Book a Consultation
Home
Services
Managed WordPress
Managed Web Hosting
Web Speed Optimization
Search Engine Optimization
Lead Generation
Website Build
Clients
Jack’s Do It Upholstery Shop
Select Page
Website Strategy Questionnaire
Company Overview
Company Name
Website
What are your flagship products/services?
Focus on the top 3.
Success Criteria
What are the top 3 goals for your website? (e.g., generate leads, improve branding, sell products)
Are there specific KPIs you want to improve? (conversion rate, traffic, leads, etc.)
What does success look like 3–6 months after launch?
Project Scope
What services are you wanting to use?
Lead Generation
Managed WordPress
Managed Web Hosting
Search Engine Optimization
Website Rebuild/Refresh
Website Speed Optimization
Lead Generation
Do you currently use a CRM or Marketing Tool?
Yes
No
What should happen after someone submits a form?
Email Notification
CRM Integration
Website Rebuild/Refresh
Will content remain the same, be updated, or fully rewritten?
Remain the same
Updated
Rewritten (common for SEO services)
Do you have brand guidelines? (colors, fonts, logos)
Yes
No
Are there websites you like for inspiration? (links)
Page Links
Approximately how many pages need to be migrated?
Any design elements you specifically want or want to avoid?
Site Functionality
What key functionality does the site need?
Contact Forms
Surveys
Booking/scheduling
E-Commerce
Membership/Login
Payment Integrations
Other
Technical Details
Who is your domain registrar?
None
GoDaddy
Namecheap
Name.com
NameSilo
Enom
Cloudflare
Dynadot
Porkbun
Squarespace Domains (formerly Google Domains)
Who is your web hosting provider?
None
Bluehost
Hostinger
SiteGround
DreamHost
GoDaddy Hosting
InMotion Hosting
ScalaHosting
GreenGeeks
A2 Hosting
HostGator
Who is your email provider?
None
Google Workspace
Microsoft 365
Zoho Mail
Proton Mail
Fastmail
Rackspace Email
IONOS Email
Mailchimp
ConvertKit
ActiveCampaign
HubSpot
Klaviyo
Constant Contact
Brevo (Sendinblue)
Drip
GetResponse
SendGrid
Amazon SES
Mailgun
Postmark
SparkPost
SMTP.com
Salesforce
Zoho CRM
Keap (Infusionsoft)
GoHighLevel
cPanel Email
GoDaddy Email
Bluehost Email
HostGator Email
SiteGround Email
Other
Do you have access to:
Domain Registrar
Hosting Account
Content Management System/Admin Panel
Are there any third-party tools connected to your website?
SEO & Analytics
Do you have access to analytics tools? (Google Analytics, Search Console, etc.)
Yes
No
Are there high-performing pages we should preserve?
Page Link
Final Notes
Are there any concerns or risks you’re thinking about with this project?
Have you worked with a developer or agency before? If so, what went well or poorly?
Is there anything else we should know before putting together your proposal?
Submit
Save as Draft
