Strottner Designs - Client Intake Questionnaire

CLIENT INTAKE QUESTIONNAIRE

Please fill out each section as best as you can.
GENERAL INFORMATION / BACKGROUND
Company Name
Point of Contact Person*

First NameLast Name
Contact Phone*
Contact E-mail*
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is the nature of your business or organization? What do you do?
Please explain what you want people to know about your business, organization or product.
How long have you been in business?
What is your mission statement, slogan or motto? (If you want it included in your design.)
What is your intended launch/start date for the new logo/brand, website, SEO push, and/or Social Media campaign? Are there any outside considerations that may effect the schedule (e.g. PR launch, tradeshow, annual report, etc.)?
AUDIENCE/USER PERCEPTION
What is your projected audience or demographic? Age, occupation, online frequency
What are the key reasons why the target user chooses your company's products and/or services over your competitors? (cost, service, value, etc.)
Use a few adjectives to describe how the user should perceive your brand. (Ex: prestigious, friendly, corporate, fun,forward-thinking, innovative, cutting edge, upscale, etc.)
How is your company currently perceived?
How does your company differentiate itself from competitors? Do you think your current audience differentiates you from your competition? If not, why? Please list competitor URLs.
MARKETING / PROMOTION
How do most people find out about your product, or company?
Briefly, what are your short-term marketing plans? (Specifically for the logo / website (re)design and the 12 months following brand-launch)
Do you have an existing or planned marketing strategy in mind to promote your business? If so, please describe.
Will you also require business cards, stationary, brochures, flyers or other? If so, which ones?
Please choose a section (or sections) below that correspond to the services that you are engaging Strottner Designs.

Logo Design
LOGO DESIGNS

If we are not designing a logo for you, please skip and proceed to the next section.
For logo designs, what is the exact wording/company name that you would like used?
Are there any acceptable abbreviations or acronyms that you would like used?
List any logos you find compelling. What specifically do you like about these logos?
List any logos you do not care for. What specifically do you dislike about these logos?
What colors do you like or expect?
What colors do you dislike or not want used?
Use a few adjectives to describe the style you are looking for in your new logo design (Ex: prestigious, friendly, corporate, fun, forward-thinking, innovative, cutting edge, upscale, etc.)
Do you have any current ideas, images or sketches that you would included in your logo?

YesNo
If yes, please upload here:

Browse Files

Cancelof

Website Design
WEBSITE DESIGNS

If we are not designing a website for you, please skip and proceed to the next section.
Do you currently have a domain/URL? What is it?
What is the primary "action" of the user when they come to your website?
Have you planned the site structure/content?

YesNo
If so, what pages are you wanting in the navigation bar of your website (including drop down links)?
Do you currently have a logo, branding colors, fonts, and a style to be used in the theme of your website?

YesNo
Do you currently have images and photos to be used or will you require stock photos? How many stock photos will you need, estimated?
If you have logo files, images, photos, and/or written content to be used, please provide your email address and we will setup a shared DropBox project folder where we can collaborate.
List any URLs of websites you find compelling. What specifically do you like about these websites?
List any URLs of websites you do not care for. What specifically do you dislike about these websites?
Use a few adjectives to describe the style you are looking for in your new website design (Ex: prestigious, friendly, corporate, fun, forward-thinking, innovative, cutting edge, upscale, etc.)
Do you currently have a domain / hosting account?

YesNo
If so, what is your URL? Who is it hosted with? What is the account login information for your domain registrar and/or hosting account?
Do you intend to keep the site updated yourself? If so, how often? Who is responsible for updating and providing content?
Who is responsible for your domain/hosting account (you, internal IT person, 3rd party IT company)? If someone else and you need us to facilitate the setup, please provide contact info.

Search Engine Optimization
SEARCH ENGINE OPTIMIZATION

If we are not performing search engine optimization for your website, please skip and proceed to the next section.
What keywords and/or keyword phrases would you like to rank for?
What increase in organic traffic (numbers or percentage) are you aiming for in the next six to 12 months?
How many conversions (leads and sales) would you like to get in the next six to 12months?
Is your website built on WordPress (Content Management System)? If so, please share ADMIN login access.
Do you have Google Analytics setup on your website? If so, please share login access.
Do you have Google Search Console setup for your website? If so, please share login access.
Do you have Google Ads setup for your website? If so, please share login access.
Can you provide us with reports/work done by the previous agency? Can you provide us with keyword research done by previous agencies/staff?
Has your website ever been negatively impacted by any core algorithm updates? Explain:
Have you ever purchased any paid links or been part of any link schemes?
has your website experienced any issues with link penalties?
Is your business seasonal? If so, please explain.

Social Media Management
SOCIAL MEDIA MANAGEMENT

If we are not doing Social Media Management for you, please skip and proceed to the next section.
What Social Media Platforms do you currently use? (Please provide usernames and passwords)
Are there Social Media Platforms that you are currently not on that you would like to be on? If so, which?
Why did you join Social Media for your business? What are your goals for Social Media for your business?
What geographic area do you want us to target for your social media campaign? Do you have a defined service area?
What type of content would you like to see in your posts?
Are there any topics, phrases or words you would like to avoid in posts?
Will you be able to provide additional content to support our curated content and recommended posts?
What #hashtags or keywords that you would like us to use that are associated with your company, industry or audience?
Are there any brands and/or organizations that you would like us to re-post from?
How often would you like us to re-post from other brands or organizations?

Never1-3 Times Per WeekMore Than 3 Times Per Week
Do you have a budget for boosting posts on Facebook? If so, what is the amount?
Is there anything else you would like us to know about your thoughts, plans or goals for Social Media?

SUBMISSION

Thank you for taking the time to fill out our client questionniare. You may print a copy for your records and then please hit the "Submit" button to send to Strottner Designs. You will also get a copy of the submission to your email address as well.
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