As in any project, before pulling for the most technical and practical topics, first you need to have a strategic approach. Knowing what to do, how to focus the actions to be carried out, etc. Be clear about the path we are going to take. And in the digital world more of the same happens, as in web design.
Here’s the context: you are a designer and a company has decided to contract your services to design a web page. Great news, but when it comes to carrying it out, as it’s obvious, you will need to have direct communication with your client. And then you meet with him to discuss how the web will be developed.
It is at this moment when you should be better prepared, since you have to define to the maximum the idea the client wants. And effective communication between both parts is very important for the project to come out successfully.
And if you are not very expert in this topic, even when you finish the meeting, all the doubts and questions will approach you for not having taken into account certain things. For that reason, take paper and pen and write down the following indications that I am going to give you.
In this article we will address what questions to ask a client to design a website.
Índice de contenidos
- 1. Preliminary considerations before the meeting
- 2. Questions for a client to design a web
- 3. What questions not to ask
- 4. Final considerations
1. Preliminary considerations before the meeting
We have to take into account several things, which also escape us in the middle of the meeting.
Not everyone is in this sector, so do not be scared if the one in front of you doesn’t have things so clear. Let’s see what there is to know previously in terms of context.
1.1. The client maybe don’t know what he wants
Ok, you are a professional prepared, you have your mental schemes ready and the questions more than chewed. But maybe the client isn’t as clear as you. He knows that he wants a web page, but maybe he does not know how to structure it, how to approach it, or objectives, etc.
But do not worry, it happens oftenly, and maybe with the questions you’ll ask, you can help them to be more concrete. You can function as a guide, even without having to impose your professional point of view. It is a project in which it will be necessary to create synergies between both parts.
1.2. Simplicity and clarity
Not everyone has the same knowledge as you in web design topics, so do not be a pedant, please I ask. Everything you say and ask should be with a simple and clear vocabulary, free of jargon and technicalities. You want to get useful answers that help you to provide the best service, not to make you the pimp.
1.3. Forbiden presuppose nothing
You are a professional in the subject, and you have a specialized technical knowledge, but that does not mean that you have to assume certain things, such as your client’s level of knowledge, needs or plannification.
In the past I have sometimes heard people saying: “A CMS would be too much for my client, since he sure does not know how to update his website“.
He is the first interested in carrying out this project in the future, so if he doesn’t have the know-how, in that case he would hire someone to do it.
1.4. Quality answers more than questions in quantity
Finally, we need to understand that no matter how many questions we ask. If we do not obtain the necessary information to carry out the project, the meeting will not work.
You can create to yourself a list of questions (such as the one I will offer you next) but think that, as the meeting progresses, some of them may even be discarded. You have to be efficient with your own time and not to lose time of others, first of all.
2. Questions for a client to design a web
2.1. Basic questions
In this section, I indicate the different questions that could be used to interview your clients. But first of all, we can not pass the question as basic as it can be if you already have a web, domain, hosting, etc. It is something of vital importance, since our work could be useless after doing it.
Do you have a web page? Or is it a project that starts from zero?
With this, you can chain other types of questions to reinforce the main ideas. This will serve both you and the client so that both parties have greater understanding between them. Here I show you:
- How would you describe your company or business?
- What is the target audience of the web?
- What is the purpose of the page?
- What is your differential value?
- What corporate colors do you have?
- Do you have any web page that you like for your new design?
- Do you have a maximum budget?
- Will there be more people involved? (engineers, web managers, agencies, etc.)
With all these questions, your objective will be to obtain information about the context to carry out the project. And more if it fits if you can also have an idea of the budget that is shuffled, since it will depend largely on the proposal you offer them.
For the same solution, there can be a thousand ways, and it will depend on the budget offered by the solutions to which they are finally delivered.
2.2. The client already has a website
Many times, if the company has a website, their desire will be the improvement of it. For that reason, it is not necessary that you neither ask if they have dominion, it would be a stupid question.
It would be interesting to know if they want to work on the same web page, or if they need something new, that has hardly any relationship with the current. But the questions can go beyond that:
- What do you want to improve on your current page? And what would you keep?
- Do you need to migrate the web to another domain?
- What are the user’s keys?
- Do you need search engine optimization?
- Do you want to integrate Google Analytics?
- What objectives do you propose with this improvement?
A company that has a page and wants to improve it can already mean in advance that the company knows what it wants.
2.3. The company doesn’t have a website
On the other hand, you will find companies that do not have digital presence, so the above questions will change completely. You are going to start a project from zero, so the range of possibilities can be wider.
- Does your company have its own domain?
- What corporate visual identity do you have?
- Do you have any plans for the web (menus)?
- Do you have a photo gallery?
- Do I need to include videos on the web?
- Do you need a multilingual platform?
- Preferences regarding CMS (Joomla, WordPress, etc.)?
- Do you want to add a blog? A forum?
- Functionalities for promotion in social networks?
- Do you want to put contact forms? With what objective?
- Do you need an internal network for users?
- Are you going to include advertising within the site?
- When do you need to have finished the web page?
- Are you going to put an online store? How many product references?
In these cases, having such a wide range of possibilities, you can include if you want additional services, which make life easier for your client.
- Advice to create domain and choose hosting
- Maintenance of the web once created
- Content management (Inbound Marketing)
- Management of social networks
This will generate more incomes, in addition to leaving a better image, for the quality of service and attention. Your client will appreciate your help in all kinds of needs.
3. What questions not to ask
As we mentioned at the beginning of the post, we must be efficient and not make our customers dizzy. Do not ask thousands of questions, but just and necessary to take everything optimally.
And for that, there are also questions like the following ones that I would not recommend to use:
- Do you have a logo? (Quietly, surely, and obviously you’ll get it without mention it)
- Do you have a slogan?
- How did you discover our services?
Very simple or over-elaborated things can slow us down in obtaining answers, and we can bore those who we are giving a service. Keep it in mind.
4. Final considerations
As you will have seen, the first phases to design a website to a client are not directly put on the computer. A previous planning is needed, to be able to be together with the client in person (preferably), so that when the order is finalized there will be no surprises at the last minute.
You have to know where we are going and specify in detail if you can each question. Think that it will be the “digital house” of the company we are dealing with. It is a topic that the company will hold in high esteem, as if it were a child, so the closer it is to what your client wants better. Of course, as a professional you can also provide guidance to your customers if you do not have things very clear