Part 1 Part 2 Part 3 33% Proposal Planner – Part 1 All About You Contact Information*Email* PhoneCompanyWhat best describes the Financial Service you work in?*Investment BankingPrivate EquityVenture CapitalWealth Management/Financial PlanningPlease take a moment to introduce yourself, your business or organization and if applicable, your product.Please tell us as much as you can about your customer base, clientele or intended target audience in relation to this project.Please provide some high level information about your top competitors. You may also include URLs if applicable. What areas of the current site are successful and why? Proposal Planner – Part 2 The Project Details What services are you inquiring about?*New WebsiteWebsite RedesignCustom WordPress website design and developmenteCommerce website Design & DevelopmentERP IntegrationDesign Agency looking for a development partnerIf this is a website redesign, please enter the current URL (please include https://) What are the goals for this project? How will its success be measured.*Business Goals! Do you want to: Increase sales? Earn 1,000 new customers over the next month? Increase the average spending per customer? Reduce customer service requests? Something else? Select all that apply. Knowing your business goals lets you set expectations for your website redesign. Marketing Goals! Do you want to: Increase the number of leads you get on your website? Decrease the bounce rate on your home page? Improve average time someone spends on site? Improve your site's ranking in Google (SEO)? Something else? Select all that apply. Most of your business comes from marketing. Therefore, your redesign should help you more effectively market your company. Technology Goals! Do you want to: Make the website more secure? Improve the usability of the back-end interface? Ability to create landing pages with ease? Switch platforms entirely? Something else? Select all that apply. You should review a redesign as the opportunity to get an entirely new site. That means changing any of the tech problems on that backend that make you want to pull your hair out. Do you need any features/third party integrations? Client Portal Integration Newsletter Subscription Integration News/Blog Page Google Analytics Goal Set-up Portfolio/Transactions Tombstone PDF Download Feature Podcast Integration Select all that apply.Please describe the functionality requirements for your website.*This may include functionality such as user registration, a secure portal, wholesale, tiered/dynamic pricing, customer groups, refer a friend/customer loyalty program, store locator, etc. If possible, please provide a brief description of the desired look or style preference for your project. You may also provide URLs.* Proposal Planner – Part 3 Timeline & Budget When would you like to begin your project?*Please select estimated timelineASAP2 - 4 monthsMore than 4 monthsWhen would you like to complete your project?*Please select estimated timelineASAP2 - 4 monthsMore than 4 monthsWhat is your project budget?*$10,000 to $20,000$20,000 to $30,000$30,000 to $50,000More than $50,000*An approximate budget helps us tailor a solution to fit.How did you hear about us?*Word of mouth referralOrganic searchSocial MediaOtherIs there anything else you’d like to add?NameThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.