Project Discovery Questionnaire

Our questionnaire below gathers detailed information to better understand your needs, goals, and audience. This allows us to create an effective website that engages visitors and encourages potential customers to take action.

Part 1. Contact Information

Please let me know the most effective ways to contact you for collaborative purposes.

Your Name(Required)

First Last

Your Mobile Phone(Required)

Email(Required)

Part 2. Website Information

Business Name for Website(Required)

Website Url

Website Phone Number(Required)

Website Email(Required)

Business Address

Street Address Address Line 2 City ZIP Code

Part 3. Understanding Your Business and Brand

What type of business do you own? What services/products do you offer?

Please provide information about your business, including the type of products or services you offer.

Where do you provide services or sell your products?

List the areas and locations you service. (cities, states, etc.)

Who is your ideal customer or target audience?

Provide demographic characteristics of your target audience (age, gender, location)

What are the top three pain points, challenges, frustrations, struggles your ideal client has?

Please help to identify the customer's external, internal, and philosophical issues.

What do you offer that addresses/solves the pain points, challenges, frustrations, struggles listed above?

What sets your business apart from competitors?

How are you different from anyone else who does what you do? What is unique about you, your business, your services, products, and programs, your background, or even the way you work?

Do you have any customer testimonials that can be featured on the website?

Please provide details and examples of how your product or service has helped your customers.

Who are your main competitors, or people who are doing what you want to do, and in your eyes, doing it right?

Please provide names and their websites.

Part 4. Website Discovery

Is there anything you dislike, can’t stand, or definitely don’t want in terms of the new design?

If you have a current website, what do you LIKE and/or NOT LIKE about it?

Do you have a brand style guide or preferred aesthetics for your website?

We typically design to compliment your brand and logo. Please provide any existing branding guidelines or design preferences that should be incorporated into your new website.

What are three of your favorite websites (and why)?

Please provide links to at least three websites that you like, regardless of industry.

Please list all the pages you will need created for your website.

Examples of pages include, home, about, contact, services, products etc.

Please list any forms you will need on the website?

Examples of forms include contact forms, intake forms, booking forms, applications and so on.

What features does your website need to be successful?

Are there any additional comments or specific features and functionalities you want on the website to be successful? (e.g., e-commerce, blog, contact forms)

Please list any 3rd party integrations you use or will need to have on the website?

(portals, CRMs, back office, calendars, booking apps, etc.)

What specific actions do you want website visitors to take?

(e.g., sign up for a newsletter, request a quote, make a purchase)

What assets will you be providing us for your new website?

(New website logo, website content, images, etc.)

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