Discovery Questionnaire

Please be as thorough and accurate as possible. This information is needed to accurately price your project and propose the timeline.

Step 1 of 4

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General Questions

Brochure

Is there any content that should be hidden from searches?

Example: certain images or PDFs you wouldn't want crawled by Google or appearing in a web search.

Do you have multiple locations?

Yes

Please list all locations.

Will you want a location finder/find a store tool? (Google maps searchable by user address, find nearest store)

Yes

Please describe how you would like this to be used.

Will you be wanting a calendar?

Yes

For what kind of events?

Will you want the calendar to also handle RSVPs and tickets?

Yes

Will you want a staff/team page?

Yes

Will it include photos, and/or bios?

Photos

Bios

Both

Will it be sorted by type of staff?

Example: By department, by seniority, etc.

Yes

Will you be wanting any forms? (check all that may apply)

Get a Quote

Service

Employment

Book Appointment

Dealer Inquiries

Donate

Newsletter Sign-up

Other

Other Form

Will you want to include a newsletter signup button?

Yes

Will you want any forms to be pop-ups?

Yes

Will you want a custom auto-response to form submissions?

Yes

Will you be featuring any kind of blog post, news feed, or list of custom posts like portfolio or case studies?

Yes

Do you want these to be filterable/sorted by category?

Yes

Will you be allowing comments on these?

Yes

Will only logged in users be able to view these posts, or anyone?

Only logged-in users

Anyone

Will you be wanting to feature any galleries of content? Ex. An Education page, with videos and PDFs.

Yes

Will you want these to be filterable?

Yes

Are you using an IDX widget to display property listings?

Yes

Which one?

Will you be wanting slideshows?

Yes

Any movement/animation on these slideshows?

Yes

Will you be wanting any animation/movement outside of slideshows?

Yes

What kinds of animations would you like, and where?

Will there be any links to 3rd party sources? (ex. Online delivery platforms)

Yes

Social Channels

Do you have a profile on? (check all that apply)

Facebook

Instagram

Twitter

YouTube

Yelp

Houzz

Nextdoor

Google Maps

Snapchat

TikTok

Better Business Bureau

Association Directories

Waze

Other

Other social profile

CRM

Do you have a CRM that is connected to your website?

Yes

Which one?

Disclosures

Do you have terms and conditions?

Yes

Will you want any custom Safety/policies/legal disclosure pages?

Yes

Do you have a cookie policy?

Yes

Will you want a cookie consent banner?

Yes

Domain Access

Are there any subdomains?

Yes

What are they?

Marketing

Email Marketing

Do you currently use email marketing?

Yes

Do you have a current customer or prospective list?

Yes

How often do you send mass emails?

Which email marketing platform do you use? (check all that apply)

Mail Chimp

Constant Contact

Active Campaigns

Emma

Other

Other email marketing platform

Website Analytics

Does your website have Google analytics on it?

Yes

Do you have access to that account?

Yes

Does your site have Bing analytics on it?

Yes

Do you have access to that account?

Yes

What percentage of visits are from organic sources?

What percentage of traffic are referrals from other sites?

Which referral channel gives your website the most traffic?

How many page views does your site get each month?

Competitors

How are your products/services/company different from your competition?

Who is your competition?

What do your competitors do that you like?

What do your competitors do that you dislike?

Keywords

What are your top performing keywords?

Does your site currently rank for your top keywords?

Yes

What keywords do you want to rank for?

Do you have content for your website that supports your keywords?

Yes

Have you ever had a keyword analysis done?

Yes

Digital Advertsiing

Do you currently run digital ads on any of these platforms? (check all that apply)

Google

Google Shopping

Bing

Facebook

Facebook Marketplace

TikTok

Snapchat

Yelp

YouTube

Other

Other digital advertising platform

Do you manage your ads or does a third party?

We do

Third Party

Do you have the login information for the advertising accounts?

Yes

Are you satisfied with the ROI from your digital ads?

Yes

What services or products do you currently advertise?

What is your target market?

What is your ad budget?

Do you track your inbound and outbound website links?

Yes

Do you solicit website links?

Yes

Do you have a call tracking setup?

Yes

Do you have a chat feature?

Yes

E-commerce

What product types will we need to accommodate on your website? (check all that apply)

Virtual Products: This type of product will have different variations and multiple images. For example, a t-shirt that comes in different sizes and colors, with or without different prices.

Simple Products: This is a single physical product that has no variations. For example, a scarf that comes in one size and one pattern/color.

Simple Virtual Product: an example of this might be a service, such as hourly consulting where no physical product exists.

Simple Downloadable Product: this is both virtual and downloadable, such as an ebook or a music file. The number of times you can download the product might be limited and restrictions are put in place so download link can’t be shared

Grouped Product: a collection of products that are related but purchased separately. An example would be different models of the iMac from Apple and related accessories.

External/Affiliate Product: a product you add to your store that takes buyers to another site to purchase it. An example of this would be a product that you link to on another site such as Amazon and you receive a commission.

Subscription/Membership Product: These are products that can be simple or variable and have a recurring costs based on a set interval. This could be used to grant access to certain locked down content/sections of a website requiring user accounts and permissions based on subscriptions level/status.

Other Product Features

Do you sell products in partial quantities? Example would be price is set per lb but you can purchase ½ lb quantities.

Yes

Are there minimum or maximum purchase quantities for products?

Yes

Are there any fees based on product/quantity purchased?

Example: if 3 or more of a product is added to the cart an overweight fee is applied. This could be a one time fee ($10) if the cart matches criteria or a compounding fee based on quantity purchased (3 x $10 = $30).

Yes

Do you offer upgrades or customizations that require data collection or additional fees?

Example: a T-shirt that allows you to embroider custom text on it. If customer chooses to customize they would supply text and/or agree to additional fee for service.

Yes

Do you have a spreadsheet of all of your products (including pricing, dimensions, weights, SKUs, descriptions, categories, attributes/variables, etc)?

Yes

Do your products have supplemental information such as brochures, instructions manuals, technical drawings, videos, legacy or compatible part numbers?

Yes

Do you want to limit shopping/browsing the product catalog to only registered/approved users?

Yes

Do you have product images?

Yes

Do you have variation specific product images?

Example: when someone chooses a red shirt they will see an image of a red shirt instead of generic imagery for the entire product.

Yes

Do you have any specific search needs?

Example: the ability to search by part # or other custom field.

Yes

Do you need product filters?

Example: a dropdown for Manufacturer, Model, Year. After selection customer would only see products that match Manufacturer, Model, or Year.

Yes

Do you need any special ordering of products in the store?

Example: ordered by date published, popularity, stock status (in stock first), random (changes on each refresh), custom order.

Yes

Do you have multiple levels of pricing based on customer (negotiated pricing)?

Yes

Do you give any discounts based on quantity purchased?

Yes

Shipping

Do you offer free shipping?

Yes

Are there conditions by location (zip, state, country), by product purchased, by minimum cart total, etc?

Yes, by location

Yes, by products purchased

Yes, by minimum cart total

Yes, by something else

Yes, by multiple of these conditions

Do you require carrier integrations to return realtime rates (UPS, Fedex, USPS, DHL)?

Yes

Which one?

Do you use a shipping manager like Shipstation that handles tracking, label generation and will need to be integrated with the site?

Yes

Is all inventory local?

Yes

Do we need to integrate with a third party fulfillment service?

Yes

Do you need per product shipping classes that change shipping fees (hazardous, freight, etc)?

Yes

Do you provide shipping based on custom table rates?

Yes

Do you use specific box sizes?

Yes

Do you have products that ship in multiple boxes?

Yes

Do you have length/width for all of your products?

Yes

Do you restrict sales by location?

Yes

US only? Everywhere except?

Inventory

Will inventory of products need to be tracked?

Yes

Do you use a service such as Square, Quickbooks, or another integration to handle inventory?

Yes

Do we need to connect the e-commerce store to a POS system?

Yes

Sales Tax

Do we need to collect sales tax for all/some states?

Yes

Are you using a service for automatic tax collection and tracking?

Example: Taxjar, AvaTax

Yes

Which one?

Sales/Coupons

Do you plan to use promo codes?

Yes

Do you offer gift cards or store credit?

Yes

Additional Feature Request

Do you have a returns policy?

Yes

Do you want to track abandoned carts?

Yes

Do you want to send automatic review reminders?

Yes

Do you want/need to send order information to a newsletter service such as Mailchimp or Constant Contact for automated email based on purchases?

Yes

Do you want to allow backorders?

Yes

Do you want customers to be allowed to sign up for stock notifications?

Yes

Do you need to collect any custom information at checkout?

Yes

For all products or specific products only?

For all products

Specific products only

Do you want to allow customers to use their own shipping account?

Yes

Do free shipping items need to be calculated separately from non qualifying paid shipping products?

Yes

Content

Navigation

What are your most popular webpages?

What are your most important product/service categories?

Which navigation categories should stay?

Which navigation categories should go?

What needs to be added?

Do users find your navigation confusing?

Do you have any important categories that don’t fit well into your navigation?

What type of navigation do you like?

Example: hamburger, horizontal, mega menu, sticky, vertical, dropdown, etc

Do any pages need to be listed on the footer?

Yes

Brand

How would you describe your brand?

How would you describe your target customer?

How would you describe your current customer?

What’s the most valuable action a website visitor can take?

Example: sign up. register, subscribe, buy

What feelings or emotions do you want to evoke?

How does your sales funnel work?

Photography

Do you currently have photos of:

Products

Lifestyle shots of products

Staff headshots

Staff action shots (performing services)

Stock photos

Do you want to have photos of:

Products

Lifestyle shots of products

Staff headshots

Staff action shots (performing services)

Stock photos

Reviews/Testimonials

Do you want a testimonials page on your site?

Yes

Do you want (rotating?) testimonial panels on any pages?

Yes

Do you have reviews on Google My Business?

Yes

Do you have reviews on Facebook?

Yes

Do you use a review platform?

Yes

What is your review collection policy?

Blog

Do you have enough data/info to post on a consistent basis?

Yes

Do you want a blog feed on any website pages?

Yes

How far back do the archives go?

Landing Pages

Are there any specific geographic locations you want to target?

Yes

Which locations?

Do your products/services differ between these locations?

Yes

Comments

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

Services

About

Discovery Questionnaire

General Questions

Brochure

Social Channels

CRM

Disclosures

Domain Access

Marketing

Email Marketing

Website Analytics

Competitors

Keywords

Digital Advertsiing

E-commerce

Other Product Features

Shipping

Inventory

Sales Tax

Sales/Coupons

Additional Feature Request

Content

Navigation

Brand

Photography

Reviews/Testimonials

Blog

Landing Pages

Footer Newsletter