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Website design questionnaire template

Brief a new website project before the first call: goals, audience, pages, brand assets, budget and deadline.

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Page 1 of 4

1. Your name*

3. Phone

4. Business or organisation name*

5. Current website (if you have one)

What’s inside the website design questionnaire template

This website design questionnaire collects a project brief before your first call. Clients describe their business, goals, pages, brand assets, budget and deadline across four short pages, and can save and come back later. Questions about the current site only appear for redesigns or when a client enters a website address.

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  • 2 questions only appear when an earlier answer calls for them.
  • Hidden fields filled from the link: lead_source.
  1. 1 Short answer: Your name
  2. 2 Email: Email
  3. 3 Phone number: Phone (optional)
  4. 4 Short answer: Business or organisation name
  5. 5 Website link: Current website (if you have one) (optional)
  6. 6 Multiple choice: What do you need?
  7. 7 Long answer: What does your business do, and who is it for?
  8. 8 Checkboxes: What should the website achieve?
  9. 9 Long answer: What do you like and dislike about your current site? (optional) (when needed)
  10. 10 Checkboxes: Which pages or features do you need? (optional)
  11. 11 Website link: Link to a website you like (optional)
  12. 12 Yes / No: Do you have a logo and brand colours? (optional)
  13. 13 File upload: Upload your logo or brand guide (optional) (when needed)
  14. 14 Multiple choice: Who will write the website text? (optional)
  15. 15 Ranking: Rank what matters most for this project (optional)
  16. 16 Multiple choice: What is your budget (AUD, including GST)?
  17. 17 Date: When do you need it live? (optional)
  18. 18 Yes / No: Will you need ongoing maintenance or hosting? (optional)

Why this template works

  • Covers goals, pages, copywriting, budget in AUD and the go-live date, so the first call can start from the brief.
  • A ranking question shows whether the client cares most about look, speed, easy updates, SEO or budget.
  • The logo upload only appears when the client says they have brand files.

Works with

Connect these after you publish, from the Connect tab.

  • Notion Add each brief to your project database
  • Email me Get each brief by email
  • Zapier Send briefs to your CRM or project tool
  • Uploads over 10 MB Pro On Free: up to 10 MB per file.
  • Copy of answers emailed to the client Pro

Questions about this template

How long does the questionnaire take?

About eight minutes. Clients can save their progress and return to finish it.

Is this the same as a web design client questionnaire?

Yes. Designers also call it a web design client questionnaire, a discovery questionnaire or a website brief. The questions are the same: who the client is, what the site must do, and the budget and deadline.

Can I use it for app or branding projects?

Yes. Change the "What do you need?" options and the pages list. The structure works for most creative briefs.

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