Project Discovery Form

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Business & Goals

Understanding what success looks like for your business

✱ What is the primary goal of this new website?

e.g. generate phone leads, showcase services, rank in local search

✱ What markets / locations is this website targeting?

List specific cities or regions (e.g. Salt Lake City, Murray, Sandy)

Who are your top 2–3 competitors? What do you like or dislike about their sites?

✱ What is the single most important action you want a visitor to take?

📞 Call us 📝 Fill a contact form 💬 Request a quote Other

Anything you absolutely do NOT want on this website?

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Pages & Site Structure

Define the pages — this directly determines scope and cost

✱ List every page you need. For each one, note the type and who provides the content.

Add rows for every page. Templated pages share the same layout with swapped content.

Page name	Type	Content provided by	Notes / reference

Any other pages or specific details we should know about?

e.g. number of location pages and cities, number of service pages and their names, any custom functionality needed

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Content & Copy

Who writes what — and what already exists

✱ Who is responsible for providing written copy?

Client provides all copy Fourthd.io to write copy Shared — some pages each

If shared, which pages is the client writing vs. which do you need us to handle?

✱ Who is providing photography and imagery?

Client provides all photos Use licensed stock photography Mix of client photos + stock Photoshoot needed

Do you have testimonials, reviews, or case studies ready to use?

Yes, ready to share Some, not all Not yet

Do you have stats or unique selling points to highlight?

e.g. "10 years in business", "500+ jobs completed", "24/7 emergency service"

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Design & Brand

Visual direction and brand assets

✱ What brand assets are finalised and ready to hand over?

Logo (all formats) Brand colour palette Typography / fonts Style guide / brand book Figma file Icons / illustrations

What websites do you love (outside your own industry)?

Share URLs and what specifically you like — layout, feel, motion, typography

What website are we closely referencing for structure / layout?

Any design preferences or things you want to avoid?

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SEO & Technical

Search visibility, hosting, and integrations

✱ Do you require SEO setup as part of this project?

Yes — on-page SEO + local SEO Yes — on-page SEO only No — handled separately Yes + ongoing monthly SEO

Do you have target keywords or a keyword strategy already?

✱ Where is your domain currently registered?

✱ Where would you like the website hosted?

Managed by fourthd.io Existing hosting (we'll share access) TBD / open to recommendation

What third-party tools or integrations do you need?

Google Analytics Google Search Console CRM (e.g. HubSpot, Salesforce) Call tracking Live chat Booking / scheduling Email marketing Google Business Profile

✱ Will you manage the website yourself after we hand it over?

Yes — client manages No — we'd want a maintenance retainer Mix — minor edits ourselves, larger changes via you

Any legal or compliance requirements?

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Stakeholders & Process

Who's involved and how we'll work together

✱ Who is the primary point of contact on your end?

Are there other stakeholders who need to review or approve work?

✱ What is your preferred communication channel during the project?

Slack Email Weekly calls Project management tool

Is there a hard launch deadline we need to work toward?

Anything else we should know before we start?