Submit a brief
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Basic Information
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Date signed up *
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Your name *
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Client name(s) *
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Business name *
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Address
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Postcode *
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E-mail *
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Telephone *
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Existing website address/es (if client has one)
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New Website Details
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Type of website
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Number of pages
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Number of products (if e-commerce)
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Method of payment
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NOTES - if method of payment is 'Bacs/online' (Do they need accounts person or 2-3 signatures? If so, who?):
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Notes for 2nd payments, standing orders:
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Send invoice *
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Website Hosting
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Email Hosting
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Type of service
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Marketing packages
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Domain name (if different from existing one)
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Are we buying the domain *
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If we're buying the domain, what e-mail addresses (up to 5) do they need
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Enterprise website *
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(if no, what software)
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Date of content meeting (7 weeks)
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When should we contact a client first?
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Mobile Site Included *
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Social Media Setup
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Send copy questionnaire *
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Additional sales opportunities/upgrades
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Upload a proposal
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Overview
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Brief business background *
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What is the primary purpose of the new website? (e.g. lead generation, online sales, just to provide a credible presence etc) *
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Who is the website aimed at (who is the target market) *
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What's the impression you want to give people through this website? *
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List at least 3 website that they like the look of (and explain what do they like about them) *
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List at least 3 website that they DON'T like the look of (and explain what do they dislike about them) *
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Is there anything specific we need to avoid
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Is there a definite timescale or completion deadline we need to stick to
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Basic Details
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What pages will the site have? (e.g. home, about us, services, contact us, etc.) *
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If a Catalogue or E-commerce site what are the product categories
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Preferred type of navigation (top, left, buttons)
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Colour Scheme
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Do they want to include java/html5 (moving graphics)? *
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If yes, please specify where (on the home page, elsewhere in the website...)
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Do you want to show contact details clearly in the design? If so, which ones (phone, email, etc.)
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Do they have a logo and are we using it or re-creating it
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Send logo questionnaire
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Do they need new photography or do they have existing images we can use *
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IF we are organising new images. (please specify what do they need - e.g. pictures of products, premises, staff, etc.)
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Have we got all the literature available, brochures, leaflets, business cards and so on?
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Any specific requirements they have for the website(e.g. images, logos or wording that they want to include on the home page...)
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Copywrite & Keywords
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Current SEO or PPC Client?
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Do they target *
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What are the keywords they want to be found by? *
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Are we doing the copywriting?
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If yes, can you answer the following:
1) What are their key products / services
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2) What are their key selling points (why do people choose their business?)
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3) How long have they been trading?
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4) Any specific instructions they have for the copy?
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5) Can they provide the website addresses of some businesses that provide a similar products/services we can reference when doing the copy?
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Interactive Features
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Please tick if they would like any of the following features to be included:
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please specify here for Calculators
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please specify here for Bespoke Forms
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If E-commerce
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Please tick if they would like any of the following features to be included:
MARKETING:
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E-COMMERCE OPTIONS:
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What do we need from them
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tick list:
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IF E-COMMERCE:
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Do they have defined brand guidelines?
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Anything Else?
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Send design to Andy/Will
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Send copy to Andy/Will
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Any other notes/instructions for Andy/Will?
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