Hey Hey!

So excited to dive into the the nitty gritty of your business!

This form is about 50 questions so sit down and give some thought. The more detail the better.

Your insights will help us get to know your business and the goals you have so we can craft a personalized proposal and estimate just for you.

Not sure about all the details yet? No worries! Just share what you can, and we'll work together get your online presence up and working for you.

Sending you all the good vibes.

First name

Last name

Company name

Position

Overall

Give a short summary of your business? (1-2 sentences)

Why does your business exist? What is the story behind your business and the core values that drive you.

What is the main goal of the website? Are you trying to manage customers? Online marketing? Scheduling?

What problems are you solving for your customer/client?

Why do clients/customers choose you? What sets you apart?

How are your clients/customers finding you? Social media? Referrals? Ads?

Do you have a mission statement or tagline? If so, let's hear it.

What are your goals for you business? 1 year? 3 year? 5 year?

Your Audience

Describe your current clients/customers:

What is their situation right now? What problems are they facing?

What do they want? What is their ideal situation?

Are there any new clients/customers would you like to start attracting? If yes, please expand on that.

Let’s get very detailed on who your audience is. What brands are they really attracted to? What age are they? Sex? Income? Type of business? Type of personality? Income?

Keep in mind, the client may have more than one audience, so you may need to break them into audience #1, etc. Ex. middle and upper-class women 25-35 who are young professionals or young moms. They care about how they look and what they are putting into their body. They want personal attention and are willing to spend $500-$1,000/month on someone who will take the time to make a personal nutrition plan for them.

What does your customer want as related to your service? Try and pare it down to one single focus that helps them on a primitive level (ex. survival, saving money, saving time, gaining status, etc.).

Ex. I want to look and feel noticeably healthier

What are the external, internal, and philosophical problems you’re solving for your audience?

External: (ex. I need a nutrition coach to help me eat well)

Internal: (ex. I want to find a diet that will help me look good and feel healthy)

Philosophical: (ex. Everyone deserves to work with a nutrition coach who will them look and feel your best)

What is the one main villain causing your audience to have this internal struggle?

What are some ways you show your audience empathy? Do you understand their struggles? Do you know the issues they are facing? Do you feel like no one should have to deal with this problem?

We understand how it feels...

We know how important…

Like you, we are frustrated by...

Ex. We know what it’s like to...

What are some ways you can show authority? Do you want to continue showing logos and testimonials? Can you do a count of how many people you’ve helped? Any compelling statistics, awards, or amazing testimonials? It's ok if you don't yet.

Ex. We’ve helped over 200 women take practical health steps to transform their body

Can you break your process into 3 simple steps? This makes it easier for your audience to understand how easy it is to work with or buy from you to achieve their vision of success.

Example:

Contact us using the form on our website
Book an intro call
We’ll decide which coaching package is right for you

What are some positive outcomes your customers can have after working with you? Anything people commonly say in testimonials or comments? Are there any outcomes that would be specific to one of your services?

Ex. You will be able to confidently make great nutrition choices and achieve your fitness goals.

What are some risks/failures they may face if they don’t work with you/buy from you? If they work with or buy from someone else?

Ex. - You can’t afford not to invest in your health.

Don’t risk working with a nutrition coach who won’t take the time to create a personal plan for you.

Key Competitors

List 3 competitors to watch in your industry. Please provide their name and website and/or social media. Don't just think other local businesses, most of the time your main competitor is corporate.

What do you like or admire about them?

What do you dislike about them?

Branding Design

What are your current brand guidelines? Separate email is fine. (Brand color palette, logo, typography & font, image guidelines)

Are there any color schemes or font styles you really love? Pinterest board link or any other link you have would help out.

What is your official business name?

Do you have a current tagline, or would you want to include an established date, or 2-3 words that describe what you do? This will help for logo variations.

What are some brand words that you feel describe your business?

Website Design

Is there a particular style of font you like? Such as, serif, sans serif, script, monospaced or display?

What are three of your favorite websites and why?

What type of website do you need? Check all that apply.

Informational

e-commerce

Membership

Scheduling

How many pages do you need? A range is fine if you're not sure. What are the pages you are thinking?

Do you have print materials (such as business cards or brochures) that we need to match?

Yes

Yes, but I want a different design

Would you like us to update your site or would you like to be responsible for updates? We will step you through everything within your site and the one of the many awesome things about Wix is that there are soooo many resources to step you through.

I'll Update

I'll Leave the Updating to You

I'm not sure yet

Who will be making the decision to move forward on a new website?

Any content you want to add or take away from your current site?

Any other branding notes?

Strategy

What’s your lead magnet? Could be a video or pdf that educates them and shows them you are an authority or maybe a coupon code.

What’s your ONE main call to action on the site? To purchase a product? To book a call? Pick one main goal.

When coming to your website, what are your customers looking for?