# WEBSITE QUESTIONNAIRE

> **Disclaimer — not legal advice.** This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use

**Designer / developer:** [YOUR NAME / STUDIO NAME]
**Client:** [CLIENT BUSINESS NAME]
**Please return by:** [DATE]

These questions help us plan, price and build your website. Answer what you can and mark anything you're unsure about. Please don't include passwords; we'll arrange access separately.

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## 1. Goals and audience

1.1 What is the main goal of the website? (Tick up to two.)

- [ ] Generate leads or inquiries
- [ ] Sell products online
- [ ] Take bookings or appointments
- [ ] Show a portfolio or credibility
- [ ] Provide information or support
- [ ] Recruit staff
- [ ] Other: [ANSWER]

1.2 What should a visitor do on the site? (e.g. call, fill in a form, buy, book) [ANSWER]

1.3 Who are the main visitors? [ANSWER]

1.4 How will you measure success (inquiries per month, sales, bookings)? [ANSWER]

## 2. Current website (if any)

2.1 Current URL: [URL]

2.2 What works well today? [ANSWER]

2.3 What's wrong with it? [ANSWER]

2.4 Which pages get the most traffic or leads, if you know? [ANSWER]

2.5 Can you give us access to analytics? [YES / NO / NOT SET UP]

## 3. Pages and structure

3.1 Edit this starter list. Add, remove or rename pages.

| Page | Needed? | Notes |
| --- | --- | --- |
| Home | [YES / NO] | [NOTES] |
| About | [YES / NO] | [NOTES] |
| Services (overview) | [YES / NO] | [NOTES] |
| Individual service pages (how many?) | [NUMBER] | [NOTES] |
| Portfolio / case studies (how many?) | [NUMBER] | [NOTES] |
| Pricing | [YES / NO] | [NOTES] |
| Blog / news | [YES / NO] | [NOTES] |
| FAQ | [YES / NO] | [NOTES] |
| Contact | [YES / NO] | [NOTES] |
| Legal (privacy, terms, cookies) | [YES / NO] | [NOTES] |
| Other: [PAGE] | | [NOTES] |

## 4. Content readiness

| Content | Who provides it? | Ready by | Status |
| --- | --- | --- | --- |
| Page copy | [CLIENT / DESIGNER / COPYWRITER] | [DATE] | [READY / IN PROGRESS / NOT STARTED] |
| Photography | [CLIENT / STOCK / PHOTOGRAPHER] | [DATE] | [STATUS] |
| Video | [WHO] | [DATE] | [STATUS] |
| Logo and brand files | [WHO] | [DATE] | [STATUS] |
| Product data (names, prices, images) | [WHO] | [DATE] | [STATUS] |
| Testimonials and reviews | [WHO] | [DATE] | [STATUS] |

4.1 Should existing content be moved from the current site? Roughly how many pages or posts? [ANSWER]

## 5. Features and functionality

| Feature | Needed? | Details / tool already used |
| --- | --- | --- |
| Contact or quote form | [YES / NO] | [DETAILS] |
| Newsletter sign-up | [YES / NO] | [EMAIL PLATFORM] |
| Booking / appointments | [YES / NO] | [BOOKING TOOL] |
| Online shop | [YES / NO] | [NUMBER OF PRODUCTS, PAYMENT PROVIDER] |
| Member or client login area | [YES / NO] | [DETAILS] |
| Blog | [YES / NO] | [POSTS PER MONTH] |
| Multiple languages | [YES / NO] | [LANGUAGES, INCLUDING RIGHT-TO-LEFT?] |
| Search | [YES / NO] | [DETAILS] |
| Maps / store locator | [YES / NO] | [DETAILS] |
| Live chat | [YES / NO] | [TOOL] |
| Third-party integrations (CRM, accounting, inventory) | [YES / NO] | [WHICH] |

## 6. Design direction

6.1 Three websites you like, and what you like about each: [URLS AND NOTES]

6.2 Websites or styles you dislike: [ANSWER]

6.3 Do you have brand guidelines (logo, colors, fonts)? [YES / NO — PLEASE ATTACH]

6.4 Any competitor sites we should review? [URLS]

## 7. Technical setup

| Question | Answer |
| --- | --- |
| Domain name(s) | [DOMAIN] |
| Domain registered with | [PROVIDER] |
| Who has the domain login? | [NAME] |
| Current hosting provider | [PROVIDER / NONE] |
| Business email provider | [PROVIDER] |
| Platform preference, if any | [NO PREFERENCE / PLATFORM NAME] |
| Who will update the site after launch? | [NAME / ROLE] |
| How often will content change? | [WEEKLY / MONTHLY / RARELY] |

## 8. SEO, analytics and accessibility

8.1 Which search terms should people find you for? [ANSWER]

8.2 Do you have pages ranking well today that must keep their URLs? [ANSWER]

8.3 Which analytics or tracking tools should be installed? [ANSWER]

8.4 Do you need to meet a specific accessibility standard (for example, for a public body or large customer)? [YES / NO / NOT SURE — DETAILS]

8.5 Do you need cookie consent or privacy features for particular regions? [ANSWER]

## 9. Launch and maintenance

9.1 Target launch date, and what it's tied to: [DATE AND REASON]

9.2 Who approves the design and the final site? [NAMES]

9.3 After launch, would you like a maintenance or support plan (updates, backups, small edits)? [YES / NO / DISCUSS]

9.4 Will your team need training on editing the site? [YES / NO, NUMBER OF PEOPLE]

9.5 Approximate budget range: [CURRENCY] [AMOUNT] – [CURRENCY] [AMOUNT]

9.6 Anything else we should know? [ANSWER]

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**Completed by:** [NAME] **Date:** [DATE]

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### How to use this template

1. Send sections 1, 3, 4, 5 and 9.5 before quoting; send the full form after signing.
2. Look for repeated page layouts in section 3 and price templates, not pages.
3. Turn section 4 into content deadlines in your contract and project schedule.
4. Arrange account access through each provider's own sharing tools, never by password in email.
5. Summarize the answers into a website brief and get client approval before design starts.

*Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.*