Client Snapshot Pre-project Worksheet

[av_heading tag='h1′ padding='10' heading='Client Snapshot Worksheet' color='custom-color-heading' style='blockquote modern-quote modern-centered' custom_font='#2997ab' size='36' subheading_active='subheading_below' subheading_size='15' custom_class=”]

scroll down and fill out the form to get started.

[/av_heading]

[av_hr class='default' height='50' shadow='no-shadow' position='center' custom_border='av-border-thin' custom_width='50px' custom_border_color=” custom_margin_top='30px' custom_margin_bottom='30px' icon_select='yes' custom_icon_color=” icon='ue808′]

[av_three_fifth first]

[av_textblock size='16' font_color=” color=”]

Support is the name of the game in my book!

Giving energy and bringing a vision to live as part of a team is rewarding and exciting. Therefore, it's important to know we are a good fit to work together. The best way for me to offer you that level of support is to gather data so I understand what you need.

This process will help you get super clear and potentially save you oodles of wasted hours and thousands of dollars. This a vital step in moving forward with a project that is fully functional and inline with your goals for the business and the website.

It is important in business to know the numbers. Money and number specifics help us grow our businesses and therefore do more good in the world. However, it is equally important to connect to the part of yourself that makes things fun and likes to create.

Where applicable, various questions will offer both Left Brain Process and Right Brain Process approaches to find the best answers for you and your business. The Inspired Success Method keeps you on your true heart-centered journey in creating a business that is supported, built on a strong foundation, and primed for success! Feel free to simply pass by any questions that do not apply.

Are you ready to have some fun creating your dreams?

Let’s Go!

To Your Inspired Success!

Patty Rose

[/av_textblock]

[/av_three_fifth]

[av_two_fifth]

[av_heading heading='Hear from our FEATURED CLIENT' tag='h3′ style='blockquote modern-quote modern-centered' size=” subheading_active='subheading_below' subheading_size='24' padding='10' color=” custom_font=”]

Paige MacKenzie Welborn

ButiYogaNYC.com

[/av_heading]

[av_video src='https://pattyrose.com/wp-content/uploads/2014/12/IMG_0001_2.mp4′ format='4-3′ width='16' height='9′]

[/av_two_fifth]

[av_one_fifth first][/av_one_fifth]

[av_three_fifth]

[av_textblock size='16' font_color=” color='#ffffff']

Client Snapshot Pre-project Worksheet

Step 1 of 7

Date
Date Format: MM slash DD slash YYYY
Name
First Last
Email
Phone
Cell Phone for text updates
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Save and Continue Later

What is the name of your company?
Do you already have a website?
If yes, what is your website?
What does your company do? What are the products and services you offer?
Who are the decision makers for this project?
What budget have you allocated for this project?
In addition to your website, you may need third party software and extensions. This will help us direct you best on which ones suite your needs for this project.

Save and Continue Later

What Are We Doing? What is your main reasons for needing a new website?
What are the top 5 business needs of your new website? Left Brain Process: Set goals that are specific, measurable, achievable, relevant and time-bound. Ex: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months.
Right Brain Process: How do you hope to change the world with your business, your online presence, your website? What’s the big picture?
Is there anything about your current site that serves the business well and if so, why?

Save and Continue Later

Who Are We Doing This For? Tell us about your ideal customer / client. Left Brain Process: Ex: Who are they?, How old are they? What gender are they? Where do they hang out online? What are their interests? Where do they live? How much money do they earn? Are they married? Do they have children? Where do they vacation? etc.
Right Brain Process: Imagine sitting down with your ideal costumer. Have a conversation with this person about how you can provide what they are looking for. Watch for moments when you involuntarily smile, or have a feeling of pride or confidence. Now, answering the same questions listed above. Write a story about this person.

Save and Continue Later

What are the top 5 reasons your ideal customer will visit your website? Left Brain Process: Ex: Research, Product information. Get contact details. Ask questions about services. Pricing. Purchase Items.
Right Brain Process: Ex: What were you providing for them in the conversation? How does that make them feel? How does it make you feel? Continue the story from the above exercise of sitting down with your ideal client. Write a brief story about what you provide and how that effects you both:

Save and Continue Later

Design Concept How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? Please share three to five, Click the plus button to add more.
Name Domain
Tell us about your competitors. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
Are the any other websites in particular that you like the design of?
Name Domain
If so, Why?

Save and Continue Later

What Does Success Look Like? If we were to be celebrating a successful website strategy 12 months from now, what would that look like? Left Brain Process: Be as descriptive as you possibly can. Ex: How many website visitors?, How many leads?, How many sales?
Right Brain Process: Remember this is about the celebration! Think about your 1st year anniversary of launching this website and get excited and connect to what that dream is! Ex: What does that look like? What does it feel like? Who is celebrating with you? Where is the celebration? How much have you earned? How many lives have you touched? What type of growth have you experienced?
Please share any additional comments, thoughts, dreams, and/or goals that you think will be beneficial for us in the process.

Save and Continue Later

[/av_textblock]

[/av_three_fifth]

[av_one_fifth][/av_one_fifth]