Please complete this before our kickoff call. Your answers shape every design and build decision — the more detail you share, the better your site will reflect your practice.
Practice / organization name
Date completed
01
About your practice
Basic information about who you are and what you do. This goes directly into your homepage copy and schema markup.
1.1 Practice / organization legal name *
1.2 Preferred display name (if different)
The name you want on the website — may be shorter or more casual than the legal name.
1.3 Primary phone number *
1.4 Primary contact email *
1.5 Full street address *
Must exactly match your Google Business Profile for local SEO.
1.6 Practice type *
1.7 Years in operation
1.8 Business hours *
List all days and hours. Used in schema markup and the contact page.
1.9 In one or two sentences, what do you do and who do you serve?
Write this as you'd say it to a new patient — not your formal mission statement.
1.10 What makes your practice different from others in the area?
Be specific. "We care about our patients" is not differentiating. Think: technique, experience, specialty, approach, culture.
02
Goals & success
What do you need this website to do? These answers determine what we prioritize and how we measure success.
2.1 What is the single most important thing this website should do for your practice? *
2.2 What does success look like 6 months after launch?
Be concrete — "more patients" is not measurable. "5 new patient inquiries per week from the website" is.
2.3 What are the top three problems with your current website? (or "we have no website")
2.4 Are there competitor websites you admire — even outside your industry? *
Share URLs. Note what specifically you like (layout, colors, tone, functionality).
2.5 Are there any websites — competitor or otherwise — that you strongly dislike?
Just as useful. Knowing what to avoid is half the design brief.
03
Patients & target audience
Who are we writing for? The copy, layout, and imagery all shift based on your ideal patient profile.
3.1 Describe your ideal new patient or client
Age range, lifestyle, what they're struggling with, why they're looking for help now.
3.2 What concerns or objections do new patients typically have before booking?
These become the objections we address on the homepage and FAQ.
3.3 Do you serve any specific communities or populations?
3.4 What insurance do you accept? (or "self-pay only")
List all. This is one of the first things people search for and it belongs prominently on the site.
04
Services & content
What pages do we need and what content do you already have? This section builds your site map.
4.1 List all services you want on the website *
Each major service typically gets its own page for SEO purposes. List everything — we'll decide together what merits a dedicated page vs. a section.
4.2 Which pages do you need? *
4.3 Do you have existing written content we should use?
4.4 Do you have professional photos of your team and space?
4.5 Do you have an existing logo?
4.6 Do you have patient testimonials or Google reviews we can use?
Copy and paste up to 5 of your best reviews. First name and service type only — no last names.
05
Design & brand
Your visual direction. Even rough answers here save significant revision time.
5.1 How would you describe the feeling you want your website to convey?
5.2 Do you have existing brand colors?
List hex codes if you know them, or describe: "navy blue and gold", "sage green and cream".
5.3 Are there any colors you absolutely do not want on your website?
5.4 Any other design notes, preferences, or things to avoid?
06
Technical & integrations
Existing accounts, tools, and integrations that need to connect to the new site.
6.1 Do you have an existing domain name? *
Where is it registered? (GoDaddy, Namecheap, Google Domains, etc.)
Do you have login access to the registrar account?
6.2 Do you have existing hosting?
6.3 What tools and integrations do you need on the new site? *
6.4 If you use online booking, which tool?
6.5 Do you have an active Google Business Profile?
07
Compliance & legal
Required for medical and wellness clients. Your answers determine how we build forms and handle data.
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Important — please read
As your web developer I will build your site to avoid collecting protected health information (PHI) in WordPress. You are responsible for supplying all legal pages (privacy policy, terms of use, medical disclaimer) before launch. The questions below help me understand what to build and what to flag.
7.1 Are you subject to HIPAA? *
7.2 What information do you need to collect from new patients via the website?
Check only what is truly necessary. Anything health-related must go through your HIPAA-compliant booking tool, not a WordPress form.
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If you checked Reason for visit, Insurance information, Date of birth, or Medical history — these must be collected through your HIPAA-compliant booking tool (Jane App, SimplePractice, Healthie), not through a contact form on the website. I will build the form to collect name, phone, and email only.
7.3 Which legal pages can you supply before launch? *
You must provide the copy — I will format and publish the pages. These must be reviewed by your attorney.
7.4 Do you want to display before/after photos or results-based testimonials?
08
Timeline & final notes
Deadlines, communication preferences, and anything else I should know.
8.1 Is there a specific date you need the site live by? *
8.2 How quickly can you turn around feedback on design drafts?
8.3 What is your preferred way to communicate during the project?
8.4 Who else will be involved in approving the website?
If there are multiple decision-makers, I need to know upfront — it affects the revision process.
8.5 Are you interested in a monthly maintenance plan after launch?
8.6 Anything else I should know before we start?
What happens next
Once you submit this questionnaire I'll review your answers within 48 hours and send you a kickoff summary confirming scope, timeline, and your content checklist — everything you need to gather before we start building. Your Notion project portal will be live within 24 hours of submission.
Ready to submit?
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