Let’s get started.

I love building websites that create value for my clients.  This worksheet will help identify the purpose and goals for this project, increasing its chances for success.  I appreciate the effort it takes for fill out this worksheet.  Thank you.

    Business Snapshot

    Your name

    Your email address

    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? Comma Separated

    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. That is goals that are specific, measurable, achievable, relevant and time-bound.

    [eg: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months]

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

    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]

    Design Concept

    Do your competitors have websites?





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

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

    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.

    Additional Comments