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Renovate your Web Home: Deep Dive Discovery Questionnaire + (Web)Site Survey

Grab a drink and set aside time to review and respond to this Discovery Questionnaire & (Web)Site Survey
The more you can answer, the more information we have to help build a strong foundation and structure, and the more deliberately we can craft your design.
Have a Question? Ask me!

Let's start with the basics...

These first questions are info we've already covered, but after these, no more repeats!

What's the name of your business / company / service / cause?

And your first name?

Okay ! Tell us about

The Elevator Pitch

What does offer and who does serve? Keep it under 4 sentences. We’ll get into details later!

Your Domain Name & Host

Which domain provider did you purchase with?

Which platform is your website hosted on?

Your Clients

e.g. Client referral, specialist referral, google, journal or publication, etc.

Who do you want to aim your business towards? Who is your ideal client?

This can be demographic (like age, income level, gender identity, etc.), geographic (location), or psychographic (how do they find you, what problems are they facing, what are they looking for, what are their values / needs / wants)


e.g. informed, inspired, relaxed, etc.


Define Your Brand

Your brand is the vibe your business gives off to your audience. There are tangible components to a brand identity, but the brand is the sum of those parts and it encompasses how your business is perceived.

Mission


DNA

Your brand DNA is what’s essential, unchangeable, and specific about your business / work / services. List 3 core characteristics.

Core Values

Your brand DNA is what’s essential, unchangeable, and specific about your business / work / services. List 3 core characteristics.

Promise


Character / Personality

Your brand’s personality or character informs both the visual expression of your brand and your brand voice. If you’re a solo business owner or service provider, I find it’s helpful to think of this as describing your work persona.

Are you providing brand assets for this project?

This can include logo, brand guide, color palette, iconography, etc.
Are you providing brand assets for this project?

Positioning

Please define your industry and your niche within it

Please list 3 competitors / contemporaries

What sets apart from these competitors / contemporaries?

Please list 3 inspirations (brands or contemporaries who inspire you) Feel free to list only or get into detail about what inspires you for each.

Website Insights

We'll get more in depth in the (Web)Site Survey portion, but here are a few questions to get things rolling.

How do you feel about your current website?

Are there any big UX (user experience) problems that you’ve gotten feedback from customers on?

Top three words that describe a user's ideal website experience

Or three adjectives to describe your website when someone visits it. e.g. Calming, Bold, Engaging, Entertaining.

Top three words to describe your website's ideal look & feel

e.g. Minimal, sophisticated, editorial, vibrant, professional

Inspiration

Please provide three reference websites for inspiration. Note that your reference may not be in the same industry as yours.
Some things to consider:
- Which websites are you drawn to and why?
- Which features or functionalities are applicable to your website?
-Are you inspired by graphic elements, the color, or the typography?
-Do you like the aesthetics i.e. simple, minimal, bold?
-Do you like how the content is laid out? Is there a page or section in particular you want us to refer to? The homepage, about page, et al.

Reference One

What do you like about it?

What do you not like about it?


Reference Two

What do you like about it?

What do you not like about it?


Reference Three

What do you like about it?

What do you not like about it?

Goals

What are your primary objectives with this website renovation?

Choose the top three that apply.
What are your primary objectives with this website renovation?
Would you like the user to schedule a call? subscribe to your newsletter? contact you for more information?

Site Wishlist

Are there any wishlist ideas, sections, or functionalities you’d like us to explore?

Last, do you have any questions, concerns, or foresee any limitations we may run up against?

(Web)Site Survey

Let's look at your current website to see what we can learn.

Site Map

Site Map

Please list all current pages on your website.

Site Content

Are there any pages not currently in your sitemap that you need to add?
Site Content

And are there any pages from your current sitemap that you want to get rid of?

Note that items not included in the original scope are due for approval and might be subject to additional costs.

Site Data

When did your website first launch?


Now, let's take a look at your website analytics. On Squarespace? Here's a great video from Squarespace about how to find this. On another platform? Most platforms offer some form of analytics.

Can't find your website analytics? You can skip this section.

Can't find your website analytics? You can skip this section.

What timeframe are you looking at?

What timeframe are you looking at?

What is your website traffic like?

What device do most of your website viewers use?

What device do most of your website viewers use?

What is your website traffic like?

Is there a primary referral source?

What are your page averages?

Most viewed page:

Please provide additional insights & data from existing website

Workflow & Integrations

Describe your current client journey — what are the steps in your process?

Can you share any client feedback you’ve received (if any) about your process?

Do you have a least favorite task?

What’s your ideal client journey / workflow?

What software do you use currently?

Do we need to maintain your company tech stack? (eg. mandatory use of own server, or mandatory use of a certain CMS, and so on). Can we can implement our own?

Do we need to maintain your company tech stack? (eg. mandatory use of own server, or mandatory use of a certain CMS, and so on). Can we can implement our own?

Integrations

Please tell us about any integrations you currently have set up or that you'll need

Accessibility

Which best describes your experience with web accessibility?

Which best describes your experience with web accessibility?

SEO

Which best describes your experience with SEO?

Which best describes your experience with SEO?

If you’ve identified keywords already, please list them here