New Client Needs Analysis Form

New Client Contact Details

Contact Name
Company Name
Position Title
Phone
Fax
Street Address
City
State or Province
Zipcode or Postal Code
Country
Email
Present WWW URL if any

Company Details

Current Situation
Industry
Market
Demographics of Market
Influences on buying from your company
Who are your current customers?
Why do your current customers buy from you?
Who is your main competition?
Website
What do they do better than you?
What do you do better than your competition?
How does the company currently market itself?
Does the company have a marketing division?
How is business generated?
Number of employees
Years in business
Other

Situational Analysis of Existing Website

Domain name registered

Yes

No
Current site URL
Host of current site
Cost per year
Current Internet Service Provider
Cost per year
Size of current site
Objectives of current site
Current site statistics
What features of the current site would you like to keep?
What features of the current site don't you like?
How many people visit your Website?
When do they visit your site?
How long do they visit the site?
Which products or pages are most popular?
What feedback have you received about the site?
Current site developed by

Site Objectives

Other
Objectives

Establish a Web presence, increase marketing and product branding

Increase sales

Generate business leads

Increase international presence of the organization

Generate request for information

Support existing advertising, promotional efforts

Offer customer service

Build store or business traffic

Provide latest information for new products/ services, sales, promotions, and events

Build an email database

Position the company as technologically advanced

Provide directions to consumers

Recruit new employees/ post job opportunities
How does te proposed site tie in to company goals?
Will you sell a product or service online?
Will you provide a sample portfolio of products or work online?

Yes

No

Proposed Site Plan

How do you envision the site achieving these objectives?
How many visitors do you hope will visit your site?
How large will your Website be?
Do you have a site layout in mind?
Will your site offer interactive features to visitors?
Can visitors send email, order a product online, or request information?
Do you expect the visitor to want to search the site?
How would they search the site?
How can the site provide you with feedback?
Have you decided what your site's main categories and sections will be?
Will the categories link to products and services, or general subject areas with sub-categories?
Have you identified what subjects within the site might link to other subjects?
Do you plan to have a guest book, shopping cart, order forms or events calendar?
Will the site have contact forms?
Will your site have auto-responders?
Who are your competitors online?
Of those, which competitor sites do you like and why?
What competitor sites do you dislike, and why?
How do you think your site will beat the competition?
Other

Resources Currently Available

Available resources

Will supply all art and copy digitally

iwebwork to do all design and artwork

iwebwork to do all design and copy

Photos can be supplied for scanning

Site Review

What the site should have:

Who you are

Contact details

What you do

What you will find on the site

Where you are located
Do you plan to make sales online?

Yes

No
If so, does your host offer a "secure" server?

Yes

No

Unknown
Are you able to process online credit card payments?
Direct credit pathways
Privacy policy
Will you use email forms or links?
Are forms or scripts (newsletter, tell a friend, bookmark us) required?
Will you need:

Email auto-responders

Shopping cart software

DHTML

Databases

Site editing

Games

Competitions

Bulletin board

Discuss limitations

Security commitment

Fast loading

Content or copywriting

Informative

Entertaining

Ever changing

Browser-safe color palette
Do you need the site optimized for search engine submission?

Meta tags and search terms

Page copy
Will you require 24-hr monitoring of the site?
Will you require site statistics?
Will you require scalability testing?
Other

Multi-Media

Will your site require multi-media?

Flash

Audio

Visual

Animations

Training Required

Does your team have:

HTML skills

FTP experience

Web management experience

Web marketing experience
Will you require an integrated marketing outline upon completion of the site?
Other

Site Hosting

Do you plan to maintain the computer server for your Website in-house?

Yes

No
Do you have a preference for your host?
Will you require 24-hr monitoring of the site?

Site Marketing

What Websites would you like to link to?
What sites do you want to link to your site?
How will you market your website?

Search engine submission

Links from other sites

Word of mouth

Print media

TV

Directories

Email opt-in lists

Your own e-zine

Industry listerature

Posting articles on other sites

Ezine ads

Banner ads

Discussion forums

Direct mail

Radio
Do you plan to place the Web address on all stationery, business cards, and brochures?
Are you planning to register the site with search engines?
Will you contact the media to review your Website?
Do you plan to buy banner advertising on other sites?

Site Maintenance

Who will maintain the site?
How proficient are you or the person(s) maintaining your site with HTML?
Who will prepare content and perform HTML conversion and uploading to the site?
Will you or an employee require HTML and Website management training?
Who will monitor and repsond to emails?
How often will your Website be updated?
Who will monitor the Search Engine rankings, up-to-date content, and site statistics?
What do you want to know about visitors to your Website?
Would you like to know where visitors came from to reach your site?

Yes

No
Would you like to know what pages on the site were viewed?

Yes

No
Would you like to know the total number of hits and page views?

Yes

No

Website Budget

What is your budget for the Website development as described above?

Maintenance and Marketing Budget

What is your monthly budget for the site?
Maintenance budget:
Marketing budget:

Additional Comments

Are you aware we provide a 24-hr technical back-up service?

Yes

No

Client Login

Array

New Client Contact Details

Company Details

Situational Analysis of Existing Website

Site Objectives

Proposed Site Plan

Resources Currently Available

Site Review

Multi-Media

Training Required

Site Hosting

Site Marketing

Site Maintenance

Website Budget

Maintenance and Marketing Budget

Additional Comments

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