New Client Questionnaire | Great Harbor Digital

New Client Questionnaire

Organizational Information

Your First & Last Name (required)  

E-Mail Address (required)  

Your Title  

Organization Name  

Street Address  

Website  

Years Active  

Number of Employees  

Web Infrastructure

What software is your current site built on? (Wordpress, Drupal, Magento, BigCommerce, Shopify, etc.)  

Where is your website hosted? (GoDaddy, BlueHost, HostGator, etc.)  

Do you use analytics software to track traffic? (Google analytics, etc.) YESNO

How many websites do you currently own and operate?  

When was your last website redesign?  

Traffic & Statistics

How many unique visitors do you receive each month?  

How many pageviews do you receive each month?  

What sources generate the most traffic for your site (direct, Google, Social Media, E-Mail, advertising)?

Have you experienced any spikes in traffic? If so, please describe when and why.

E-Mail Marketing

Do you use e-mail marketing software, and if so, what is the name of the service you use?  

How big is your e-mail list?  

How frequently do you send e-mails?  

What is the average open rate?  

What is the average click-through rate?  

Social Media

Who manages your social media accounts?  

Is your company on Facebook? YESNO

If so, how many likes do you currently have?  

How frequently do you post to Facebook?  

Is your company on Twitter? YESNO

If so, how many followers do you currently have?  

How frequently do you post to Twitter?  

Is your company on Instagram? YESNO

If so, how many followers do you currently have?  

How frequently do you post to Instagram?  

Is your company on Pinterest? YESNO

If so, how many followers do you currently have?  

How frequently do you post to Pinterest?  

Is your company on LinkedIn? YESNO

If so, how many followers do you currently have?  

How frequently do you post to LinkedIn?  

E-Commerce

Does your site currently have e-commerce capabilities? YESNO

What software do you use? (Shopify, WooCommerce, Magento, OSCommerce, BigCommerce, etc.)  

How many monthly orders do you receive online?  

How do you handle fulfillment? (self, in-house employee, part-time employee, outsourced, etc.)

Do you use software to keep track of shipping and print labels? YESNO

Do you have accounting integration with your e-commerce site? YESNO

Do you currently accept international orders? YESNO

Do you currently send automated e-mails to tell customers the status of their purchase? YESNO

How do you currently handle product photography & video?

Digital Marketing

Do you use any other digital marketing tactics? If so, what are they? (Pop-ups, landing pages, etc.)

Do you use any other digital marketing products? If so, what are they? (Hubspot, Eloqua, Pardot, Salesforce, etc.)

Do you currently do any digital advertising (Google pay-per-click, Facebook, etc.)? YESNO

Content Creation

Do you currently have staff members creating content for the web (taking photos, writing blog posts, etc.)? YESNO

Do you currently shoot any video in-house? YESNO

How do you decide when and what to post to social media, e-mail, etc.?

Do you currently have an easily-accessible database of photos and video for company use?
YESNO

Please list any content created by 3rd party publishers/media organizations about your company.

Any other relevant information we should know?