As soon as a client is showing interest in working with me, I always send out a short questionnaire. The goal is to find out more information about the client, and expectations or a vision for what the potential project will entail. This information and knowledge will allow me to prepare a better pitch and a proposal, learn what I can expect from this client, and decide whether or not working with this client will be in my best interest. Sometimes, I will also email those questions to the client before the meeting and use them as an agenda for the meeting. Many of my clients prefer to describe and discuss all of those answers rather than type them up.
DOWNLOAD: [Use this form with Google Forms]
1. Describe in short your organization and your services.
2. How do you stand out from your competitors? Why your potential clients should do business with you, rather than a competitor?
3. Who are your competitors?
4. Are you planning to sell a product or service online? If so, what is the product or service, and what are the revenue goals?
5. Who is your target audience or demographics? Please describe a perfect customer/visitor for your site. Try to provide details such as their income, interests, gender, age, and lifestyle e.g.
6. What do you want your audience to do when they visit your site? What actions do you want visitors to take on the site?
7. What is the deadline?
8. Who will create the content? Do you need help with this?
9. What is your budget for this project?
10. Who are the decision makers on this project? What is the turnaround time for making a decision?
11. In addition to the “home page”, what will be your other content pages? (About Us, Services, Products, Press Release, Blog, Links, Location, Contact Us, Directions, Site Map, etc)
12. Do you think a mobile version of the site will be needed? This is an additional cost, but not always necessary in this stage.
Site Branding and Design
13. Do you have any existing brand elements (logo, business cards, or letterheads) that need to be incorporated into the website design?
14. Do you prefer any color scheme or theme for the site?
15. What type of content will you be offering? Text, images, audio, or video? Do you have images or do we need to buy them?
16. When you look at your competitor’s websites, what are the elements you do and don’t like?
17. Please list five URL’s of websites you like. Why are they attractive to you?
18. If you were using a search engine, what keywords and phrases would you use to find your site?
19. Other than search engine traffic, what methods do you have in mind to drive traffic to your site?
20. What form of communication do you prefer? Email, face to face meeting, phone calls, and/or video text chat?