Free template · 16 questions
Web developer client questionnaire
The fastest way to blow a fixed price is an unasked question about integrations or hosting. Use this to scope a build before you quote it.
When to send it: Before the estimate.
The project
- 1.What are you building, and who will use it?
- 2.Is this a new build, a redesign, or changes to an existing codebase?
- 3.List the must-have features for launch, and the nice-to-haves.
- 4.Do you have designs ready, or is design part of the job?
Technical
- 5.Required stack, CMS or hosting, or open to recommendation?
- 6.Third-party integrations: payments, CRM, email, analytics, APIs?
- 7.Expected traffic, and any performance or security requirements?
- 8.Who holds the repository, domain and hosting accounts?
- 9.Is there existing code or data that needs migrating?
After launch
- 10.Who maintains the site after launch?
- 11.Do you need documentation or training for your team?
Budget, timing and decisions
- 12.What budget range have you set aside for this?
- 13.Is there a hard deadline, and what happens if it moves?
- 14.Who else needs to approve the work or the contract?
- 15.How would you prefer we communicate (email, calls, messaging), and how often?
- 16.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a web developer send a client questionnaire?
Before the estimate.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.