Your Current Website
Do you have a current website?
Well, that was easy. On to the next page!
What's the URL?
What's it built on?
Where is your current site hosted?
Are you open to changing your hosting?
Definitely - I'll go with whatever hosting you recommend
Probably - I'm not really tied down to my current hosting
Probably not - I like my current hosting, but I'd be willing to hear your suggestions
Almost certainly not - I'm very attached to my hosting or have specific constraints requiring us to keep it
Your Current Site's Content
How much of the content do you want to keep?
All of it!
Most of it…
A bit of it
None of it!
Care to elaborate?
What are the most important areas of your site? Is there anything specific you want to draw our attention to that we might miss on our own? Links are very helpful here.
How's the organization of your current site?
Pretty good - I mostly want to keep it, perhaps with minor changes
Could use work - let's reorganize!
What (if anything) does your current site not have that you want on your new one?
Just about every site features some global areas that are shown on just about every page. Don't worry too much about the layout when answering these questions; we'll just use this as a jumping-off point to build whatever will be the best fit for your site.
Most sites have a consistent 'header' area at the top of each screen. The main purpose of this area is to identify you (usually using your logo) and to house the primary navigation of the site.
Header Message Area
Somewhere around mid-March through early April, 2020, we received a lot of requests from our clients to add a prominent place to their site to display an important message to their visitors. Who would've thought everyone would have the same request at once.
Since then, we've decided to usually include a basic area for a short message on most sites, just in case. Some clients, however, have use for more robust header message functionality.
How often do you plan on using a header message area?
Rarely - only when I have an important announcement
Sometimes - we'll have messages running for a few weeks now and again, but less than half the time
Often - there's usually something we want to notify visitors about
Always - we'll always have something worth talking about!
Are you interested in any of the following advanced message features?
Closeable - I want there to be a place for the user to close the current message so it no longer appears on other pages
Complex layout - I want to be able to display more than just a brief bit of text (hint: you'll want 'closeable' as well)
Multiple messages - I want to be able to rotate through a few messages at once
Other Header Items
The header also sometimes houses a limited number of other high-priority elements. Please note anything you feel is worth including here, but be careful what you wish for. This area is pretty prominent, so we only want to put things here we'd rather have people interacting with than interacting with our page itself.
Besides your logo, main menu, and potential message(s), is there anything else you think is worth including in the header area?
What else do you want in the header?
A pattern we employ on many of our sites is to include a call to action or CTA (basically a flashy area trying to get the user to do something we want them to do) in the footer area.
This area is optional; we tend to think it's a good idea for most, but not all clients.
What kind of footer CTA do you want?
Contact form - I want to direct people to a form, or a page with a form on it
Multiple forms - same deal, but there are a couple of forms that are equally important
Newsletter signup - I want to build a following with my newsletter
The footer is a good place to store information that is useful to only a small proportion of your users. Most people browsing the internet know to look to the footer for something they can't find in the main menu, and for certain things (like privacy policies and careers pages), they often check the footer first.
Besides those, what of the following do you want to include in the footer?
Brief 'about' description
Link to contact page
What items do you want in those menus?
Anything else you want in the footer?
Main Sections & Features
Does your site need any of these common content areas and/or features? Check all that apply.
Blog (basic archives and posts - we'll have more questions later)
Newsletter signup (integrating with Mailchimp, Constant Contact, or similar)
Complex forms (something like what you're filling out)
Team (i.e. a list with individual names/images/bios/etc. for each member)
Portfolio (with individual pages for each project)
Logos (for customers, donors, accreditations, etc.)
Custom post types (any structured data with many entries: recipes, reviews, activities, etc.)
Events (any feed of individual events, sorted soonest first, that disappear automatically once they conclude)
Classes (either events that occur on a consistent schedule, or courses made up of multiple different events)
Interactive maps (leave blank if a nice image of your general location is fine)
Locked-down areas (password-protected or only accessible to specific users)
Shop (selling one or multiple products)
Payment form (donations or other payments that aren't really 'selling' 'products')
Global Search (something robust that can search throughout the entire site)
Old browser support (by default, we support Chrome, Firefox, Safari, and Edge)
Anything you want to elaborate on? Is there anything else uncommon your site needs that we ought to know about?
What types of events do you have? (Check all that apply)
How frequently do you have events?
Just a handful each year
One or two a month
Multiple times per week
How complex of a display do you need?
Simple - I don't have many events, so a basic feed displaying the quickest approaching events will be fine
Complex - I have enough events that I'll need a calendar view, if not multiple options
Ultra - events are a major part of my site, so I might need filtering or other advanced functionality
How much detail will you want to include on most events? (We're assuming each event will have a title and date.)
Long, detailed description
Tell us more…
Do you need categorization or filtering for your events?
Just simple categories
Categories and filtering
Do you need to allow people to sign up for your events?
In that case, do you need to be able to do any of the following?
Cap the number of tickets available
Accept payment for tickets
I need some custom functionality
What do you need your events system to do?
Do you just have one 'level' of your 'Team' or are there multiple? (If you wanted both a 'Team' and a 'Board of Directors' that'd be multiple.
Can you tell us more about them?
What information do you want to display for each member?
Social Media Links
What else do you want to show?
Roughly how many people do you want to display, across all 'Team' sections?
Less than 10
A dozen or two
More than that
Do you need to transfer blog posts from your current site?
About how many?
A couple dozen or less
More than that, but less than 100
I don't think you understand, I have a MASSIVE blog.
How often do you intend to post?
Once in a while, quarterly or so
A couple of times per month
Multiple times per week
On the daily!
Do you need comments on your blog?
Nope - more trouble than they're worth.
Yeah! I want people discussing my posts.
I haven't decided…
Do you want to organize your posts by categories or tags?
Yes - that organization would be valuable
No - I'm looking for a very simple feed
How robust of categorization are you looking for?
Simple - I just want a small handful of categories
Intermediate - I want to use both categories and tags
Advanced - I want a slick filtering system and maybe some custom categorization types
Do you want social sharing buttons on your blog posts?
What social networks do you want to be able to share to?
Do you want people to be able to sign up for an email feed of your blog posts?
What kinds of products will you be selling? (Check all that apply)
Simple Products (something with no options)
Variable Products (something with options, like color or size)
Bundled Products (multiple products that may be sold separately, sold as a group, potentially for a discount)
Configurable Products (something like what you might use to order a custom-configured computer)
Digital Products (simple products that grant access to files upon successful payment)
Online Courses (these products allow access to an area of the site that houses content)
Subscription Products (billed weekly/monthly usually for an ongoing service)
Do you need reviews on your products?
Do you need a way for customers to manage an account for future purchases?
No - I want to keep things simple
Yes, but I just need a basic way for customers to update their information
Yes - it's important that
Congratulations! You made it through all of the questions.
We just have one last box here in case there's anything important you think we ought to know that we haven't already asked you about.
Are there any notable features, content areas, or anything else you can think of that you want us to know more about?