Website Strategy Questionnaire

We created this questionnaire to assist our clients in understanding how their website fits into their overall marketing strategy, allowing us to design it more effectively to meet their objectives and requirements. In the process, we recognized that it could also benefit those determining whether they need a website, whether they want to build it themselves, or if they prefer to hire someone to do it.

So here it is for you to use! We hope it's helpful for you on your business journey.

Welcome!

Your website is a powerful tool, but it works best as part of a broader strategy to grow your business. This questionnaire is designed to help you think through how you’ll use your website to achieve your goals after it’s built.

While our company focuses on designing and building the website itself, the strategies you implement afterward—like SEO, content marketing, and online advertising—are up to you or your team. This form is here to help you brainstorm and plan those next steps so your website can be a true asset for your business.

If you’re unsure about anything, don’t worry! We’re happy to provide resources or recommendations for tools and services that can support you.

Let’s plan how to make the most of your new website!

1. Business Goals and Website Integration

What are your key business goals for the next year?

(e.g., increase revenue, grow your customer base, improve customer retention.)

How do you see your website contributing to these goals?

(e.g., generating leads, serving as a digital storefront, showcasing expertise.)

What role will your website play in your overall marketing strategy?

☐ A central hub for all marketing efforts

☐ One piece of a larger digital presence (e.g., alongside social media and email marketing)

☐ A supporting tool for offline efforts (e.g., events, direct mail)

☐ Other:

Are there any ways you’d like your website to directly generate revenue? (Select all that apply or write your own.)

☐ Selling products or services online (e-commerce)

☐ Offering paid memberships or subscriptions

☐ Displaying ads (e.g., Google Ads, sponsorships)

☐ Hosting webinars, classes, or virtual events

☐ Other: ___________________________

2. Target Audience and User Needs

Who is your target audience, and what do they need from your website?

(e.g., easy access to product information, booking a service, learning more about your expertise.)

How does your website help solve a problem or meet a need for your audience?

(e.g., faster service inquiries, easier shopping experience, educational content.)

How will your website make it easier for your audience to connect with your business?

(e.g., contact forms, live chat, downloadable resources.)

How can your website help strengthen relationships with your audience? (Select all that apply or write your own.)

☐ Providing valuable content (e.g., blog, guides, videos)

☐ Offering exclusive resources (e.g., downloads, member-only areas)

☐ Creating a community space (e.g., forums, comment sections)

☐ Making it easier to contact you (e.g., live chat, contact forms)

☐ Other: ___________________________

3. Marketing and Promotion Strategy

What marketing strategies will you use to drive traffic to your website?

☐ Social media campaigns

☐ Email newsletters

☐ Paid ads (e.g., Google Ads, Facebook Ads)

☐ Content marketing (e.g., blogs, videos)

☐ Partnerships or collaborations

☐ Organic Search traffic

☐ Offline Promotions (e.g. business cards, flyers)

☐ Networking or events

☐ Other: ___________________________

How does your website fit into these strategies?

(e.g., as a landing page for ads, a resource for email subscribers, or a hub for content.)

Do you plan to use your website for ongoing campaigns or promotions?

(e.g., seasonal sales, new product launches, event registrations.)

Do you have a plan for launching your website?

☐ Yes, I’ve thought this through.

☐ Sort of, but I could use more ideas.

☐ Not yet—this is new territory for me.

How will you announce your website’s launch? (e.g., email to customers, social media posts, press release, events)

Example Note: "Your launch announcement is a great opportunity to create buzz. We recommend creating a simple plan to let your audience know your site is live."

Do you have any special offers or campaigns planned for the launch?

(e.g., discounts, free downloads, giveaways)

4. Content Strategy

What types of content will you create to support your website?

(e.g., blog posts, product descriptions, videos, case studies.)

Who will be responsible for creating and managing this content?

☐ Myself or my team

☐ Outsourced to a freelancer or agency

☐ I’m not sure yet

How often do you plan to update your website’s content?

☐ Weekly

☐ Monthly

☐ Occasionally (e.g., major updates only)

How will your website content align with your overall marketing messages?

(e.g., reinforcing your brand story, promoting offers, showcasing expertise.)

5. Measuring Success

What metrics will you use to determine if your website is successful?

☐ Traffic (e.g., number of visitors)

☐ Conversions (e.g., leads, sales, bookings)

☐ Engagement (e.g., time on site, social shares)

☐ Other: ___________________________

How will these metrics tie into your business goals?

(e.g., increasing leads to boost sales, more engagement to build brand awareness.)

Do you have a plan for tracking and analyzing your website’s performance?

☐ Yes, I already have tools in place.

☐ No, but I’m looking into tools like Google Analytics.

☐ I’ll need help with this.

6. Scaling and Future Plans

How do you see your website evolving over time?

(e.g., adding new features, growing to support new services, expanding for a larger audience.)

What plans do you have for scaling your website as your business grows?

(e.g., adding e-commerce, introducing new languages, creating a member area.)

How will your website continue to align with your business strategy as it evolves?

(e.g., adapting to market changes, integrating new tools or platforms.)

7. Final Thoughts

Are there any other strategies or plans you’re considering for leveraging your website as part of your business?

Do you have any concerns or challenges you foresee in making your website a successful asset?