Client onboarding questionnaire

How to use it

Send before the discovery call, or fill it in together on the call. Short answers are fine. “Not sure” is a useful answer too.

The business

• Business name, what you do, who decides, and how you found us: [answers].
• Who approves designs and copy, and how quickly can they reply? [name, days].
• Your customers in one sentence: [who they are, where they are].
• Three competitor or admired sites, and what you like about each: [links].

Goals

• Why now? What is wrong with the current site, or what is missing? [answer].
• The one thing a visitor should do on the site: [call, book, buy, inquire].
• How will you judge success in six months? [inquiries, sales, fewer emails].
• Features: [forms, booking, shop, members, popups, integrations, multilingual].
• Hard deadline, and the reason for it: [date, event or launch].

Accounts you already have

• Domain registrar and who holds the login: [company, person].
• Hosting, if any, and who holds the login: [company, person].
• Email provider: [Google Workspace, Microsoft 365, host mail, other].
• Analytics, Search Console, ads, social and business listings: [who owns each].
• Payment, booking, CRM or newsletter tools to connect: [names].

Content and brand

• Look and feel: [follow our brand guide / refresh what we have / we have sketches / open to ideas]. Logo files: [have / need].
• Words for the pages: [not started yet / notes we can shape / final and approved / hire a copywriter], ready by [date].
• Photos and video: [own, stock, need a shoot]. Do you hold the rights? [yes / unsure].
• Content to move from the old site: [number of pages, posts, products].

Budget and after launch

• Budget range for the build: [range]. For ongoing care each month: [range].
• Who will update the site after launch, and how often? [name, frequency].
• Anything that went badly with a past website project: [answer].