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Discovery Questionnaire

Website & Admin Management Project Discovery Form

Please complete this short form to help us understand your needs. Your answers will guide us in creating the right solution for your business.

Section 1: Basic Information​

1. Your Name: ________________________________________

2. Business / Organization Name: ________________________________________

3. Email Address: ________________________________________

4. Phone Number (optional): ________________________________________

Section 2: About Your Business​

5. Briefly describe what your business does:

6. Do you currently have a website?
☐ Yes (URL: ____________________________)
☐ No

Section 3: Project Goals​

7. What are your top priorities for this project? (check all that apply)
☐ Attracting new customers
☐ Streamlining operations (bookings, forms, payments, etc.)
☐ Managing data/admin tasks in one place
☐ Improving design/branding
☐ Other: ________________________________________

8. Are there any specific features you know you need?
(e.g., online booking, customer portal, forms, blog, e-commerce, dashboards, reporting, etc.)

Section 4: Budget & Timeline​

9. Do you have a budget range in mind?
Please select the option that best fits your expectations.

  • ☐ Under $5,000 – Starter website with a professional design, basic pages (Home, About, Services, Contact), and simple forms. Good for businesses that need an online presence but minimal admin tools.
  • ☐ $5,000 – $10,000 – Expanded website with advanced features such as blogs, service/product pages, and light admin integration (basic CRM, lead capture, or form automation).
  • ☐ $10,000 – $20,000 – Custom-designed website with robust admin management (dashboards, client portals, advanced automations, data tracking). Ideal for growing businesses that need efficiency and internal tools.
  • ☐ $20,000+ – Full custom system: website + admin platform tailored to your operations. May include multi-user portals, reporting dashboards, integrations (payment, marketing, accounting), and advanced automations. Designed for scaling.
  • ☐ Not sure yet — I’d like guidance.

10. What’s your ideal timeline for completion?
☐ ASAP (within 1–2 months)
☐ Short-term (3–4 months)
☐ Long-term (6+ months)

Section 5: Next Steps​

11. How would you like us to follow up?
☐ Email
☐ Phone
☐ Schedule a call

📌 Instructions: Please fill this form out and return it to us via email before our discovery call. This will help us prepare recommendations tailored to your business.