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Client-Preliminary-Questions

Question to ask client before begining project. This has been created using various resources, references, and personal experience over the years.

Business

  • What is the nature of your business?
  • What is your business elevator pitch?
  • What makes your company remarkable?
  • In your business what do you define as success?
  • In your business what do you define as failure?
  • Who are your competitors?

Previous Website

  • What can you tell us about your previous website and the overall development experience?
  • What would you like to see change in your website?
  • Are you receiving the desired results from your current site?
  • How have your customers reacted to your previous website?
  • Is your current site creating inbound leads?
  • Do you have analytics from your previous website?
  • Is there anything you would like to carry over from your old site?

Previous Website Technical Details

  • Do you already own your domain name?
  • Do you already have a hosting plan for your current site?
    • Who is it with?
    • Are you looking to change your host?
  • Do you know how much traffic your previous website was receiving?
  • Do you already have an SSL certificate?
  • Did your previous website make use of a CMS?
  • Did your previous website make use of any automated marketing software or CRM?
  • Did your previous website have Google Analytics or other analytics packages?

Customers

  • Who are your customers?
  • Do you have demographic information from your own customer research?
  • What would be your "super-customer"?
  • What pain points are you solving for your customers?

New Website

  • What do you want your new site to accomplish?
  • What are some of your favorite websites and what do you like about them?
  • Will your new website require any specific accessibility requirements beyond those outlined by the Web Accessibility Initiative?
  • Do you want your new website to incorporate a CMS?
  • Do you want your new website to incorporate any automated marketing software or CRM systems?
  • Have you already created a site architecture?

Functionality

  • Do you want to incorporate user profiles on your site?
    • Do you want to integrate social media login capabilities?
    • What do you want the user profile to track?
  • Will your site incorporate media objects such as audio or video?
  • Would you like your customers to post reviews?
  • Do you want to incorporate a blog into your website?
    • Do you want users to be able to leave comments on individual blog entries?
  • Do you want to integrate a live chat system for talking to customers in real time?
  • Do you want search capabilities for your website?
  • Will you need multiple language support for your website?
  • Do you want to incorporate social media sharing capabilities for your site?
  • Will you be accepting online order processing?
    • Do you have an ecommerce platform already selected?
  • Do you have multiple sites that need to be managed through a single CMS?
  • Will your site incorporate running third-party ads?
  • Would you like to budget for user testing during the design and development process?
  • Do you plan on publishing and event calendar on your site?
  • Do you need Google Analytics or other analytics services added to your new site?
  • Are there other tools (such as Office 365) that you would like integrated into your domain?
  • Do you have any must have features not addressed here?
    • Email collection?
    • Auto-responders?
    • Photo galleries?
    • Slider banners?
    • Quote requests?
    • Quick Contact forms?

Content

  • Do you have a current CMS or would you like our recommendation on a CMS?
  • Do you have a content strategy?
  • What types of content will be published to the site?
  • Does your current site have duplicate content?
  • Will you be reusing or repurposing content from your current website?
  • Who will be providing copy for the website?
  • Who will be providing visual assets for your website?
    • Photography?
    • Video?
    • Graphics?
  • Will you need us to properly format your assets?
  • Do you have assets, such as whitepapers, eBooks that you would like placed behind a form wall?
  • Do you have user personas and have will we need to set up conversion funnels for each persona?
  • Will you need external content sources incorporated such as RSS feeds?
  • How often will you be updating content?

Design

  • Do you have logo assets?
  • Do you have a brand style guide?
  • Do you have old marketing material to reference?
    • Brochures?
    • Posters?
    • Web banners?
  • Are there other assets you have that you want to be sure to incorporate?
  • Will any new assets need to be created for the project?
  • Do you have stock imagery you have previously silenced that you want to incorporate?
  • Do you want or will you have original imagery created for this project?
  • Is stock imagery an option to fill certain content areas?
  • Do you already have any accounts with stock image/media houses?

Benchmarks / SEO

  • Is your current website responsive or optimized for mobile users?
  • How much of your current website has been indexed?
  • How many inbound links are pointing towards your current website?
  • What pages receive the most traffic on your current site?
  • What pages have high rankings in search engines?
  • How many page views do you receive each month?
  • How long to users typically spend on your current site?
  • What is your bounce rate?
  • Do you have metrics for sales generated by your website per month?
  • What is the loading time of your current site?
  • Where does your traffic originate?
    • Organic?
    • Referral?
    • Social Media?
    • Email Marketing?
    • Word-of-Mouth?
    • Direct?
  • How much of your current traffic is from mobile devices?
  • How much of your current traffic is from tablets?
  • What are the sources for your mobile/tablet traffic?
  • Do you have current metrics you use to measure blog entry success?
  • What other metrics do you use to measure the success of your current website
  • Does your website incorporate landing pages for marketing campaigns?
    • Which of these pages/campaigns has been the most successful?
  • What would be a conversion metric for your site?
    • Do you need help in exploring what metrics would benefit your business?
  • What are your top performing keywords?

Lead Generation

  • Do you collect information from visitors to your site?
  • Is this information incorporated into a CRM?
  • What is information would you like to receive from a customer?
  • Do any of your current forms include progressive profiling?
  • Do you run email campaigns?
    • What type of emails do you send?
  • Does your current site have any call-to-actions on pages or blog posts?
  • Do you want automated emails to be triggered by customer actions?
  • Will you be running ads through ad networks or be using Google AdWords to drive traffic to your site?
  • Do you want the ability to create, edit, and publish landing pages and other site pages?

Social Media

  • Do you currently manage social media content?
  • What is your current social media strategy?
  • Will you need us to create any social media accounts for you?
  • What are your best performing social media accounts?
  • How much site traffic do you generate from social media?

Reports

  • Will you be managing your own analytics, have a service already in place or would you like us to provide you with this service?
  • Do you prefer your analytics reports electronically or printed and presented in person?
  • How often would you like to have these reports generated and presented?

Relationship

  • Are onsite meetings required?
  • Do you have a preference for services used for virtual meetings?
  • Who will be managing the site after launch?
  • Will you require training on properly maintaining the site?
  • Who will be responsible for providing feedback and reviews for the site?
  • Who will be conducting the final project sign-off?
  • Do you have a legal and compliance team that will need to sign off on copy that is submitted or created?
  • Will you need a privacy policy statement created for the site and do you already have legal representation to provide this?
  • Would you prefer to provide feedback for wireframes, designs, and staging site through email or through collaborative project management systems?

About

Question to ask client before begining project. This has been created using various resources, references, and personal experience over the years.

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