Cartier Consulting, LLC

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Site Questionnaire and Planning Guide

This form should take you approximately 20-30 minutes to complete, provided you have a few sites in mind that you like. Note all contact information except a fax number is required. If you prefer, you may download a copy of this Site Questionnaire And Planning Guide in Microsoft Word format that you may fill in offline and return via email or print and return via US Postal mail.

Name: Name entry status
E-mail: E-mail address entry status
Company: Company entry status
Address: Address entry status
City: City entry status
State: State entry status
Zip code: Zip code entry status
Telephone number: Phone number entry status
Best time to call: Best time to call entry status
Fax number:
1. General Inquiry
1.1 Have you ever been involved in planning or building a Web site or a site redesign? If yes, provide your involvement level:
1.2 What is your background? Do you have a technical background?
1.3 What is your level of understanding of the Web?
1.4 How involved will you be in the process of developing your site?
1.5 If you have a domain name registered, what is the address (URL) of your present site?
(example: http://www.somesite.com)
1.6 What is your estimated launch date?
1.7 What is your estimated budget for site development?
1.8 Do you have an advertising agency or public relations firm? Will they be involved in the development or redesign of your Web site? If yes, please explain:
2. Image
2.1 Describe the impression that the site should leave with your visitors (Examples: conservative, progressive, friendly, formal, casual, serious, experts, humorous, service-oriented, professional, etc.):
3. Project Description
3.1 Will this be a redesign of your current site? If yes, why are you unhappy with your existing site?
3.2 At what stage are you currently at in the project? (Examples: not started, beginning to plan, have the basic requirements mapped out, already have a developer but looking at other options, etc.):
3.3 What is the purpose of the project? (Examples: sell online service/products, provide a community service, improve customer relations, make product and store information available online, etc.):
4. Interaction
4.1 How will your customers interact with your company through your web site? (Examples: buy a product, download a form, read your brochure, take a guided tour, experience a demo, find your phone number or email address):
5. Sections
5.1 Do you need help developing a site map? If no, please list the following:
5.2 List the major sections that your site will have:
5.3 List any subsections to the site:
6. Content
6.1 Will this site use existing offline content (examples: brochures, written copy, photography, data, and graphics)?
6.2 Will your new site reuse any existing site content? If so how much of it is expected to remain unchanged?
6.3 What kind of information is to be included on your web site? (Examples: organization profile, product and pricing information, about the company or services, etc):
6.4 Does your company currently have a logo? If no, will you need one designed?
6.5 Other comments you have about the site content:
7. Color and Style - please list two or three sites for each question
7.1 List sites that show color combination you like
(example: http://www.cartierconsulting.com):
7.1.1 Color combination example site 1:
7.1.1.1 Color choices for site 1:
7.1.2 Color combination example site 2:
7.1.2.1 Color choices for site 2:
7.1.3 Color combination example site 3:
7.1.3.1 Color choices for site 3:
7.2 List sites with the look and feel you want for your site
(example: http://www.cartierconsulting.com):
7.2.1 Look and Feel example site 1:
7.2.1.1 What do you specifically like about this site?
7.2.2 Look and Feel example site 2:
7.2.2.1 What do you specifically like about this site?
7.2.3 Look and Feel example site 3:
7.2.3.1 What do you specifically like about this site?
7.3 Provide any additional information not listed about color and style:
8. Organization and layout - please list two or three sites for each question
(example: http://www.cartierconsulting.com):
8.1 List sites that have a similar organization (navigation) to the one you want:
8.1.1 Organization example site 1:
8.1.1.1 What do you specifically like about this site?
8.1.2 Organization example site 2:
8.1.2.1 What do you specifically like about this site?
8.1.3 Organization example site 3:
8.1.3.1 What do you specifically like about this site?
8.2 List sites that have layouts similar to the one you want
(example: http://www.cartierconsulting.com):
8.2.1 Layout example site 1:
8.2.1.1 What do you specifically like about this site?
8.2.2 Layout example site 2:
8.2.2.1 What do you specifically like about this site?
8.2.3 Layout example site 3:
8.2.3.1 What do you specifically like about this site?
9. Features and Functionality - please list two or three sites for each question
(example: http://www.cartierconsulting.com):
9.1 List sites that have features you want to include on your site:
9.1.1 Features example site 1:
9.1.1.1 What features do you specifically like about this site?
9.1.2 Features example site 2:
9.1.2.1 What features do you specifically like about this site?
9.1.3 Features example site 3:
9.1.3.1 What features do you specifically like about this site?
9.2 List sites that have functionalities you want to include on your site:
9.2.1 Functionality example site 1:
9.2.1.1 What functionality do you specifically like about this site?
9.2.2 Functionality example site 2:
9.2.2.1 What functionality do you specifically like about this site?
9.2.3 Functionality example site 3:
9.2.3.1 What functionality do you specifically like about this site?
10. Site Administration and Maintenance
10.1 How will the site be maintained?
10.2 Will your site require a Content Management System (CMS)?
10.3 Please provide additional information not listed on site administration and maintenance:
11. Ecommerce Questions (answer only if this section applies to your website)
11.1 Products for Sale
11.1.1 What types of items do you sell?
11.1.2 Approximately how many products do you have?
11.1.3 Tell us about your categories of products (example: T-shirts, Jeans, and Hats):
11.1.4 Do you have multiple levels of categorization (example: T-shirts: long sleeve, short sleeve)?
11.1.5 Will you want cross-selling capability to associate products with each other? If yes, provide details:
11.1.6 In what quantities are your products usually sold?
11.1.7 Provide any additional information not listed on your products:
12. Order Processing
12.1 Do you currently have a merchant account? If yes, does your merchant account allow for online credit card processing?
12.2 What types of payment do you want to accept on your website?
12.3 Will the site be using a payment gateway or will the orders be processed on the sites secure server?
12.4 Who can order on your site? Will it be open to the general public or only a select group of members? Will individuals or groups have special pricing? Will you offer wholesale and retail pricing on your site?
12.5 Provide any additional information not listed on order processing:
13. Product Content
13.1 Do you already have photographs or other images of your product available?
13.2 Do the products have detailed specifications that need to be posted along with the product description?
13.3 Will the product descriptions, specifications and photos be provided in electronic format?
13.4 Will some of the products have options? If so, how many levels of options are there?(Example: color, size, options, accessories, etc.):
13.5 Provide any additional information not listed on product content:
14. Customer, Content and Order Management
14.1 Will the site need customer account login? If yes, what functionality will be needed?(Example: order details, order status, shipping and payment information management, etc.)
14.2 Will the site need online order processing? If yes, what functionality will be needed? (Example: order details, order status, shipping and payment information, product availability etc.)
14.3 Will the product descriptions, specifications, cross-selling products and images need to be managed through a backend product management system? If so, please provide relevant details:
14.4 Will the product information, image paths, specifications and other details that need to be added to the database be performed by the development team or will your company be responsible for the completion of the information stored in the database?
14.5 Provide any additional information not listed on order management:
15. Please provide any additional information, comments or questions: