THE CLIENT WORKSHEET

Company Info

Describe your company and the concept, product or service your site will provide.

Contact Info
Additional contacts
Website Info

When do you expect the project to start and when does it need to be completed?

Your budget dictates how much time we can devote to your website. What is the budget for this project?

What are your main reasons for commissioning a new website?

e.g. 20% increase in sales, 70% of surveyed users expressing satisfaction, 30% reduction in time spent searching for info.

What aspects of your current site work well and why are they successful?

What aspects of your current site are unsuccessful and why do you think that is?

If you update your current site using a content management system, please describe the system and its main features. Are you happy with the system?

Describe the different types of visitors to your website in as much detail as possible.

How do you think your audience currently perceives your company?

Why will people use this kind of site?
e.g. to find the most suitable bank loan for their needs.

Why will people choose your site over others?
e.g. biggest choice of loans, easy to use, friendly advice etc.

e.g. find the cheapest bank loan, compare the top 5 loans etc.

e.g. modern, professional, friendly, edgy, fun etc.

Website Operation

Outline any ideas you may have for your site. How would these features support your business goals and the goals of your user?
e.g. provide recommendations to help users find related items and promote up-selling.

Collect up all current marketing materials including brochures, business cards, letter heads, emails, correspondence etc that might be useful in detailing the online brand. Consider the following and write a few lines about what you’re looking for design-wise.

e.g. Simple Design, Many of pictures, Many of colors, Not so many colors, Corporate Colors, One color, Text sizes, Text colors, etc.

Do you want something in flash for your website? Animated head, photo gallery, banners?

What is the status quo, what is not working, and what is instigating the change? (redesign)

Brochures, business cards, Letter heads, etc

Do you have a previous website?

Corporate Colors, Live Colors, Dark Colors, etc.

Retro, Childrens, Edgey, Adult, etc.

Audience: Adults, Children, Parents, Teenagers, etc

If you need a content management system, please describe the features you would like.
e.g. updatable news, multiple authors, stock control, user moderation, etc.

What would you say are the most important words and phrases people are typing into search engines when they look for your products and/or services?

What is the company’s unique selling proposition? What makes your company better than your competitors?

Why does this Website deserve to be ranked as the top resource?

Do you want to target any specific geographical location? If so, please list the top 3 locations you want to target
In order of importance

Do you want to target any specific geographical location? If so, please list the top 3 locations you want to target
In order of importance

Do you want to target any specific geographical location? If so, please list the top 3 locations you want to target
In order of importance

Do you have any social media profiles for your business such as Facebook, Myspace, Twitter, etc?

Have you seen any drastic reduction in traffic? if so when?

Do you have shadow domains or other websites with the same content?
e.g www.mysite.com and www.mysiteflorida.com

Describe in order of importance your 3 top sellers.

We’ve tried to keep this worksheet as general as possible, but every project is unique. Here is your chance to add any extra information you think will be helpful.