Website Discovery questionnaire

This questionnaire helps us prepare a head-start discovery board ahead of our session together, so we can spend our time refining ideas rather than starting from a blank page. Answer as much as you can, anything left blank, we'll cover live in the workshop.

Website

Step 1

Your details

Client / Company The organisation this project is for

Completed by Your name

Email We'll use this if we need to follow up

Date

Current site URL Leave blank if this is a new build

Step 2

Business & Goals

1.1 What does your business do, in a sentence or two?

1.2 What is the main goal of this website project? e.g. generate leads, sell products, support existing customers, build brand credibility, replace an outdated platform

1.3 How will you know the project has succeeded? Any measurable goals — traffic, conversions, enquiries, sales, reduced support tickets, etc.

Step 3

Audience

2.1 List up to five key user/visitor types, in priority order (1 = most important).

This becomes our Key Users Matrix — the different types of people who use your site, ranked by importance. Add more with the button below (up to five).

Priority 1

User type

Who they are

What they need to do

Priority 2

User type

Who they are

What they need to do

Priority 3

User type

Who they are

What they need to do

Priority 4

User type

Who they are

What they need to do

Priority 5

User type

Who they are

What they need to do

2.2 What frustrates these users most about your current site if you have one?

Step 4

Current website

3.1 What's working well on the current site? What should we keep? Leave blank if you do not have a current site.

3.2 What isn't working? What should change?

3.3 Are there pages, sections, or tools that must be carried over largely unchanged? e.g. a partner portal, a support knowledge base, legal/compliance pages

3.4 Are there known technical issues (broken pages, outdated CMS, hosting problems, integrations that are due to be retired)?

3.5 Roughly how much existing content needs to migrate to the new site? Number of pages, blog/news posts, products, case studies, downloads — an estimate is fine

Step 5

Structure & Content

4.1 List the key pages or sections you know you need. Don't worry about getting this perfect — we'll turn it into a full sitemap together.

4.2 For your most important 2–3 pages, what is each page's single job? e.g. "Homepage: convince a new visitor we're credible and point them to the right product."

4.3 Do you have a product/service catalogue? Roughly how many products, categories, or services?

4.4 What existing content can we reuse? Photography, video, testimonials, case studies, downloads/brochures, stats, certifications/trust badges

4.5 Is new photography or video being produced, or should we work with existing/stock assets? If a shoot is planned, roughly when — this can affect the project timeline

Step 6

Features & Integrations

5.1 Do you need any interactive tools? Calculators, quote generators, configurators, quizzes, comparison tools

5.2 What forms do you need? Contact, quote request, booking, newsletter signup, job application, support ticket

5.3 What systems need to integrate with the site? CRM, email marketing, booking/scheduling, payments, ERP, analytics, chat/live support

Step 7

Competitors & Inspiration

6.1 Who are your main competitors? (names or URLs)

6.2 Which websites (in or outside your industry) do you like, and what specifically do you like about them?

6.3 Any websites you dislike, or design approaches you want to avoid?

Step 8

Compliance

7.1 Are there industry regulations or compliance disclosures that must appear on the site? e.g. financial services disclaimers, healthcare/medical claims rules, safety certifications

7.2 Are there specific accessibility requirements (e.g. WCAG level, public-sector obligations)?

Step 9

Technical & Stakeholders

8.1 Who owns and manages your domain and hosting? Will we need access, or will you make DNS/hosting changes on our instructions?

8.2 What CMS or platform is the current site built on (if any)?

8.3 What analytics and tracking do you currently have in place? Google Analytics/GA4, Google Tag Manager, ad pixels (Meta, LinkedIn, etc.), heatmapping tools

9.1 Who are the key decision-makers for this project?

9.2 Who should be in the discovery workshop?

9.3 Anything else you'd like us to know before we meet?

Done

Thank you

Thanks — your discovery questionnaire is on its way to the troop. We’ll review it ahead of the workshop.