Client Preparation Worksheet

Use this worksheet to help you gather information you need about your project... You can print it out for yourself to help you keep track of important materials you'll need for the site, now and in the future.

details

Main Contact Full Name
Main Contact Phone
Main Contact E-mail Address
Company / Site Name
Company Address and Phone
Site URL(s)	If your site already exists, list your web site address(es); for example: http://www.yourcompany.com
Current Web Host
	I don't currently have an ISP/Host. I need help transferring my site to a new host. I need help with hosting technical aspects.
Current Web Host URL
Site FTP Address	List your host FTP address(es) - either by domain name or by IP address; for example: ftp://www.yourcompany.com or 255.255.0.1
Site FTP Username/Password	Have questions about security/privacy? Contact me...
Site Technical Contact Name, Phone, and E-mail Address

desires

Request Services See Project Rate Sheet for rate quotes	New Site Design Existing Site Redesign / Revision Content Management System (CMS) E-Commerce Components (Shopping Cart, etc.) Flash Design/Development Logo Design Ad Banner Design Other Graphic Design Search Engine Optimization Copywriting / Copy Editing Testing / QA
Purpose for Site Creation/Revision
Primary Goals What do you hope to accomplish by creating/revising your site?
Secondary Goals What other benefits do you hope to gain in creating or revising your site?
Audience Selection What key elements will drive a user/customer to choose your site instead of your competition?
Site Visibility Do you need a marketing strategy to get your website better placed on major search engines?	Yes No

direction

Anticipated Number of Pages
Budget Estimate
Maintenance Schedule	I may need to retain services for maintenance.
Type of Audience

do's and don'ts

List Top Three Favorite Sites What do you like about them? What aspects would you like to see incorporated into your site?	Your comment(s):
List Top Three Competitor Sites Reviewing your competitors' sites: what works well? what doesn't?	Your comment(s):

deliverables

Site Content What content materials have you already gathered that are necessary (logos, photos, other imagery, and text) for placement on the site?	Logo Photos/Imagery Text Content Preliminary Layout Color Scheme
Site Color Scheme If colors have already been chosen for the scheme (existing print/marketing materials), list HEX, RGB or CMYK color values here.

deadline

Target Deadline
Acceptance of Terms	By submitting this client preparation form, I affirm that I have read and agree to the Terms and Agreement.
Other Questions/Issues

First, for your records, and then , or to cancel.

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