Section 1: Business Snapshot
Business Name
Current Website URL or socials (if you have one)
Founder's Name
Type of Business
Industry
Years in Operation
0 - 2 years
2 -4 years
5+ years
Team Size / Structure
Physical Location (if applicable)
Section 2: Offer & Value Proposition
Core Products or Services
Ideal Customer
Customer Problems You Solve
What Makes You Different?
Common Customer Objections
Section 3: Sales & Conversion Process
How Do New Customers Find You?
Customer Journey
CRM or Booking Tools (if any)
Sales Goals (3–6 months)
Section 4: Marketing & Traffic
Current Marketing Channels
Are You Running Paid Ads?
What’s Working Well Right Now?
What’s Not Working / Untested?
Section 5: Pricing & Positioning
Describe Your Pricing or Packages
Are Prices Public or Enquiry-Based?
Public
On Request
Brand Positioning
Section 6: Competitor Awareness
Main Competitors
What Do They Do Well?
Where Would You Like to Improve?
Section 7: Website Goals
Why Are You Creating or Rebuilding the Website?
What Should the Website Achieve (6–12 months)?
Websites You Like
Section 8: Assets & Access
Brand Assets Folder (Google Drive, Dropbox, etc.) Don’t have any? We offer a branding add-on — let us know if you’d like to explore this option.
Domain Provider / Hosting Access (if any)
Tools to Integrate (if any)
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