As we talked about last week, assessing the wants, needs and expectations of the customer is paramount to creating an effective website. To gain such knowledge it is very helpful to send the client a customer survey.
Not only will this help you gain knowledge of what the customer expects, but it will also serve as a screening tool for unwanted customers that might not be worth your time and effort. In addition it also allows the customer to clearly think about what they want and write it down. Often we overlook or forget about important criteria only to have them remembered later in the project sometimes causing unnecessary re-work or customer dissatisfaction.
Then there are the times you are working with friends or family you have a certain familiarity with and thus allow things to be too relaxed which often leads to miscommunication and headaches down the road. By adhering to a professional and well thought out list of questions for the client, you can help avoid such breakdowns in the client/contractor relationship.
The following example involves a friend and her home bakery business. When constructing the survey and sending it to her I had to keep in mind that while I might already know a lot about her business that I shouldn’t assume anything. By keeping the relationship professional and organized I can ensure that a breakdown in communication will not lead to downstream problems in the later phases of the project.
General Information
1. What is the name of your company and your current (or intended) URL?
http://www.314ThePiePlace.com
2. Who are the primary contacts from your organization, and who has final approval on the project? Please list names, titles, email addresses, and phone numbers.
Catherine Milburn (Owner/Operator)
James Milburn (Tech/WebMaster)
3. What is your intended launch date for the new site? Are there any outside considerations that might affect the schedule (for example, PR launch, tradeshow, annual report)?
6/17/2010
4. How much are you looking/willing to spend on this site per month to maintain it?
Maintenance on an as needed basis (average $300/year)
Reasons for creating the site
1. What are the main reasons you are creating your site (new business model, outdated site, expanded services, different audience)?
To provide access to view my products, as I do not have a store. Eventually would like to place orders online, to expedite the process.
2. How will you measure the success of the site? And what are your expectations for the site?
If I can start getting orders from people outside of personal acquaintances, that found me online.
My expectations are to get my product available to a wider audience, outside of people I know.
3. Do you have print media you wish to use in congruency with this site? If yes, then how do you see them working in tandem to promote your business?
Yes, I do not have pictures of my products on my flyers. So for people that would like to see what they are getting before they order, the site would have a gallery of products.
Audience/Desired Action
1. Describe a typical site visitor. How often are they online, and what do they generally use the web for? Give basic demographics: age, occupation, income level, purchasing habits. (Just think about your usual customers and try to classify them in various groups with as much detail as possible.)
People will first come to my site by word of mouth or from my flyers. They surf the web occasionally while at work and are looking for something other than the typical cakes for occasions. Middle aged, working mother, median income, purchase the occasional online product.
2. What is the primary “action” the site visitor should take when coming to your site (make a purchase, become a member, search for information)?
Search for information and place an order.
3. What are the key reasons why the target audience chooses your company’s products and/or services (cost, service, value)?
Reasonable prices, and love of the product.
4. How many people (as far as you can tell) will access your site on a daily, weekly, or monthly basis? Do you forecast usage to increase after the site launch and by how much?
5-10 a week; Increase to 10-15 a week
Perception
1. Use a few adjectives to describe how your site visitor should perceive the new site. (Examples include prestigious, friendly, corporate, fun, forward thinking, innovative, and cutting edge.)
Clean, cute, bold, eclectic, warm, comforting, exciting, mouthwatering.
2. How is your company currently perceived offline? Do you want to carry the same kind of message through your website?
Quality, tasty products from an at home bakery. Yes, at first, until I can grow my business and operate a storefront.
3. How does your company differentiate itself from competitors? Do you think your current audience differentiates you from your competition?
I’m the only company in the area that offers ONLY my product. Most places are bakeries that offer a variety or a diner that has a full menu; my company specializes in ONLY pies and tarts. I know that people will come to me when they have something special or unique in mind because I have the ability to experiment and diversify my products.
4. List the URLs of any sites you find compelling. What specifically do you like about these sites?
http://www.go-greenbaby.ca/ I love the colors and layout of this site. It’s simple and to the point. Also the menu is viewable from every page you navigate to.
Content
1. Will this site use existing content from the current site? If so, what is the source, who is responsible for approval, and has the content been evaluated?
Existing site is a place holder only. No content needs to be kept.
2. What is the basic structure of the content, and how is it organized? Is it a complete overhaul of the current site or an expansion?
Complete overhaul
3. Describe visual elements or content that should be utilized from your current site or marketing materials (logo, color scheme, navigation, naming conventions, etc.)
I like the warm brown colors and picture of the pie crust in the background. Here are a couple of the logos I have.
Technology
1. Whom can we talk to in your organization to help respond to technical issues?
James Milburn
2. Are there specific technologies (Flash, JavaScript, DHTML, etc.) that you would like to use in the site? If so, how will they enhance the user experience? Please describe in detail.
Undecided (To be discussed in client meeting)
4. Will you have a need for secured transactions (e-commerce)? Do you already offer transactions online? Please describe in detail.
The ultimate goal would be to allow the consumer to order online. The method we explored was payment via paypal. Marketing/Updating
Marketing/Updating
1. Briefly, what are your short-term marketing plans (specifically, for the site and the 6 to 12 months following launch)?
To expand my business by 100% by getting the word out to a wider audience about my products.
2. Do you have an existing or planned marketing strategy in mind to promote this site? If so, please describe.
I will add it to my flyer and send people there when speaking about my product.
4. Do you intend to keep the site updated? If so, how often? Who is responsible for updating and providing content?
Quarterly? James Milburn