Help us get to know your business and where you currently stand.
Full Business Name*
Do you operate under any other business names (DBAs)?
Business Structure LLCS-CorpSole ProprietorNonprofitOther
Business Registered Location (City/State/Country)
Mission Statement
Vision Statement
Purpose or Core Values
Do you have a business model or process map? You can upload a file or describe below:
Have you chosen a domain name? YesNo If yes, what is the domain? If no, would you like help with name brainstorming? Yes, please help
Have you purchased the domain? YesNo If yes, which registrar?
Do you have a current website? YesNo If yes, what is the URL?
Do you have business email addresses using your domain? YesNo If yes, please list: If no, would you like to set this up? Yes, help me set this up
Key personnel we may be working with:
Who is the main decision-maker?
Is there a tech-savvy contact or IT person?
Help us understand where you’re going, so we can build the right foundation to get you there.
Main goal of your website: Informational / Brand AwarenessLead GenerationSell Products / E-commerceClient Portal / Membership AccessPortfolio / Resume / ShowcaseBlog / Content SharingOther
If 'Other', please describe:
Target audience:
Visitor actions (check all that apply): Call youSubmit a formSchedule an appointmentBuy somethingDownload contentSign up for a newsletterOther If 'Other':
What needs to be done in the next 90 days?
Deadline or event driving launch? YesNo If Yes, Date:
What does long-term success look like?
Future phases planned?
How will you measure success?
What would make this a “great investment” in 6 months?
Have you worked with a web/IT consultant before? YesNo
If yes, what did you like/dislike?
What do you expect from me as your consultant?
How involved do you want to be? Very hands-on — I want to be part of every decisionBalanced — I’ll weigh in on key choicesMostly hands-off — just keep me in the loop
Gathering what you have — and planning for what you’ll need.
Do you have an official logo? YesNo If yes, please upload or provide link: If no, would you like help creating one? Yes, help me create one
Do you have brand guidelines? YesNo If yes, upload or share link:
Do you have professional photos/graphics to include? YesNo If yes, upload or provide link: If no, would you like help sourcing images? Yes, help me source images
Do you already have written content? YesNo If yes, upload or share access:
Pages you need content for: HomeAbout Us / Meet the TeamServices / ProductsContact PageBlogFAQTestimonials / ReviewsPortfolio / Case StudiesLegal Pages (Privacy Policy, Terms of Use)Other If 'Other':
Who is responsible for content writing/editing? I will provide all contentI’d like help with writing or editingNot sure yet
Do you have a product catalog or pricing sheet? YesNoIn progress If yes, upload or share link:
Will you need e-commerce functionality? YesNo If yes, describe needs:
Do you want email accounts under your domain? YesNoNot sure yet
How many email accounts to start with?
Do you plan to send newsletters or campaigns? YesNoNot sure yet
Let’s define the tools and features you’ll need to run your digital front door smoothly.
Preferred website platform: WordPressWixSquarespaceShopifyWebflowNot sure — I’d like your recommendationOther If 'Other':
Will you update the site after launch? YesNoNot sure — let’s discuss
Do you have website hosting? YesNoNot sure If yes, provider name:
Would you like me to manage hosting? YesNoPossibly — let’s talk Do you want email & site hosted together? YesNoNot sure — what’s best?
Which features do you need now or later?
Feature
Need Now
Need Later
Not Needed
Contact form
☐
Online scheduling/booking
E-commerce / online store
Membership / gated content
Blog or article section
CRM integration
Email marketing integration
Live chat
Customer support/helpdesk tools
Payment processing (Stripe, etc.)
Google Analytics / tracking
Social media feeds / links
Blog comment moderation
Other custom features:
Please describe "Other" features:
Which tools should integrate with your website? Google WorkspaceMicrosoft 365Calendly or booking toolsEmail marketing (Mailchimp, ConvertKit, etc.)CRM (HubSpot, GoHighLevel, Salesforce)Accounting/Invoicing toolsOther If 'Other':
Let’s make sure your online presence looks, sounds, and feels like you.
Do you already have a visual brand or style guide? Yes — Please upload or provide a linkNoIn progress If yes, provide link:
Do you have established brand colors? YesNo — Would you like help choosing? If yes, list colors (hex or names):
Do you have preferred fonts or typography styles? YesNo If yes, list them:
Do you have a logo in high resolution? Yes — Upload or provide a linkNo — Would you like help? If yes, logo link:
Websites you love (include links & what you like):
Websites or styles you dislike (why?):
What vibe/tone do you want your site to convey? ModernProfessionalPlayfulElegantBoldMinimalistArtsyFriendlyLuxury Other:
Specific design elements to include (e.g., hero video, custom illustrations):
How should your brand sound in writing? FormalCasualWitty / FunCompassionateConfidentAuthoritativeEducationalInspirational Other:
Taglines, slogans, or catchphrases (if any):
Do you have a bio, About Us, or team descriptions? Yes — Please upload or linkNo — Would you like help? If yes, provide link or note:
Making sure your website and systems are safe, secure, and legally sound.
Do you already have any of the following legal documents? Privacy PolicyTerms of Service / Terms of UseCookie PolicyAccessibility StatementRefund PolicyDisclaimer
If not, would you like help creating them? Yes — please guide or provide templatesNo — we will handle this internallyUnsure — let’s discuss
Who currently owns your domain(s)? Me personallyMy businessMy previous developer/agencyNot sure
Name/email on file for domain or hosting account:
Would you like assistance with domain transfer, consolidation, or DNS management? YesNo
Do you plan to send marketing emails or newsletters? Yes — We understand CAN-SPAM/GDPR complianceYes — We need guidance on complianceNo
Would you like help setting up: SPF, DKIM, DMARCGoogle WorkspaceMicrosoft 365
Will your site collect personal information? YesNo
Do you want us to manage: SSL Certificate setupMalware scanning / firewall protectionDaily or weekly backupsSite uptime monitoringTerms of use popups / cookie banners
Do you follow any compliance policies (HIPAA, PCI, GDPR)? Yes — Please describe or uploadNoNot sure
Describe or upload relevant policy:
Let’s plan beyond launch — because websites and technology should grow with your business.
After launch, how would you prefer to handle site updates and maintenance? I’d like to do it myself (with training)I’d prefer a monthly support planI’ll reach out as needed (hourly or retainer-based)Not sure — let’s discuss
Do you want help with ongoing: Website content updatesSecurity monitoring & backupsEmail/Domain account managementPlugin/Platform updatesAnalytics reports or reviews
Would you like a training session or documentation on how to manage your site? YesNoMaybe later
Features you'd like to add in the future: Online storeMember portal / subscriptionsPaid ads / Google AdsSEO strategyCRM or automation setupEvent management Other:
Do you have a long-term digital strategy? I have a planI’d like help developing a strategyNot sure
Your preferred method of communication: EmailTextPhoneVideo callsProject management tool (e.g., Trello, Asana)
How often would you like check-ins during projects? Weekly updatesBi-weeklyAs neededSet milestones only
Do you have any concerns, questions, or other thoughts you’d like to share?
