Onboarding Questionnaire
The goal of this questionnaire is to help you prepare for the design process with us and to ensure that you have all assets and copy available before we engage.
Who is the primary contact for this project?
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First Name
Last Name
What is the contact email?
*
example@example.com
Where are you in the world?
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New York, CA, East Coast, Central time...
What are your preferred pronouns?
What service are you interested in?
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New website
Redesign of an existing site
Finishing touches
Other
Can you give us a brief idea of what you or your business does and/or what you need our help with?
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What is the expected deadline?
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-
Month
-
Day
Year
What is the expected budget?
*
How did you hear about us?
*
Client referral
Google Search
Email Marketing
LinkedIn
Instagram
Clutch Profile
Yelp
Other
Who can we thank for the referral?
*
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Website + Domain
Let's start with the basics.
Do you already have a website?
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Yes
No
Do you know what platform it is designed on?
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WordPress
Squarespace
Wix
Webflow
Shopify
Other/Not sure
Have you selected a domain for your project? If so, please include below.
Where did you purchase your domain from (GoDaddy, Bluehost, etc.)?
Who is the host provider for your WordPress site?
Do you know if your site is being backed up at the HOST level? This is HIGHLY recommended for all WP sites but especially during the redesign process.
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Yes
No
Not sure
Do you know if your hosting plan includes a staging environment? Ditto on the recommendation, especially for redesign as it protects the live/production site from unwanted or unplanned changes until the new design is ready to go live.
*
Yes
No
Not sure
Look + Feel
Tell us what you like, what you really, really like (and don’t).
Are there websites - or elements from other websites (on any topic) - that you like and why? If so, please list below with a brief explanation.
Briefly describe what you dislike about your current site and/or any improvements you want to address in the new design.
*
Do you have a preferred color palette: bold, warm, cool, neutral?
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Brand + Assets
Your brand is more than your logo but tell us about that too.
Do you already have a logo?
Yes
No
If not, will you need help with the design?
Yes
No
Do you have a brand style guide?
Yes
No
If not, do you have a preferred font or typography: serif, sans serif or bold?
Do you have copy available for all pages?
Yes
No
Do you have images available that you plan to use on the site?
Yes
No
If you need help sourcing stock photography, can you provide a list of descriptions or mood that best describes your desired aesthetic (example: modern architecture, fashion, yoga, relaxing, bold, moody, bizarre, etc.)?
Sitemap
This will help us provide a project scope and better estimate the time to complete
In addition to your HOME page, what other pages do you anticipate needing?
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About
Portfolio/Gallery
News/Press
Bio/CV
Reviews/Testimonials
Blog
Services
Contact
Other
If you selected other, please tell us a bit more about what other pages you need.
Any special functionality or requirements?
*
Contact Form
Instagram Feed
Print on Demand
Newsletter Signup
Scheduling or Booking
PDF Downloads
Social Media
Calendar or Events
Courses
Other
Will you be selling products or services? Please select all that apply.
Physical products
Classes and workshops
Digital downloads
Consulting time/one-on-one meetings
Courses
Will you need help with any third-party integrations such as Mailchimp, MindBody, etc.?
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eCommerce
Please skip this section if you do not plan to sell products or services.
PRODUCTS: Please briefly explain the type of products you plan to sell (clothing, skincare, accessories, etc.).
Approximately how many products/variants do you plan to sell?
1-5
10-25
50-100
5-10
25-50
100+
Do you have product photography available for use on the site?
Yes
No
Are any of your products considered restricted, for example: alcohol, CBD products, etc.?
Yes
No
Not sure
SERVICES: Please briefly explain the type of classes or services you plan to offer.
Will you need a scheduling tool that accepts payments?
Yes
No
Not sure
Have you already setup a payment gateway that accepts payments (Stripe, PayPal, etc.)?
Yes
No
Not sure
Please verify that you are human
*
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