O'SULLIVAN

Digital Growth Partner

CLIENT DISCOVERY PACK

Hoja de Descubrimiento del Cliente • Full de Descobriment del Client

CLIENT INFORMATION Información del Cliente • Informació del Client

Date (Fecha / Data)

Sales Representative

Business Name

Contact Person

Telephone

Website

Business Address

Business Type

ONLINE PRESENCE Presencia Online • Presència Online

Website

Yes / Sí No

Google Business Profile

Yes / Sí

Facebook

Yes / Sí

Instagram

Yes / Sí

TikTok

Yes / Sí

YouTube

Yes / Sí

Other Social Media

UNDERSTANDING YOUR BUSINESS Conociendo su Empresa • Coneixent la Seua Empresa

1. Tell us about your business.

2. What makes your business different?

3. Who is your ideal customer?

4. Which products or services are most important?

5. What are your biggest business challenges?

6. What would success look like in the next 12 months?

WEBSITE REQUIREMENTS Requisitos del Sitio Web • Requisits del Lloc Web

Sales Qualification Guide: Features marked with package requirements determine the minimum recommended package.

REQUIRED PAGES

FEATURES REQUIRED

COMMUNICATION

CUSTOMER EXPERIENCE

SALES & ECOMMERCE

MARKETING & GROWTH

INTEGRATIONS

CUSTOM DEVELOPMENT

AUTOMATIC PACKAGE RECOMMENDATION

Estimated Project Value

€

REQUIRED CARE PLAN

None Essential (Recommended for Landing / Lite / Starter) Business (Recommended for Growth Website) Growth (Required for Ecommerce & Bespoke)

SALES REPRESENTATIVE RECOMMENDATION

Reason for Recommendation

WEBSITE INSPIRATION

Website Example 1

Website Example 2

Website Example 3

What do you like about these websites?

BEFORE YOU LEAVE

Take exterior photos Take interior photos (with permission) Ask for logo files Ask for examples of websites they like Confirm best email address Confirm best phone number Explain the next steps Thank the client

Desired Launch Date

GDPR CONSENT

I consent to O'Sullivan contacting me regarding this enquiry.

Client Signature

Date