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CLIENT DISCOVERY
Step 1 of 6
16%
Client Name
*
Company Name
*
Who will be the main point of contact and/or key stakeholders for this project?
What method of communication works best?
What is the timeline of this project?
What is the main driver of the timeline?
Are there any details to the timeline we need to be made aware of?
What are the high-level KPIs for this project?
What's the biggest pain point from the business' perspective?
What would define success for this project?
What is the biggest impact we could make on the project?
In a sentence or two, please describe your business/organization. What services/products do you provide?
Are there any available Branding Guidelines documented?
Yes
No
If so please upload them:
Drop files here or
Is there a unique story behind your company?
What is your company’s value proposition? What separates your business apart from your competitors’?
Is there anything specific to your industry to be aware of?
Why do your clients come to you?
What problems do your clients/patients/customers have that your business solves?
Describe your Target Audience(s)
What is the primary message you want to convey to your customers?
What do you want users to take away after interacting with your website?
I want to build a website because:
I need to build brand awareness
I need to offer a contact point for my clients
I need my company to elevate its online image
I need to sell my products or services through my site
I need to build customer loyalty
Other
Where will the website live/be hosted?
Is there an existing site?
If there is an existing site, will data migration be necessary?
If there is an existing site, what functionality does not work?
Who will be handling future updates? If future updates will be made by client, is training needed?
What content management system will be used?
Who will be handling initial content loading to site?
What 3rd party integrations will be needed? (CRM, AdWords, ESP, Social Account, etc)
Does any automation need to be set up?
What browser capabilities are needed?
What are your reporting requirements?
Who will be handling content creation?
Are there any compliance requirements?
Can you provide access to Google Analytics
Do you have any 3rd party analytics software besides Google?
What is the main role your website plays? (i.e. generate leads, service existing customers, process sales transactions, provide information)
Have you done any paid media?
Paid Media - What Mediums?
Paid Media - Was it Successful?
Paid Media - Do you have in-depth reporting/access to the data?
Keyword analysis - What are the main keywords for SEO we should be focused on?
Are you interested in ongoing SEO for your website?
Additional Notes:
