WebsiteWorksheet

I look forward to hearing from you!

If you would like to work with me, please fill out the following worksheet so I can identify if we are a good fit for each other.

I would love to help everyone but I give 100% to the projects I work on and they take a lot of energy, commitment and expertise to complete successfully. I choose to work on projects that interest me and where there is a good fit between your needs and my expertise.

Once submitted, a copy of the below form will be emailed to you, and I will respond once I have had a chance to review it.

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Form Purpose

This is your opportunity to tell me why you need a website and what the website should achieve. The more information you give me here, the better the solution I will be able to provide. Ignore any questions that are not relevant.

Business Snapshot

What’s the name of your company or organization?*

What does your company or organization do? i.e. What are the products and services you offer or the goals you strive to reach?*

Who are the decision makers for this project? (all of them)*

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HIDDEN What budget have you allocated for this project? Be honest and I will tell you what I can and can't do

I need to have an idea of your budget range so I can save us both time in identifying up-front if I can even meet your needs within your budget. If I can it additionally gives me an idea of the value your website serves your business or organization so I can better target a solution to meet that value.

What budget have you allocated for this project? Be honest and I will tell you what I can and can't do.*

(If you don't have a budget, think about how much the website is worth to you based on the goals you desire to achieve from it.)

Can you give me a little more detail?*

Timeframe: when do you need this project delivered by?*

Note: website projects typically take 4 - 8 weeks. E-commerce, membership and learning sites 6 - 12 weeks.

Content: do you have high quality photos and text copy ready?*

Content includes a list of the pages, well-written web copy as well as high-quality photos. If you need help with this, please let me know.

What Are We Doing?

What are your main reasons for needing a new website.

Goal #1*

Goal #2*

Goal #3

Goal #4

Goal #5

Do you have an existing website?*

Yes

What is your existing website?

Is there anything about your current site that serves the business well and if so, why?

Have you ever owned a website before? If yes, tell me about it.

Who Are We Doing This For?

Tell me about your ideal client or customer. (i.e. Who are they? Are they age or gender specific? Where do they hang out online? What are their interests?*

What are the top 5 reasons your ideal client or customer will visit your website?

i.e. assess your credibility, learn more about your offer, find information of value to them, get contact details, ask questions, pricing

Design Concept

Do you have a logo?*

Yes

Other

Do you have existing branding that you would like to continue with? (i.e. colors, typography)*

Who else is competing for the attention of your ideal customer and what are they doing that you think is working?

List the websites of your competitors and/or websites that offer similar products, services or information in a similar way as you want.

Are there any other websites in particular that you like the design of? Why?

Marketing

Do you intend to market your website?*

If so, check all that apply

Search Engine Optimization

Content Marketing

Social Marketing

Networking

Word of Mouth

Online Advertising (PPC, Social, other)

Offline Advertising (print, TV, other)

Other

Would you like to discuss help with marketing?*

Yes

Not sure yet

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 share?

Your Name*

First Last

Email*

Where are you located?*

Country and Region or City.

WebsiteWorksheet

I look forward to hearing from you!

Form Purpose

Business Snapshot

What Are We Doing?

What are your main reasons for needing a new website.

Who Are We Doing This For?

Design Concept

Marketing

What Does Success Look Like?

NAVIGATION

CONTACT INFORMATION

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