NEW CLIENT QUESTIONNAIRE
Part I: General Information
Business Name
Main Contact
First Name
Last Name
Title
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Phone Number
-
Area Code
Phone Number
E-mail
Current Website URL (if applicable)
Current Web Hosting Company (if applicable)
What domain registrar do you use? (if applicable)
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Part II: Background Information
Please describe your organization in a few sentences.
What problems do your clients have that your organization solves? What makes you different?
Why do you want to have a new website? What are your priorities?
What frustrates you about your current website?
Describe the desired look and feel by using adjectives and short phrases.
Describe your target audience? What do you want to your site to convey?
For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.
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Part III: Brand Identity
List any important words that you want people to associate with your organization’s image and brand.
What is your tagline?
Do you have a high-resolution logo?
Yes
No
Not sure
If yes, what format is it in? (Exam: JPEG, EPS, PNG)
Have you considered redesigning your logo?
Yes
No
Do you have a style guide or brand standards?
Yes
No
Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):
What fonts do you typically use?
Are there any colors that you want incorporated into the website?
Do you have the pantone numbers for the colors you want to use?
Yes
No
If you were using a search engine, what words or phrases would you use to find your site?
Which of these words or phrases is most important? Second? Third?
Do you use Google Analytics?
Yes
No
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Part IV: Design Preferences
Please list the names of three to five other sites that you like. In the comment section, please articulate why the sites are attractive to you.
Website #1 URL
Website # 1 Comments
Website #2 URL
Website # 2 Comments
Website #3 URL
Website # 3 Comments
Website #4 URL
Website # 4 Comments
Website #5 URL
Website # 5 Comments
What types of things do you see on other websites do you hate?
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Part V: Content Management
Is your site managed by a content management system (CMS)?
Yes
No
If yes, where type of CMS are you using?
Expression Engine
Wordpress.com
Joomla!
Squarespace
Drupal
Plone
Wix
Weebly
Wordpress Hosted
Drupal
Tumblr
Not Sure
Other
Do you currently have a blog?
Yes
No
If yes, where is it hosted?
Current website
Wordpress.com
Blogger
Typepad
Squarespace
Tumblr
LiveJournal
Not Sure
Other
Will you allow comments on your blog?
Yes
No
Approximately many static pages do you need? (Exam: About, Contact Us, Donate, FAQ, etc.) A ballpark number is fine.
At minimum, we would like to have these types of pages as part of our site. Check all that apply:
Home
Staff
FAQs
About
Board of Directors
Client List
Contact Form
Services
Testimonials
Directions
Management
Portfolio
Donate Page
Programs
Volunteer
News & Events
Privacy Policy
Terms of Use
Disclaimer
Do you currently have content that you want to use?
Yes
No
If no, who will be providing the content?
Do you have high resolution photos that you want to incorporate into your website?
Yes
No
If no, who will be providing photos?
Who will be updating this website on an ongoing basis? Check all that apply.
Just me
Marketing Team
Other Staff
Intern/Volunteer
Office Manager
Webmaster
Would like to outsource.
Other
How often do you think you will be updating the website?
Once a week or more
Monthly
Quarterly
Less than 4 times a year
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Part VI: Website Features
Please check all of the features you would like to incorporate into your website:
Image Gallery
Forum
RSS Feed
Search Function
E-Commerce
SEO
Video
Calendar
Advertising
Analytics Tracking
Responsive Design
Social Media
Which Social Media tools do you use? Check all that apply.
Facebook
Twitter
Youtube
LinkedIn
Yelp
Foursquare
TripAdvisor
Instagram
Tumblr
Google+
Pinterest
Flickr
Vine
Urbanspoon
About.me
What types of social media integration would you like to see?
Are there any other website functions that you need?
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Part VI: Other Information
Who is the decision maker for this project?
What is the typical turnaround time for making decisions?
Do you have a designated IT person that we need to coordinate with?
Yes
No
What other staff will be involved? What are their roles?
What is your preferred deadline for completing the site?
Anything else we can help you with?
Good work! You're finished! Just press the submit button below and we'll be on our way. You'll hear back from us shortly.
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