Onboarding & Discovery | The BBS Agency

Business Snapshot
What’s the name of your company?*
What does your company do? What are the products and services you offer?*
Who are the decision makers for this project?
What budget have you allocated for this project? Be honest and we will tell you what we can and can't do.*

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What Are We Doing?
Give us your main reasons for this project
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. IE: Goals that are specific, measurable, achievable, relevant and time-bound.

With this in mind, what are the top 5 business needs of your new website or new project?

EG: 20% increase in sales in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months
Goal #1
Goal #2
Goal #3
Goal #4
Goal #5
Is there anything about your current site that serves the business well and if so, why?

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Who Are We Doing This For?
Tell us about your ideal customer. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will visit your website?
EG: research product information, get contact details, ask questions about services, pricing

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Design
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? If so, list them here so we can make sure yours is better 🙂
Tell us about your competitors. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
Are there any other websites in particular that you like the design or functionality of? Why?

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What Does Success Look Like?
If we were to be celebrating a successful website strategy or project in 12 months time, what would that have to look like? How many website visitors? How many leads? How many sales? Be as descriptive as you possibly can.
Anything else you want to get off your chest?
Name*
First Last
Phone
Email*
After submitting your answers we will need a few days to review them and discuss your project internally. We will then contact you to schedule a meeting to discuss the project.
Comments
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ONBOARDING