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Discovery Questionnaire

website-project

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.


"*" indicates required fields

Step 1 of 4

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This field is for validation purposes and should be left unchanged.

CLIENT CONTACT INFORMATION

Full Name*
Email Address*
Physical Address
Mailing Address (if different than Physical)

ADDITIONAL CONTACT INFORMATION

FOR TEAM MEMBERS WE WILL ALSO BE WORKING WITH
Email Address

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.
What type of business do you own? What do you do?
How did you get to where you are today? What is your story?
Describe your ideal client. What are they like? What are they passionate about? What do they dream of or want to achieve?
What are the top three pain points, challenges, frustrations, struggles your ideal client has?
What do you offer that addresses/solves the pain points, challenges, frustrations, struggles listed above?
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 is the one thing you want to be known for? What reputation (brand equity) are you building?
What are your top five core values? And the top values of your ideal clients?
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?
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.
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.
Are there any special requirements we need to know about?
Is there anything you dislike, can't stand, or definitely don't want in terms of the design?

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!

Why are we doing this project together? What do you want to see happen as a result of creating your new website?
You may leave this section blank if you do not currently have a website.
About Us, Services, Products, Press Releases, Blog, Links, Location, Contact Us, Directions, Map, others.
(contact form, intake form, booking form, speaking form, etc.)? A contact page form is included, additional forms may be estimated separately.

What are the 3 most important actions you want visitors to your website to do?

Think of specific things you do when you visit a website - subscribe to my ..., search for ..., buy a ..., join my ...., watch a ..., listen to ..., sign-up for ...

Marketing Your Website

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?
X more subscribers. $Y of monthly recurring revenue from new subscriptions. $Z average monthly purchases. W more social media followers.
Will you be blogging on the site?
When you think about your business in 3-5 years, what will your website need to do to support your business?
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.

Project Details

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.

Thank you for taking the time to complete this questionnaire.

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