Client Discovery Questionnaire
Please complete this form to help us understand your vision, goals, and requirements.
SECTION 1 — Company & Project Basics
1. Describe your company and its core value proposition. What does your company do, and what makes you different from competitors?
2. Do you have a short tagline for your brand?
3. What is the main purpose of this website? Rank in order of priority — 1 = most important, 5 = least important
Purpose
Rank
Lead generation
1
2
3
4
5
Brand awareness & credibility
1
2
3
4
5
Information & education
1
2
3
4
5
Portfolio / service showcase
1
2
3
4
5
Product / service launch
1
2
3
4
5
4. What are the top 3 problems the current website (or lack thereof) has that the new site must solve?
5. Who are the primary decision makers for this project?
Primary Decision Maker:
Contributor / Reviewer:
SECTION 2 — Target Audience
6. Who are your primary target audiences? (Select all that apply)
CTO / CIO / IT Leadership
CEOs / Business Owners
Procurement / Vendor Managers
SMB (~50–250 employees)
Mid-Market (~250–2,000 employees)
Enterprise (>2,000 employees)
Industry-specific (please specify):
7. Describe your ideal customer profile in more detail. Think about: seniority level (CEO, mid-level, technical), industry, company size, and key pain points.
8. What is the single most important action you want a new visitor to take? (Choose one)
Request a consultation / demo
Contact sales
Download a whitepaper / case study
Get a quote / pricing
Subscribe to newsletter
SECTION 3 — Brand, Design & Visual Identity
9. Do you have existing brand assets ready to use? (Select all that apply — please share files with us)
Company logo (vector / brand files)
Brand style guide (colors, fonts, messaging)
Professional photography / team photos
Case studies / customer success stories
SEO keyword list
Glossary of services / descriptions
10. What is your preferred visual design style? (Choose one)
Corporate & professional
Modern & dynamic
Technical & data-driven
Trust / security oriented
Leader / tech innovator
Other:
11. Which emotional tone should the website convey? (Choose one)
Bold & confident
Clear & authoritative
Friendly & supportive
Efficient & practical
Cutting-edge / futuristic
12. Do you have a preferred color palette? List any existing brand colors (hex codes, Pantone, or descriptions). If none, describe the feeling you want.
13. Do you have typography / font preferences? E.g. "clean and modern sans-serif," "traditional serif," or specific font names.
14. Please list 3 websites you LIKE and what specifically appeals to you about each.
Website URL
What you like about it
15. Please list 3 websites you DISLIKE (including competitor sites) and why.
Website URL
What you dislike about it
SECTION 4 — Brand Positioning Priorities
16. Rank these brand positioning priorities for your new site. 1 = most critical, 5 = least critical
Priority
Rank
Credibility & trust building
1
2
3
4
5
Demonstrating technical expertise
1
2
3
4
5
Lead conversion & acquisition
1
2
3
4
5
Showcasing services & value propositions
1
2
3
4
5
Thought leadership (content, insights)
1
2
3
4
5
17. Rank these business goals for the website. 1 = most important
Business Goal
Rank
Increasing sales
1
2
3
4
5
6
Lead generation
1
2
3
4
5
6
Brand awareness
1
2
3
4
5
6
Sharing information / education
1
2
3
4
5
6
Portfolio / service showcase
1
2
3
4
5
6
Product launch
1
2
3
4
5
6
18. Rank your current website pain points. 1 = biggest problem
Pain Point
Rank
Outdated design
1
2
3
4
5
6
Poor lead gen / CTA performance
1
2
3
4
5
6
Content not reflecting new combined brand
1
2
3
4
5
6
Navigation is confusing or inconsistent
1
2
3
4
5
6
Not optimized for SEO
1
2
3
4
5
6
Doesn't reflect key services offered
1
2
3
4
5
6
SECTION 5 — Content, SEO & Media Assets
19. Please provide a list of key SEO keywords important to your business. These will be used in page headers, metadata, and titles from the very start.
20. How many videos do you intend to have on the website?
21. How many photographs / images do you have available?
22. Are your existing media files optimized (compressed for web)?
Yes, videos are optimized
Yes, photos are optimized
No / Not sure
We need help with this
SECTION 6 — Technical & Hosting
23. What is your current hosting and domain situation? (Choose one)
I already have hosting + domain
I have a domain but need hosting
I need both hosting and a domain
Not sure — need your recommendation
24. If you have a domain, please provide details:
Domain Name:
Domain Registrar (e.g. GoDaddy, Namecheap):
25. Do you have an SSL certificate?
Yes
No
Not sure
26. If you have a hosting provider, please name them: (e.g. AWS, Azure, GoDaddy, WP Engine)