Project Contact Name
Project Contact Name
Preferred Email for Project Correspondence
Do you have a signature tagline or key phrase?
How do you prefer your brand name written out? (ie. Brand Name, brand name, BRANDNAME, etc.)
Who will be responsible for managing and making updates to the site after the launch? How comfortable are they with technology?
Domain name website + Login Credentials (if different from hosting, ie. GoDaddy, Hostmonster, etc.)
If using Squarespace, please send an admin contributor request to email@example.com to allow us to access your existing site. You can find this under SETTINGS > PERMISSIONS.
If you currently use google analytics and/or google search console, please share access with us at: firstname.lastname@example.org
EMAIL MARKETING (IE MAILCHIMP)
IF YOU USE MAILCHIMP, ADD HELLO@MICHELLEJONSCREATIVE AS A USER (
CLICK FOR INSTRUCTIONS
), otherwise enter the login credentials for your service below:
Enter web address, username and password
Links to social media accounts or handles:
Any additional logins that may be needed?
02. BUSINESS CORE
Why you do what you do!
YOUR MISSION STATEMENT Briefly explain what you do, how you do it, who you do it for and what value you bring to that person.
What is the meaning behind your name?
Describe the main purpose of your business and/or provide details about your services or products:
How would you describe your ideal client or customer?
Where do you see your business or organization in five years? What goals would you like to have accomplished?
Who are the top 3 competitors to your business (direct or indirect)? What do you like about their online presence? What do you dislike about their online presence?
Share 5 adjectives or keywords that describe your business or organization (ie. Honest, Imaginary, Innovative, Colorful, etc).
Which aspects of your business or organization do you want to highlight and emphasize the most on your website?
What makes YOU different from others in your niche?
Define your company's top 3-4 goals with your new website
Become an authoritative resource
Book X number of clients
Increase sales by X
Improve interaction with existing and potential customers
Build or Establish my Brand
Reengage Existing Customers
Improve Customer Satisfaction
Attract and recruit new employees
Improve conversion rates
Drive more traffic from my target market
Increase email subscribers
Increase social media presence
Increase traffic from search engine optimization
Enhancing current SEO rankings for important keywords
What is the ONE thing you would change about your existing website (if you have one)?
What do you feel is working successfully on your current site or what do you like?
Are there any specialty colors you would like to be used and/or avoided on the website?
Please include hex or color codes if available.
What types of things do you see on other websites that you really dislike?
List 3-4 websites that you love the look and feel of (can be in or outside of your market):
Are there any specific design elements or fonts you would like utilized on your website?
What is the feeling you want visitors to have when they first see your website?
Provide any additional details or considerations regarding the design & development of your website:
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Thank you for completing the client welcome packet, now we are ready to get the discovery and strategy process started! We will be in touch via email if any additional information or content is needed this week. Otherwise you should expect to hear from us in a few days with your discovery assessment report. Additional project updates are sent via email each Friday afternoon.