Client Questionnaire & Website Planner
Completing this document will help me understand your project requirements.
It will also serve as a website planner to walk your through the process of
articulating your needs. Please just skip any questions that you don’t feel are
relevant to this project.
Client Contact Information
Name:
Title:
Organization:
Email:
Phone:
Billing address:
Project Information
DOMAIN: Do you have a domain name registered? If so, what is it?
HOSTING: Do you currently have web hosting? Who is the host? Would you like a
hosting recommendation?
TIMELINE: Is there a date when the project needs to be completed? (e.g.: art
opening, product launch, year-end budget.)
BUDGET: What is the budget range for this project? An idea of your budget will help
me adapt my approach to respects your constraints.
BRANDING: Do you already have a logo & corporate colours?
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Your Website Goals & Objectives
What purpose is your website to serve?
[ ] Establish a Web presence for our company
[ ] Generate requests for services/products
[ ] Create an online portfolio of your work
[ ] Educational
[ ] Online community
[ ] Online store to sell products
[ ] Provide customer service/information to our clients
[ ] Other: ________________________________
Is Search Engine Optimization (SEO) – i.e. ranking well in Google - an important
objective for your website project?
[ ] Yes!
[ ] It would be nice to rank well but isn’t main goal
[ ] No, I just want a site for existing clients or those I give my card to
If you have a current site please answer …
What are your reasons for a redesign/rebuild?
Tell me what you like about your existing site. What’s working?
What are some key areas that need improvement?
Are you wanting to keep the same content or rework it?
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Check out your competition
What sets you apart from your competitors? What do you offer that they don’t?
Why should someone hire you out instead of your competition?
Review three competitor’s websites:
Competitor #1:
Name: ___________________________________
Website address: _________________________________________
Review their website. What are they doing right?
What would you do differently/better?
Competitor #2:
Name: ___________________________________
Website address: _________________________________________
Review their website. What are they doing right?
What would you do differently/better?
Competitor #3:
Name: ___________________________________
Website address: _________________________________________
Review their website. What are they doing right?
What would you do differently/better?
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Design
When you look at the design of websites in general, not just your competition…
1. List websites that show colour combinations that you like:
2. List websites that have a look and feel that appeals to you: List adjectives
that describe what you like about the look and feel of the site. (e.g.: modern, traditional,
clean, clear, and professional.)
3. List websites with design elements do you like: and please specify what you like
on the site.
Please list any design choices you don’t want included? (e.g.; Dark background,
drop-down menus, etc.) Feel free to link to sites you don’t like and tell me what it is about the site
that you dislike.
Your Message & Audience
What is the key message you want to communicate about yourself/ your
business? This is known as an elevator pitch.
Who is your ideal client/your target market? Who is your message intended for?
(e.g.; middle age women local to Toronto who are interested in wellness)
If you were your own ideal client, what would you be looking for when you arrive
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at a website?
A “call to action” provides direction to your site visitors. What do you want the
site visitor to do when they land on your home page? Do you want people to Call?
Buy? Register? Subscribe? Donate? Browse your Portfolio?
Planning your website
It can be hard to know where to start when planning a website. Here are a
couple of free tools you may find useful as you consider your website structure,
page elements and prepare content.
SITEMAP: This free tool will help you create your site map. Please submit a copy
of your sitemap with this form. Feel free to skip the tool and just create simple
bulleted lists, whatever works best for you.
WIREFRAME: A wireframe is a simple visual guide that represents the framework of
a website - Mockingbird, is a free online wireframing tool. Please submit a copy
of your wireframe with this form.
Approximately how many pages will the site have? The sitemap exercise should help
with this.
How many different page layouts will you need? (e.g.: home page, pages with sidebar,
full width page, etc.) The wireframe exercise should help with this.
Please list any features you would like. (e.g.: blog, multiple authors, shopping cart, PayPal
buttons, event calendar, etc.)
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If this is an online store, what shopping cart solution will you be using?
[ ] WordPress WooCommerce?
[ ] Shopify?
[ ] Unsure
[ ] Other? _____________________________________
If you will be processing online payments:
· How many products? _____
· Do you need to charge tax? [ ] HST [ ] PST [ ] No
· Are you selling digital downloads? [ ] Yes [ ] No
· What method of shipping are you using? Canada Post? Courier?
Shipping by Weight?
· How you will accept payments? PayPal or another payment gateway?
Do you intend to insert most of the page content yourself or will you provide all
content to Dandelion Web Design?
Is the content already created for this site?
[ ] Yes – content is in our existing WordPress site
[ ] Yes – we’re copying from our existing site (not WordPress)
[ ] Yes – we have prepared Word documents for each page
[ ] No – when will the content be ready? __________________
Are you interested in professional SEO copywriting services?
[ ] Yes
[ ] No
Do you have photos, graphics, artwork?
[ ] Yes
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[ ] I’ll need help sourcing stock images
[ ] Other: ___________________________
Will the site include video?
[ ] Yes – Provide your YouTube or Vimeo link ____________________
[ ] No
Do you intend to update the website content yourself or will you need ongoing
updates by Dandelion Web Design?
Will you or your staff require WordPress training?
[ ] Yes – if yes, how many people __________
[ ] No
Thank You!
Please save this document as your-company-name.doc and email to
ruth@dandelionwebdesign.com. Please attach a wireframe and sitemap and
any other files or information that you think will be helpful.
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