Smart Website Questionnaire

Thanks for taking a few minutes to fill this out!
This form helps us get to know your business so we can design a website that truly fits you.
If something doesn’t apply, just write N/A. If you’re not sure how to answer, note that you’d like help — no stress.

1. Basic Information

Full Name *

What’s your business name and tagline (if you have one)? *

Email *

Business Phone: Do you already have a business phone number, or would you like help setting one up? A quick note: A2P text messaging requires an EIN number. *

EIN Number

2. Brand Identity & Messaging

How would you describe your business in one or two sentences?

When people visit your website, how do you want them to feel?

Do you already have a logo, or should we design one for you?

What are your brand colors and fonts (if any)?

Primary Color: #______ Secondary Color: #______ Accent Color: #______ Font Style(s): ______

Do you have existing branding guidelines we should follow?

What makes your business different from others in your space?

3. Audience & Positioning

Who’s your ideal customer or client?

What main challenges or pain points do they face?

What results or transformations do they want most?

What hesitations or objections do people usually have before buying from you?

What kind of tone or personality fits best with your audience — friendly, professional, bold, casual?

4. Website Goals & Structure

What’s the main goal of your website? (Lead generation, information-sharing, e-commerce, booking, etc.)

Do you have specific website designs or layouts you like? Feel free to drop links to examples.

Do you already have written content for the site, or will we help create it?

Do you have quality photos and videos ready, or should we source or create visuals for you?

5. Services & Offers

List your main services or products.

How would you like them featured on your website?

Do you have any testimonials or case studies we can showcase?

Any legal or regulatory disclaimers that need to appear?

6. Features & Functionality

Which features would you like included?

Booking system or calendar integration

Contact form or lead capture form

Live chat or WhatsApp integration

Blog or news section

Downloadable lead magnet or landing page

Client portal or dashboard

Other (please specify): _______

Will you require Search Engine Optimization (SEO) and analytics implementation for your site?

Do you already have a domain name in mind?

7. Automation & Integration

Would you like your website or CRM to include any specific automations, integrations, or workflow processes?

(For example: form-to-CRM sync, email follow-ups, appointment reminders, review requests, etc.)

8. Project Details

Who’ll be the main contact person for this project, and what’s the best way to reach them?

When would you like your website to go live?

Do you have a budget range in mind?

After launch, would you like ongoing maintenance or updates — and how often?

9. Social Presence

Social Media Links

Facebook: _______ Instagram: _______ LinkedIn: _______ Other: _______

Do you need a Google My Business profile setup or optimization?

Yes

No

Website logo and pictures

Any additional information?