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This briefing document is designed to help us help you by better understanding your business, which in turn helps us tailor our offerings and solutions in order to get the best fit for your needs.
We appreciate your time is precious and thank you in advance for any information provided. All information given will of course be treated with absolute confidentiality.
Business Name *
Contact Name *
Mobile Phone * 1. Business Context & Objectives In your town/area what are your main ‘business objectives or goals’ for the next 12-24 months? (These may come from an overall strategy or plan that you are working to, and will likely include elements that deal with growth, revenue, costs, competition, customer acquisition/retention etc.)
2. Digital Channels & Objectives Which digital channels do you currently use? What are their key objectives and how important are they to you as a business. (Channels often include websites, social media sites like Facebook, Twitter, Instagram, Pinterest, as well as blogs, email and mobile apps. Objectives can be things like building customer contact lists, newsletter signups, brand awareness, taking bookings, audience engagement, selling products etc.)
3. Digital Ad Media What, if any, digital ad media campaigns are you running, how often do you run them and what is the objective of them? (Media placements can include Facebook Ads, Google Adwords, Display Banners, Directory listings etc. Objectives can include Brand awareness, user registrations, product purchases, competition entries etc)
4. Website Specific - Design & Build (Replace existing) Note: As part of the process we make a comprehensive assessment of any existing website(s) to complement any information you provide below.
‘Like for like’ re-builds of existing websites essentially mean that size, complexity and functionality are replicated as part of the delivery, apart from any new requirements identified below.
a) Details of current website(s) for reference:
b) Key objective(s) and/or success factors for the new website: c) Scoping & Requirements:
i. Design (Look & Feel) – any specific requirements or guidance on the colour scheme and graphics used:
ii. Page Layout (Templates) – any specific requirements on how the content is laid out on the pages:
iii. Content (Words & Pictures) – any significant content changes required for launch? (e.g. new pages/sections being added, old ones being modified or deleted)
iv. Functionality – any specific changes or new capabilities to be added to the site (e.g. additional forms, shopping cart, survey, social media feeds):
v. Business Systems integration/automation – any requirements (now or in the future) to integrate website functionality e.g. forms, with company email, customer databases, practice management, CRM or ecommerce systems: vi. Miscellaneous requirements – some of these will require further scoping or conversation to understand specific needs, but please indicate using the list below:
Basics included as part of the standard build: Enhanced or standalone services/projects quoted separately based on requirements (tick as reqd): Content creation/production – Create new, professional and optimised copy, images and graphics. eCommerce Integration – Utilise existing services or create new online shopping cart facilities. Email Hosting – Transfer or setup new email services for your business. Email Marketing – From Template design, campaign setup and execution, through to tool selection and overall campaign strategy. Google Reviews – Integrated independent customer reviews provide credibility. Google Analytics & Reporting (Advanced) – Custom reporting dashboards, goal tracking, conversion funnels etc. Image resizing & optimising (Advanced) – Photoshopping, composite images, editing and preparing new images/graphics. Search Engine Optimisation (Advanced) – Off site optimisation, link building and improved search engine rankings. Social Media Support – Ranges from basic newsfeed integration onsite, through to content setup, creation, posting, moderation and community management. Advertising Media Support – Facebook Ad creation, campaign setup and reporting, plus Google Adwords PPC. Strategy Services & Consulting – Digital, Content & Social Media strategies and general digital marketing consultancy. d) Finally, are there any key business plans, developments or initiatives occurring in the next 12-18 months that could impact the website? (e.g. systems integration, online shop, new branch opening):
Budget (if known):
Target launch date: