New Client Discovery Form

Please fill out the form below as completely as you can. Only a few fields are required (those marked with *), but fill out everything that you think is applicable to your website project. This information will form the basis upon which we serve your website needs.

Contact Details

Company Name*

Business Address

Street Address*

Address 2

City*

State*

Zipcode*

Project Contact

Firstname*

Lastname*

Phone

Email*

Marketing Information

How many employees are in your company?

What are your company's overall goals?

What would you like to achieve? More sales, products, territories, etc?

What are your specific web marketing goals?

What is the result you would like to see from your online presence and activities?

What are your products and/or services?

Who is your typical customer?

Are they in specific demographics (age group, gender, etc)? What problems do your customers have that your product / service solves?

Who are your top 2 or 3 competitors?
List the competitor's name and website, if possible.

Which aspect of your product or service stands out above what your competitors offer?

What is the geographic area you wish to target?

What challenges have you had with web marketing or your website in the past?

Have you done online advertising (Adwords, Facebook, etc) before?
YesNo
If so, which service(s)?

Project Details

What are your online service needs?* (Check all that apply)
Branding and/or logo designWebsite DevelopmentSecurity, Maintenance, and 24/7 Tech supportSEO (search engine optimization)Email MarketingOnline Advertising

Do you have a domain name (website address)?
YesNo
If so, what is it?

Do you have a website host?
YesNo
If so, who is your website host?

What is your preferred color scheme?

List one or two colors that you like.

Do you have a logo?

If not, would you like us to design a logo?

Do you have hi-resolution (hi-res) images?
Yes, I have hi-res imagesNo, I don't have any hi-res imagesI have some hi-res images, but may need more to be created

Do you have content available for your website pages?
YesNo

Do you know of any SEO keywords to use or avoid?
YesNo
If so, what are they?

What contact action would you like website visitors to take? (Check all that apply)
Phone callEmail or contact form submissionWalk in (storefront)

Describe as fully as possible the features you would like to have on your website

Examples: Accept payments, full e-commerce store, schedulers, CRM (customer relations management), social media integration

Do you plan to manage the upkeep of your website yourself?
Yes, I will manage it myselfNo, I would be interested in maintenance services

Project target Start date?

Project target Launch date?

Which social media platforms is your company active on? (Check all that apply)
Google+FacebookTwitterYoutubeLinkedInPinterestInstagramOther

List 1-3 websites with features, colors, or a look that you like

Describe what you like on these sites.

Please share any other details that you think will help me understand your needs better

What is your budget for this project?
$1,500 - $3,000$3,000 - $5,000$5,000 - $8,000$8,000 - $10,000$10,000+
This allows me to estimate how much I can provide within your available budget.

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