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Purpose

This is your opportunity to share with us about your project and its intended goals. The more information you give here, the better the solution we will be able to provide. Ignore any questions that are not relevant. We will email you a copy of your answers for your records. This worksheet is divided into five sections:

- Business/Organization Snapshot
- Project Goals
- Ideal Customer/Audience
- Design Direction
- Final Questions

Business / Organization Snapshot

What type of project is this?

Requested Services(Required)

Website Design

Branding / Logo Design

Business Name(Required)

Current Website(Required)

What does your company/organization do? What are the products and services you offer?(Required)

Who are the decision makers for this project?(Required)

Main contact for this project?(Required)

The name of the person we will interact with on the project.

Awesome, did someone refer you?

Referral(Required)

YES

Great! Please tell us who referred you(Required)

Cool. How did you find us?(Required)

Google Search

Social Media

Friend or Family

Customer Referral

Online Ad

Website

Event or Community

Email or Newsletter

Other

What is your budget allocated for the WEBSITE project? Be honest and we will tell you what we can and can't do(Required)

Under $5K

$5K - $10K

$10K - $15K

$15 - $20K

Over $20K

What is your budget allocated for the BRANDING/LOGO project? Be honest and we will tell you what we can and can't do.(Required)

Under $1.5K

$1.5K - $2.5K

$2.5K - $5K

$5K - $10K

Over $10K

Budget explanation(Required)

Provide any additional information related to your budget selected above.

What Are We Doing?

Please give us your main reasons for needing to do this project

It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. SMART goals are Specific, Measurable, Achievable, Relevant, and Time-bound.

With this in mind, what are the top 5 business/organization goals of your new website?

Examples: 20% increase in sales in 6 months, 30% increase in membership this year, increase foot traffic at stores by 20% within 6 months, increase online donations by 20% within 1 year, reduce admin costs by 15% in 3 months, increase subscribers on our email list by 15%

Website Goal #1

Website Goal #2

Website Goal #3

Website Goal #4

Website Goal #5

Is there anything about your current website that serves the business/organization well and if so, why?

Branding/Logo Goals

With this in mind, what are the top 5 business/organization goals of your new branding/logo?

Examples: Establish new brand throughout marketing materials in 3 months, have consistency between print and digital marketing in 3 months, increase social media likes on Facebook by 20% over the next 6 months

Branding/Logo Goal #1

Branding/Logo Goal #2

Branding/Logo Goal #3

Branding/Logo Goal #4

Branding/Logo Goal #5

Is there anything about your current brand/logo that serves the business/organization well and if so, why?

Who Are We Doing This For?

Who is your ideal customer/audience?

Tell us about your ideal customer/audience. Who are they? How old are they? What gender are they? Where do they hang out online? Where do they live? What are their interests?

What are the top 5 reasons your ideal customer/audience will visit your website?

Examples: research product information, order online, find locations, get contact details, view your work, ask questions about services, pricing, make a donation

Design Direction

How do you want people to feel when they interact with your brand?

Safe and secure, edgy and excited, exclusive and cool, like they are making a difference, like they belong?

Do your competitors have websites?

If so, list them here so we can make sure yours is better 🙂

Tell us about your competitors / similar organizations

Who else is competing for the attention of your ideal customer/audience and what are they doing that you think is working?

Tell us about your competitors / similar organizations

Who else is competing for the attention of your ideal customer/audience and what are they doing that you think is working?

Are there any other websites in particular that you like the design of? Why?

Please list any special features you would like to have included in your website

Examples: Online Store, Portfolio, Photo Gallery, Event Calendar, etc.

Do your competitors have good logos?

If so, list them here so we can make sure yours is better 🙂

What elements of branding would you like done?

Branding Services(Required)

Business Cards

Letterhead & Envelopes

T-Shirt Design

Package Design

Email Signature Block

Signage

Social Media Profiles

Other

Do you plan on updating your website with your new brand/logo?

Planning for Website with Branding?(Required)

Yes, we're going to use our existing website and replace the logo

I need a new website as well

What Does Success Look Like?

If we were celebrating a successful WEBSITE strategy in 12 months time, what would that look like to you?

How many website visitors? How many leads? How many sales or donations? Be as descriptive as you possibly can.

If we were celebrating a successful BRANDING/LOGO strategy in 12 months time, what would that look like to you?

What kind of brand recognition? How implemented would it be across your print marketing? Digital marketing? Road signage? Be as descriptive as you possibly can.

Anything else you want to share about this project?

Name(Required)

First Last

Email(Required)

Phone(Required)

Detailed Quote

Purpose

Business / Organization Snapshot

What type of project is this?

Awesome, did someone refer you?

What Are We Doing?

Please give us your main reasons for needing to do this project

Branding/Logo Goals

Who Are We Doing This For?

Design Direction

What elements of branding would you like done?

What elements of branding would you like done?

Do you plan on updating your website with your new brand/logo?

What Does Success Look Like?