Customer Attraction Website Checklist

The Questionnaire that Gets it All Started!

Tell us about your project

Answer the questions to the best of your ability. This is a long form. At the bottom of the form you’ll find a link “Save and Continue Later”. If you click that, you will be prompted for an email address and a link. That link can be used to re-populate the form with your information so that you may save and come back to the form at a later time. When the information in the form is complete, choose the green button at the bottom of the form to send us your completed information.

  • Contact and Communication

  • Is there someone else that we can reach out to help us with connecting the accounts? Do you have a virtual assistant or tech contact? Provide their name and contact information and what role they play in your organization.

  • Account Access

  • We require a login with full administrator rights. Provide below the username/password for our team to get access.
  • This is the account that has access to your Google Analytics and Search Console accounts. Provide below the username/password to the email for our team to get access to those Google accounts.
  • This is the account that has access to your BING Webmaster Tools account. Provide below the username/password to the email for our team to get access to those Google accounts.
  • Let me know your preference. The next question will ask how we can connect to your account.
  • Both of those services use my email address: [email protected] to connect and share folders and files. Let me know what email address is associated with your account for shared access.

  • Expectations and Goals

    I want to make sure that our team understands your business goals and other motivations to ensure that this project is a complete success.
  • Tell me more about your expectations of our working together.
  • Your #1 Business Goal
  • Your #2 Business Goal
  • Your #3 Business Goal

  • Design and Visual Foundation

  • You can organize these assets and share them with us through DropBox or Google drive.
  • How would you like to see your visual brand change or shift?
  • What is the vision you see your new visual identity and messaging communicate to the world?
  • Help me better understand the business and customer service culture you are creating.

  • Competitors

    List a few of your competitors. We can get insights into your industry and business by reviewing your competitors and how you are distinctly different than them.

  • Your Ideal Clients

    Typically, our business grows to serve a few different audiences. Our primary and secondary audiences are the two groups of people we most likely work with. Tell me what you can about your two audiences.

  • Your Offerings

  • #1 challenge
  • #2 challenge
  • #3 challenge
  • #4 challenge
  • #5 challenge

  • Your Business Brand and Reputation

    Your brand is created by the way your business and your expertise is perceived by the public and by your clients. Let's review a few things so we know how we can make a bigger impact through working together.
  • It helps me to understand the customer perspective of your business when evaluating your brand identity.
  • It helps me to understand the customer perspective of your business when evaluating your brand identity.
Save and Continue Later