Website Worksheet

We love working on Projects.

There’s something very satisfying about working with a client to help them launch a new website or refresh an existing one. I give my all to the project and then some. To me, it’s not just about building a site, but helping the client grow their business… providing them with a tool that helps them communicate their value and reach their goals. If you’d like to talk with me about working together, there are a few things I need to know first.

Finally, we need to be connected on LinkedIn. If we’re not connected on LinkedIn, simply connect or ask one of our common connections for an introduction. If we are connected on LinkedIn, then tell me a little about your project and if we are a good fit for each other and I honestly believe I can help you, I’ll get in touch to discuss the next steps. I look forward to hearing more about your project.

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
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.
Overview of needs
- I need to create a new site.
- I have a site, but need to refresh it (new content and/or new look/feel)
- I need to add on to an existing site.
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
Design Concept
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? If so, list them here so we can make sure yours is better 🙂
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.
Anything else you want to get off your chest?
Name
First Last
Email

Website Worksheet

We love working on Projects.

Purpose

Business Snapshot

What Are We Doing?

Give us your main reasons for needing a new website.

Who Are We Doing This For?

Design Concept

What Does Success Look Like?