Client Qualification Questionnaire

General Business Information:

Business name *

Primary Industry/Type of Business *

Website URL (if applicable)

What are the primary goals or challenges your business is currently facing? *

Website & Digital Presence:

Do you currently have a website? *

Yes

I’m looking to build a new website

If yes, what platform is your website built on?

What is the primary function of your website? (Select all that apply) *

Informational (providing general information about the business)

E-commerce (selling products or services)

Lead generation (capturing contact details or inquiries)

Portfolio (showcasing work or case studies)

Other:

if Other Please specify:

Do you have a specific vision or style in mind for your website? *

Yes

If yes, please describe:

Do you have an existing brand (logo, colors, style guides)? *

Yes

If yes, please provide links or files:

Sales Funnels & Marketing

Are you currently using sales funnels to capture leads or automate sales? *

Yes

I’m considering implementing sales funnels

If you have sales funnels, which tools or platforms are you using?

What are your primary marketing channels? (Select all that apply) *

Social Media (Facebook, Instagram, LinkedIn, etc.)

Email Marketing

Paid Advertising (Google Ads, Facebook Ads, etc.)

Organic Search (SEO)

Other (please specify):

other marketing channels?

SEO & Digital Presence

Do you currently have an SEO strategy in place? *

Yes

I’m looking to improve SEO

Have you ever invested in SEO or digital marketing services before? *

Yes

If yes, what services did you use and what were the results?

What are your primary goals for SEO? (Select all that apply) *

please specify primary goals

Website Support & Maintenance

Do you require ongoing website maintenance and support? *

Yes

Not sure yet

How often would you require updates or changes to your website? *

Weekly

Monthly

As needed (ad-hoc requests)

Other (please specify)

Other changes please specify

Would you require ongoing technical support (e.g., hosting, security, backups)? *

Yes

Not sure yet

E-Commerce & Online Sales

Do you currently sell products or services online? *

Yes

If yes, what platform are you using for e-commerce?

What type of e-commerce services are you seeking? (Select all that apply) *

Other types of e-commerce

IT Support & Help Desk

Do you currently have an IT team or provider? *

Yes

I need support for IT tasks (domain management, email setup, etc.)

What kind of IT support do you need most? *

Website troubleshooting

Email and domain management

Security & backup solutions

Website optimization

Budget & Timeline

What is your expected budget for this project? *

Under $1,000

$1,000 - $5,000

$5,000 - $10,000

Over $10,000

What is your ideal timeline for launching or completing this project? *

Within 1 month

1-3 months

3-6 months

No specific timeline

Are you looking for ongoing support or a one-time project? *

Ongoing support (e.g., monthly retainer)

One-time project

Not sure yet

Additional Information

What are the most important factors you want in a service provider? *

Expertise

Communication

Price

Speed of delivery

Please provide any other details that would be helpful for the consultation: *

Next Steps

Once you have completed this questionnaire, we’ll schedule a consultation to discuss your needs and how we can help you achieve your business goals. Thank you for providing this information!