Client Discovery Questionnaire | Greater Grace Digital

01 Business Information

Business / Brand Name *

DBA / Brand Name (if different)

Your Name *

Your Title / Role

Email Address *

Phone Number *

Business Address

Service Area

Industry / Niche

Years in Business

What does your business do? (In your own words) * Explain it like you're talking to someone who has never heard of you.

What makes your business different from competitors?

Current online presence

02 Current Website

Do you currently have a website?

Yes — it's live Yes — but it's outdated / broken No — starting from scratch In progress with someone else

Current website URL

Current platform / builder

What do you dislike most about your current website?

What do you want to keep from your current site?

Do you own your domain name?

Yes — I own it and have login access Yes — but I don't have login access No — my web person/agency owns it No — I need a new domain

Domain registrar (if known)

Current hosting provider (if known)

03 Goals & Objectives

What is the #1 goal of your new website? (Check all that apply)

Generate leads / inquiries Book appointments / calls Sell products online Build brand credibility Rank higher on Google Replace outdated site Expand service area Educate / inform visitors Support marketing campaigns

What does success look like 6 months after launch? Be specific — "more leads" is not a goal. "10 new inquiries per month" is a goal.

What action do you want visitors to take first?

Call a phone number Fill out a contact form Book an appointment Request a quote Buy a product Sign up / subscribe Download something Other

What is your biggest challenge right now in getting clients/customers?

04 Target Audience & Market

Describe your ideal customer in detail Age, income, location, profession, pain points, how they make decisions...

Who is NOT your ideal customer? (Who do you want to filter out?)

Where does your audience spend time online? (Check all that apply)

Google Search Facebook Instagram LinkedIn YouTube TikTok Nextdoor Yelp / Google Reviews Industry forums

What keywords would your ideal customer type into Google to find you?

What objections do customers have before hiring you?

05 Competitive Landscape

List your top competitors Include their website if you know it.

Competitor Name	Website URL	Their Strength	Their Weakness

Are there any websites — in any industry — that you love the look of? List 2–5 URLs and note what specifically you like about each.

Are there any website styles or elements you absolutely hate?

06 Brand Identity & Design Direction

Do you have existing brand assets? (Check all that apply)

Logo (vector/PNG) Brand colors (hex codes) Brand fonts Brand style guide Professional photos Business cards / print materials None — starting fresh Some — but inconsistent

Are you interested in branding or rebranding services? We offer full brand identity packages including logo, color palette, typography, and style guides.

Yes — full brand identity Yes — logo refresh only Maybe — tell me more No — I have established branding

Preferred color direction

Colors to avoid

Photography — what do you have or need?

I have professional photos ready I have some photos (phone quality) I need stock photography selected No photos needed for my project

If your brand were a person, how would you describe them? e.g. "A sharp, 40-year-old attorney who drives a BMW and speaks with quiet confidence."

Would you be interested in a private branded merchandise store? A private online store where you, your employees, or customers can order branded apparel, accessories, and swag — all carrying your logo and colors.

Yes — for myself and my team Yes — for customers / fans too Maybe — I'd like more info Not interested right now

07 Content & Copy

Who will be writing the website copy?

I'll write it myself Greater Grace Digital (add copywriting) I'll provide rough drafts to refine We'll collaborate together

Do you have existing written content (copy, bios, testimonials)?

Yes — everything is ready Yes — but it needs updating Partially No — starting from scratch

Do you have customer testimonials / reviews we can use?

Yes — I'll provide them in writing Yes — Google reviews (I'll share the link) No — I need to collect them first Prefer not to use testimonials

08 Technical Requirements

Any other tools or platforms not listed above?

Will you need to update the website yourself after launch?

Yes — I'll add content regularly Occasionally — mostly static No — I'll have GGD handle updates Unsure

09 Timeline & Budget

When do you need the website live?

ASAP — as fast as possible Within 2 weeks Within 1 month 1–3 months 3–6 months No hard deadline

Is there a specific event or deadline driving this?

What is your approximate budget for this project?

Under $500 $500 – $1,500 $1,500 – $3,000 $3,000 – $6,000 $6,000 – $10,000 $10,000+ Not sure yet Prefer not to say

Are you open to a monthly retainer for ongoing services? (SEO, ads, maintenance)

Yes — very interested Maybe — depends on results No — one-time project only Tell me more about it

10 Project Logistics

Who will be the primary decision-maker on this project?

Will anyone else need to approve designs or content?

No — I'm the sole decision-maker Yes — specify below

How do you prefer to communicate? (Check all that apply)

Email Phone call Text / SMS Video call (Zoom) In-person meetings Project management tool

How quickly can you typically respond to requests for content, feedback, or approvals?

Same day Within 24 hours 2–3 business days About 1 week Depends on the week

Have you worked with a web design agency before?

No — this is my first time Yes — it went well Yes — it was a bad experience Yes — mixed results

If you've had a bad experience with a past agency or developer, what happened? This helps us know what to avoid and what matters most to you.

Anything else you'd like us to know?

Tell Us AboutYour Business.

Tell Us About
Your Business.