Client Onboarding Outline
Understanding Business and Goals:
- Can you provide an overview of your business and the services you offer?
- What are your primary goals for the new website? (e.g., attracting new clients, providing information, offering online services)
- Who is your target audience? (demographics, interests, needs)
- Do you have any specific branding guidelines or elements you want to incorporate?
Current Website and Design Preferences:
- Do you currently have a website? If so, what do you like and dislike about it?
- Are there any websites that you admire or would like to model your site after? (Gather URLs and specific features they like)
- What kind of content will you need on the website? (e.g., blog, portfolio, client testimonials, contact forms)
- Do you have any preferences regarding the website’s design and layout? (color scheme, style, images)
Functional Requirements:
- What specific features or functionalities do you need? (e.g., appointment booking, client portal, e-commerce, newsletter signup)
- Do you need integration with any specific tools or platforms? (e.g., CRM, email marketing, social media)
Technical and Logistical Details:
- Do you already have a domain name and hosting provider?
- Who will be responsible for updating the content on the website? (you, your team, or will you need ongoing support)
- What is your budget for this project?
- What is your desired timeline for the project? (start date, launch date)
SEO and Marketing:
- Do you have an existing SEO strategy, or will you need help with SEO?
- How do you plan to promote your website once it’s live? (e.g., social media, online ads, email marketing)
Post-Launch Support:
- What level of ongoing support will you need after the website is live? (maintenance, updates, troubleshooting)
- Are there any other services you might need assistance with? (e.g., graphic design, copywriting, social media management)
Next Steps:
- Are there any other stakeholders involved in the decision-making process?
- When would you like to schedule a follow-up meeting to discuss the proposal and next steps?