Project Worksheet

I’m looking forward to hearing about your project! Before you invest your time filling out this questionnaire, I encourage you to view my process page to learn more about the way I do things and my FAQ page for frequently asked questions.

My focus is on doing great work and providing value. I only want to take on your project if I know I’ll be able to create massive value for you. This questionnaire will help me learn more about your goals and whether we’ll be a good fit.

This is your opportunity to tell us why you need this project completed and what it should achieve. The more information you give us here, the better the solution we will be able to provide. You can ignore any questions that are not relevant, but it will help to include as much information as possible.
Name*
First Last
Email Address*
What’s the name of your company?*
What do you do and why does it matter?*
What is your ideal launch date or timeframe?*
Do you have a budget?*
Be honest and we will tell you what we can and can't do.
What are your main goals for this project?*
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. IE: Goals that are specific, measurable, achievable, relevant and time-bound.

With this in mind, what are the top 5 goals for this project?

EG: $20k in revenue per month for the next year, 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months, generate 20 leads per month in the next 90 days.
Tell us about your ideal customer or audience.*
Who are they? What are their demographics? Where do they hang out online? What are their interests?
What are the top five actions your ideal customer or audience member will take while or after visiting your website?*
How do you want people to feel when they interact with your brand?*
Who are your competitors?
Who else is competing for the attention of your ideal customer and what are they doing that you think is working?

What do you think your competition is doing wrong?

Do your competitors have websites? If so, list them here so we can make sure yours is better 🙂
If we were celebrating a successful project a year from now what would that success look like?*
How many leads? How many sales? Percentage increase of new customers. Amount of costs saved. Be as descriptive as you possibly can.
Have you had a website built or managed a live website before?*
If yes, give us a brief rundown of what kind of experience you have.
Why do you want to work with me specifically?*
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Email
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