Project Worksheet
Let's get started!
 
Thanks for considering me to take on your project!

The Project Worksheet has about 30 questions and is an essential part of a successful design project. The more information you're able to provide, the better I'm able to tailor my designs to your needs and goals.

All information is confidential and is only used to help me understand your business and create a scope of your project.
 
Let's talk about you for a minute.

 
Can I get your name? *

 
Where are you located? *

City, State, Province or Country is fine!
 
Can I get your email address? *

 
Great! Now let's get to know your company.

 
What is your company's name? *

 
Where can I find your company online?

Website and Social Media links are great!
 
What industry are you in? *

 
What products/services do you provide? *

 
How does your company currently generate revenue? *

This could be through e-commerce, brick & mortar, retail, etc.
 
Tell me a bit about your company.

How long have you been in business? Why did you start it? Where do you see it in 10 years? Is there a great story about your business that can be part of your branding?
 
What are a few words you would use to describe your company? Why?

 
What best describes your company's size? *


 
How much does your company make annually? *

I know, it's a personal question and people hate to talk about money, but this is business and it helps give me an idea of the scale of your company.

 
How much would you like your company make annually? *

This helps shape our goals so we can work towards solutions that make you money!

 
What is the biggest challenge your business faces right now?

Attracting new customers, keeping current customers, out-dated design, etc.?
 
Who are your major competitors?

 
What sets you apart from them?

Why should a customer choose you over the competition?
 
What problems do you solve for your customers?

 
How are the majority of your customers currently finding you? *

This could be through social media, your website, your retail store, etc.
 
Who is your perfect customer? *

What is their gender, age, socioeconomic status and hobbies? Where will they interact with your brand? All information is helpful because at the end of the day, the design is for them.
 
Financially speaking, how much is an average customer worth to you? *

I know, more money talk, but this helps me understand your market better.
 
We're almost there! Let's get into some details about your project now.

 
What services are you looking for? *

Consider how one may affect another. A new logo often lends itself to new business cards and other stationery. New packaging lends itself to displays and other promotional items.

 
Please include any specific details about what you're looking for.

 
If you have an existing logo/brand/website/etc. and are looking to start fresh, what about your current design isn't working for you?

 
When would you like to start the project? *

 
When would you like to have it completed? *

 
Are your timelines firm or flexible?


 
What are you risking by not doing this project?

 
What would make this project a success for you?

Would it lead to more sales or help you stand out more? What is the end goal?
 
Will this project help you reach certain revenue goals within 1 year? 2 years? 5 years? How much additional revenue do you project?

Design is without a doubt an investment so let's get you a solid return!
 
What is the budget you have set aside for this project's success? *

Budget is usually the hardest question to answer, but being upfront about it allows me to understand how I can bring you the best results for your project. If you're unsure, put a range you're comfortable with and we will sort it out together!

 
Is there anything else about this project that we haven't covered that is important?

Anything that must be included? Avoided? Considered? Links to designs you like, styles, colours, etc. are all helpful.
 
Now I just have a few quick questions for you about me.

 
How did you find my website?


 
If you selected "referral" above, who was it?

 
What made you decide to contact me about your project?

 
That's it!

Thanks for taking the time to fill this out. I'll be going over the details and getting back to you in a day or two.

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