Client Discovery Form

Welcome! Let’s start doing it right!

This form gives us everything we need to start working on your website. It should take you about 20 minutes to fill out on a computer, and longer from your smartphone or tablet.

Need to stop and come back later to finish? No problem! Just click “Save & Continue” at the bottom of this form. Nothing will be lost, and you can return to where you left off.

First, please tell us about yourself.

Company Legal Name and any DBAs *

Project Primary Contact Name *

Project Primary Contact Email *

Confirm Email

(A copy of the data you enter into this form will also be sent to this email address.)

Project Primary Contact Phone *

Project Primary Contact Time Zone *

Please describe your company's primary business activity, and what makes you unique in your market.

For example, if you sell designer dog leashes, if you are a corporate training organization, if you are a travel photographer, etc. Feel free to use shorthand or bullets, or to add links.

If you have it, please paste your company Facebook page link. (You can include the entire link, with the https://...)

If you have it, please paste your company Instagram profile link. (You can include the entire link, with the https://...)

If you have it, please paste your company TikTok profile link. (You can include the entire link, with the https://...)

If you have it, please paste your company LinkedIn Page, or other social platform link. (You can include the entire link, with the https://...)

Next, please tell us about your company branding.

Please upload a copy of your logo.

Drop your file here or click here to upload You can upload up to 4 files.

This is preferred in a file format that ends in ".ai" or ".eps", but any format you have is great for now.

Please upload a style guide, if you have one. You can also use this field to upload other documents or examples of how your logo, fonts, or colours have been used or are allowed to be used.

Drop your file here or click here to upload You can upload up to 3 files.

This might be an MS Word doc, a PDF, or other written or graphic document.

If you have a link to an online style guide, please place the link to that document in the field below, along with any other written content you may wish to write there.

Please tell us in a few words, the "feel" or "vibe" of your site.

This could be adjectives like "professional", "fun", "playful", "colourful", "exciting", "minimalist", or "sleek". You could also tell us why or how you arrived at this desired aesthetic.

If you know them, please tell us the hex code or other number of your signature colours.

Hex code (eg #B9E1E4) or Pantone colours, RGB or CMYK codes can all by typed in this field. If you don't know the codes, please tell us general descriptions of the colours, and if there is an example online, please send us the link.

Please tell us about any branding exercises or similar marketing activities that you have undertaken about this brand or logo.

For example, if you have hired a graphic designer to create this for you, how long ago that took place, if you have made any revisions, or if you use different branding in different aspects of your business.

Please tell us about any client profiling, client avatars, or any other "typical website visitor" research you have completed.

This might include the results of split-testing, an independent analysis, your analytics demographic data, or any other data about your ideal client that you may have. (If you don't have this, that's OK. Just let us know that here.)

Please paste links to any websites you like or admire, and feel free to add comments about particular features.

This might include style, layout, graphic elements, navigation, particular photos or colours, or anything else that you want to mention. If this other website is a competitor or in your same niche, please tell us.

Please paste links to the websites of your biggest competitors. (Even if you don't like their website.)

Comments that give us greater context are appreciated.

Please tell us about your goals for this project.

Check all that apply

Adding ecommerce
Ensuring accessibility for all website visitors, such as visually or hearing impaired, those with learning disabilities, and so on.
Changing how we offer products or services
Approaching new client types or new markets
We need a major revamp and upgrade to this site, including the content and function
Hosting media such as a podcast or embedded video content
Adding security features compatible with ecommerce
Rebranding with new logo, colours, etc.
Adding other new functions like class registrations or intake forms

This does not need to be exhaustive. We will discuss more with you prior to launching the project.

Clicking "Submit" will submit the content of this form, and move you forward to your digital "click to sign" contract.

Even if you are not yet ready to sign your contract, or if that must be completed by another person in your organization, please click "Submit" below to send us the above information. The contract link can be re-sent on request.

Don't worry: information that you have added or entered above can always be changed later, if needed.

Phone

Welcome! Let’s start doing it right!

First, please tell us about yourself.

Please tell us about your website.

Next, please tell us about your company branding.

Please tell us about your goals for this project.

Clicking "Submit" will submit the content of this form, and move you forward to your digital "click to sign" contract.