Multistep form

"*" indicates required fields

Step 1 of 22 - CONTACT INFORMATION

CONTACT INFORMATION

Company Name*

First Name*

Last Name

Phone Number*

Email Address **

YOUR COMPANY

1. What kind of business is your company in?

2. How long has your company been in business?

3. What is the size of your company? (How many people?)

10 - 30

30 - 70

70 - 150

Other

4. How big is your reach?

A. Local (city-wide)

B. Local (state-wide)

C. National (country-wide)

D. International (world-wide)

5. What is your company’s reputation?

6. Do you have a tagline or slogan?

THE BASICS

1. Please provide current website URL.

2. Who is your domain registrar? (ie. Godaddy, Network Solutions, etc.)

3. What is your domain registrar login and password?

4. Who is currently hosting your website?

5. What is your hosting login and password?

6. Do you currently have email through your domain? (ie. info@yourbusiness.com)

7. Where are your emails hosted? (This may be the same place as your website)

8. Please provide the Google Analytics code for your current site or provide us with the login credentials. (If you do not currently have Google Analytics please create it via the url and provide us with the code: https://www.google.com/analytics/web/provision?et=&authuser=#provision/SignUp/

WEBSITE ANALYSIS

1. What are your top 3 frustrations with your current website?

2. What do you like most about your current website?

YOUR CLIENTS

1. Describe your potential customers (i.e age, gender, income, interests).

2. What is the technical skill level of your client base on a scale of 1-10? (1: Not technologically skilled - 10: Very technologically skilled)

YOUR COMPETITORS

1. #1 Competitor Name

2. #1 Competitor URL

3. What do you LIKE about Competitor #1’s Website?

4. What do you DISLIKE about Competitor #1’s Website?

Add Competitor #2?*

Yes

YOUR COMPETITORS

1. #2 Competitor Name

2. #2 Competitor URL

3. What do you LIKE about Competitor #2’s Website?

4. What do you DISLIKE about Competitor #2’s Website?

Add Competitor #3?*

Yes

YOUR COMPETITORS

1. #3 Competitor Name

2. #3 Competitor URL

3. What do you LIKE about Competitor #3’s Website?

4. What do you DISLIKE about Competitor #3’s Website?

Add Competitor #4?*

Yes

YOUR COMPETITORS

1. #4 Competitor Name

2. #4 Competitor URL

3. What do you LIKE about Competitor #4’s Website?

4. What do you DISLIKE about Competitor #4’s Website?

THE NEW SITE

1. What do your current competitors websites have that you aspire to have?

2. What are the key messages you would like to convey through your new website?

3. List 3 website you like (please include URLS and why you like them) *Note - These do not necessarily need to be websites in your same industry.

4. List 3 websites you do NOT like (please include URLS and what you don't like about them).

5. Imagine your website in 5 years from now. Complete the sentence: I know my website works because…

THE DESIGN

1. Name 3 things that are most important about the design of your new website.

2. Do you have a concrete brand established? (ie. Colors, logo, etc)

3. If you have a logo, what format is it in?

4. Can you get access to the RAW files for your logo? (Please put these in Dropbox)

5. Do you have any color preferences; existing brand colors, and/or colors you do/do not wish to include? (Please diferentiate your answers)

6. What are 5 words that convey the personality, tone, manner and/or style that you would like your company’s website to evoke?

SOCIAL ASPECTS

1. Do you need social media icons visible on your website?

A. Yes

B. No

2. List all social pages you want to include along with and their urls. Please create these pages if they are not yet created.

3. Will your site need to link to any external/afliate websites? (ie, BBB, MN Dental Associate, Angie’s List etc)

CONTENT ORGANIZATION

Please carefully look of your current site and begin thinking about what elements you want to include. Read through the following questions as you look over your site to help guide your thoughts, please include any thoughts and feedback you may have in the spaces provided.

*We know this is tedious and time consuming, but remember, the more information you give us, the easier it will be to create the perfect site for you!

1. Look at the PAGES you currently have:

A. We have TOO MANY pages

B. We do not have ENOUGH pages

C. We have a GOOD NUMBER of pages

Additional Comments?

2. Look at the CONTENT you currently have:

A. We do not have ENOUGH content on our site to engage and inform a visitor

B. We have TOO MUCH content, that will turn away potential customers or over whelm our visitors.

C. We believe our CONTENT is good and will use it on our new site

Additional Comments?

CONTENT ORGANIZATION

3. What pages do you know you WANT on your new website?

4. Are there any pages from your current site that you know you DON’T want on your new website?

5. Look at the SITE ORGANIZATION: (Check any that apply)

A. Our Website is clear and easy to navigate

B. It is difficult for customer’s to find their way around our site

Additional Comments?

6. What are your typical customers looking for when they visit your website?

7. What “Calls to Action” would be useful to help them find their way?

CONTENT ORGANIZATION

8. Where will we obtain content for your new website?

A. Our current website

B. We will provide you with new content

*If you are going to write new content, please be aware that we will be utilitizing the content from your current website along with “Lorem Ipsum” (placeholder text) until we receive the new content.

9. Is there anything else that came up that you would like to bring to our attention while going through this exercise?

FUNCTIONALITY

1. Do you need a contact form? If yes, what fields need to be included? (ie. name, phone, email, message etc.)

2. What are the main functionality components you would like on your website?

A. Contact Form

B. Quote Request Form

C. Blog Feed

D. Site Search

E. User/client login (May be additional fee if not included in your web agreement)

F. Gallery

G. Slideshow

H. Payment Options (May be additional fee if not included in your web agreement)

I. Other

3. Is there anything in particular you would like highlighted in your homepage slide show? (ie new products, specific images, popular services etc)

STOP!

Did you purchase an E-Commerce website?

Conditional Logic*

YES

Thank you for your patience and for taking the time to fill our this form. Please save this form and send it back to Project Management. We look forward to getting started and will be in touch soon!

Please continue to fill out all remaining questions on this form. Thank you!

E-COMMERCE WEBSITES

1. Which payment gateways would you like to integrate? (authorized.net, paypal etc.) Do you have an existing merchant account?

2. How many products/services (how many SKU/product variations) will you sell on the website?

A. 5-20

B. 20-50

C. 50-200

E. 800-2000

F. 2000-5000

G. 5000 +

3. Do you have artwork/photos for each product/service?

A. Yes

B. No, but I will provide this before the website is designed

4. Do you have text descriptions for each product/service?

A. Yes

B. No, but I will provide this before the website is designed

E-COMMERCE WEBSITES

5. Do you have pricing for each product/service?

A. Yes

B. No, but I will provide this before the website is designed

6. Are all of your products/services represented on your current website?

A. Yes

B. No

7. How would you like your products organized? (Categories, Departments, etc.)

10. What shipping method are you/do you plan on using?

A. USPS

B. UPS

C. FED EX

Other

8. Do you need tax calculated?

A. Yes

B. No

9. Do you want to be able to ofer discounts?

A. Yes

B. No

E-COMMERCE WEBSITES

11. Will you require your website to link into other systems that you may have? (Accounting software, CRM, etc) Please list below

12. Is there any additional functionality you wish to see on your online store?

Congratulations, you have completed the website worksheet! Thank you again for your patience and for taking the time to fill our this form. Please save this form and send it back to Project Management. We look forward to getting started and will be in touch soon!

Congratulations! You have completed the website work sheet! You may stop here.

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