- Say hi and whatnot
- Tell me about your business
- What do you do & for whom?
- What makes you special / different / why should someone hire you over a competitor?
- What are your broad business goals?
- And how do you plan to reach them?
- What’s your current website situation?
- What are your challenges with it?
- What do you like about it?
- What are the big user behavior goals for the new site?
- Where do you stand on “bang for your buck” vs. “as epic as possible?”
- Make a list of all noteworthy pages, features, etc.
- Explain process & how i work
- Process
- Strategy
- Design
- Building
- Testing & Finalizing
- Launch
- Training
- Billing schedule
- Deposit
- Monthly payments for time worked
- Live overlap blocks
- Explain & see if they’re interested
- Determine if this person is a key decision maker who can make executive decisions about design, layout, etc.
- Pricing
- Give rough price range estimate for everything they’re looking for
- If they think it’s too spendy, make a list together of scope we can cut if necessary
- Talk about ongoing pricing for hosting, maintenance, plugins, etc.
- Deadline
- Determine overall deadline
- Establish sub deadlines for different tasks
- Photos
- Text content
- Design revision completion
- Closing
- Ask if they have any more questions
- Ask if they want to work with me
- Let em know next step to work with me is pay deposit and sign contract
- Tell em I’ll send em an email with deposit link & contract