client_worksheet by wuyunqing


									                                                                            Client Worksheet

Client Worksheet - introduction
I have put together this handy worksheet to help you capture your vision for the project. Think of this
document as a business plan for your website. The more information you can give me, the better I will be
able to respond. Answer each question in a clear and concise manner, and skip any questions that don’t
pertain to your project.

If you are part of a team or if there is more than one decision-makers in your organization, I would
recommend you completing this form along with rest of your team so that all of your vision is captured
and any miscommunications are minimized. Once you have fill this sheet with as much information as you
would like to share, please email it to and I will review this worksheet and will
provide you the best solution(s) that best fits your targets and budget, which we can further discuss at our
first meeting.

About you and your company
What is the name of your company and intended website address? Include your URL if you have one. If
you don’t and need help with setting up a URL? Would you also need web hosting?

Describe your company (Mission of your company)

What is your company slogan/ tag line/ catch phrase?

Describe the concept/product/services your site will provide

Who is/are the main contacts for this project and what are their roles?

When would you like this project completed by?

Your budget dictates how much time I can dedicate to this project.
What would be a rough estimate of your budget that you are looking to spend to achieve your vision?
                                                                          Client Worksheet

Your goals and purpose for this project
What are the business objectives of this project?
(eg. Improving sales rate, Increase customer satisfaction, reduces time searching, Get exposure, Create a
solid brand)

Who is your target market? (What type of customers/clients are you targeting?)

How do you think your audience currently perceives your company and the services you offer?

Why will people choose your site and your services over others?

Design Concept
People are coming to your new site or seeing your new designs for the first time. How do you want them
to feel about your company?

Tell me a bit about your competition. Who are the runners and riders in your industry? (Including their
website addresses)

Aside your competition, have you seen any sites/graphics recently that you’ve liked the visual design of?
What do you like about it? (If you can’t think of any have a look through or for a catalogue of good looking websites for ideas, or let me know if you want me
to send you sample designs)
                                                                          Client Worksheet

Features and outline for this project
From the check list below please select (x) the features and services that you would like me to provide

Services you are looking for
Company Logo
Business cards
Marketing & Advertising Materials (Flyers, Posters, Banners, etc.)
Photo Manipulation and other Graphic Design services
3D Rendering
Other (Fill in:_____________________________________________________________)
Website Services
Website :
(functionalities of the website? Please fill below)

Inside Pages you will need for the website (Please fill below)

Contact form or slide down contact box for every page?

Custom PHP/MySQL System/Web application (If so describe in details below)

Javascript, JQuery, AJAX web application
 - News updates
 - RSS Feed updates
 - Integrate Twitter/facebook social media into website (real time updates)
 - Image Gallery (with pop-up zoom images)
 - File uploading and downloading
 - Website Traffic analysis
 - Google maps integration into the site
 - Other features (Fill in:______________________________________________________)

Basic Search Engine Optimization (SEO)
Optimize website for faster loading
e-commerce platform
Social networking caoabilities
WORDPRESS Content Management system on this website *

Mobile Web and Mobile apps
Mobile optimized version of the website (iPhone, Android, Blackberry)
iPhone app (if so describe the functionality of this app)
                                                                                  Client Worksheet

Marketing and Advertising Materials
Flyer Designs (8x11, 4x5.5)
Brochure Design
Post Card / Invitations Design
Powerpoint custom Slide theme design
Poster Design
T-shirt Designs
*Content Management System (CMS) makes updating your website easier. With Word-press CMS you will be able to update
the content of your website without having to pay for someone else.

(For website) Aside the features mentioned above in the check list, what else would you like your
website to do?

ONLY FOR: Brand Identity Creation (logo Design)
What type of a feel or personality would you like to express through this Brand Image(logo)? (eg.
Keywords to be represented by the design)

What kind of objects/symbols/text/images would you like incorporated in this logo?

What are the two main colors you want to use for this logo?

Tag-line/ catch-phase/ slogan to use for this logo?

Do you have any ideas you might like me to further explore for this logo?

Other logos that you might like?
                                                                          Client Worksheet

Additional Comments
Our worksheet is designed as general as possible, but every project is unique in its own way. In here you
can add additional information you think will be helpful for finishing this project successfully.

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