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These answers help me plan branding, a website or an app that fits your business, your customers and your budget. Answer what you can. “Not sure” is a fine answer, and we’ll talk through anything that’s open on our call. It takes about 10–15 minutes.

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Chapter 01About you

So I know who I'm working with and what you need.

Your name *

Business name *

Email *

Phone

What does your business do? *A few sentences, the way you'd explain it to a new customer.

What can we help you with? *Pick everything that applies.

LogoFull brand identityNew websiteWebsite redesignOnline shopApp or custom toolNot sure yet

Where is your brand today?

I have a logo and brand I loveI have a logo, but it needs a refreshI need a logo from scratchNot sure

Who is your ideal customer?Age, location, what problem you solve for them.

Chapter 02Goals

What this project needs to accomplish.

What's the #1 thing you want visitors to do?Pick up to two.

Call or textBook an appointmentBuy somethingRequest a quoteJoin an email listLearn about usVisit in personDonate

A few months after launch, how will you know it's working?More calls, more bookings, fewer repeat questions, etc.

List 2–3 competitors. What do you like or dislike about their websites?

Chapter 03Pages & content

What goes on the site and who provides it. Only need branding? Skip ahead to Look & feel.

Which pages do you need?

HomeAboutServicesPricingShopPortfolio / GalleryBlog / NewsFAQTestimonialsEventsTeamContactCareers

Any other pages?

Who will write the text for the site?

I'll write itI'd like you to write itA mix of bothNot sure yet

Do you have photos or video to use?

Yes, professional photosSome, but not great qualityNo, use stock imagesI'll need a photographer

Do you have reviews, testimonials or case studies to show?

Chapter 04Features

Tap everything you'd like the site to do. This is where most of the price is decided.

Features

Online booking / schedulingOnline storeAccept paymentsSubscriptions or membershipsContact formQuote request formEmail newsletter signupMember login / client portalBlog I can updatePhoto galleryVideoGoogle MapReviews widgetSocial media feedLive chatEvent calendarDownloadable files (PDFs, menus)Multiple languagesSearch

What tools do you already use that the site should connect to?Calendly, Square, Shopify, Mailchimp, QuickBooks, a CRM, etc.

When someone fills out a form on your site, where should it go?An email address, a spreadsheet, a CRM…

Chapter 05Look & feel

Your brand and the impression you want to make.

What do you already have?

LogoBrand colorsBrand fontsBrand guidelinesNone of these yet

How should the site feel?Pick up to three.

Clean & modernWarm & friendlyBold & energeticCalm & relaxingLuxury / high-endPlayfulProfessional & trustworthyRustic / handmadeTechy

Share 2–3 websites you love, and what you like about each.They don't have to be in your industry.

Anything you definitely don't want?

Chapter 06Technical

The behind-the-scenes details.

Do you own a domain name?

YesNoNot sure

If yes, what is it and where is it registered?e.g. mybusiness.com on GoDaddy

Current website address, if you have one

Who will update the site after launch?

Me or my staffYou (the developer)BothRarely needs updates

Any special requirements?

Accessibility (ADA)Cookie / privacy noticeHealth info (HIPAA)Age verificationNone that I know of

Chapter 07Budget & timeline

So I can recommend the right scope.

Budget range *

Under $1,000$1,000–$2,500$2,500–$5,000$5,000–$10,000$10,000+Not sure yet

Is there a launch date or event this is tied to?

Who makes final decisions and approves designs?

After launch, would you like help with any of these?

Maintenance & updatesHostingSEOContent updatesAnalytics reportsNot needed

Anything else I should know?

Leave this empty