WEB PROJECT QUESTIONNAIRE
Everything we need to know before designing your website
PHASE 0 — GOALS & BUSINESS SUCCESS
Before talking about design, we need to understand what you need to achieve
1
Why do you want a website right now? What specific problem do you need to solve?
Why we ask: This lets us focus the entire site architecture on your real objective — not just making it look nice.
2
When someone visits your site, what is the most important action you want them to take?
Why we ask: The answer defines the site’s navigation structure and main buttons.
3
Do you currently have a website? If so, what is your main complaint about it?
Why we ask: Knowing what hasn’t worked before helps us avoid making the same mistakes.
4
What services or products do you want to offer on your website? Please list all of them.
Why we ask: Knowing the full list of your services and/or products allows us to structure the site’s navigation, define how many pages are needed, and plan content precisely from day one.
PHASE 1 — VISUAL IDENTITY & BRAND
5
Do you have a professionally designed logo? Can you send us the original file?
Why we ask: We need the file in vector format so the logo looks perfect on any screen size.
6
Do you have defined colors and fonts for your brand? Or is visual identity also part of this project?
Why we ask: If you don’t have defined colors or fonts, branding is quoted separately — it’s a different service from web design.
7
Do you have professional photos of your team, location, products, or services? Or do we need to use stock images?
Why we ask: In the Florida market, generic stock photos significantly reduce local consumer trust.
Note: If you don’t have your own photos, we recommend a professional photo session. It’s an investment that improves site conversion more than any design element.
8
Do you have corporate videos, testimonial videos, or audiovisual material you want to include on the site?
PHASE 2 — YOUR IDEAL CUSTOMER & COMPETITION
So the site speaks to the right people
9
Describe your ideal customer: approximate age, English or Spanish speaker, local resident or visitor, and who makes the buying decision?
Why we ask: Your customer profile defines the language, tone, and images on the site. A Miami law firm speaks differently than a Tampa contractor.
10
Name 2–3 direct competitors whose websites you admire or who are capturing clients that should be yours. What do they have that you feel you lack?
Why we ask: We don’t copy — we analyze to understand how to position you above them.
11
Does your business have a peak and off-season? Are there times of year when you urgently need more clients?
Why we ask: Florida has very pronounced seasonal patterns (tourism, construction, real estate). This affects content strategy and site campaigns.
12
Do you have reviews on Google, Yelp, or other platforms? Are they mostly in English or Spanish? Would you like the site to display them?
Why we ask: Reviews are the most powerful trust asset for local businesses in Florida. We’ll integrate them strategically if you have them.
PHASE 3 — POSITIONING & LANGUAGE
How to appear on Google and in which language
13
What sets you apart from your competition? Why should a client choose you over someone else?
Why we ask: This answer is the heart of all the site’s copy. If you don’t have a clear answer, that’s something we’ll work on together before writing a single word.
14
Should the site be in English, Spanish, or both languages?
Why we ask: A native bilingual site (not auto-translated) requires double the work in structure, copy, and SEO — and is quoted separately. In Miami, an English-only site loses up to 50% of the potential market.
15
In which Florida cities or counties do you need to appear when someone searches for your services on Google?
Why we ask: This defines the site’s local page strategy. Appearing in Miami is very different from appearing in all South Florida counties.
16
Is your Google Business Profile active and verified under your business name?
Why we ask: If you don’t have one, or if it’s under a previous agency’s name, we help you claim it. It’s fundamental for local SEO.
PHASE 4 — CONTENT & EDITORIAL MANAGEMENT
Who writes and who maintains the site
17
Will the site copy be written by you, your team, or do you prefer we write it based on keyword research and your customer profile?
Why we ask: If you deliver the copy, it must be ready and reviewed. If we write it, it includes SEO research, persuasive writing, and revisions — quoted separately.
18
After launch, who will update the site content? (Add news, change prices, upload new photos)
Why we ask: If no one at your company will do it, it’s important to hire a monthly maintenance plan. An outdated site hurts customer trust and Google ranking.
19
Do you have a blog, newsletter, or regularly publish content on social media?
Why we ask: If you publish frequently, we design the site structure so feeding that content is easy and fast.
20
Is there content from a previous site that we need to migrate (copy, photos, product pages, blog, etc.)?
Why we ask: Content migration can be considerable work. It’s important to know this before signing the contract.
PHASE 5 — FEATURES & TECHNOLOGY
What the site must be able to do
21
Do you use any software to track your clients or prospects? Which one? (Examples: HubSpot, Salesforce, Zoho, Excel, other)
Why we ask: If you use a CRM, we can connect the site so every person who fills out a form is automatically registered.
22
Do you need to sell products or services directly from the website?
Why we ask: E-commerce requires a specialized platform, payment gateway, and Florida sales tax configuration — quoted as an independent module.
23
Are you interested in having a virtual assistant (chatbot) that answers FAQs or schedules appointments automatically, without you needing to be available?
Why we ask: AI automation can qualify prospects and schedule appointments 24/7. Quoted separately based on complexity.
PHASE 6 — LEGAL, SECURITY & PERFORMANCE
What protects your business from real risks
In the United States, especially in Florida, any business can be sued if their website is not accessible to people with visual, auditory, or motor disabilities. This is not optional — we’ll explain what it entails.
24
Have you received any legal notification related to your website’s accessibility? Do you know if your current site meets U.S. accessibility standards?
Why we ask: Building the site with proper accessibility from the start is much cheaper than fixing it after receiving a lawsuit.
25
Do you own your domain (.com or other) registered in your name? Do you know which platform it’s registered on and do you have access to it?
Why we ask: Your domain must always be in your name, not any agency’s. If you don’t know where it is, we’ll help you recover it.
26
For server and technical maintenance of the site, do you prefer a service where we handle everything, or do you have your own technical team?
Why we ask: High-performance hosting, security certificates, daily backups, and updates are someone’s responsibility. Let’s define whose.
PHASE 7 — ANALYTICS, METRICS & TRACKING
How we’ll measure that the site works
27
Do you have Google Analytics or another analytics tool installed on your current site? Do you have access to that account and can share historical data?
Why we ask: Historical traffic data is pure gold for making informed decisions from day one of the new site.
28
Are you currently investing in Meta (Facebook/Instagram) or Google Ads? Do you have active tracking pixels?
Why we ask: If you invest in paid advertising, the site must have the correct tracking codes installed. Without them, you’re spending money without being able to measure return.
29
Would you like to know how many people call your business directly from the website, and which campaign or page they came from?
Why we ask: Call tracking is especially valuable for service businesses where the phone is the main conversion channel.
PHASE 8 — LOGISTICS, INVESTMENT & OWNERSHIP
The final details for an accurate proposal
30
Have you previously invested in digital marketing (websites, advertising, design)? Do you have any reference for what it has cost? Or is this your first investment of this kind?
Why we ask: This helps us design a proposal within an investment range that makes sense for your stage of business.
31
Do you have a target launch date or is there an event, season, or deadline we should take into account?
32
Who will be your main point of contact during the project? Does that person have approval authority or are there other people who must approve the design?
Why we ask: Defining this from the start avoids delays. Knowing how many people approve lets us plan revision timelines.
Ownership agreement: upon project completion, you own the domain, design, code, and all content. No site asset will remain under our agency’s control.
33
Is there anything important about your business, your industry, or your clients that we haven’t asked and that we should know to design the site correctly?
Thank you for taking the time to complete this questionnaire.
With this information, your proposal will be a closed quote — not an estimate.