Part 1 Part 2 Part 3 33% Proposal Planner – Part 1 All About You Contact Information* Email* PhoneCompany What best describes the Financial Service you work in?* Investment Banking Private Equity Venture Capital Wealth Management/Financial Planning Real Estate Investment & Financing Please take a moment to introduce yourself, your business and organization.Please tell us as much as you can about your customer base, clientele or intended target audience in relation to this project.What are the goals for this project? How will success be measured?What are your Business Goals? Increase brand reputation and awareness Earn new clients Improve client conversion rate Become the leading brand in your industry Help/educate your target market Reduce customer service requests Select all that apply.What are your Marketing Goals? Generate more qualified leads to your site Improve lead conversion rate Decrease the bounce rate on your home page Attract repeat visitors Increase pages per visit Increase search engine traffic Improve your SEO ranking with Google/Bing Select all that apply.What are your Technology Goals? Make the website more secure Improve the usability of the back-end interface Improve webmaster/content contributor satisfaction Integrate website with CRM/Email software Select all that apply.Is there anything else you’d like to add regarding your Business, Marketing, Technology Goals?Find three websites you admire in your industry and what you like about them? You may also include URLs if applicable. What areas of the current site are successful and why?Pro Tip: Focus on the visuals and how you progress through the website. Describe what you do and don’t like about these things. Proposal Planner – Part 2 The Project Details What best describes the service are you inquiring about?* New Website-I do not have a website and need to build one Website Redesign-I have a website, but I want to start the redesign from scratch Website Redesign-I have a website, and I want to keep some existing pages and add/redesign some other pages Website Redesign-I have a website, and I just want to add additional pages to my existing site If this is a website redesign, please enter the current URL (please include https://) Please list all the pages you need on your website redesignPro Tip: Don’t feel obligated to honor the pages your currently have. Focus on what you need to successfully show off your business online.Please describe the functionality requirements for your website.*This may include functionality such as user registration, a secure portal, customer groups, etc. Do you need any third party integrations? Client Portal Integration Newsletter Subscription Integration Video Integration Email Marketing Integration CRM Integration Social Media Integration Google Analytics Goal Set-up Portfolio/Transactions Tombstone Download PDF Integration Podcast Integration Select all that apply.What best describes the design assets you currently have? Logo-I have a logo Logo-I have a logo, but I want to change it for this project Logo-I do not have a logo Style Guide/Brand Colors-I have a style guide/brand colors Style Guide/Brand Colors-I have a style guide/brand colors, but I want to change them for this project Style Guide/Brand Colors-I do not have a style guide/brand colors Individual Headshot Photos-I have individual headshot photos Individual Headshot Photos-I do not have individual headshot photos, but I plan to use them for this project Individual Headshot Photos-I do not have individual headshot photos Professional Photos-I have professional photos Professional Photos-I do not have professional photos, but I plan to use them for this project Professional Photos-I do not have professional photos Stock Photos-I want to use stock photos Stock Photos-I do not want to use stock photos, but I realize for certain photos, I may have no other choice Stock Photos-I do not want to use stock photos Video-I have a video for this project Video-I do not have a video for this project, but I plan to use one for this project Video-I will not have a video for this project Select all that apply.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?* $15,000 to $25,000 $25,000 to $35,000 $35,000 to $50,000 More than $50,000 *An approximate budget helps us tailor a solution to fit.How did you hear about us?* Word of mouth referral Organic search Social Media Other Is there anything else you’d like to add?NameThis field is for validation purposes and should be left unchanged.