Website Discovery Worksheet - Upthentic Creative

The discovery phase informs which visual and strategic direction the design work will go in. This phase is very collaborative. Thank you for participating.

What is the purpose of this worksheet?
We want to dig in and understand your needs, and the needs of the people using your website. Only then can we begin to create a design that portrays the value you offer in a way that resonates with the people and communities you want to serve.
What is the name of your company or organization?*
We ask this to link this worksheet with any additional team worksheets entries.
Briefly explain what your business or organization does:
The idea is to capture authentic language that you currently use when telling someone new to your business or organization about the products and services you offer.
Organization/Business Goals
Please share up to three website related goals. Common goals are ease of maintenance and conversion rates. Feel free to elaborate. Please be as specific and detailed as possible.
Goal #1
Goal #2
Goal #3
Is there anything about your current website, brand or promotional graphics that serves the business well and if so, why?
Who Are We Doing This For?
Tell us about your ideal customer or user. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will visit your website and/or interact with you online?
EG: research product information, get contact details, ask questions about services, costs etc.
Design Concept & The Brand
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Share any competitor or like business/organization websites here:
Tell us about your competitors or other organization doing similar work. Who else is competing for the attention of your ideal customer/user and what are they doing that you think is working?
Are there any other websites, brands or graphics in particular that you like the design of? Why?
Anything else you want to share with us? We're all ears.
Name
First Last
Email
If we have questions, may we email you?

What is the purpose of this worksheet?

Organization/Business Goals

Who Are We Doing This For?

Design Concept & The Brand