Discovery Questionnaire -

Please be as complete as possible and make every effort to answer all the questions. It will take some time to go through the form, but this information will enable Cap Web Solutions to offer you the solution you want, not what we think you want.

You are the SME* (Subject Matter Expert) on your business. Before we go any further, we ask that you provide some details about what you’re looking for. This helps us evaluate how we may be able to move forward and ensures our initial consultation with you is helpful to all parties.

Step 1 of 4

CLIENT CONTACT INFORMATION
Full Name*
First Last
Title
Business Name
Tagline
Website URL
Phone Number(s)
Email Address*
Enter Email Confirm Email
Physical Address
Street Address Address Line 2 City State ZIP Code
Mailing Address (if different than Physical)
Street Address Address Line 2 City State ZIP Code
ADDITIONAL CONTACT INFORMATION
FOR TEAM MEMBERS WE WILL ALSO BE WORKING WITH
Assistant Name
Phone Numbers(s)
Email Address
Enter Email Confirm Email
What Will They Be Handling For You?

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BRAND QUESTIONNAIRE
If there are any questions you don't know the answer to, are unsure about, or would like to have a conversation about to help clarify things, don't worry about it!
Simply make a note of it in the answer section or just leave it blank.
Explain Your Business
What type of business do you own? What do you do?
Why did you start your business?
How did you get to where you are today? What is your story?
What is your business purpose and mission?
Who do you serve?
Describe your ideal client. What are they like? What are they passionate about? What do they dream of or want to achieve?
Client Pain Points
What are the top three pain points, challenges, frustrations, struggles your ideal client has?
How do you help with those pain points?
What do you offer that addresses/solves the pain points, challenges, frustrations, struggles listed above?
How are you different?
How are you different from anyone else who does what you do? What is unique about you, your business, your services, products, and programs, your background, or even the way you work?
What are you known for?
What is the one thing you want to be known for? What reputation (brand equity) are you building?
Core Values
What are your top five core values? And the top values of your ideal clients?
Customer Interaction With Your Brand
What type of experience do you want people to have when they interact with your brand? What do you want others to say about your brand when telling friends about you?
Main Competitors
Who are your main competitors, or people who are doing what you want to do, and in your eyes, doing it right? Please provide names and websites.
What brand elements (logo, colors, typefaces) exist that we need to match or coordinate with?
Sensitivities?
Are there any sensitivities we should be aware of about your brand, industry, market, or audience? i.e. Things to avoid or be careful of, colors that are frowned upon, imagery that is taboo or overused, etc.
Special Requirements
Are there any special requirements we need to know about?
Absolutely None of This
Is there anything you dislike, can't stand, or definitely don't want in terms of the design?

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WEBSITE DESIGN QUESTIONNAIRE
If there are any questions you don't know the answer to, are unsure about, or would like to have a conversation about to help clarify things, don't worry about it!
Simply make a note of it in the answer section or just leave it blank.

This questionnaire is to gather all of the information and knowledge that you do have. Anything else, we'll take care of or point you in the right direction!
What is the overall goal for your website?
Why are we doing this project together? What do you want to see happen as a result of creating your new website?
What elements, features, or pages on your current website do you like?
You may leave this section blank if you do not currently have a website.
What elements, features, or pages on your current website do you DISLIKE?
How do you want visitors to feel when they discover/visit your site for the first time?
Are there specific pages that you already know must be included in the site's navigation menu?
About Us, Services, Products, Press Releases, Blog, Links, Location, Contact Us, Directions, Map, others.
What actions do you want visitors to take on your site?
Subscribe? Register? Signup? Buy? Is there more than one? Which is the most important?
Are you including an email marketing opt-in?
If so, will you be providing a free gift to those who opt-in and provide you their email address? Do you know what the free gift will be?
How will you be using the site for your business and marketing?
Will you be blogging on the site?
Is there anything specific that you know must be included in your website?
Will you be including any forms on your website
(contact form, intake form, booking form, speaking form, etc.)? A contact page form is included, additional forms may be estimated separately.
What are your hopes for your website in the future?
When you think about your business in 3-5 years, what will your website need to do to support your business?
Website You Love
Please provide links to websites that you love, not just in design and look and feel, but in flow and layout. They do not have to be in your industry or for similar businesses.
Do you have any questions about designing your new website, WordPress, or anything else technical?

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Project Details
What is your deadline for this project?
Does the launch of the new website coincide with a specific product or service being offered?
What is your project budget?*
The budget question can be hard, but it really helps me evaluate what type of solution is best for you. Maybe you have $750 and we need to look at using existing solutions or maybe you have $10k (or more) and we can custom build stuff for you. Even an idea of what feels ‘expensive’ for the work we’re talking about is a great starting point.
Who will maintain your new website?*
This refers to applying new WordPress releases, performing plugin updates, backups and security checks. It could be you, or a 3rd party, or no one.
Additional comments or information you would like us to know regarding this project.
Thank you for taking the time to complete this questionnaire.
Name
This field is for validation purposes and should be left unchanged.

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Step 1 of 4

CLIENT CONTACT INFORMATION

ADDITIONAL CONTACT INFORMATION

BRAND QUESTIONNAIRE

WEBSITE DESIGN QUESTIONNAIRE

Project Details

Thank you for taking the time to complete this questionnaire.

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