If you’re a marketing agency that offers web design services, you likely understand how daunting the discovery phase of a website project can be.

Many times, your clients don’t have a clear vision of what they want. It’s very important to ask questions that get them thinking about the overall vision and purpose of their website.

At Syzmic, we consider the discovery phase of the website project the most important, and here are a few reasons why.

• It gives you an opportunity to connect with the client about their business.
• Doing your due diligence in the discovery phase helps to avoid scope creep. If you’re unfamiliar with scope creep, here’s our earlier blog about what scope creep is and why you should avoid it.
• This is an opportunity to share your agency’s value proposition.

To help your marketing agency streamline this process, we’ve put together a list of questions to ask when quoting a website project. The questions below cover everything you need to accurately quote a website project.

At Syzmic, we’ve put these questions into an online submission form, making it easy for our customers to complete. If you have a WordPress site, you can create a similar form using a Gravity Forms Plugin. Here’s a quick video showing you how to install it. Feel free to use our template below on your agency’s website.

Contact Information:

Name 

Email 

Phone 

Business Name 

Tell us about your business! 

In a few sentences, tell us what your business does.  

What services/products do you offer? 

Who is your target customer? 

Your Current Site: *Note: we use conditional logic for this question. If the user selects “No”, they jump straight to “Building your new site”. If the user selects “Yes”, they go to “Recreating your current site”

Do you currently have a website? Y/N

NO: 

*Skip to “Building your new site”

YES:

Recreating your current site: 

Who is your hosting provider? 

Do you have a logo? 

Do you have access to your logo files? 

Do you have a brand guide? 

What do you want to change about your current website? 

What is the overall goal of your new website? 

What pages do you want on your site? Example: (Home, About, Services, Contact)

Is there any new functionality you want on your site? If yes, do you have specific software in mind? 

Please add the URLs of any websites you like. This can be competitors in your industry or website you simply like.  

What do you like about the website you listed? 

Are there specific keywords or phrases you are trying to rank for on Google? 

Did you have a specific budget in mind? 

Building your new site: 

Do you have a logo? 

Do you have access to your logo files? 

Do you have a brand guide? 

What is the overall goal of your new website? 

Please list the specific pages you’d like to have on your website.  Example: (Home, About, Services, Contact)

Is there any specific functionality you need on your website? If yes, do you have any software in mind? 

Please add the URLs of any websites you like. This can be competitors in your industry or website you simply like.  

What do you like about the website you listed? 

Are there specific keywords or phrases you are trying to rank for on Google? 

Did you have a specific budget in mind? 

Additional comments: 

Last thing, how did you hear about us? 

Referral, if so, tell us who!

Google 

Social Media 

Other: _______