New Client QUESTIONNAIRE

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General Information

Business name *

Main contact

First Name *

Last Name *

Title

Street Address *

Street Address Line 2

City *

State *

Zip code *

Phone number *

E-mail *

Website URL

Which Services Are You Interested In? *

Branding
Web Development
Graphic Design
Digital Marketing
Direct Mail

What is your budget for the project? *

BRANDING

About Your Business

Please describe your organization in a few sentences.

What problems do your clients have that your organization solves? What makes you different?

For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.

What stage is your business in?

Is this a new brand or a rebrand of an existing identity?

Current Brand Assets

Do you have a high-resolution logo?

If yes, what format is it in? (Exam: JPEG, EPS, PNG)

Have you considered redesigning your logo?

Do you have a style guide or brand standards?

Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):

What fonts do you typically use?

What colors are part of your brand? (List Pantone or hex codes if known.)

Do you have the pantone numbers for the colors you want to use?

What frustrates you about your current brand or materials?

Brand Direction

List important words you want people to associate with your organization's image and brand.

What is your tagline?

Describe the desired look and feel using adjectives and short phrases.

What tone should the brand communicate? (Choose the one input that most applies to you)

Are there any visual styles, colors, or design directions you absolutely want to avoid?

Inspiration

Brand / Company #1

What appeals to you about their visual identity?

Brand / Company #2

What appeals to you about their visual identity?

Brand / Company #3

What appeals to you about their visual identity?

Deliverables Needed

What specific deliverables do you need?

Other

WEB DEVELOPMENT

About Your Business & Website Goals

Please describe your organization in a few sentences.

What problems do your clients have that your organization solves? What makes you different?

Why do you want a new / redesigned website? What are your priorities?

What frustrates you about your current website or online presence

What is the primary goal of the website?

Generate leads / inquiries
Sell products (e-commerce)
Provide information
Build community / membership
Showcase portfolio / work
Other

Other

What actions do you want visitors to take on the site?

For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.

Technical Details

Is your site managed by a content management system (CMS)?

If yes, what type of CMS are you using?

Other

If yes, where is it hosted?

Other

Who currently hosts your website?

Do you need e-commerce / online payment functionality?

Do you need a member login / password-protected area?

Do you currently use any tools to track website traffic or engagement?

Other

Content & Pages

How many pages do you need? (Ex: About, Contact Us, Donate, FAQ, etc.) A ballpark number is fine.

At minimum, we would like to have these types of pages as part of our site.

Check all that apply: (Use Shift + to make multiple selections)

Do you currently have content that you want to use?

If no, who will be providing the content?

Do you have high-resolution photos to incorporate?

If no, who will be providing photos?

Who will be updating your website on an ongoing basis? Check all that apply. (Use Shift + to make multiple selections)

Other

Will you need ongoing maintenance or support after launch?

Website Features

Please check all of the features you would like to incorporate into your website: (Use Shift + to make multiple selections)

Other

What types of social media integration would you like on the site?

Any other website functions you need?

Design Preferences

Website #1 URL

Comments (What do you like and dislike about it?)

Website #2 URL

Comments (What do you like and dislike about it?)

Website #3 URL

Comments (What do you like and dislike about it?)

What things do you see on other websites that you dislike?

If someone was searching for your business, what words or phrases would they type?

Are there any words or phrases important to your company for SEO purposes?

GRAPHIC DESIGN

About Your Business

Please describe your organization in a few sentences.

Who is the intended audience for these materials?

For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.

Project Scope

What specific graphic design project(s) do you need?

Other

What is the purpose / goal of this design project?

Where will this material be used / distributed?

Other

Brand & Visual Direction

Do you have an existing logo and brand standards we should follow?

List your brand colors (Pantone or hex codes if known).

List your brand fonts

Describe the desired look and feel using adjectives and short phrases.

Share examples of designs you like (URLs or references).

Upload design examples or inspiration files

Drag & Drop Files, Choose Files to Upload

Are there any visual styles or design directions to avoid?

Content & Assets

Do you have copy / written content ready for this piece?

If not — will you provide content, or do you need copywriting assistance?

Do you have high-resolution photos or images to use?

If not — do you need stock photography sourced?

DIGITAL MARKETING

About Your Business & Marketing Context

Please describe your organization in a few sentences.

What problems do your clients have that your organization solves? What makes you different?

For Profit: Who are your director competitors? Non Profit: Name some peer organizations that are similar to yours.

What frustrates you about your current marketing or online presence?

Have you run any digital marketing campaigns before?

If yes — what worked well and what didn't?

Primary digital marketing goals (check all that apply):

Increase website traffic
Generate leads / inquiries
Grow social media following
Improve search rankings (SEO)
Run paid advertising (PPC)
Build email list
Improve brand awareness
Increase sales / conversions
Other

Other

What does success look like for you in 6–12 months?

Describe your target audience (demographics, interests, location).

Current Digital Presence

Social media platforms your business currently uses:

Are you running any paid advertising currently?

Other

Do you currently do any Digital Marketing?

If you were using a search engine, what words or phrases would you use to find your site?

Are there any words or phrases important to your company for Digital Marketing purposes?

Do you use Google Analytics or any traffic-tracking tools?

Content

Do you currently produce content (blog posts, videos, social posts)?

How often do you want to publish content?

Weekly
Every Two Weeks
Monthly
Quarterly
As Needed

Who writes or approves content before it goes live?

Do you have brand assets, photography or video assets we can use?

Do you have a content or promotional calendar?

Metrics

Which metrics matter most to you?

Website visits
Leads / form submissions
Cost per lead
Social engagement
Ad impressions / clicks
Email open rates
Revenue / sales
Other

Other

DIRECT MAIL

About Your Business & Campaign Context

Please describe your organization in a few sentences.

What problems do your clients have that your organization solves? What makes you different?

Have you run direct mail campaigns before?

If yes — what worked and what didn't?

Campaign Goals

What is the goal of this campaign?

Other

What is your call to action — what do you want recipients to do?

How will you track responses? (e.g. promo code, unique URL, dedicated phone number)

Audience & Mailing List

Do you have an existing mailing list?

How many addresses are on your list?

Do you need us to source / purchase a list?

What geographic area should the mailing cover?

Who is the intended audience for this mailing?

like an Who

Any demographic criteria for the list? (age, income, homeowner status, etc.)

Mail Piece Design

What type of mail piece do you need?

Postcard (4×6")
Postcard (5×7" or 6×9")
Letter / Envelope Package
Tri-Fold Brochure
Self-Mailer
Other

Other

Design status:

I have a design ready
I need some design help
I need full design from scratch

Do you have brand guidelines or us to follow?

What key message or offer should be front and center?

Photography / Marekting Materials:

I have images ready
I need stock images sourced
I need photography arranged
I am open to AI art

Printing & Mailing Logistics

What quantity are you planning to mail?

Do you need printing services in addition to design?

Do you need mailing / postage handled by us

Target mail drop / in-home date

ADDITIONAL DETAILS

Who is the decision maker for this project? *

What is the typical turnaround time for making decisions?

Do you have a designated IT, marketing, or graphic designer that we need to coordinate with?

What other staff will be involved? What are their roles?

What is your preferred deadline / target date? *

Anything else we can help you with?

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New Client QUESTIONNAIRE

General Information

Main contact

BRANDING

About Your Business

Current Brand Assets

Brand Direction

Inspiration

Deliverables Needed

WEB DEVELOPMENT

About Your Business & Website Goals

Technical Details

Content & Pages

Website Features

Design Preferences

GRAPHIC DESIGN

About Your Business

Project Scope

Brand & Visual Direction

Content & Assets

DIGITAL MARKETING

About Your Business & Marketing Context

Current Digital Presence

Content

Metrics

DIRECT MAIL

About Your Business & Campaign Context

Campaign Goals

Audience & Mailing List

Mail Piece Design

Printing & Mailing Logistics

ADDITIONAL DETAILS

CONTACT INFORMATION

HOURS OF OPERATION

QUICK LINKS

LOCATION