Client Discovery Questionnaire — Patrick Marketing

Client Intake

Patrick Marketing, Inc.

Website Build
Discovery Questionnaire

Please complete this form before your kickoff call. Your answers shape every decision we make — from strategy and structure to design and content. Takes about 10–15 minutes.

10–15 minutes

9 sections

Confidential

Contact Information

Let's start with the basics.

First Name *

Last Name *

Firm Name *

Your Title / Role

Email Address *

Phone Number

Current Website URL

About Your Firm

Help us understand your firm, your clients, and what makes you different.

What are your primary practice areas? List them in order of priority — most important first. * e.g., 1. Personal Injury 2. Workers' Compensation 3. Medical Malpractice

What geographic markets do you serve?

Who is your ideal client? Describe the person most likely to hire your firm. Think about their situation, what they need, and what motivates them to call a lawyer.

What sets your firm apart from competitors? What should a visitor feel after seeing your site? *

Existing tagline or brand promise

Key claims to feature prominently

Goals & Current Performance

Understanding where you are helps us build toward where you want to go.

What does success look like for this website? What are your primary goals? *

Is this a new site, a redesign, or a migration? *

Yes — redesign of an existing site Yes — migrating to a new platform No — brand new site

If you have an existing site — what's working well and should be preserved? Any pages ranking in Google that should NOT be changed? Protecting high-ranking pages is a top SEO priority during any redesign.

What is NOT working about your current site?

Specific keywords or search phrases you want the site to rank for

Design & Visual Preferences

A great-looking site builds trust before a visitor reads a single word.

Share 3–5 websites you like — any industry. For each, note what appeals to you. * Include layout, color, tone, imagery, or anything that stands out.

Any sites you dislike or don't want us to reference? What about them doesn't work?

Overall visual tone you're going for *

Bold and aggressive — we want to look like we mean business Trustworthy and professional — classic and credible Clean and modern — minimal and approachable Warm and compassionate — client-centered and empathetic Not sure — open to your recommendations

Brand colors (hex codes if you have them) e.g., Primary: #c81f1f (red), Secondary: #111111 (black)

Preferred fonts or existing brand style guide

Content & Messaging

Great content is what turns a visitor into a client.

Who writes the website content? *

Patrick Marketing writes all content Our firm writes all content Combination — we'll collaborate

Notable case results or settlements to feature e.g., $4.25M — Car accident, traumatic brain injury

Client testimonials available?

Video Written Both Need to gather

Existing video content?

Attorney intro / firm overview Multiple videos ready No — open to producing No video planned

Top questions your clients typically ask — these become your site FAQs

Technical & Integrations

This helps us plan the build and avoid surprises.

Current site platform

WordPress Squarespace Webflow Custom No current site Not sure

Current hosting provider

CRM or client intake system

Tools currently in use (check all that apply)

Live chat (Smith.ai, Ngage, Apex, etc.) Call tracking (CallRail or similar) Google Analytics Google Search Console Google Business Profile Paid ads (Google, Meta, etc.) Email marketing platform

Any third-party tools or integrations that must carry over to the new site?

Assets Checklist

We'll follow up to collect files — tell us what you have ready now.

Which assets do you have ready to provide? (Check all that apply)

High-resolution logo (SVG or PNG with transparent background) Professional attorney headshots (high-res, consistent background) Office photos (interior and/or exterior) Media / press logos ("As Seen On" — TV, publications, podcasts) Awards or accolades logos / certificates Brand style guide or standards document Existing website content to carry over Video testimonials or firm overview video

Anything on the assets list you'll need help producing or sourcing?

Timeline & Expectations

Let's set you up for a smooth process.

Target launch date

Any hard deadlines or time-sensitive events?

Primary approval contact (if different from above)

Primary contact email

Preferred communication method

Email Phone / calls Project management tool Text message

Ongoing support needed after launch?

Yes — ongoing SEO and content Yes — maintenance and updates only Yes — full ongoing marketing (SEO, paid, content, social) Not sure yet No — build only

Anything Else?

This is your space — don't hold back.

Is there anything else we should know before we begin? Concerns, non-negotiables, past agency experiences, or specific requests.

Fields marked * are required. All information is kept strictly confidential and used solely to plan your project.

Thank You!

We received your questionnaire. The Patrick Marketing team will review your answers and be in touch within 1–2 business days to schedule your kickoff call.

In the meantime, start gathering logo files, headshots, and brand assets. Email them to info@patrickmarketingny.com.