Client Onboarding | Web World Strategies

WEB & CREATIVE AGENCY

Client Onboarding

Please take your time and answer ALL of the questions.
Web development is a collaborative process and needs your involvement in all stages.

Business Name

Name

First Last

Address

City State / Province / Region ZIP / Postal Code Country

Are you the decision maker?

Yes

Phone

Current Website address

Before you tell me about you, let me explain a bit about how I work:

All sites will be built in WordPress which will give you content management abilities.
I’m a big believer in your participation and training. My expertise is in building a beautiful, functional site, designed for your specific needs. I will create the structure, but for the most part, I expect you to add the content. I will be there for every step and guide you, but there is no point in having a content management system if you don’t know how to login, edit and add pages. This will mean a time & training commitment on your part.
All sites will be built to be “responsive” so that they work on smaller screens well.

Tell me about your business or idea.

Please give me a brief overview of the company, what you do or produce?

What is the purpose of this site?

Please select all that apply.

Explain your products and services

Bring in new clients to your business

Provide your customers with information on a certain subject

Deliver news or calendar of events

Create a blog that addresses specific topics or interests

Sell a product or products online

Provide support for current clients

Other

If Other, please explain.

Do you have a time frame or deadline to get this site online?

(If you have a specific deadline, please state why.)

Target market

Who will visit this site? Describe your potential clients. Young, old, demographics etc.

Why do you believe site visitors should do business with you rather than with a competitor?

What problem are you solving for them?

What action(s) should the user perform when visiting your site?

Please select all that apply.

Call you

Fill out a contact form

Fill out a quote form

Search for information

Purchase a product(s)

Other

Please explain

Do you have the written content prepared for these pages?

(Please note that before any real design work or site construction can begin, an outline of the content and preferably all of the content will be needed.)

Yes

Content File

Please upload your content file in PDF format only.

Drop files here or

Accepted file types: pdf, Max. file size: 64 MB, Max. files: 5.

If no do you need copy writing services?

Yes

Is this a site re-design?

Yes

If yes, can you please explain what is working and not working on your current site?

Are you going to need?

Please select all that apply.

E commerce (sell products)

Membership

Reservations

E-Learning

Online Community

Forums

Forms

Image/Video Galleries

Product Catalog

Blog

Document Storage

Private Viewing

Are there any additional features that you would like for your site or things that you would like to add in the future?

Please be as specific and detailed as possible.

People are coming to your new site for the first time. How do you want them to feel about your company?

Please be as specific and detailed as possible.

Are there corporate colors, logo, fonts etc. that should be incorporated?

Please upload any documents containing this information is PDF form.

Drop files here or

Accepted file types: pdf, , Max. file size: 64 MB, Max. files: 3.

If you do not already have a logo, are you going to need one designed?

Yes

Is there a specific look and feel that you have in mind?

Please be as detailed as possible. Provide URLs with examples where possible.

Websites of your closest competition
Please include at least 3 links to sites of your competition. What do you like and don't like about them? What would you like to differently or better?

Website

Websites that we like
Along with putting down the site address, please comment on what you like about each site, i.e. the look and feel, functionality, colors etc. These do not have to have anything to do with your business but could have features you like. Please include at least 3 examples.

Website

Details about sites that we like:

Marketing the Site

How do people find out about your business right now?

Have you thought about how you're going to market this site?

Do you have any social media accounts setup?

Yes

If yes please provide links and sign in information

Please list the url, username and password in this order. 1 entry per line. example: https://facebook.com webworldst password123

If no, do you require setup of preferred accounts

Please list the names of your choice of Social Networks along with a desired username and password. example: https://facebook.com webworldst password123

Do you have any 3rd party applications?

Please provide the logins for apps such as Mailchimp, Google Analytics, RSS Feeds etc example: https://facebook.com webworldst password123

Keywords

If someone were searching for your product/service, what types of search terms (single words or phrases) might they use? Please list all the possible search terms you can think of.

Do you already own a domain name(s)?

Yes

If yes:

If no, do require us to register a name for you?

Yes

What domain name should we register?

Do you have a hosting account already?

Yes

If Yes, please provide access to to your hosting control panel.

If no, shall we provide you with a quote for hosting?

Yes

Phone

This field is for validation purposes and should be left unchanged.

905-233-2192

438-771-4784

info@webworldst.com