Website Discovery & Scope Intake

Section 1

Business Overview

Let's start with the basics about your business.

Business Name

Primary Location

Additional Locations

Current Website

Contact Name & Role

Email

Phone

Section 2

Primary Goals

What are the main goals for your new website? Select up to 3.

Showcase our products online Generate quote requests Reduce phone/email/manual ordering Allow customers to reorder easily Display pricing online Sell products directly online Modernize our brand presence Support multiple locations Other

What would make this project a success?

Section 3

How Should Customers Buy From You?

How do you want customers to complete transactions?

Browse products and request a quote Browse products and see pricing Add items to a cart and request a quote Add items to a cart and complete payment online Not sure — need guidance

Section 4

Pricing & Payments

How should pricing and payments work on your site?

Should pricing be visible on your website?

No, pricing should not be shown Yes, show general pricing Yes, show pricing only to logged-in customers Not sure

Do you want customers to pay online?

No Possibly in the future Yes

Which payment methods?

Credit/debit card payments Financing options Both

Section 5

Shipping & Tax

How should shipping and tax be handled?

Shipping method:

Handled manually after quote Flat-rate or simple shipping Real-time shipping estimates at checkout Not sure

Tax handling:

No automatic tax calculation needed Automatic tax calculation required Not sure

Section 6

Customer Groups & Accounts

Help us understand how your customers are organized.

Do you serve organized customer groups that purchase as a unit?

No Yes

Section 7

Systems & Integrations

What tools and systems are you currently using?

Please specify system names:

Should your website integrate directly with any of these?

No Yes Not sure

Which systems?

Section 8

Marketing & Growth

Would you like support driving traffic to your website?

Marketing support level:

No Yes — basic local visibility Yes — paid advertising campaigns Yes — advanced digital marketing Not sure

Primary marketing goal:

Section 9

Design & Customization

How should your website look and feel?

Customization level:

A professional standard template is fine Some brand customization Fully custom design

Do you have brand guidelines?

Yes No

Websites you like (optional)

Helps us understand your style preferences

Section 10

Timeline & Implementation

Help us understand your timeline.

Target go-live timeframe

Comfortable with a structured implementation process?

Yes No Need more information

Section 11

Additional Notes

Anything else we should know?