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who we are
About LeverageIT
About illuminea
Leadership
what we do
Design
Development
what’s new
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who we are
About LeverageIT
About illuminea
Leadership
what we do
Design
Development
what’s new
Menu
who we are
About LeverageIT
About illuminea
Leadership
what we do
Design
Development
what’s new
Project Checklist
Let’s get to know each other a little better
1. Website purpose and goals
What is your overall vision for the new website and what do you specifically hope for it to achieve?
Tick the following items which you believe are important to your project.
To raise the profile of the firm
To engage our existing clients
To attract new clients and generate leads
To create a balance. We want to engage our existing clients through the website whilst attracting new leads and clients.
To help increase client referrals.
To improve the user experience so the website is easier to navigate and more enjoyable to use.
To bring the website design into line with the new company brand.
To move away from a website template & improve the quality of the website through a bespoke design.
To bring the website’s functionality, style and/or mobile responsiveness up to date.
To bring the website’s structure and navigation into line with our new business model and/or structure (e.g. due to a business restructure, acquisition etc.).
To rank higher in Google search and draw in more qualified, engaged website traffic.
Other (please specify):
2. Who is it for?
Who are you specifically looking to attract and engage with your new website?
Tick the following items which you believe are important to your project.
Business stakeholders.
Existing private clients (B2C)
Existing corporate clients (B2B)
New private clients (B2C)
New corporate clients (B2B)
New and potential business partnerships (e.g. lawyers, accountants etc.).
Startups
Small to medium sized businesses
Large blue chip companies
New clients who are business owners or entrepreneurs.
New, private clients in a specific field or industry (e.g. GPs, dentists etc.).
Press / media.
Other (please specify):
What pain points will the new website aim to address/solve?
3. Logo and branding
Is your logo very corporate? Is it bright and quirky? Has it got a rounded font? These are all factors that will shape the design, look and feel of the website.
In our experience, it’s almost impossible to design and build a great website when starting with a poor logo and brand. Therefore, it is crucial that you start with a unique, high-quality logo and brand which will connect with your target audience.
Tick the following items which apply to your situation:
We have a strong logo and brand in place already which connect with our target audience.
We have a logo but we are not sure if it connects with our target audience or needs updating / replacing.
We do not want to change our logo or brand at this stage.
We do not have a logo or brand and need help creating one.
Other (please specify):
4. Copywriting
Having great copy which engages your target audience, identifies their pain points and moves them into action is key to any successful and engaging website.
Does your website copy achieve the above? If so that’s great! This will give the agency a great foundation upon which to design the website.
If not, we would highly recommend you ask about copywriting when considering our service.
We have high quality copy that is targeted to our audience and their pain points.
We have existing copy but it needs to be improved.
We don’t have any copy and need to get some professionally created.
We are going to write the copy in-house.
Other (please specify):
5. Digital assets
A great website will take your unique business assets and bring them to the forefront for your users to see and engage with.
Therefore, it’s really important to list all the key digital asset and make sure these have been provided to the designer to include on the design of the website.
What digital assets do you have currently?
Brand guidelines
Brand imagery
Team / office photography
Educational or promotional videos
Guides, whitepapers and/or E-books
Interactive tools / calculators
Client photos
Client testimonies
Industry awards
Accreditations
Podcasts or webinars
Articles, news or blogs
Other (please specify):
… and which assets are you looking to create as part of the new website?
Brand guidelines
Brand imagery
Team / office photography
Educational or promotional videos
Guides, whitepapers and/or E-books
Interactive tools / calculators
Client photos
Client testimonies
Industry awards
Accreditations
Podcasts or webinars
Articles, news or blogs
Other (please specify):
6. Website functionality
Are there any particular tasks you wish the new website to perform for your audience? Also, are there any business assets you want it to integrate with?
Tick the following items which you believe are important to your project.
The website needs to clearly explain our services
The website needs to clearly explain our process / methodology
The website needs to show portfolio information
The website needs a client login area or portal
The website needs to show our team with individual profiles
We would like the website to include engaging, downloadable material (e.g. resources)
An existing/new video or video series needs to be integrated with the website.
Other Functional Requirements (please specify):
7. Tracking, analytics and re-targeting
Tracking how clients and potential clients use your website is vital to giving your team and the agency insight into how to improve the website going forwards.
Adding re-targeting technology such as Google and Facebook retargeting will also help serve ads to people who have visited your website at a low cost.
Tick the following items which apply:
The website will need Google analytics (or similar) and re-targeting technology.
We will be using Google analytics only and have an account already.
We don’t have this setup and will need help with this.
Other (please specify):
8. Lead and data management
Getting new leads through your new website is always a great moment! But where is all of that lead data going? Moreover, who does it need to go to?
Tick the following items which apply.
We will need lead data to go into our CRM system (Salesforce / Hubspot etc) or similar.
We don’t have a CRM in place and need help setting this up.
We will just need lead data to be emailed through (no CRM).
We have a newsletter system place (MailChimp etc.) and will need email signups on the new website to plug into this.
We don’t have a newsletter system in place and need help with this.
Other (please specify):
9. GDPR & Accessibility
With increasingly-strict legislation being introduced about both data protection and web accessibility, it is important that your website is compliant with these rules (local and international) and respects users’ personal information and privacy and ability to navigate your site.
Tick all of the following which apply to you:
We have a GDPR compliant privacy / cookie policy that can go on the website
We don’t have a GDPR compliant privacy / cookie policy and need help to get one created.
We would like to learn more about how we can make our website accessible
10. Post-launch
What ongoing work do you envisage being needed for the website, following successful completion of the project?
Tick all of the following which apply to you:
Website hosting, security and maintenance.
Ongoing content creation (e.g. blog posts, articles, guides, infographics etc.).
Client newsletter design, management and optimisation (linking to your web content).
Search engine optimisation (SEO - to improve website rankings, traffic and conversions).
Social media management and/or advertising (e.g. Facebook Ads).
PPC/Google Ads set up, management and optimisation.
Other (please specify):
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