Website Design Questionnaire

1Client

2Project

3Audience

4Brand

5Features & Scope

6eCommerce

7Time & Money

8Contact Info

1.1 - What best describes your organization?

Large Business

Medium Business

Small Business

Professional Firm or Practice

Educational Institution

Nonprofit Organization

Other

1.2 - If other, please explain:(Required)

2. In short, what does your organization do?

3.1 - Is this a new site or a redesign of an existing site?

New site

Redesign existing site

3.2 - What is the purpose of the redesign?

3.3 - Are there current specific issues with the current site you hope to correct or improve?

3.4 - What is the web address of your current website?

3.5 - Will you be keeping this address?

Yes

3.6 - When was the last time the site was redesigned?

3.7 - Is your current site powered by a content management system? If so, which?

I.E. WordPress, Drupal, Squarespace, etc.

3.8 - What do you like and dislike about your current system?

4. Describe the concept, project or service this site is intended to provide or promote.

5. Who will we be working with to guide this project to completion?

6. How many people at your organization will be involved with the project?

7. Who is responsible for making the final decisions?

8. Who will be responsible for maintaining the site after launch for content and technical matters?

9. Who is your organization's target audience?

10. To the best of your ability, describe the various groups that use the site. What are they hoping to accomplish?

Examples: Prospects seeking information about our company. Customers who might purchase our product. Customers looking for menu, hours and location information. Donors who might contribute to our organization.

11. What are the general demographics of your audience (or site visitors)?

12. For the purposes of this new site, which of these groups is the primary audience (the one you’d consider most important?)

This can be difficult, but it’s important to determine who the primary audience will be.

13. What primary action do you want your primary audience to take when visiting your site?

Examples: purchase a product, complete a lead form, sign up for our newsletter, follow us on social media.

14. What audience needs does your existing site do a good job fulfilling? What audience needs aren’t being met by your current site? Where does it fall short?

15. Describe in as few sentences or words the feelings you wish your site to evoke and the brand attributes you want it to convey.

Sample feelings might include: warmth, friendliness, reassurance, comfort, excitement. Sample brand attributes might include: caring, honesty, humor, professionalism, intelligence, elegance, sophistication, reliability, trustworthiness.

16. Using adjectives and short phrases, describe the site’s desired look and feel.

Examples: Easy to look at, edgy, classic, up-to-date, crisp, modern, traditional, understated, etc.

17. Do you have a visual identity that you are happy with (including brand identity and logo) or is that something you need designed or evolved?

18. What sites do you consider competitors? What are their strengths and weaknesses?

19. What differentiates your product, services or ideas from your competition?

20. Approximately how many pages will be on the site?

21.1 - What features would you like to be included on the site?

Ads/Billboards

Blog

Community Forum

Company News

Contact Form

Custom Not Found Page

Event Calendar

Google Map(s)

Mailing List Integration

Member/Staff Protected area

Mobile Website

Multiple Blogs

Multiple Location Listings

Online Payment/Donation

Photo Gallery

Podcasting Integration

Selling Products or Services (Ecommerce)

Social Media Integration

Staff Listing

Testimonials

Videos

Other

21.2 - What OTHER features will need to be included?(Required)

22. Are there any third-party integration points we need to know about?

Examples: interfaces to a CRM, offsite e-commerce, POS, mapping solution, social site or other use of a third party API, etc.

23. How much of the site content is already created?

Content includes titles, headlines, page text, staff bios and pics, testimonials, photos, etc.

24. Would you like assistance with content creation?

Yes

25. Will the project be completed in a single pass or multiple phases?

Each phase in a multiple phase project will have its own budget, timeline and deliverables.

Single pass

Multiple phases

Unsure

26. Are there any other technical requirements for the site that you haven’t mentioned so far?

27.1 - Will this site require eCommerce features?

Yes

27.2.1 - Do you already know what eCommerce solution you want to use?

Examples: WooCommerce, iThemes Exchange

Yes

27.2.2 - If yes, which eCommerce solution will you use?(Required)

27.3 - What kinds of products will you be selling?

27.4 - Do you currently use third party sites for sales (like Amazon, eBay, Etsy, etc.)?

27.5 - Will your site sell memberships or access to premium content on your site?

Yes

27.6 - Will your site sell downloadable products?

Yes

27.7 - Will your products have multiple variations?

Examples include sizes, colors, materials or even price points.

Yes

27.8 - Roughly how many products will be listed on the site?

27.9 - Do you want the web site to track inventory?

Yes

27.10 - Do you have product descriptions available?

Yes

27.11 - Do you have high quality photos available for each product?

Yes

27.12 - Do you want to allow product reviews or ratings?

Yes

27.13 - Do you want to add social sharing icons to product pages?

Yes

27.14 - Will you offer an affiliate or referral program?

Yes

27.15 - Do you want to build an email list of customers for promotional purposes?

Yes

27.16 - Do you offer quantity discounts?

Yes

27.17 - Do you want to offer coupons?

Yes

27.18 - Do you want to offer gift cards?

Yes

27.19 - Do you want to offer wish lists or registries?

Yes

27.20 - Do you need to generate invoices or packing lists?

Yes

27.21 - Do you offer preferred pricing to certain groups?

Yes

27.22 - Will you want us to enter the products or will that be something you will handle?

YPM enters content

Client enters content

27.23 - Do you need to compute shipping? How? Real time shipping? What carriers?

27.24 - Will you sell to customers outside the USA?

Yes

27.25 - Do you need to compute sales tax? For what areas?

27.26 - How will payments be processed? Will you use PayPal or a standard merchant account?

27.27 - Have you been approved or received contingent approval for a merchant account already? If contingent, what are the contingencies?

27.28 - Will there be integration to any third party systems such as shipping, accounting or CRM?

27.29 - What kind of reporting will you require from the site?

27.30 - Do you have terms of service and refund policies in place for the site?

27.31 - How will you handle customer service inquiries?

28. Does this project have a deadline? When are you hoping to launch?

29. What is your budget or budget range for this project?

Sharing a realistic assessment of what you have to spend on this effort will help us scope the engagement appropriately. While disclosing your budget might not be something you typically do, sharing this information with us now will greatly reduce the likelihood of both sides spending significant time and resources.

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