Deciding what questions to ask a client is crucial to understanding your client’s needs and creating a successful website that meets their expectations.
What is a web design questionnaire? What questions to ask web design clients How to create a client onboarding questionnaire (the quick and easy way)Let's get into it!
A web design questionnaire is a crucial tool in the web design process.
It allows you to gather essential information from clients, ensuring that their vision and goals are aligned.
Simply put: it's asking the right questions.
So, why is a web design questionnaire important?
Let’s explore its two main benefits:
A client questionnaire allows you to gain a deep understanding of the client’s vision for their website.
By asking questions about their business, target audience, and unique selling proposition, you can align your design choices with the client’s goals and objectives.
A well-crafted web design questionnaire helps set and manage expectations between you as the freelancer and the clients.
By asking about the client’s preferred features, style preferences, and desired launch date, you can ensure that you deliver a website that meets the client’s expectations.
It also helps avoid misunderstandings and unnecessary revisions down the line.
If you just want to stick to 10 basic questions at the minimum, ask your client these questions before building a website:
Here are more questions grouped to help you better understand the project and client's needs:
Questions to ask a client to understand the Project Scope:
What is the primary purpose of the website? Is it to generate leads, sell products, provide information, or something else?
Questions to ask a client to understand Business and Target Market:
What are the key challenges or pain points that your target audience faces, and how can the website address those?
Questions to ask a client to understand Branding and Design Preferences:
Questions to ask a client to understand Content and Structure:
Do you have any specific requirements for the content management system (CMS) that will be used for managing and updating the website?
Questions to ask a client to understand Functionality and Features:
Questions to ask a client to understand Timeline and Budget:
Have you allocated a separate budget for ongoing maintenance and updates to the website after its initial launch?
Questions to ask a client to understand Maintenance and Support:
By including questions in these key categories, you can gather comprehensive information that will guide your web design process.
In this section, we will explore how you can use the client onboarding questionnaire builder in ClientManager to create a client intake form in minutes.
The builder offers various question types to choose from, ensuring flexibility and customization.
Text questions allow you to gather both business and design-related information.
If you require clients to upload images as part of the intake process, you can use the image question type.
A single file upload question type enables clients to upload a single document or file. This can be useful for collecting important documents like style guide PDFs.
In cases where clients need to provide multiple files or documents, the multiple file upload question type is ideal.
Once you have designed your questionnaire, you can save it as a template for future use, and/or share a unique URL link with your clients to complete.
Besides using ClientManager's intake form and questions, you can use this template as a guideline [right click → save + download] :
Designing a website is an exciting and intricate process, and a well-crafted website design questionnaire is an essential tool to ensure its success.
Ask the right questions and gather comprehensive information from clients and you will create a website that aligns with their vision, meets their goals, and resonates with their target audience.
Remember, the ultimate goal of a website design questionnaire is to create a website that exceeds the client’s expectations.
As you embark on designing websites for clients, make sure to customize your questionnaire based on their specific needs.
Every project is unique, and tailoring your questions will help you gather the right information to guide your design process.
