be selling gift certificates?GIFT WRAPPING: Will you be offering gift wrapping?STORE CREDIT: Will you offer store credit?DONATIONS: Will donations need to be tied into your eCommerce?This field is hidden when viewing the formMaintenance/HostingOVERVIEW: Could you share a little bit about your business?PROJECT: What are you looking for with your hosting and maintenance?CURRENT PROVIDER: Do you have anyone helping you with the website right now?HOSTING: Do you know where the site is hosted?ISSUES: Have you noticed any security or performance issues?SCOPE: Are there any changes or fixes that you are looking to make in addition to migrating the site?FUNCTIONALITY/3RD PARTY: Are there any special/complex functionalities or 3rd party services in use on your site that we should be aware of?TRAFFIC: Do you know roughly how much traffic the site gets each month? If you run analytics on the site (Google Analytics, Monster Insights, etc.), please provide a PDF report of the last 60-90 days. I will follow up about this via email as well.TIMELINE: When are you looking to make this transition?This field is hidden when viewing the formDECISION PROCESS: Are you making the decision on this? What are you looking for as part of your evaluation of agencies?Was there anything else that you were looking for helping with that we haven't discussed?Hot Buttons A Top San Diego Web Design Agency 170+ Reviews with an Average of 4.9 Stars