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. ------------------------------------------------------------ 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] ------------------------------------------------------------ Completed by: [NAME] Date: [DATE] ------------------------------------------------------------ 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.