Website Worksheet

For clients that are serious about investing in their website project please complete the following questions. This will be critical for us to make sure we are focused on the goals and objectives of the project.

This will take some time and thought on your part but hopefully they will get you thinking in the right direction.

We are here to help every step of the way. If you would like to schedule a paid discovery session where we sit down together and work these questions you can book one here.

New Customer Website Worksheet

Step 1 of 4

25%

Purpose
This is your opportunity to tell us why you need a website and what the website should achieve. The more information you give us here, the better the solution we will be able to provide. Ignore any questions that are not relevant.
Business Snapshot
Name
First Last
Email
What’s the name of your company?
What does your company do? What are the products and services you offer?
Who are the decision makers for this project?
What budget have you allocated for this project? Be honest and we will tell you what we can and can't do.

What Are We Doing?
Give us your main reasons for needing a new website.
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. IE: Goals that are specific, measurable, achievable, relevant and time-bound.

With this in mind, what are the top 5 business needs of your new website?

EG: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months
Goal #1
Goal #2
Goal #3
Goal #4
Goal #5
Is there anything about your current site that serves the business well and if so, why?

Who Are We Doing This For?
Tell us about your ideal customer. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will visit your website?
EG: research product information, get contact details, ask questions about services, pricing

What Does Success Look Like?
If we were to be celebrating a successful website strategy in 12 months time, what would that have to look like? How many website visitors? How many leads? How many sales? Be as descriptive as you possibly can.
Anything else you want to get off your chest?