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KYC
Customer Name
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Email
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Phone Number
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Company/Organisation
Domain Names
Do you have a domain name registered?
** None
Yes
No
If "Yes" whats your domain name and who is hosting it?
Ecommerce
Will you be accepting payment online?
** None
Yes
No
Target Audience
What kind of audience will the site be developed for?
What kind of information are they looking for?
What kinds of actions should they be taking?
Keywords/SEO
Compile a list of keywords and key phrases you think your website should be targeting
Are these words the same as what your audience might use to search for your products or services? Put yourself in your customers shoes
Creating New Content
Are you developing the content internally?
** None
Yes
No
Do you need to enlist a copywriter for partial or full copywriting assistance?
** None
Yes
No
Functional Requirements
Is there any specific functionality the new site should be capable of?
Does the site need to communicate with any backend systems? i.e Accounting software
** None
Yes
No
Who within your organization should receive web form submissions and notifications?
Content Management
How much of the site’s content will you need to edit on a regular basis?
How often does the content change?
What kind of content changes will you be making?
Who within your organization will be responsible for these updates?
Does content need to be approved by other in your organization before it goes live?
** None
Yes
No
Hosting
Do you have a company to host your website?
** None
Yes
No
Deadline
When does the new site need to launch?
What is the plan in the event there are any delays?
Budget
What is the budget available for this project?
Social Media
What social media does your company participate in?
Do you own and have control over all the usernames and passwords for those accounts?
** None
Yes
No
Do you need to create them from scratch?
** None
Yes
No
Do you need a social media manager?
** None
Yes
No
Marketing
How will you promote the site to your existing and new customers?
How will you attract new users and customers?
Project Management
Who will be the main point of contact during the project for your organisation? Include their contacts
Who has the power to make decisions and approve project milestones?
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