Project Scope Questionnaire Name * First Name Last Name Email * Company Name (if applicable): What's your timezone? * Central Time (CT) – Chicago, Dallas Pacific Time (PT) – Los Angeles, Seattle Eastern Time (ET) – New York, Atlanta Alaska Time (AKT) – Anchorage Hawaii Time (HAT) – Honolulu Other Please tell me about your work. What is your website status? * I have a live website with a domain (URL address) I have a website domain, but it’s not connected to a live website yet No - I have URL in mind but haven’t purchased it yet No - I don’t have a domain yet and need help getting one Other What's your thoughts on your website platform? * I have a website, but I’m thinking about switching platforms I have a website but want to switch to a different platform I don’t have a website yet, but I know what platform I want to use I don’t have a website and need help picking the right platform Other/Not sure What’s the main goal of this project? (Select all that apply) * Book more clients Build your email list Sell products or services Share your story Position yourself as an expert Other How do you currently attract new leads or clients? Do you have anyone else supporting this project- either on your team or as a collaborator? (Check all that apply so I know who’s in the loop + what’s covered!) * Copywriting Design SEO Strategy Ads Strategy Social Media Marketing Creative Direction Virtual Assistant Tech/Developer Nope- it's just me! Other Who will be involved in giving feedback and making final decisions on this project? * This helps me make sure the right people are included in key conversations like the discovery call and feedback rounds. Just me Me and a business partner Me and a small team Me and a trusted partner/mentor/coach Someone else will help make final decisions Other What's your ideal project start date? * MM DD YYYY What's your ideal launch date? * MM DD YYYY Do you have any important dates or deadlines I should be aware of? Please share any additional notes on ideal start dates, deadlines, or events this project needs to align with. What is your budget? Tell me more about your dream outcome for this website Which brand elements do you already have ready to go? * Logo(s) Color palette Fonts or typography Brand photos or images Headshots “About Me” or bio copy Service descriptions Brand messaging, mission, or brand story Tagline Testimonials Lead magnet / freebie Social media feeds Email welcome sequence Other Do you already have the written content for your site? * Yes – ready to go! Mostly – needs minor proofreading Somewhat- I need help writing it Not sure yet What pages do you think you’ll need? * Landing Page Only (1 Page) Home About Team About Company Services Contact Blog Portfolio Shop Testimonials FAQ Other Tell me about your Target Audience * Please provide 2–5 website links you love for inspiration. * Are there any styles/websites you dislike? * What platforms or tools do you plan to integrate with your website? * Email Marketing (e.g., Mailchimp, ConvertKit) CRM (e.g., Dubsado, HubSpot) Scheduling (e.g., Calendly, Acuity) Payment Processing (e.g., Stripe, PayPal) Lead Magnets (e.g., freebie downloads, challenges) Social Media Platforms (FB, IG, LI, X, etc.) Blogging Podcasting Ads (Google, Meta) Other Anything else you'd like me to know as we begin? How do you prefer to share content and files? * Email Attachments Google Drive Dropbox I’m not sure! To stay fully present in our meeting and capture all the important details, is it okay if I record the audio only of our discovery call using Plaud (a smart AI note-taker)? * Yes, that’s fine No, I’d prefer not Unsure Do I have your permission to share visuals from your project in my portfolio? * Yes, go for it! Yes, with prior approval No, I’d prefer to keep it private Can I use kind words from our emails or messages as testimonials? * Yes Yes, with approval No, I’d prefer not Alignment Check-In * Please check all boxes to confirm we're aligned and ready to create something amazing together: I understand that this form is not a contract or services agreement. A full project proposal with scope, deliverables, and payment terms will follow. I understand that all files, copy, and approvals must be provided on time to ensure the project timeline is met. If we decide to work together, you can count on me to be “all in” for this project, and I know you are too. Way to Go All In - You're One Step Closer!Your next step is to schedule our kickoff callThis virtual meeting is our time to walk through everything you shared in your questionnaire and map out the plan moving forward. Everyone involved in providing feedback or approval for this project should join this call to ensure we’re all in alignment from the get-go and set the project up for success. Go ahead and book our time together now, or save this link to do so later: bit.ly/allinfor45min
