New Client Discovery Questionnaire

Thank you for considering Grey Elephant. We’d love to learn more about your business, your goals, and how we can help strengthen your digital presence. This questionnaire gives us a better understanding of your needs so we can recommend the right approach for your business.

About Your Business

Business Name:

Primary Contact:

Email:

Phone:

Your Goals and Purpose

What are you hoping to accomplish with your digital presence?

Create a new website Redesign an existing website Improve website performance Increase leads or inquiries Improve online visibility Other:

What is the primary purpose of the new website?

E-Commerce Websites

Online Shop: Selling physical products with a shopping card and checkout Digital Marketplace: Offering downloadable items

Local Businesses

Trade and Home Services: Plumbers, electricians, and cleaners who need local leads and phone numbers Professional Practices: Consultancies, law firms, and medical offices sharing expertise and contact options Appointment Booking: Salons, spas, and therapists that rely on client scheduling system

Creative Sites

Freelancers: Show past projects, client reviews, and service rates Artists: Display visual galleries to attract new clients

Content and Media Sites

Blogs and Publication: Share news, recipes, or guides Educational Hubs: Provide online courses, tutorials, or training videos

Who is your target audience, and what do you want them to do when they land on the page?

Who are your main competitors, and what do you like or dislike about their current websites?

Brand and Design

How would you describe your brand?

Do you currently have any brand guidelines?

Yes No

Please let us know if there are any specific colors, styles, or design elements you’d like incorporated?

Content

Who will provide the website content?

Client Grey Elephant Combination of both Not sure yet

Do you already have professional photos and other imagery?

Yes No Some, but may need additional imagery

Will you need help with website copywriting?

Yes No Possibly

Do you have existing content that needs to be updated or rewritten?

Yes No

Features and Functionality

Do you have a preferred Content Management System (CMS) or platform preference?

Yes No

Are there any specific features or functionality you’d like on your website?

Yes No

Will your website need to connect with any third-party services?

Email Marketing CRM Payment Processing Scheduling/Booking Accounting Social Media Feeds Other:

Are there any technical requirements or integrations we should know about?

Yes No

Who will manage and update the website after it launches?

Are you interested in ongoing website management after launch?

Yes No I’d like to learn more

Project Details

Do you have a specific launch date or deadline?

Yes No

Is there anything else you’d like us to know about your business, your project, or what you’re looking for?

Crafting, Managing & Elevating Your Digital Presence.

About Your Business

Your Goals and Purpose

Brand and Design

Content

Features and Functionality

Project Details