Project Questionnaire

(To support preliminary pricing & timeline estimation)

First Name

Last Name

Phone *

Email *

1. Organisation & Goals

Briefly describe your organization and its primary mission.

What are the main goals of this project?

Brand refresh / repositioning

Improved user experience

Increased visibility & credibility

Member engagement / self-service

Is this proposal being submitted to a third party (e.g., funding body, board, grant)?

Yes

2. Visual Identity & Branding

Do you currently have a logo or brand identity?

Yes (to be refined)

Yes (to be fully redesigned)

No (starting from scratch)

What deliverables are required for the visual identity? (Check all that apply)

Do you have example brands or websites whose look/feel you admire?

3. Website Scope & Structure

What is the approximate size of the website?

5–10 pages

10–20 pages

20+ pages

Not finalized

Is there existing content to migrate?

Yes (all content exists)

Partial content exists

Content needs to be created/refined

Not sure yet

4. Member Intranet / Restricted Access

Will the website include a member-only area?

Yes

Not sure

If yes, what functionality is required? (Check all that apply)

Approximate number of members/users:

Under 100

100–500

500+

Unknown

5. SEO & Technical Requirements

What is the primary SEO objective?

Improve visibility for key services

Rank for specific keywords

Improve site structure & performance

General SEO best practices

Is SEO expected to include:

On-page SEO only

Technical SEO setup

Content optimization

Ongoing SEO support (future phase)

6. CMS, Training & Hosting

Do you have a preferred CMS?

WordPress

Open to recommendation

Will internal staff manage content post-launch?

Yes

What level of documentation/training is expected?

Basic CMS walkthrough

Written documentation

Recorded training

Live training session

Do you already have hosting in place?

Yes

Would like recommendations

7. Timeline & Constraints

Is there a hard deadline for delivery?

Yes: __________

Not finalized

Cannot share at this stage

Are you open to a phased delivery approach if needed?

Yes

8. Budget Guidance (Optional but Helpful)

Do you have an internal budget range approved for this project?

Yes: __________

Not finalized

Cannot share at this stage

9. Anything Else

Are there any additional requirements, risks, or expectations we should factor into pricing or delivery?

By checking this box, I consent to receive non-marketing text messages from [BUSINESS NAME] about [USE_CASE_FROM_CAMPAIGN_DESCRIPTION]. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others.from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.