Client Discovery Questionnaire

Document ID: WBL-DQ-[ID]-v1.0 Prepared for: [CLIENT NAME] Prepared by: Webility Date Sent: [DATE] Due Back by: [DATE]

How to use this form: Please complete as many fields as possible. There are no wrong answers — the more context you provide, the more accurately we can scope your project and write a proposal that truly fits your needs. Feel free to skip any question that is not applicable and add notes wherever helpful.

Return the completed form by email to your Webility contact at [PM EMAIL] or book a discovery call and we can walk through it together.

Section 1 — About Your Organization

1.1 Legal / Trading Name of Organization

1.2 Industry / Sector

☐ E-commerce / Retail ☐ Professional Services (Legal, Finance, Consulting, etc.) ☐ Healthcare / Wellness ☐ Hospitality / Food & Beverage ☐ Real Estate / Construction ☐ Technology / SaaS ☐ Non-Profit / NGO ☐ Education / Training ☐ Manufacturing / Industrial ☐ Media / Creative / Entertainment ☐ Government / Public Sector ☐ Other: ___________________________

1.3 Organization Size

☐ Solo / Freelancer (1) ☐ Small (2–10 employees) ☐ Medium (11–50 employees) ☐ Growing Mid-Market (51–200 employees) ☐ Enterprise (200+ employees)

1.4 Year Founded

1.5 Operating Regions / Markets

(List all countries, regions, or cities where you operate or sell)

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1.6 Primary Business Languages

1.7 Website URL (current, if any)

1.8 Social Media Profiles (LinkedIn, Instagram, Facebook, X, etc.)

1.9 Brief Company Description

(2–4 sentences: what you do, who you serve, what makes you different)

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Section 2 — Primary Contact & Decision-Making

2.1 Primary Contact for This Project

2.2 Are you the primary decision-maker for this project?

☐ Yes — I have full authority to approve scope, budget, and sign contracts ☐ Partially — I will make day-to-day decisions, but final approval requires: _______________ ☐ No — The decision-maker is: _______________ (Name / Title)

2.3 Who else will be involved in reviewing or approving work?

(List stakeholders whose feedback or sign-off will be required)

Name	Title	Role in Project

2.4 Have you worked with a digital agency before?

☐ Yes — Please describe the experience: _______________________________________________ ☐ No — This is our first time engaging an external agency

2.5 If yes, what worked well or didn't work in past agency relationships?

Section 3 — Service Type & Project Overview

3.1 What service(s) are you interested in? (Select all that apply)

☐ Website Design & Development ☐ Brand Identity & Visual Design (logo, colors, typography, brand system) ☐ AI Agent Development (chatbots, AI assistants, intelligent workflows) ☐ Business Process Automation (workflow automation, system integration, n8n/Make) ☐ Website Maintenance & Technical Support ☐ Managed Hosting ☐ Digital Strategy & Consulting ☐ Content Strategy & Copywriting Assistance ☐ SEO Strategy ☐ Other: ___________________________

3.2 Describe your project in your own words.

(What do you want to build, fix, or improve? The more detail, the better.)

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3.3 What is the primary business problem this project solves?

3.4 What does success look like for this project?

(Define 1–3 measurable outcomes you're hoping to achieve)

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3.5 What happens if this project is NOT done or is delayed significantly?

3.6 Is there a hard deadline for this project?

☐ Yes — Date: _______________ Reason: _______________________________________________ ☐ Preferred date: _______________ (flexible) ☐ No specific deadline — quality takes priority

Section 4 — Website & Digital Presence

(Complete this section if your project involves a website or web application)

4.1 What is the primary purpose of the website?

☐ Lead generation / inquiry capture ☐ E-commerce / direct sales ☐ Brand awareness and credibility ☐ Customer portal / client login area ☐ Booking / appointment scheduling ☐ Content publishing / blog / media ☐ Community / membership platform ☐ Internal tool / intranet ☐ Other: ___________________________

4.2 Do you have an existing website?

☐ Yes — URL: _______________________________________________ ☐ No — this is a new website from scratch

4.3 If yes, what are the main issues with your current website?

☐ Outdated design — doesn't reflect our current brand ☐ Poor performance / slow loading ☐ Not mobile-friendly ☐ Hard to update content ourselves ☐ Low conversion rate — visitors don't take action ☐ Poor SEO / low Google visibility ☐ Missing features we need ☐ Security concerns ☐ Other: ___________________________

4.4 What platform/CMS is your current site on?

☐ WordPress ☐ Shopify ☐ Squarespace / Wix / Webflow ☐ Custom-built ☐ Other: ___________________________ ☐ Not sure

4.5 What platform would you prefer for the new site?

☐ WordPress (+ WooCommerce if e-commerce) ☐ Shopify (e-commerce) ☐ Webflow ☐ Custom Next.js / React ☐ No preference — recommend what's best for our needs ☐ Other: ___________________________

4.6 Approximately how many pages does the website need?

☐ Small (1–5 pages — landing page or brochure) ☐ Medium (6–20 pages — standard business site) ☐ Large (21–50 pages) ☐ Very Large (50+ pages or app-like) ☐ Not sure yet

4.7 Does the website need e-commerce functionality?

☐ Yes — Approximate number of products: _______ ☐ No ☐ Possibly in the future

4.8 What languages does the website need to support?

4.9 List any specific features or functionality required:

(e.g., contact forms, booking calendars, member login, live chat, map integration, multi-language, payment gateways, custom dashboard, API integrations)

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4.10 List any third-party tools or platforms that must integrate with the website:

(e.g., CRM: HubSpot/Salesforce, Email: Mailchimp/Klaviyo, Calendar: Calendly, Analytics: GA4, Payment: Stripe/PayPal)

Tool / Platform	Purpose	Existing Account?
		☐ Yes ☐ No
		☐ Yes ☐ No
		☐ Yes ☐ No

4.11 Who will manage the website content after launch?

☐ Our internal team (needs to be editable without technical skills) ☐ Webility will manage it (maintenance plan) ☐ A developer on our team ☐ Not decided yet

4.12 Do you have existing content (text, images) ready for the new site?

☐ Yes — fully ready ☐ Partially — some content exists, some needs creating ☐ No — all content needs to be created ☐ We need help with copywriting as part of this project

4.13 Websites you admire (provide 2–5 URLs and what you like about each)

URL	What you like about it

Section 5 — Brand & Design

(Complete this section for all projects involving design)

5.1 Do you have an existing brand identity?

☐ Yes — fully established (logo, colors, fonts, brand guidelines) ☐ Partially — we have a logo but nothing else is formalized ☐ No — we need a brand identity built from scratch ☐ We have a brand but it needs a refresh

5.2 If you have brand guidelines, please attach or share them.

(File upload or Dropbox/Google Drive link)

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5.3 Describe your desired brand personality. (Select all that apply)

☐ Professional & Authoritative ☐ Friendly & Approachable ☐ Innovative & Tech-Forward ☐ Luxury & Premium ☐ Bold & Energetic ☐ Minimal & Clean ☐ Playful & Creative ☐ Trustworthy & Dependable ☐ Sustainable & Conscious ☐ Other: ___________________________

5.4 Describe your brand in 3–5 adjectives.

5.5 What colors align with your brand? What colors should be avoided?

Preferred: _______________________________________________ Avoid: _______________________________________________

5.6 Are there any design styles you love or hate?

Love: _______________________________________________ Dislike: _______________________________________________

5.7 Who are your main competitors? List 3–5.

Competitor Name	Website	What they do well	Where they fall short

5.8 How do you want to be perceived relative to your competitors?

☐ More premium / upmarket than competitors ☐ More accessible / affordable than competitors ☐ More innovative / tech-forward ☐ More trustworthy / established ☐ Completely different category — we're redefining the space ☐ Other: ___________________________

Section 6 — Target Audience

6.1 Describe your ideal client/customer profile.

(Who are you trying to reach with this project?)

Primary Audience: Age range: _____ Geography: _____ Industry/Role: _____ Key pain points: _______________________________________________ What they care most about: _______________________________________________

Secondary Audience (if applicable): Age range: _____ Geography: _____ Industry/Role: _____ Key pain points: _______________________________________________

6.2 Is your audience primarily:

☐ B2B (you sell to businesses) ☐ B2C (you sell to consumers) ☐ Both ☐ B2G (government / institutions)

6.3 What is the typical buyer journey for your clients?

(How do they find you, evaluate options, and make a decision?)

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6.4 What are the top 3 objections or hesitations your prospects have before buying?

Section 7 — AI & Automation Projects

(Complete this section if your project involves AI agents, chatbots, or business automation)

7.1 What business process or problem are you trying to automate or improve with AI?

7.2 Which department(s) are involved?

☐ Sales & CRM ☐ Customer Support / Service Desk ☐ Marketing & Lead Generation ☐ Operations & Logistics ☐ Finance & Accounting ☐ HR & Recruiting ☐ Legal & Compliance ☐ IT & Systems ☐ Executive / Reporting ☐ Other: ___________________________

7.3 What tools and systems are currently involved in this process?

(List all software, platforms, databases, and communication tools in the workflow)

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7.4 How is this process currently handled?

☐ Fully manual (spreadsheets, email, phone) ☐ Partially automated with existing tools ☐ Has some automation, but with significant gaps ☐ Other: _______________________________________________

7.5 How many people are currently involved in this process? How much time does it take?

People: _______ Hours per week: _______ Estimated annual cost of manual effort: _______

7.6 What data sources would the AI system need to access?

(e.g., CRM records, email inboxes, databases, PDFs, product catalog, live web data)

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7.7 Does this project involve handling personal data of individuals?

☐ Yes — Types of personal data: _______________________________________________ ☐ No ☐ Not sure

7.8 Are there any regulatory or compliance requirements that apply?

(e.g., GDPR, HIPAA, SOC 2, PCI-DSS, PIPEDA, financial services regulations)

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7.9 What AI tools or platforms are you already using or have preferences for?

7.10 What does success look like for this automation project in 6 months?

Section 8 — Technical Environment

8.1 Who manages your current IT infrastructure?

☐ Internal IT team — Contact: _______________________________________________ ☐ External IT provider — Company: _______________________________________________ ☐ No dedicated IT — managed by a team member ☐ Not applicable

8.2 Where is your current website or application hosted?

☐ Self-managed server ☐ Shared hosting (provider: _______________) ☐ Cloud hosting — AWS / Google Cloud / Azure / DigitalOcean / Vercel / Other: ___ ☐ Platform-managed (Shopify, Squarespace, etc.) ☐ Not sure

8.3 Do you own your domain name? Who is the registrar?

☐ Yes — Registrar: _______________________________________________ ☐ No — Domain is managed by: _______________________________________________ ☐ Not applicable / new domain needed

8.4 Are there any technical constraints or requirements we should know about?

(e.g., must use a specific technology, must comply with company IT policy, cannot use certain cloud providers)

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8.5 Data residency requirements (important for regulated industries or multi-national clients)

☐ Data must remain in [Country/Region]: _______________________________________________ ☐ No specific requirements ☐ Not sure — please advise

Section 9 — Budget & Investment

9.1 What is the approved or estimated budget range for this project?

☐ Under $2,500 ☐ $2,500 – $5,000 ☐ $5,000 – $10,000 ☐ $10,000 – $25,000 ☐ $25,000 – $50,000 ☐ $50,000 – $100,000 ☐ $100,000+ ☐ Not yet defined — I need your input to understand realistic cost ☐ Prefer not to say

9.2 Is this budget already approved, or does it require internal approval?

☐ Already approved ☐ Requires approval from: _______________________________________________ ☐ Not yet budgeted — depends on the proposal

9.3 What currency are you budgeting in?

9.4 Are you open to phasing the project to fit within budget constraints?

☐ Yes — happy to prioritize and phase ☐ No — prefer to complete the full scope at once ☐ Depends on the proposal

9.5 Are you interested in an ongoing maintenance or retainer engagement after the project?

☐ Yes — definitely ☐ Possibly — tell me what's available ☐ No — we'll manage internally after delivery ☐ Not sure yet

Section 10 — Timeline & Urgency

10.1 When do you ideally want the project to start?

10.2 When do you need the project completed?

10.3 Are there any external events that drive the deadline?

(e.g., product launch, trade show, funding announcement, regulatory deadline)

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10.4 How quickly do you typically make decisions internally?

☐ Very fast (days) ☐ Standard (1–2 weeks) ☐ Slow (requires committee approval, 3–4 weeks) ☐ Not sure

Section 11 — Compliance & Regulatory Context

11.1 Which privacy regulations apply to your business?

(Select all that apply) ☐ GDPR (European Union / United Kingdom) ☐ PIPEDA / Law 25 (Canada / Quebec) ☐ CCPA / CPRA (California, USA) ☐ LGPD (Brazil) ☐ PDPA (Thailand / Singapore) ☐ Other: ___________________________ ☐ Not sure — please advise

11.2 Does your business operate in any regulated industry?

☐ Healthcare / Medical (HIPAA, etc.) ☐ Financial Services / Fintech (PCI-DSS, etc.) ☐ Legal Services ☐ Education (FERPA, etc.) ☐ Government / Defence ☐ Food & Drug ☐ No regulated industry requirements ☐ Not sure

11.3 Do you have accessibility requirements?

(e.g., government clients, public sector, or user base with accessibility needs) ☐ Yes — Standard required: ☐ WCAG 2.1 AA ☐ WCAG 2.1 AAA ☐ ADA ☐ Other: ___ ☐ No specific requirement, but accessibility is important to us ☐ No

Section 12 — Anything Else

12.1 Is there anything important about your business, your project, or your situation that we haven't asked?

12.2 How did you hear about Webility?

☐ Google search ☐ LinkedIn ☐ Referral — from: _______________________________________________ ☐ Social media (platform: _______________) ☐ Industry event / conference ☐ Webility website / blog ☐ Other: ___________________________

12.3 Are you currently speaking with other agencies about this project?

☐ Yes — we're evaluating multiple agencies ☐ No — Webility is our only consideration ☐ Prefer not to say

Next Steps

Once we receive your completed questionnaire, here is what happens:

Questions? Reach your Webility contact directly: [PM NAME] | [PM EMAIL] | [PM PHONE/WHATSAPP]

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