Website Strategy Worksheet

Website Strategy Worksheet

Step 1 of 4


  • Thank you for allowing us to serve you best.

    This is your opportunity to tell us why you need a website and what the website should achieve. The more information you give us here, the better the solution we will be able to provide. If a question is not relevant, simply input N/A. We will send you a copy of this form for your future use.

  • Business Snapshot

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  • What Are We Doing?

  • What are we doing? Website Goals:

    Give us your main reasons for needing a website

    It’s helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. Smart goals are Specific, Measurable, Achievable, Relevant and Time-bound.

    With this in mind, what are the top 5 business needs of your new website?

    Example: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months; increase my credibility online to increase my signup rate by 5%; look professional to clients, visitors and/or investors; create a modern & professional avenue to express my products or services; become the authority in my industry/marketplace; have a mobile friendly website; actually become 100% proud of giving my business card to people etc.

  • A Sitemap is a “map” of what your website is compiled of, that is, a list of all the menu titles and page titles you want on your website and how they link together. Click Here to see an example of a sitemap.
  • With respect to content only (not website structure or layout)

    Example: Will you constantly require timetable changes, shareholder agreements to be uploaded, blog posts to be made, pictures to update, etc.

  • Website content means: all the words, tables, forms, images, etc.

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  • Who Are We Doing This For?

  • For example, research of product information, get contact details, ask questions about services, pricing, etc.
  • Design Concept

  • Competitors

    Please give us the websites of your main competitors so we can make sure your new site is better.

  • Your Top 3 Favorite Websites

    List your top 3 websites that you LOVE the look, functionality, design and/or feel of and would love your website to be inspired or emulated from.

  • What is Stock photography or imagery? It allows us to legally use other people’s photography – saving significant investment for a photographer.

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  • Project Budget and Timeline

  • Please keep in mind that we treat your website as a powerful tool to generate you more credibility, more audience reach, more leads, more clients, more revenue, or more profit. We virtually set you up so that there will be financial return on your website because it is an investment.
  • What Does Success Look Like?

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