Onboarding Questionnaire
BRAND FOUNDATION & OVERVIEW
1. Can you provide your brand story or origin? In details
2. Why should people do business with you?
3. What makes you different from your competitors?
4. What are the three core values your brand stands for?
5. What would you say are the strengths of your brand?
6. What are the upcoming opportunities for your brand?
7. What problems does your industry face, and how are you solving them?
8. What makes you stand out from market competitors?
9. Can you explain your service range and highlight your hero product/service?
10. Is your consumer the same as your customer?
11. What is your price range (min-max ticket value)?
12. Can you describe your audience (language, location, gender, class, age)?
13. Can you specify your customer interests?
14. How are you generating sales (channels and percentage split)?
15. Please share some design or website inspirations.
16. Describe your target audience.
CONTENT GENERIC :: 1. What is the purpose of the website?
2. What are your core values and how do you want us to express them?
3. Would you like to retain the previous content partially or fully? If so, could you please specify which parts you'd like to keep?
4. What are the top three content-related frustrations you have with your current website?
5. Will your visitors require any special needs (screen reader, larger fonts, etc.)?
6. Do you have a tagline you wish to use or need help creating one?
7. What features or sections do you want emphasized?
8. How would you like that to be featured?
9. Are there any grammar or spelling rules we need to follow?
10. Which segment would you like me to concentrate the content on?
11. Should the content be easy to read for laymen, professionals, or both?
12. What is the purpose of the content—inform, educate, persuade, or entertain?
13. Would you like to highlight a person, team, or service?
14. Is there personal branding involved?
15. Are there any impactful words we can use?
16. Any additional details we should know?
DESIGN & CREATIVE DIRECTION :: 1. Describe the style of the website you want.
2. Do you have specific company colors that need to be used?
3. Can you provide the HEX or RGB values for your company colors?
4. Do you have any other materials that the site needs to match with (brochures, press materials, etc.)?
5. Name the three things that are most important in the design of your new website.
6. Name the three things that are least important in the design of your new website.
7. Are there any websites with designs that you like?
8. What aspects of those websites would you like to incorporate into your own website?
9. What types of things do you see on other websites that you really like?
10. What types of things do you see on other websites that you really hate?
11. Will different sections of your site require different designs, layouts or coloring?
12. What are your top three frustrations with your current website?
13. Do you have any specific requirements for different viewports (mobile/tablet/desktop)?
14. Do you have any specific photos you plan to use?
Yes
No
15. Do you have full rights to those files?
Yes
No
16. Will video or audio be a part of the new website?
Yes
No
17. Will we need to find and/or create any images for the website?
18. Do you have a logo you plan to use?
Yes
No
19. If you have one, can you provide the original artwork files?
20. Will you need a favicon created?
Yes
No
21. How would you like that to be featured?
22. Do you want contact phone numbers prominently displayed?
Yes
No
May be
USER EXPERIENCE :: 1. What are your expectations regarding user interaction?
2. Is the website's purpose to provide information or drive action?
3. Should the design be creative, classic, corporate, or crisp?
4. Which section do you want users to engage with the most?
5. Would you prefer a professional or creative approach?
6. What issues do you think users face while browsing your current site?
TECHNICAL DEVELOPMENT REQUIREMENT :: 1. Do you already have a domain you plan to use?
2. Where is your website hosted?
3. Do you have full access?
Yes
No
4. Can you provide usernames and passwords?
Yes
No
5. Do you plan on or need to move to a new host provider?
Yes
No
May be
6. Do you have any restriction about the number pages will the finished website be (estimated)?
7. Do you need a content management system?
Yes
No
May be
8. Do you have a preference for which CMS to use?
9. If not, do you need help selecting the best CMS for your needs?
10. Will you need multiple levels of access?
Yes
No
11. Do you need to be able to manage content publishing approval processes?
Yes
No
May be
12. How many videos or audio files will be added and/or created?
13. Does your site need a blog or a forum?
Yes
No
May be
14. Will users need to log in to your site for any reason?
Yes
No
15. If so, why?
16. How many web forms does your new site need?
17. What is the purpose of each?
18. How do you want the submitted info handled?
19. Will there be any third-party applications that will need to be integrated?
Yes
No
20. What are they?
21. Will you need an events calendar feature?
Yes
No
May be
22. Do you require printer-friendly options?
Yes
No
23. Do you need an internal site search feature?
Yes
No
24. Do you want to buy web analytics software?
Yes
No
25. If you have it, can you provide us with access?
26. How much traffic do you experience now?
27. How much traffic are you anticipating?
28. What do you like most about your current website?
29. Is there any functionality or options on your current website that you plan to keep?
30. Do you have any other specifications or need specific functionality that has not been addressed?
31. Which payment options should be available to customers?
32. Do you need to store any customer information?
Yes
No
33. What performance metrics are important to you?
34. Do you need help finding the right web host? Does your current web host meet all your new website’s needs?
32. Do you need to store any customer information?
Yes
No
33. What performance metrics are important to you?
34. Do you need help finding the right web host? Does your current web host meet all your new website’s needs?
35. Can you provide hi-res files to us?
Yes
No
36. Do you require online chat features?
Yes
No
37. Do you have any other media or PDF documents that need to be incorporated??
Yes
No
38. Will these need to be optimized for search?
Yes
No
39. Do you require a database?
Yes
No
40. What specific functionality will it need?
41. What actions do you want your visitors to take on your website?
COMPETITOR PROFILING & MARKET OVERVIEW :: 1. What do your current competitors’ websites have that you wish to have?
2. Are there any websites with designs that you like?
3. What types of things do you see on other websites that you like?
4. What types of things do you see on other websites that you dislike?
PROJECT INTEGRATION :: 1. What do you expect from our support system?
2. What do you dislike previously in support system?
3. What are your preferred days for communication?
4. What are your preferred time slots during working hours?
5. What is your preferred mode of contact (WhatsApp, Call, or Mail)?
6. Who shall be the point of contact from your end?
7. Please share all your contact details for confirmation.
8. What type of support or maintenance will you need post-launch?
9. Who will be involved from your end in the development?
10. Do you or your team need training for making website updates?
Yes
No
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