Project Scoping Form | Paul Crossland

Meeting Details

Meeting Date

Client Name

Domain & Technical Setup

Current Domain Name

Domain Registrar

Squarespace Account Email

Domain Management Access

Yes, have access

No access

Preferred Domain Migration Option

Keep current registrar (faster)

Transfer to new registrar

Business Information & Branding

Exact Business Name

ABN

Years in Business

Number of Employees/Team Members

Primary Phone Number

Business Email

Physical Address

Service Areas

Branding Assets Available

Logo (specify format below)

Brand Colors

Preferred Fonts

Brand Guidelines

Branding Notes (colors, fonts, style preferences)

Services & Content

Services Offered

Company Story/Background

What Makes You Different? (USPs)

Existing Content Available

Customer Testimonials

Photos of Work/Team

Before/After Photos

Existing Website Copy

Website Features & Functionality

Required Pages

Homepage

Services Page

About Us

Contact/Quote

FAQ

Testimonials

How do customers currently contact you?

Desired Features

Online Booking System

Quote Request Form

Photo Gallery

Blog/News Section

Social Media Integration

Google Maps Integration

Information needed for quotes

SEO & Marketing Goals

Primary Target

Average Job Value Range

Peak Seasons

Current Marketing Presence

Google Business Profile

Facebook

Instagram

Google Ads

Main Keywords to Target

Competitor Websites

Budget & Timeline

Desired Launch Date

Total Project Budget Range

Project Scope Required

Website Design & Development

Content Creation/Copywriting

Professional Photography

SEO Setup & Optimization

Google Business Profile Optimization

Ongoing Maintenance

Additional Information

Client's Main Concerns/Priorities

Special Requests or Features

Potential Challenges Identified

Additional Notes