Lisa Erickson Design
Website Planning Questionnaire

01 General Information

02 Current Online Presence

03 Business and Website Goals

Client Contact Information

Name

Email

Phone

Best time to contact you:

morning‎ afternoon‎ evening‎

Time Zone

Business Information

Name of Business

Slogan or Tagline

What type of business do you run?
(check all that apply)

Physical Store‎ Online Store‎ Offline Services‎ Online Services‎ Other: ‎

Service area (towns or neighborhoods served)

Business Address

Business phone number

Hours of operation, if applicable

Do you want to display hours of operation on your site or online?

Yes No

Year company/organization established:

If relevant, what are your credentials? What kind of training do you have?

Products & services provided:

How do your customers / clients currently find you?

Where do you see your business in 2 years? 5 years?

What avenues have you used to advertise your business?
(check all that apply)

Newspaper/Magazine‎ Radio‎ AdSense‎ AdWords‎ Pamphlets/Brochures‎ Street Signs‎ Email Marketing Campaign‎ Other: ‎

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Do you already have email set up? If so, with whom? If not, how many addresses do you need?

Current Online Presence - Website

Do you currently have a website?

No Yes It's Complicated

If yes, the domain is:

What do you like/dislike about your current website?

Where is the current website hosted/built?
Wix? Squarespace? Wordpress? Etc

What feedback have others given you about the website?

Is there anything from your current website that you want to include in your new one?

Is there any material that you want to include in your new website that isn’t ready yet (i.e. testimonials, videos, photos etc.)?

Current Online Presence - Social Media

FACEBOOK?

Yes No Yes, but not on a regular basis

TWITTER?

Yes No Yes, but not on a regular basis

YOUTUBE?

Yes No Yes, but not on a regular basis

GOOGLE+?

Yes No Yes, but not on a regular basis

PINTEREST?

Yes No Yes, but not on a regular basis

INSTAGRAM?

Yes No Yes, but not on a regular basis

LINKED IN?

Yes No Yes, but not on a regular basis

BLOG?

Yes No Yes, but not on a regular basis

ONLINE DIRECTORIES?
Yelp? Yellow Pages? Merchant Circle?

OTHER SOCIAL MEDIA?

Who updates your social media?

How often?

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Your Website Goals and Needs

What are the main goals for your website?
(check all that apply)

I want potential clients to be able to find my business online‎ I want to get phone calls from potential clients‎ I want to get my name out and establish myself as an expert in my field‎ I want to attract visitors to my physical location‎ I want to sell my products and services online‎ I want to build a community around my brand‎ Other: ‎

Who is the target audience of your website?

Tell me about your clientele

What do you want people to do when they visit your website?
Your CTA, or Call to action.

Will you need to update the site on a regular basis? If so, how often and with what kind of content?

Will you be selling items/services on the site? If so, please explain and list the categories and approximate number of items, if applicable.

How do you hope this website will improve your company/business?

Is there a deadline on this project?

New Website’s Look and Feel

Is there any color scheme you need/want for your new website?

Do you have a logo?
If so, please send the file using button below.

Yes No No, but I need one pronto!

Upload Logo

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Please list other companies/websites similar to you.
Explain what you like/don't like about their sites.

What is the general look/feel/style that you want for your new site?

Please list some websites you admire, including ones that are not in your field.
What do you like about these sites? Any particular page or section?

Anything else you think I should know?