Discovery Call Interview

  • Business Overview

  • How do you make money? What do you offer people? Do you offer goods, services, or both? Do you have multiple business segments with different names or brands?
  • What are their roles?
  • What makes you different from your competitors? What is your unique value proposition? Who are your competitors? Who do you want to be similar to/better than?
  • Describe your target audience. Is your audience largely multilingual/non-English speaking? Who are your people?
  • Do you have multiple locations? Where are the other locations? Do you offer different goods/services per location?
  • Current Website Status

  • Is your website a good representation of your business? What do you like or dislike about it? (Look/feel, performance, user experience, etc) Would you describe the work to be done as a redesign, rebuild, or general improvement? Why do you need to redesign/change/overhaul your website? Is it easy to update your website? Does your current website make it easy for visitors to contact you? Is your website easy to navigate and find information/search?
  • How do you currently track visitors and leads on your website? What kind of traffic is your website receiving right now? Are your current visitors being converted into sales?
  • What matters most to you about hosting? (Performance, access, etc.) Are you interested in learning about our hosting options?
  • Functionality — Big Picture

  • Why do visitors currently go to your website?
  • What do you find useful about websites?
  • Why is the current website failing? What goals do you want your website to achieve? Is your current website failing to keep visitors’ attention? Are your conversion rates too low? Is the site too hard to update?
  • What is the function of having a website for your brand?
  • What will visitors accomplish on your website? What features must your website include? What do you want them to do?
  • Are there major traffic-spike potentials? Is there a high risk of losing users if the site were to crash?
  • Functionality — Detail

  • What features do your competitors' websites have?
  • Who will be blogging/adding content to your site?
  • Have you already connected your bank to one or more payment gateways? Which payment gateway(s) are you using?
  • What other software does your website need to work well with? (CRMs & marketing automation, Fulfillment software, etc.)
  • Design

  • Do you have a high-resolution (transparent background) logo? Do you have hex codes for your brand colors?
  • Do you have full rights to those files?
  • What about those websites would you like to be incorporated into your website? What types of things do you see on other websites that you really like/hate? When analyzing your competitors’ sites, what do you like and not like about their websites?
  • Content

  • How many pages of content will need to be developed?
  • Anything that is already written will make it much faster for us to create the website.
  • Do you have a tagline or slogan? Do you have a mission or vision statement? Do you have an elevator pitch?
  • Blog posts/Articles, Podcasts, Newsletters, etc.
  • Does the content on your current website deliver the right message?
  • Should users be able to manage their profiles/orders/subscriptions, etc?
  • Marketing

  • Google, Facebook, native, display, search, etc.
  • Do you have a marketable mailing list? How many contacts? Do you want automated emails to be triggered by actions customers take on your website?
  • Marketing (in general), obtaining qualified leads, closing leads, etc.
  • Is social media a significant part of your business or marketing plan? Is it important for your social media to be integrated with your website? What social media elements would you like integrated?
  • Insurance

  • Are there trendy designs we should avoid? Show us things you dislike?
  • What features does your website need to be successful?
  • Scope

  • Do you intend to have us maintain the website, or do you plan to manage the website after the project/initial build? What is your yearly budget for website improvements? Will you need training on any parts of the website?
  • Collaboration

  • What kinds of changes are they making?
  • A formal brand guide with logos, colors, fonts, and more, content and messaging, imagery, etc.
  • - The overall consultation of the new website and working directly with the web design team
    - Individual page approval (as each page is built and completed, someone must give the go-ahead for the web design agency to move on to the next page)
    - Website launch
    - Managing, inserting, and reviewing the content
    - Connecting bank information to payment gateways.

    Who is my best point of contact with semi-frequent questions?
  • Access

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