New Website Worksheet

We are excited about partnering with you on your new website. We want to build a beautiful and engaging site that increases your traffic and helps you meet your goals. To do that, we need to know more about your business and what you hope to achieve with the new site. Please provide as much information as you can, so that we can really grasp your needs and help you get there! Answer N/A on 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.
What Are We Doing?
Tell us the main reasons you need a new website.
What are your goals for the new website?
SMART goals help us stay on the same page and keep us moving in the same direction. SMART Goals 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? Are they businesses or individuals? How old 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? Are there other sites that invoke this for you?
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.
Do you have any other comments or concerns?
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New Website Worksheet

Business Snapshot

What Are We Doing?

What are your goals for the new website?

Who Are We Doing This For?

Design Concept

What Does Success Look Like?