Website & Business Systems Discovery Questionnaire

1

Business name* This field is required.

2

Contact name* This field is required.

First Name

Last Name

3

Email address* This field is required.

example@example.com

4

Phone number

Please enter a valid phone number.

5

Industry* This field is required.

6

Location / service area

7

Business description* This field is required.

8

Ideal customer

9

Current website and social links

10

Competitors

12

What are your top goals for this project?* This field is required.

13

What current problems should this project solve, and what should the new system accomplish?* This field is required.

14

How would you describe your brand style?* This field is required.

15

Primary brand colors

16

Upload your logo

Drag and drop files here

Select files to upload

Max. file size: 10.0MB

17

Inspiration website 1 (URL)

20

Upload brand assets

Drag and drop files here

Select files to upload

Max. file size: 10.0MB

21

What products or services do you offer?* This field is required.

22

Approximate number of products or services

23

Pricing, packages, or service tiers

24

Do you offer memberships or subscriptions?

No

Yes, recurring billing

Yes, prepaid plans

Other

26

Do you offer shipping, delivery, or local fulfillment?

No

Yes, shipping only

Yes, local delivery only

Yes, both shipping and local delivery

Other

27

Upload pricing sheet, product catalog, or service menu

Drag and drop files here

Select files to upload

Max. file size: 10.0MB

30

Staff Members

31

Booking Availability Details

34

Payment Processor

39

Portal Features and Permissions

41

Automations to Set Up

42

Website domain

43

Hosting provider

44

CRM or client management system

45

Scheduling or booking tool

46

Payment processing service

47

Accounting or bookkeeping software

48

Email and SMS platforms

49

Document storage or file sharing service

50

Google or Microsoft services in use

51

What should be done with your current technology?

Keep

Replace

Integrate

Not sure yet

52

Imagine I am a brand-new customer. Walk me through exactly what you want to happen from discovering your business through completion.* This field is required.

53

What should happen automatically versus require staff approval?* This field is required.

Mostly automatic

Balanced mix

Mostly staff approval

Case by case

Other

56

Landing Page URLs

57

CRM or Sales Platform

59

Analytics and Conversion Tracking Needs

60

Do you operate in a regulated industry?* This field is required.

Yes

No

62

Do you require any licenses, certifications, or regulatory approvals?

Yes

No

63

If yes, please describe the licenses, certifications, or approvals needed

64

Please describe any required disclaimers, privacy notices, consent language, or compliance statements

65

Do you have any special security requirements or compliance expectations? If yes, please describe

66

Desired launch date

Date

67

Project deadline

Date

68

Approximate budget (USD)

69

Project scope* This field is required.

Website only

Website + integrations

Complete business system

70

Future expansion plans

71

Anything else we should know