blank

Client Onboarding Outline

Understanding Business and Goals:

  1. Can you provide an overview of your business and the services you offer?
  2. What are your primary goals for the new website? (e.g., attracting new clients, providing information, offering online services)
  3. Who is your target audience? (demographics, interests, needs)
  4. Do you have any specific branding guidelines or elements you want to incorporate?

Current Website and Design Preferences:

  1. Do you currently have a website? If so, what do you like and dislike about it?
  2. Are there any websites that you admire or would like to model your site after? (Gather URLs and specific features they like)
  3. What kind of content will you need on the website? (e.g., blog, portfolio, client testimonials, contact forms)
  4. Do you have any preferences regarding the website’s design and layout? (color scheme, style, images)

Functional Requirements:

  1. What specific features or functionalities do you need? (e.g., appointment booking, client portal, e-commerce, newsletter signup)
  2. Do you need integration with any specific tools or platforms? (e.g., CRM, email marketing, social media)

Technical and Logistical Details:

  1. Do you already have a domain name and hosting provider?
  2. Who will be responsible for updating the content on the website? (you, your team, or will you need ongoing support)
  3. What is your budget for this project?
  4. What is your desired timeline for the project? (start date, launch date)

SEO and Marketing:

  1. Do you have an existing SEO strategy, or will you need help with SEO?
  2. How do you plan to promote your website once it’s live? (e.g., social media, online ads, email marketing)

Post-Launch Support:

  1. What level of ongoing support will you need after the website is live? (maintenance, updates, troubleshooting)
  2. Are there any other services you might need assistance with? (e.g., graphic design, copywriting, social media management)

Next Steps:

  1. Are there any other stakeholders involved in the decision-making process?
  2. When would you like to schedule a follow-up meeting to discuss the proposal and next steps?

Leave a Comment

You must be logged in to post a comment.