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Builtwell Discovery Questions

Questions for potential clients before sending proposals

Builtwell Discovery Questions

These questions help us understand potential clients before we write a proposal. We use them to decide if we're a good fit and what the timeline and budget should be.

After we get this info, we talk about Builtwell and how we can help with their specific needs.

About / Team

  • Who are you? What is your role?
  • How long have you been there?
  • How long has the company been around? What's its story?
  • How big is your team? What does the team look like?
  • Any other stakeholders or decision makers? What will their input look like?
  • How have you worked with vendors/studios in the past?

Goals / Challenges

  • What have you done so far? What has worked? What hasn't?
  • What are your challenges?
  • What are you trying to communicate?
  • How would you measure success for this project?

General

  • Who are your primary and secondary target markets?
  • What's your budget?
  • Where is your funding coming from?
  • Timeline?

Brand

  • Do you have an established brand?
  • Art direction? Photography?

Website

Functionality

  • Who is using this site? What for?
  • Do you see this as a starter apartment, a 2-3 year home, or a 10-year mortgage?
  • What does it need to do?

E-Commerce

  • How many sales do you do through your site per month?
  • How would you measure success for your site?

Tech Stack

  • Do you have a domain, and if not is there a domain you have in mind? Subdomain?
  • If you have a domain where is it registered (follow-up, need info)?
  • Do you want to own the domain or do you want us to purchase and manage it?
  • Is the site already hosted? Do you want to host it or do you want us to handle hosting?
  • Have you used a CMS before? Which & Preferences?

Outro*

We talk about ourselves.