New Client Onboarding Questionnaire

Business Information

First Name

Last Name

Phone Number

Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Website Information

If you would like to share login information through lastpass please send it to [email protected]

What is your domain name? (example.com)

Where your domain hosted or purchased?

Hosting Login Username:

Hosting Login Password:

Website Login Username:

Website Login Password:

Other login information such as email marketing or services that we may need access for integrations.

Branding Information

Website Strategy Questionnaire

What is the ultimate purpose/goal of your website?

What are your objectives? What do you want visitors to see, feel, and do on your website on their way to reaching your goal?

What are your visitors’ objectives? What do they need to see, feel, or do before they complete your goal? Put yourself in your visitors shoes--what are they thinking?

What are three websites you like? What do you like about each?

What type of feeling do you want visitors to have when they land on your website?

Who is your current competition? List their websites. What do you think your competition is doing well? What could they do better?

Who do you WISH was your competition? List their websites. What do you think the people you wish were your competition are doing well? What could they do better?

What is your current monthly traffic? List unique visits and pageviews.

Are you tracking any conversions? If yes, list what and conversion rate.