Client Discovery

Tell us about your project…

Thank you for your interest in The Collective Design Agency. Please take a moment to complete this customer profile. Account information submitted on this form will remain confidential and be used for the sole purpose of communicating with you. Under no circumstances does The Collective Design Agency sell or disclose personal information to third parties. We appreciate your interest in The Collective Design Agency’s products, and we look forward to doing business with you.

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Company Name*

Client Name

First Last

Company Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Client Overview

This form is to help guide us in our next conversation about your website. Please fill out what you can and leave blank what you would like to discuss (or make a note to discuss). There are 3 areas we will cover on this call to get this project moving: your company’s FOUNDATIONS, POSITIONING, and AESTHETICS.

1. Foundations

These questions cover key areas like business information, goals, target audience, website requirements, budget, timeline, branding, and ongoing maintenance.

What is the name of your business or organization?

What is your primary business/organization type (e.g. e-commerce, service provider, non-profit, etc.)?

What are your main products or services?

What are your primary business goals for the website (e.g. lead generation, online sales, brand awareness, etc.)?

Who is your target audience? Describe their demographics, interests, and issues that your company resolves.

What is your current web presence (e.g. existing website, social media accounts, etc.), and how effective has it been?

What is your timeline for launching the new website?

2. Positioning

What is your approximate budget range for the website project?

Who will be the key decision-makers for this project?

What is their email?

What technologies are you currently using on your site? What is working, what is not?

What features or functionality do you want the website to have (e.g. e-commerce, appointment booking, blog, etc.)?

How do you keep in touch with clients past, present, and future?

Do you have any existing branding assets like a logo, color palette, or brand guidelines?

Upload Branding Guidelines or Other Assets

Drop files here or

Accepted file types: jpg, gif, png, pdf, zip, Max. file size: 300 MB.

What are the most important pages or sections you want on the website?

How do you plan to drive traffic and engagement to the new website (e.g. SEO, social media, email marketing, etc.)?

What are the biggest challenges you’re hoping to solve with the new website?

What are your company’s short and long term goals of this website?

What are your expectations for website maintenance and updates after launch?

How will you measure the success of the new website (e.g. increased leads, sales, brand awareness, etc.)?

Do you have an internal team that will be involved in the website development process?

What is your level of technical expertise and comfort with web technologies?

3. Aesthetics

These additional questions will help the web design team better understand your desired aesthetic and visual direction for the new website. Collecting this information upfront can ensure the final design aligns with your brand and preferences. Let me know if you need any clarification or have additional questions!

Do you have any specific design preferences or inspiration examples you can share?

You can include website URLs, screenshots, etc.

What adjectives or mood words would you use to describe the overall aesthetic you’d like for the website (e.g. modern, minimalist, warm, sophisticated, etc.)?

Do you have a preferred color palette in mind for the website design? If so, please provide the specific colors or a link to inspiration.

If you already uploaded it with your branding guidelines, move on to the next question.

What types of imagery or graphics would you like to feature on the website (e.g. product photos, lifestyle images, illustrations, icons, etc.)?

Do you have any examples of websites, designs or visual styles that you’re particularly drawn to and would like to emulate in some way?

How important is maintaining visual consistency with your existing branding and marketing materials on the new website?

What Is Your Ideal Launch Date for the Website?

Phone

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ADDRESS

Naples, FL

Cincinnati, OH

Tampa, FL

CONTACT INFO

e: hello@mycollectiveagency.com
c: 239-319-4851

a: 3080 Tamiami Trail E, Suite 301
Naples, FL 34112

WORKING HOURS

Daily 10.00am to 05.00pm