CONTACT DETAILS
What is the name of your brand?
First Name
Last Name
Email Address
*
EMPLOYING HEARTLAND'S SERVICES
Why did you choose to contact Heartland as a potential collaborator?
Which services are you wishing to employ Heartland for?
GOALS, CUSTOMERS, TARGET MARKET, COMPETITORS
What are your key business objectives - goals and vision for the future?
Identify the main income streams of your company. Which ones would you like to be further developed?
What are the top 5 FAQ’s asked by your current customers?
Do you have any time wasting aspects of your admin or business processes that we may be able to solve through clever site design and communication? List the problems you are having.
YOUR WEBSITE AND CONTENT STRATEGY
Who are the people who currently visit/use your website? Describe them. Young, old, demographics etc. Are they currently using your products or services? Are they happy with your current offerings and how they are delivered?
Do you wish for your new site to appeal to the same target market as your current site? Describe your potential clients if different from the above. What is the age range of your target customer base? Do they even know your business exists?
Describe in a few sentences or words the feelings you wish your site to evoke, and the brand attributes you want it to convey. Your tone distinguishes your brand from your peers. (Feelings might include: Warmth, friendliness, reassurance, comfort, or excitement. Brand attributes might include honesty, humor, professionalism, intelligence, technological savvy, sophistication, reliability, and trustworthiness.)
Who are your competitors?
Why do you believe your website visitors/social media users should do business with you rather than with a competitor? How are you different from your competitors? What problem are you solving for them?
How do you want your customers to visualise your services?
What action(s) do you want the user to take when visiting your site?
Please check off all that apply.
What is the general purpose and goal/s of your site? What are you offering?
Please check off the ones that apply to you.
Make a list of all the sections/pages you think that you'll need.
Do you have the written content and images/photographs prepared for these pages? If not, will you need copywriting and photography services?
Consider your web site from the perspective of your audience; not your organization. ▪ How will visitors want to explore your site? Will they want to see a list of services? a catalog of products? see examples of your work? or get a quote? ▪ How do you want your customers to contact you? email? online contact form? phone?
If you presently work with a content management system (CMS), please tell us which system and version and describe its capabilities and limitations (or point us to a web address where we can find out more about it).
Does your site plan include community features, such as a newsletter, user discussion forum, etc.? Please outline them below. If so, do you have the appropriate personnel to manage such features on a regular basis?
In order to develop your content strategy we need to identify the top 10 key messages your company wants to deliver. Please list you top 10 key messages below: Do you already have articles or posts that cover this material? If so please list the url here?
Explain what is working and not working on your current site?
FEEDBACK FROM USERS
What needs arenʼt being met on your current site?
What problems have users reported?
What other reasons are prompting you to develop a new or redesigned site?
SOCIAL MEDIA
Do you think your current social media strategy is in synch with your company goals and key objectives? Please describe.
Do you have any social network accounts setup? Facebook, Instagram, Twitter, Tumblr, Pinterest etc If so please provide the user names and links.
SOCIAL NETWORK ACCOUNT #1
SOCIAL NETWORK ACCOUNT #2
SOCIAL NETWORK ACCOUNT #3
Do you have content buckets that you use to guide the content that you post on your social media? By content buckets I mean the categories of content that you produce. This doesn't mean polls, questions and tips. Those are types of posts that you can use within your buckets. The actual buckets are things like "health related" and "funny posts". We need to develop between 3 and 5 buckets to keep things interesting for your audience. If you have any or know some that you would like to initiate please list them below.
What are the overarching themes of your company that you touch on through Instagram. Using instagram please tag me in your top 10 instagram pics (my IG handle is @__heart_land__) and tell me why you think they resonated.
Using instagram please tag me in the top 10 instagram accounts that you like to follow (my IG handle is @__heart_land__) and tell me why you like them. Is it the visual content, the filters, the themes, the brand of humour, anything else?
What are the most popular hashtags that you use with your social media accounts? Are they relevant to where you wish your brand to go?
Have you identified a strong theme for your visual storytelling? If so please describe. If not do you wish for Heartland to formulate a style guide for your visual media?
MARKETING YOUR BRAND
How do people find out about your brand at the moment?
Do you have any ideas of how you're going to market your brand into the future?
Do you have affiliate organizations that would be willing to post a link to your site on their site? Or your instagram on their instagram, etc
Do you have a mail service account? (Constant Contact, MailChimp etc.) Do you want to build your mailing list and use it for advertising & newsletters?
If someone were searching for your product/service, what types of search terms (single words or phrases) might they use? Please list all the possible search terms and keywords you can think of.
Can you identify any key phrases or poignant quotes that align with your brand in any way?
WORK PROCESS, SCHEDULE and ONGOING MAINTENANCE
If youʼre working within a time frame, or have a target date for completion, tell us about it. If the project will launch in phases, list proposed milestones and dates.
How much are you willing to spend? Would you prefer to employ Heartland on a project basis or on a per hour basis? Once the project is up and running we can also work on a retainer schedule. Do you have a clear idea of which option you would like to employ? Otherwise we can advise you of the best structure for your particular job.
Will there be sections of your site that need regular updating? Which ones?
Would you like to be able to do most of the updating yourself? Or are you keen to employ Heartland to do the updates? Please be specific.
Does your site plan include community features, such as a blog, newsletter, user discussion forum, etc.? If so, do you have the appropriate personnel to manage such features on a regular basis? Is there any aspect of this that you would like to outsource to Heartland?
EXTRA ROOM Please feel free to provide any additional details or comments that might assist the project below.
