Onboarding - Sites By Design

Welcome To Sites By Design!

There is no doubt that you are on this page because you just signed up to get a website built by our team. Below is an onboarding form for you to fill in the best you can, your answers will help us do the very best website possible!

Onboarding Form

Onboarding Questionnaire

Website Build Type

Website Job Number

(Your Paid Invoice Number)

Customer Information

Business Name

Contact Person

Contact Phone Number

Contact Email

Is it a new business or an existing one?

The Business Address

What products or services do you sell?

Do you have Social Media?

Yes

How is it managed?

Its Managed Well!

Nobody checks it!

Social Media Repeater

Social Media URL

Add More Remove

Questions About Your New Site

fill in as much as you can, don't worry if you can't answer, just move on to the next question!

Why are you investing in a new website?

(e.g., brand awareness, increase sales, better user experience, etc.)

What are your top 3 business goals for this website?

How will you measure the success of the new website?

(e.g., increased traffic, lead generation, sales conversions)

What actions do you want visitors to take on your site?

(e.g., sign up for a newsletter, make a purchase, request a quote, etc.)

Who is your primary target audience for the website?

Who are your main competitors, and what do you like/dislike about their websites?

What specific features and functionalities do you want on your website?

(e.g., contact forms, booking systems, galleries, blogs, etc.)

Are there any specific integrations needed?

(e.g., CRM, email marketing, social media, etc.)

Do you have any specific hosting requirements?

Are there any third-party tools or services that must be integrated?

(e.g., Google Analytics, payment gateways, booking systems or calendars)

What are the key steps in your customer’s journey on your website?

What features do you want to include to engage users?

(e.g., chatbots, forums, user accounts)

If applicable, what products/services do you sell?

Who are your main competitors?

Would you like to tell us about some websites you like and dont like?

Yes

Websites You Love

List a website you love and explain why

Why do you like it?

Add Remove

Websites You Don't Love

List a website you don't love and explain why

Why don't you like it?

Add Remove

Your Branding

Do you have existing branding guidelines (logo, color scheme, fonts, etc.)? If yes, please provide them

Maximum file size: 134.22MB

How would you describe your brand’s personality?

Are there specific design elements or styles you want to incorporate?

Your Content

Do you have an existing website?

Yes

What about Web content?

I already have it.

I need it written.

Where do we get it?

Directly from my website

I have it ready to upload

Please provide the URL

Web Pages Repeater

Page Name

Page Content

Are there any images you want on this page?

Maximum file size: 134.22MB

SEO Keywords

Any Search Terms you thing the page should rank for?

Add Page Remove Page

Do you have other specific images, videos, or other media to include?

Maximum file size: 134.22MB

Do you have a content strategy in place? If yes, please describe

Who will be responsible for updating the content on your website?

Who is your ideal client?

Your ideal client is the client you can give the most value to.

Client Testimonials

Paragraph

Client Name + Business name

Clients Social Profile or Web Address

Add Remove

What is the primary action you want visitors to take on your website?

Are there any specific user journeys or flows you want to create?

Do you have any accessibility requirements or considerations?

Are there any specific requirements for the mobile version of your website?

Do you need assistance with SEO and digital marketing strategies?

Yes

Are you planning any online advertising campaigns?

Yes

(e.g., Google Ads, social media ads)?

Do you have any existing SEO performance data or reports?

Maximum file size: 134.22MB

What are your main digital marketing goals?

(e.g., increase social media following, improve email marketing)

Who will be responsible for maintaining and updating the website once it’s launched?

Do you need training or documentation for managing the site?

Yes

Are you interested in a monthly maintenance package for ongoing support?

Yes

How frequently do you anticipate needing updates or changes to the website?

Rarely

Monthly

Weekly

Daily

Are there any specific legal requirements your website must adhere to (e.g., GDPR, CCPA, ADA)?

Do you have privacy policies, terms of service, or other legal documents ready?

Maximum file size: 134.22MB

Do you have any specific requirements for data protection and user privacy?

Yes

Please list them

What is your target launch date for the website?

Are there any critical milestones or deadlines we should be aware of?

Do you have a launch plan for your new website? If yes, please provide details

Who will be the main point of contact for feedback and approvals?

What is your preferred method of communication (e.g., email, phone, video calls)?

Are there any future features or expansions you anticipate needing?

How do you envision your website evolving over the next 2-3 years?

Do you have plans for any multilingual content or international audiences?

Yes

Is there anything this exhaustive form hasn't covered that you need to say?

If you are human, leave this field blank.