Checklist - Client Onboarding Questionnaire

Client Onboarding Questionnaire Checklist

NOTE

This Checklist serves the purpose of providing a common suite of questions to ask when evaluating a potential new client to determine if they will be a good fit for No Clocks.

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Overview

Checklist

• Describe your company and the products or services your business provides
• When does the project need to be finished? What is driving that?
• Who are the main contacts for this project and what are their roles?
• Who will be responsible for maintaining the website and how much time do they have for it?
• What are the objectives for your site? (e.g. increase traffic, improve sales rate, reduce time searching for information)
• How will we know if this project has been a success? (e.g. 20% increase in sales, 20% increase in traffic)
• What are three aspects of your current site that work well and why are they successful?
• What are your top three frustrations with your current website and why is that?
• Who is your target audience? Describe the different types of visitors to your website in as much detail as possible.
• How do you think your audience currently perceives your website?
• What do you imagine people using your site for? What will they want to do there? (e.g. search for information, sign up for an account, purchase a product)
• People are coming to your new site for the first time. How do you want them to feel about your company?
• Tell us a bit about your competition. Who are the major players in your field (including their website addresses)?
• Why do you believe website visitors should do business with you rather than with a competitor?
• Leaving your competitors aside, have you seen any sites recently that you’ve liked the visual design of? What did you like about it?
• Why do you want to work with 16by9?
• Any extra information you think will be helpful?

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Appendix

Note created on 2024-04-08 and last modified on 2024-04-08.

Backlinks

LIST FROM [[Checklist - Client Onboarding Questionnaire]] AND -"CHANGELOG" AND -"03-AREAS/Checklists/Checklist - Client Onboarding Questionnaire"

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