Client Inventory

Thank you for taking our survey. It should only take about 10-15 minutes to complete. If you are unsure how to answer a question, please leave the question blank or respond n/a. We look forward to working with you!

New Client Inventory

This is to be sent to new clients when they sign on

Your Contact Information
Name
Phone
Email
- Please click here if you are willing to be contacted for more information regarding your responses, if needed.
Organization's Website
Staff or Volunteer Title
Organizational Questions
What is the Mission of your organization?
Who is your key demographic or audience?
Who are the primary individuals in charge of the current website/digital projects?
What is the intended launch date to start this process? Any upcoming outside considerations that might affect the schedule? (Campaign launch, special events, holidays, Annual Report, etc.)
Current Site Inventory
Do you feel your current site promotes a favorable impression of your Mission? Why or why not?
What about your current site do you feel is working or successful?
What shortcomings exist with the current site? What would you change or what is missing?
How important is it to maintain your current look and feel, logo and branding?
Communication Goals and Desired Actions
Will this site use existing content from the current site? If so, what is the source, who is responsible for content approval and editing, and has the content been reviewed for the upcoming site?
Will you require database functionality? Do you already have a database in place? Please describe in details what you use for database and how you use it.
Will you need e-commerce or secured transaction software? If you have it already, who do you use and how does it currently integrate?
Do you currently maintain registration forms or an online store? If so, what platform is that run thru and are you looking to change it?
Please list any URLs of sites you find compelling or similar to what you desire. What specifically do you like about these sites?

New Client Inventory

Your Contact Information

Organizational Questions

Current Site Inventory

Communication Goals and Desired Actions