Client Discovery

About You

First Name *

Last Name *

Email Address *

Phone *

Street Address

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

About Your Business & Goals

What’s the primary purpose of your website? (e.g., sell courses, build authority, generate leads, community hub)

What are your short-term and long-term goals for offering courses?

Who is your target audience?

Do you have existing branding (logo, colors, fonts) or should we develop it?

Who are your main competitors, and what do you like/dislike about their websites?

Courses & Content

How many courses do you plan to launch with initially?

Will courses be self-paced, live, or a mix?

What types of content will you use? (video, audio, PDFs, quizzes, assignments, certificates)

Do you already have course content prepared or is it in development?

Should access be lifetime, time-limited, or subscription-based?

Membership & User Experience

Do you want to offer membership levels (e.g., free vs. premium)?

Will users need to create accounts to access content?YesNoUnsure

Should students have dashboards to track progress?YesNoUnsure

Do you want community features like forums, chat, or groups?YesNoUnsure

How should users be onboarded (welcome email, tutorials, drip content)?

Payment & E-Commerce

Do you plan on accepting payments online?YesNoUnsure

Should coupons, discounts, or promo codes be available?YesNoUnsure

Technical & Integrations

Do you have an existing WordPress site, or will this be brand new?ExistingBrand new, baby!

Website

Do you have hosting already, or do you need recommendations?I have hostingI’m interested in your options

Do you need LMS (Learning Management System) plugins like LearnDash, LifterLMS, or TutorLMS?For courses, there is a lot that can go into these sites. If you’re unsure, of what you need click that option and we can discuss.YesNoMaybe an off-site platform?UnsureOther

Do you use or plan to integrate with email marketing tools (Mailchimp, ConvertKit, ActiveCampaign)?YesNoUnsure

Do you need CRM integration for leads and members?YesNoUnsure

Any other tools or platforms you’d like integrated (Zoom, Slack, Calendly, etc.)?

Marketing & Growth

Do you need landing pages for specific courses or promotions?YesNoUnsureOther

Do you want affiliate or referral programs?YesNoUnsure

Should we include blog functionality for content marketing?YesNoUnsure

Maintenance & Support

Who will be responsible for updating content and managing students?Myself / My CompanyConsultant / Sub-contractorYou, The Collective Design AgencyUnsureOther

Do you want training on how to manage the site after launch?YesNoUnsure

Would you like an ongoing maintenance plan (backups, updates, security)?YesNoUnsure

Legal & Security

Do you have a privacy policy, terms of service, or refund policy in place?YesNoUnsure

Will you need GDPR/CCPA compliance for student data?YesNoUnsure

Do you need content protection (e.g., prevent video downloads, restrict sharing)?YesNoUnsure

Tell us about your project…

ADDRESS

CONTACT INFO

WORKING HOURS

Social Shares

Your business is unique.
Your website should be too.

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