Client Survey - Web
Client Survey - Web
Website Project
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The Past
Who were you in the past?
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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)?
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Current
Assessment Pa
1. Do you feel your current site/app promotes a favorable user
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?
5. How important is it to maintain your current look and feel, logo, and
branding?
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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site/app (new business model, outdated site, expanded services, different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?
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The Present
How are you perceived right now?
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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?
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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?
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4. List the URLs of any sites/apps you find compelling. What specifically do
you like about these sites?
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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?
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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?
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The Future
how will you build your business’s tomorrow?
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The Idea
Fu
1. Describe the 3 main problems that your site/app provides a solution
for? (Makes Calendars Easier, Provides Information, etc...)
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5. Describe your site or app’s purpose in 5 words or less.
7. Now please list the top 3 most important features of your site/app.
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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.
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describe it in detail, including specific information regarding existing
programs and software.
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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
4. Do you intend to keep the site updated? If so, how often? Who is
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