Onboarding - Web Done Well

New Client Onboarding Information

Client Information

Select Project Type

New Website Build

Migrating Existing WordPress Site to Our Server

Managing Offsite Site (Shopify, etc)

Business Name

Website

Contact Name

First Last

Address

Street Address Address Line 2 City State ZIP Code

Mobile Phone

Domain Information

Domain Name Provider

Godaddy, Network Solutions, etc

Domain Name Login

Domain Name Password

Website Information

WordPress Username

WordPress Password

Access Details

Please provide your current login URL, username/password and any other login information you might have.

Are there any 3rd party plugins, sites or integrations we need access to?

Yes

Access Details

Please provide your current login URL, username/password and any other login information you might have.

Before Migration of Your Site

Changes to be made to existing site before going live

New Website

What is the primary purpose of the new website?

Who is your target audience?

What are your main goals for the website (e.g., lead generation, e-commerce, informational, portfolio)?

Are there any specific features or functionality your website needs (e.g., forms, e-commerce, booking systems)?

Do you have any specific design preferences or styles in mind? Are there any websites you admire or would like to model your site after? Please provide examples.

What colors, fonts, and overall aesthetic do you prefer?

Do you have any existing brand guidelines or standards? Please provide them if available.

Are there any logos or brand elements that must be included in the design? Please provide them if available.

Do you have images and content for the site? Please provide them if available.

What is the main action you want visitors to take on your site (e.g., sign up, purchase, contact)?

Do you have any accessibility requirements for your website? Are there any regulatory requirements (HIPAA) that apply to your site?

A Few Final Things

Main Point of Contact

POC Mobile Phone

POC Email

What is your desired launch date for the new website?

Is there anything else you would like us to know about your project? Do you have any concerns or questions about the website design process?

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