When a new client approaches us we need to gather information that is vital for a proper understanding of the scope and the creation of a resulting quote or proposal. This process can be in-person or by simply filling out this questionnaire. Whether it is a strategic digital marketing blueprint, a new website or a full digital marketing campaign implementation you are looking for, this information is crucial.

Please take some time and fill out this questionnaire. All information is confidential and we guarantee that nobody except for your project team has access to this information. We will probably have more questions as we analyze the answers provided.

This questionnaire is hosted on a secure and encrypted website. Your information is safe.

PRE-Onboarding Questionnaire

Company Name

Address

City

Province

Postal Code

Email:

Company Website URL

Phone:

Status of Domain Name

We own the domain already and have access to registration

We own the domain already and have NO access to registration

We need to register the domain

Free Text

Basic Company Information

Contact Names with all contact data

Years in Business

Approximate Size of Business ( Revenue & Employees)

Define your target market(s)

Describe typical clients of the company

List of Products/Services offered

Common Keywords/Keyword Phrases used to search for your business.

Key Competitors with their websites

Define your website goals.

Who are the people who you want to attract to your website.

What is the ultimate conversion goal for your website?

What other marketing are you engaged in?

Is your website expected to attract mostly new customers or serving existing customers?

Attract New Customers

Serve Existing Customers

Please define the geographical target for your website

What communication channels can you offer your customers?

Local Phone

Toll Free Phone

Fax

Mobile Phone

Chat on Website

SMS/TXT

Web Forms

Fax

What is the value of a new customer?

Do you have Testimonials you can provide?

YES

NO, but I like to get new ones

Functionality Requirements

Customized Professional Design

Custom Design ( more expensive)

Fully Responsive - Adjusts to Mobile devices

Sliders and Video Backgrounds

Animations

Contact Forms

Photo Galleries

Catalog Product Display (No e-Commerce)

Basic e-Commerce

Advanced e-Commerce

Online Appointment Booking System

Online Reservation System

Before and After Slider Images

Play Audio

Full Blog

Social Feeds

Others

Other Functionality Requested

Estimated Number of Pages

Approx. number or products

Do you currently have Google Analytics Data for your website?

YES

DON'T KNOW

Free Text

What services would you like us to quote?

What services would you like us to quote?

New Website

Search Engine Optimization

Paid Ads

Domain Registration

Paid Social Ads

eMail Marketing and Lead Generation

Custom Functionality Development

Inbound Marketing

Content Marketing

Linked In Marketing and Selling

Marketing Automation and Inbound Marketing

App Development

Other (use Notes)

Notes:

Additional File Uploads (Optional)

Upload File

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Person who filled out questionnaire

email address

Direct Phone Number:

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