Client Onboarding Questionnaire

Business Essentials

What is your mission statement and what sets your business apart from competitors?

Describe your ideal client and target audience.

What are your primary revenue streams (services, products, memberships)?

What are your business hours and location details?

Brand Identity

What emotions or feelings should your website evoke in visitors?

Do you have existing brand colors, fonts, and logo? If yes, please describe them.

Do you have professional photography of your business and your business activities?

Yes No

What brands or business websites do you admire and why?

Services & Offerings

What are your core service categories and most popular offerings?

Do you offer special packages or seasonal offerings?

What retail products do you sell, if any?

Do you offer gift certificates or membership programs?

Website Requirements

What specific pages do you need on your website?

Do you require online booking functionality? If yes, what system do you use?

Do you need e-commerce capabilities to sell products online?

Yes No

Would you like to feature staff profiles with booking capabilities?

Yes No

Do you want to include testimonials, reviews, or before/after photos?

Yes No

Will you need a blog or news section to share updates?

Yes No

Design Preferences

Do you prefer a minimalist design or something more elaborate?

Minimalist More Elaborate

Would you like large hero images or a more subtle approach?

Large Hero Images Subtle Approach

Do you prefer light backgrounds or darker themes?

Light Dark

How important is mobile responsiveness to your clientele?

Very Important Somewhat Important Not Very Important

Content Management

How many staff members will need access to update the website?

What parts of the site will need frequent updates?

Do you need to manage promotions with start/end dates?

Yes No

Timeline & Budget

When would you like the new website to launch?

What is your budget range for this project?

Are you interested in a maintenance plan after the site launches?

Yes No

Future Considerations

How do you see your business evolving in the next 1-2 years?

Are there any future services or integrations you want to plan for?

Client Discovery Form

Client Discovery Form

Business Essentials

Brand Identity

Services & Offerings

Website Requirements

Design Preferences

Content Management

Timeline & Budget

Future Considerations