Client Survey

Website Project

Building a great web solution requires a hard

honest look at the questions. Lets spend some
time together working through those questions
towards the goal of making something amazing.

Page 1 of 13
The Past
Who were you in the past?

Page 2 of 13
General
Information Pa
1. What is the name of your company and your current (or intended) URL?

2. Who are the primary contacts from your organization, and who has
final approval on the project? Please list names, titles, email addresses,
and phone numbers.

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3. What is your intended launch/relaunch date for the site/app? Are there
any outside considerations that might affect the schedule (for example,
PR launch, trade show, annual report)?

4. Do you have a specific budget range already established for this

project? Can this project be divided into phases to accommodate
budget and timing constraints?

Page 3 of 13
Current
Assessment Pa
1. Do you feel your current site/app promotes a favorable user

experience? Why or why not?

2. What specific areas of your current site/app do you feel are

successful? Why are they successful?

3. What shortcomings exist with the current site/app, and what three

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things would you change on the site/app today if you could?

4. Have you conducted usability tests or gathered visitor feedback for

your current site/app? If so, how long ago?

Please include any reports or findings.

5. How important is it to maintain your current look and feel, logo, and
branding?

Page 4 of 13
Problems

& Objectives Pa
1. What are the main reasons you are creating or redesigning your
site/app (new business model, outdated site, expanded services, different
audience)?

2. What are your primary online business objectives with this site/app?
What are your secondary objectives? (Examples include increased sales,
marketing/branding awareness, and fewer customer service calls.)

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Please discuss both long- and short-term goals.

3. What is the main business problem you hope to solve with this
site/app? How will you measure the success of the solution?

4. What existing strategy (both on- and offline) is in place to meet the
new business objectives?

Page 5 of 13
The Present
How are you perceived right now?

Page 6 of 13
Users

& Goals Pr
1. Describe a typical site/app user. How often are they online, and what do
they generally use the web for? Give basic demographics: age,
occupation, income level, purchasing habits. (Use as much detail as
possible in profiling your target user. Profile more than one type if
appropriate.)

2. What is the primary “action” your users should take when coming to

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your site/app (make a purchase, become a member, search for
information)?

3. What are the key reasons why the target audience chooses your
company’s products and/or services (cost, service, value)?

4. How many people (as far as you can tell) access or will access your
site/app on a daily, weekly, or monthly basis? How do you measure
usage?

Page 7 of 13
Perception &
Differentiator Pr
1. Use a few adjectives to describe how your users should perceive the
site/app. (Examples include prestigious, friendly, corporate, fun, forward
thinking, innovative, and cutting edge.) Is this different than the current
image perception?

2. How is your company currently perceived offline? Do you want to

carry the same kind of message through your website?

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3. How does your company differentiate itself from competitors? Do you

think your current audience differentiates you from your competition?
Please list competitor URLs.

4. List the URLs of any sites/apps you find compelling. What specifically do
you like about these sites?

Page 8 of 13
Content

& Structure Pr
1. Will this site use existing content from the current site? If so, what is the
source, who is responsible for approval, and has the content been
audited? If not, will you be creating content in-house or using an outside
provider?

2. What is the basic structure of the content, and how is it organized? Is it

a complete overhaul of the current site or an expansion?

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3. Describe visual elements or content that should be utilized from your

current site or marketing materials (logo, color scheme, navigation,
naming conventions, etc.)

4. How will the content of this site expand or differ from your current site?
Do you have an existing site-map for the outgoing site structure? Do you
already have a site-map or outline for the proposed redesign?

Page 9 of 13
The Future
how will you build your business’s tomorrow?

Page 10 of 13
The Idea
Fu
1. Describe the 3 main problems that your site/app provides a solution
for? (Makes Calendars Easier, Provides Information, etc...)

2. Why is this site/app so necessary at this point in time?

3. Describe your site or app’s purpose in 100 words or less.

4. Describe your site or app’s purpose in 25 words or less.

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5. Describe your site or app’s purpose in 5 words or less.

6. Please list the top 10 most important features of your site/app.

7. Now please list the top 3 most important features of your site/app.

8. Explain in 50 words or less why I need this site/app.

Page 10 of 13
Technology
Fu
1. What is your target platform and browser? Whom can we talk to in your
organization to help respond to technical issues?

2. Are there specific technologies (JavaScript, API’s, etc.) that you would
like to use in the project? If so, how will they enhance the user experience?
Please describe in detail.

3. Will you have database functionality (dynamic content generation,

personalization/ login)? Do you already have a database in place? Please

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describe it in detail, including specific information regarding existing
programs and software.

4. Will you have a need for secured transactions (e-commerce)? Do you

already offer transactions online? Please describe in detail.

5. Will you require other specific programming needs (such as

personalization or search capability)? Please describe in detail.

Page 12 of 13
Governance
Fu
1. How do most people find out about your current website? What kind of
triggers prompt a visit (referral links, incentives, search engine terms)?
What methods of distributing the URL already exist within the company on
and offline?

2. Briefly, what are your short-term marketing plans (specifically, for the
projects launch and the 6 to 12 months following launch)?

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3. Do you have an existing or planned marketing strategy in mind to

promote this project? If so, please describe.

4. Do you intend to keep the site updated? If so, how often? Who is

responsible for updating and providing content?

Page 13 of 13