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Honcho Website Discovery Workbook V1.3

All about website designing

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0% found this document useful (0 votes)
202 views55 pages

Honcho Website Discovery Workbook V1.3

All about website designing

Uploaded by

Unknown Lover
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 55

INTR O D U CTIO N

A fail-safe workshop for delivering absolute


clarity on your next website

Version 1.3
honcho.agency W EBSITE DISC OVERY | 1
Welcome

BY

honcho.agency W EBSITE DISC OVERY | 2


CONTENTS
Introduction XX

Overview XX

Getting started XX

The background XX

The offering XX

The audience XX

The competition XX

The brand XX

Content XX

Sitemap XX

Technical requirements XX

SEO & marketing XX

Finishing up XX

Version 1.3
© Honcho Design Limited. All rights reserved.

honcho.agency W EBSITE DISC OVERY | 3


INTR O D U CTIO N

GREETINGS
FROM HONCHO!
Welcome to the Website Discovery We’re Honcho, a web design, development and branding
agency, with over 15 years experience in the industry. We
Workbook. We know there’s loads created this workbook off the back of our belief that for
of resources out there, but we’re a successful web project, you must first seek to deeply
understand what you’re doing and why you’re doing it.
glad you chose this one, we think Consider the options. Challenge assumptions. Step back.
it’s pretty special. If we didn’t we Ask difficult questions. Don’t be afraid to start again.
wouldn’t put our name to it. Let’s get started!

honcho.agency W EBSITE DISC OVERY | 4


OVERVIE W

OVERVIEW So, what is a Website Discovery?


A Website Discovery is the foundation for any web or digital project. Essentially,
it’s a session between a client and an agency to find out exactly what needs
building – but more importantly, who it’s being built for. It’s done through a
series of open-ended questions and enlightening discussions that challenge,
define and discover.

honcho.agency W EBSITE DISC OVERY | 5


OVERVIE W

Why is it important?
Simply put, it gives both parties
Clearer goals
the tool-kit needed to produce an

Better scopes
accurate project scope with clear
goals and deliverables. That results
in a higher return on investment for
the client and better profitability for
the agency.

When should you


Accurate estimates
do a Website
Discovery?
Any time you begin a new project
Efficient processes
where the goals are unclear or at the
start of a new working relationship.

Delivered on time
and on budget

Happy client

Happy agency

honcho.agency W EBSITE DISC OVERY | 6


OVERVIE W

Who should be involved?


To get the best results from your Website Discovery,
it needs some key stakeholders involved from both parties.

Agency Client
Some brains High-level knowledge
To help draw out those all important goals and mediate Culture is often based on the history of the founder and
between the technical and non-technical. the way they act – so, if possible, it’s important to have the
founders there to provide their insights.
A UX/UI designer
To bring their expertise on what makes a successful user A decision-maker
experience. Website Discovery sessions can sometimes involve big
changes from the client to meet their users needs,
Developer make sure you have someone in the session who can
To bring the technical knowledge and solutions needed to make those changes happen.
deliver the project.
Someone on the ground
Project manager These are the people who are directly effected by the
To keep tabs on the session, deliverables and time-scales. result of the project, e.g. a marketing manager.

Who should lead How much time do What do you need?


the session? you need? Just open and willing people and
something to take notes with. If
The Website Discovery should be We’re not gonna lie, there’s a lot to
you’re running your session remotely,
lead by the agency. Delegate a cover, and there’s a lot of thinking.
use your preferred video calling
confident individual or group who So, we recommend around 4-5 hours
software. We’d recommend an app
aren’t afraid of asking the more for your session, this should give you
called Notion for taking notes,
difficult questions. enough time to discuss all the points
it’s mega. If you can, record the
in detail. Make sure you give yourself
session, this way you can keep the
a break half way through to put the
discussion flowing and go back if you
kettle on, gather your thoughts
miss anything in your notes.
and have that wee you’ve been
desperate for.

honcho.agency W EBSITE DISC OVERY | 7


G ET TIN G STARTED

LET’S GET
STARTED
Less chat, more action. IN THIS SECTIO N:

Let’s get into it. Introductions


(10-15 MIN U TES)
What is Website Discovery
and why do we do it?

Agenda

Roles & expectations

The rules

honcho.agency W EBSITE DISC OVERY | 8


G ET TIN G STARTED

Introductions
In the Website Discovery session you’ll be getting deep, down and dirty.

Sometimes that involves asking some challenging questions, so it’s


important everyone feels comfortable with each other. Spend some time
getting to know who’s in your session.

Q U ESTIO N S TO ASK: N OTES:

Ask each team your member to introduce


themselves and share a little about their
background, role and a juicy fact

Ask the clients team to introduce themselves

🔥 Stop! Ask if it’s OK to record the Discovery Session! 📹

honcho.agency W EBSITE DISC OVERY | 9


INTR O D U CTIO N

What is Website Discovery


and why do we do it?
Give the attendees a bit of background about Website Discovery, why it’s
important and what you hope to achieve from the session.

Q U ESTIO N S TO A N S W ER: N OTES:

What is Website Discovery?


Today we’ll delve into the finer details of your company/
organisation, your customers and how we can align your goals
with their needs. It’s ultimately, to find out exactly what we’re
building – but more importantly, who we are building it for.

Why do we do it?
We do it to get as much information as we can to produce an
accurate estimate and scope which hits the goals we identify
today on time and on budget.

honcho.agency W EBSITE DISC OVERY | 10


G ET TIN G STARTED

Agenda
Outline the agenda of the Website Discovery and what the expected
outcomes are. Some sections will be quick, with simple questions and others
will be open ended, with more conversational questions.

Q U ESTIO N TO A N S W ER: N OTES:

What’s on the agenda?

Part 1 The background


Part 2 The offering
Part 3 The audience
Part 4 The competitors
Part 5 The brand
Break
Part 6 Content
Part 7 Sitemap
Part 8 Technical requirements
Part 9 SEO and Marketing
Part 10 Finishing up

honcho.agency W EBSITE DISC OVERY | 11


G ET TIN G STARTED

Roles & Expectations


Now you’re all acquainted, set some roles and expectations so everyone is
clear who’s responsible for what and what you’re expected to deliver.

Q U ESTIO N S TO ASK: N OTES:

Who’s writing copy?

Who’s adding copy?

Is content being migrated?

What services are needed?


Design, development, branding?

Who’s hosting?

Who’s maintaining the website?

Anything else we need to be aware of before


we started?

honcho.agency W EBSITE DISC OVERY | 12


INTR O D U CTIO N

The rules
To get the most out of your session you’ll need to concentrate, so limit any
distractions. Emails can wait, your mum can wait, but if the fire alarm goes
off, you better see to that.

Q U ESTIO N S TO ASK: N OTES:

Outline the rules

Rule 1 Phones on silent


Rule 2 Try not to check your emails
Rule 3 Take a break in a couple of hours,
but if you need a that’s OK 💩

honcho.agency W EBSITE DISC OVERY | 13


PART 1 | TH E BAC KG R O U N D

Part 1

THE
BACKGROUND
No amount of prep will allow you IN THIS SECTIO N:

to know the things that your client Interviews


knows about their business and The Big Questions
customers, but this session will
Measuring Success
give you all the essentials you need
to succeed.
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 14


PART 1 | TH E BAC KG R O U N D

About the company/


organisation
This section is about getting some background.

We’ll dig deep to try and get a thorough understanding of who the client is and why they exist.
This information will be used to create an experience that is an authentic representation of them.

Q U ESTIO N S TO ASK: N OTES:

What’s your story?


How and when did they start, are there any key milestones,
events or people.

What’s your mission?


This is what they do now.

What’s your vision?


This is what they’re aiming to achieve.

Why do you do this?


What motivates them, e.g. An opportunity? Just a job? A
calling? A higher purpose?

What size is your company/organisation?


This will come in handy later on.

🔥 Stop! Culture is often based on the history of the founder and the
way they act – so if possible it’s important to have the founders share it
in their own words.

A mission statement defines what an organization is currently doing,


while a vision statement is basically the ultimate goal of what they’d
like to accomplish. The mission is what people do in order to achieve the
vision. It is the how (mission) versus the why (vision).

honcho.agency W EBSITE DISC OVERY | 15


PART 1 | TH E BAC KG R O U N D

The Big Questions


Find out exactly why you are building this website, what’s its purpose and
why do they need it?

Q U ESTIO N S TO ASK: N OTES:

Why a new website and why now?


Why are they doing this? Have any events happened which
has lead to this decision?

What are the main goals of the website


and why?
Examples are:
Lead generation
Sales
HR (recruiting)
Improve conversion rates
Increase brand awareness
Improve customer satisfaction
Reduce time to complete a task
Make content publishing easier
Move to a better IT infrastructure
(E.g. faster, more secure)
Other

honcho.agency W EBSITE DISC OVERY | 16


INTR O D U CTIO N

Measuring Success
Get some insight into what success looks like for the client and how you can
measure the success of your work.

Q U ESTIO N S TO ASK: N OTES:

What is the single, non-negotiable goal?


This is the one goal that must be met above all else.

What does success look like?


What would success mean to the client and how would it
change their company/organisation.

How will we define the success of that?


Are there any measure-able KPIs and can they be tracked (in
Google Analytics for example)

Goals should be SMART: Specific, Measurable, Achievable, Results-


focused, Time bound.

Depending on the agreement you may not be the people to set up the
Google Analytics Goals. They may already have a marketing team to do
this for them. However, if they’d like you to do it – it should be up-sold and
estimated for.

honcho.agency W EBSITE DISC OVERY | 17


PART 2 | TH E O FFERIN G

Part 2

THE OFFERING
What does the client offer to their IN THIS SECTIO N:

user base? What advantages might Products and services


they have over their competitors Accreditations
and what opportunities could you
help them with?
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 18


PART 2 | TH E O FFERIN G

Products & Services


Learn about the services or products the client offers. During the
conversation, consider how you can you add value to these through
your solutions.

Q U ESTIO N S TO ASK: N OTES:

What products or services do you offer?

What are the features of the products/services?

What benefits do they offer?

Do any products/services take priority over others?

Are any of these products/services unique to your


business?
Are any of them a USP, something that no competitors can offer or do they
own intellectual property.

What is your brand positioning?


Brand positioning is the unique value their brand presents to their
customers.

📣 Example
The iPhone has a camera (feature). The benefits are; a high-quality camera
in your pocket which is easy to access, simple to use and easy to share.

People usually buy because of the benefits.

A feature is something you can find listed in a description, plan or design.


A benefit is something you would list in sales or marketing material, the
reason why your customer should buy, not what they are buying.

honcho.agency W EBSITE DISC OVERY | 19


PART 2 | TH E O FFERIN G

Accreditations
Accreditations help to authenticate and build trust by showing users that
they have the relevant industry qualifications and education.

Q U ESTIO N S TO ASK: N OTES:

Do you have any accreditations or


qualifications?
Do they have any accreditations or qualifications as an individual
or business for their industry that will backup the credibility of
their products/services?

Do you have logos available for these


qualifications?
These will come in really handy in your UI design.

Where should these logos link to in the


new website?
So users can get more information.

honcho.agency W EBSITE DISC OVERY | 20


PART 3 | TH E AU DIEN C E

Part 3

THE AUDIENCE
The more you know about the IN THIS SECTIO N:

target audience the better you Clients & Customers


can design digital solutions that
connect with those specific people.
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 21


PART 3 | TH E AU DIEN C E

Clients & Customers


Understand both the current and aspirational target audience, clients and
customers for targeted solutions.

Q U ESTIO N S TO ASK: N OTES:

Who are your clients/customers?

What problems do you solve for them?

Who is your dream client?

What event triggers them to look for a solution?


These are pain points they may be experiencing (e.g. Something
broke, a life event, keeping up with tech)

How do they discover you?


(E.g. SEO, PPC, Networking)

How do they learn more about you?


Where might they look to learn more about your solution (e.g. blog,
PDF, video)

What should they do when they’re on your


website?
This will be the primary call to action (E.g. download, login,
call, email)

Why would they return or share what you do


with others?
What can they offer to their customers engaged or want to share
with others (e.g. new offers, new blog, exclusive downloads)

honcho.agency W EBSITE DISC OVERY | 22


PART 4 | TH E C O M PETITIO N

Part 4

THE
COMPETITION
In order to differentiate from the IN THIS SECTIO N:

competition, it’s important to know Competitors


who they are, what they offer and Existing website review
what makes them unique.
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 23


PART 4 | TH E C O M PETITIO N

Competitors
Identify and analyse the main competitors, consider why users might
choose them over your client.

Q U ESTIO N S TO ASK: N OTES:

Who are your direct competitors?


List the main competitors

What makes these competitors stand apart from


others?
Do they have any unique selling points or brand values that make them
more attractive to the target audience?

Why would someone choose you over your


competitors?
What unique value can they offer that these competitors don’t? This will
determine which areas need to be highlighted in your UX/UI.

What elements do you like and dislike on their


websites?
Get a feel for their preferences by identifying any stand-out features from
their competitor’s websites they think work well or not? These could be
visual or functional.

honcho.agency W EBSITE DISC OVERY | 24


PART 4 | TH E C O M PETITIO N

Existing website review


If your replacing an existing website, consider what’s working well and
what isn’t. These thoughts will help get a feel for your clients preference
when it comes to the UX/UI design.

Q U ESTIO N S TO ASK: N OTES:

Is there any part of your current website that you


feel works well?
Explore both functional and visuals aspects that resonate well with the
client and their customers (e.g. High traffic pages, good conversion rates,
looks attractive?).

What’s not so good about your current website?


What aspects aren’t working very well (e.g. poor user journey, difficult
back-end CMS, not on brand, too much content.

honcho.agency W EBSITE DISC OVERY | 25


PART 5 | TH E BR A N D

Part 5

THE BRAND
A brand is a holistic expression of IN THIS SECTIO N:

everything a company/organisation Brand history


is, it’s how you make people Brand attributes
feel when they think about your
Impression
products, services or company.
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 26


PART 5 | TH E BR A N D

Brand history
Learn about the background of any existing brand, where it came from and
what influenced it.

Q U ESTIO N S TO ASK: N OTES:

Do you have a brand guidelines?


Consistency is key. It’s important that any visuals adhere to any brand
guidelines.

How did this brand come to be?


Are there any strategic decisions behind any of its elements (e.g. logo,
colour palette, typography or graphic elements?)

Do you feel your brand represents your company/


organisation and your vision well?
Do they resonate well with their brand? If not, now is a good opportunity
to develop a new brand to better align with the vision of this project.

honcho.agency W EBSITE DISC OVERY | 27


PART 5 | TH E BR A N D

Brand attributes
Brand attributes are the elements which characterise a brand, without
looking at any products or services. They are the core values and
personality. These questions will help you get a feel for their unique
personality by addressing the key attributes.

Q U ESTIO N S TO ASK: N OTES:

How would you describe the CULTURE of your


company/organisation?
These are the ideas, customs, and social behaviour of the company/
organisation.

Are there any unifying characteristics of your


CLIENTS/CUSTOMERS?
By identifying key traits of their target audience you can create a more
targeted brand experience.

How would you describe your company’s VOICE?


This is the way they sound and communicate? (E.g. straight-talking,
no-nonsense, witty, cheeky)

What FEELING do you want your clients/customers


experience when they interact with you?
E.g. trustworthy, dependable, industry-leaders.

What are the core VALUES which underpin your


company/organisation?
The values and beliefs that influence all strategic decision-making.

What tangible IMPACT do you make on your


clients/customers?
How does the user does the company/organisation

What is your UNIQUE SELLING POINT?


How is their company/organisation different from others?

honcho.agency W EBSITE DISC OVERY | 28


PART 5 | TH E BR A N D

Impression
Now we know more about the brand values and character, we need to
consider what impression that you want give to the customers.

Q U ESTIO N S TO ASK: N OTES:

Do you want to give the impression you’re bigger


than you are? Smaller? Or about that size?
This will determine how you position the client to their customers visually
and verbally (E.g. choice of photography or tone of voice)

If your company were a car what manufacturer


would you be and why?
Which brands do they align with most? If you’re not into cars, choose
another category, just keep in universal. This is a great way to understand
how they think about themselves. For example, are they are a Jaguar
(sophisticated and high quality) or a Kia (affordable and economic).

honcho.agency W EBSITE DISC OVERY | 29


PART 6 | C O NTENT

Part 6

CONTENT
Think about the bigger picture. IN THIS SECTIO N:

Working with a content-first What do we need?


approach will make sure you fully Components
understand what needs to be said
Assets
and how you can say it. This way
Content authors & user groups
you know your UX/UI decisions
and solutions will be fit for purpose,
effective and efficient.
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 30


PART 6 | C O NTENT

What do we need?
Ascertain what content needs to be on the website needs, what’s available
and who’s responsible for writing any new content. Make sure the content is
clear, succinct and relevant.

Q U ESTIO N S TO ASK: N OTES:

What content do we need?


What information needs to be shared on the new
website? This will help determine the sections in
your sitemap.

Tick the sections you need – and add more as required.

About Us Testimonials
Products / Services (Text / Video)
What we do / Videos
how we do it Newsletter sign-up
Team Profiles Social media profiles
(Individual) Contact
Benefits Privacy Policy
Resources (white Cookie Policy
papers, downloads) Terms and
Case Studies conditions
Updates (News,
Blog, PR)

What content is available?


If the content exists, ask for examples for each to be
sent through to gauge the length and complexity.
This will mean your UX solutions will be appropriate
for the content.

Who’s writing the content?

Who’s adding the content? 📣 Do they need help with copy writing?
If they need help with copy writing, now is a good
time to up-sell any copyrighting services you offer, or
Ask the client to sent though examples of content recommended someone you’ve worked with before
they have. and trust.

honcho.agency W EBSITE DISC OVERY | 31


PART 6 | C O NTENT

Components
These are the mechanisms to hold and display the content.

Q U ESTIO N S TO ASK: N OTES:

What components will they need for their page


builders?
Tick the ones you need – and add more as required.
Text
Images
Videos
Testimonials
CTA
Related Content
Forms
Downloads
Table Data

honcho.agency W EBSITE DISC OVERY | 32


PART 6 | C O NTENT

Assets
The assets are any elements the business/organisation have in their arsenal
that relate to their brand, such as logos, photography and videos.

Q U ESTIO N S TO ASK: N OTES:

What assets are already available?


Tick off what’s ready and waiting. If it’s not available and needed,
make a plan to get that before you start your UI designs.
Content
Photography
Infographics
Videos
Audio
Downloads / eBooks / Whitepapers
301 redirects
Customer Reviews or Testimonials
Keyword Research

How will these assets be shared?


Consider setting up a Google Drive with folders for the assets to
be uploaded.

301 redirects are permanent redirects that take users and search engines
to a new URL when the original page has been removed or no longer
exists. They should be used when you don’t intend no plans to reverse
the change. They’re important to stop any visits to the old page and users
reaching a dead end.

honcho.agency W EBSITE DISC OVERY | 33


PART 6 | C O NTENT

Content authors
& user groups
These are the people who need access to the content management system
to add or edit the content.

Q U ESTIO N S TO ASK: N OTES:

What content author groups will you need?


How many people will need admin access? Just one, or many
different people?

Will you require different permission levels?


Do certain people need special privileges, or access to edit content that
others can’t?

honcho.agency W EBSITE DISC OVERY | 34


PART 7 | SITE M AP

Part 7

SITEMAP
The Sitemap is a blueprint of the IN THIS SECTIO N:

new website, it details it’s structure, The sitemap


sections and relationship between
them. Teasing out a Sitemap now
will give you a fantastic starting
point to work up an estimate and
scope document.
(30-45 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 35


PART 7 | SITE M AP

The sitemap
This is the overall structure of the site, it’s different sections and the hierarchy.
Although it doesn’t need to be perfect at this point, it’s great to get an idea of
what the client is looking for, even at this early stage.

Q U ESTIO N S TO ASK: N OTES:

What should the sitemap be?


Feel free to plot it out on the handy grid on the following page.

Do you have any specific user journeys?


E.g. Checkout, product selection. These may need to mapped out as
a separate user flow diagram to better understand their journey and if
possible, improve that user experience.

🔥 Before the session! Prepare a sitemap as a starting point to talk


around based on the client brief or any information you have so far.

If you’re doing your session remotely, share your screen with the clients
and zoom in so they can see it clearly.

honcho.agency W EBSITE DISC OVERY | 36


PART 7 | SITE M AP

The sitemap

honcho.agency W EBSITE DISC OVERY | 37


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Part 8

TECHNICAL
REQUIREMENTS
This section probes into what IN THIS SECTIO N:

technical requirements the website Third-parties & integrations


needs. For example, specific Domains & contact details
hosting, third-party integration or
Mailing lists
bespoke functionality.
Servers & hosting
(25-30 MIN U TES)

honcho.agency W EBSITE DISC OVERY | 38


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Third-parties & integrations


Get into the nitty gritty, it’s important to know about any special functionality or
third-party integrations so you can accurately cost and plan for the development.

Q U ESTIO N S TO ASK: N OTES:

Are there any specific technologies or 3rd party


services you need to use and integrate?
E.g. MailChimp, SaleForce, Hotjar, Veeqo.

Do you use any user behaviour software such as


Hotjar or CrazyEgg?
If they already have an account, add it for them. If they don’t have an
account, send them a URL to sign up for account and add you as users.

Do you use a CRM to store sales and customer


information?

Do you require a dark mode theme?

Do you have specific accessibility requirements


beyond what is outlined by WAI-ARIA?

🔥 Book in a separate call for each individual integration and write detailed
specification for each one.

WAI-ARIA Web Accessibility Initiative – Accessible Rich Internet


Applications is a technical specification published by the World Wide Web
Consortium (W3C) that specifies how to increase the accessibility of
web pages.

honcho.agency W EBSITE DISC OVERY | 39


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Domains & contact


details
Don’t let the small details hold up your work flow, leave no stone unturned as
they say.

Q U ESTIO N S TO ASK: N OTES:

What should the domain name(s) be?

What should the websites primary contact email


address be?

Do you already have an email provider?


If not, we recommend G Suite by Google.

What should the websites primary contact phone


number be?

What is your preferred method of contact?

honcho.agency W EBSITE DISC OVERY | 4 0


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Mailing lists
If they are currently marketing to a mailing list, it’s great to learn a little more
about it as this may influence technical decisions such as server capacity.
(You don’t want the site to topple over when a spike of newsletter traffic hits)

Q U ESTIO N S TO ASK: N OTES:

How many people do you have on your mailing list?

When do you send?

What’s the click through rate?

honcho.agency W EBSITE DISC OVERY | 41


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Servers & hosting:


Current server
Learn about their current server setup if they have an existing site.

Q U ESTIO N S TO ASK: N OTES:

Who is your current site hosted with?

Where is your domain name registered?

Could we have login details please?

Do you ever have large spikes in traffic that we will


need to plan for from a hosting standpoint?
E.g. Seasonal sales, these will determine what server is needed.

honcho.agency W EBSITE DISC OVERY | 42


PART 8 | TEC H NICAL R EQ UIR E M ENTS

Servers & hosting:


New server setup
Learn about their new server requirements and how they may differ from
their current setup.

Q U ESTIO N S TO ASK: N OTES:

Where would you like the new website hosted?

Are you happy for us to make recommendations


on hosting?

Are there any technical server requirements we


should be aware of?

honcho.agency W EBSITE DISC OVERY | 43


PART 9 | SEO & M AR KETIN G

Part 9

SEO &
MARKETING
It’s all well and good making a IN THIS SECTIO N:

beautiful new website, but it’s SEO


pointless if no-one can find it. PPC
(25-30 MIN U TES)
Marketing & PR

Social media

honcho.agency W EBSITE DISC OVERY | 4 4


PART 9 | SEO & M AR KETIN G

SEO
You’ll never control Google, they’re a law onto themselves, but you can
certainly give it a good shot.

Q U ESTIO N S TO ASK: N OTES:

What keywords or phrases would you use to search


for your products?
These are what they client would use, NOT including their name.

Do you know what search terms your competitors


are ranking for?

Do your services cover multiple locations?


If their services cover various locations, landing pages may be needed to
target those areas.

What structured data will this site need?


Structured data is the mark-up that helps search engines understand how
to interpret and display content.

Do you have a Google Analytics account?


Can they provide access? Email instructions on how to do so.

Do you have a Google Search Console account?


Can they provide access? Email instructions on how to do so.

Will there be corresponding pages for all content


on the new site?
If you’re replacing a site - Make a plan for 301 redirects

🔥 Do some research! Come back with recommendations as to whether


landing pages are needed for specific search terms or locations.

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PART 9 | SEO & M AR KETIN G

PPC
Pay-per-click adverts such as Google or Facebook Ads are great ways to
drive relevant traffic to a website.

Q U ESTIO N S TO ASK: N OTES:

Are you running any PPC campaigns?

🔥 If yes! Do they need a landing page builder?

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PART 9 | SEO & M AR KETIN G

Marketing & PR
You may need to collaborate with a current Marketing & PR company.
Reach out early as they may have functional requirements.

Q U ESTIO N S TO ASK: N OTES:

Are you using a marketing/PR agency company?


A marketing and PR agency company is great to assist with:
Marketing Strategy
News Release
Ongoing content generation
Campaign management
Copy writing and Proofreading
Social Media management
Video content

🔥 Make a recommendation! If they’re not using a PR company, share the


love and recommend companies you’ve worked with before and trust.

honcho.agency W EBSITE DISC OVERY | 47


PART 9 | SEO & M AR KETIN G

Social media
Get these now, avoid forgetting about it and it delaying launch.

Q U ESTIO N S TO ASK: N OTES:

What social media accounts do you have and want


to include on the site?

Channel Handle/URL

Linkedin

Twitter

Facebook

Youtube

Instagram

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PART 10 | FINIS HIN G U P

Part 10

FINISHING UP
Good work, you’ve made it IN THIS SECTIO N:

though. You must be knackered The idiot check


with all that new found Your process
knowledge overloading your
Next steps
brain. But before you go, clarify
what the next steps and set
some time-scales.
(10-15 MIN U TES)

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PART 10 | FINIS HIN G U P

Idiot check
Now is your last chance to check you’ve got what you need.

Q U ESTIO N S TO ASK: N OTES:

Last chance! Is there anything we’ve missed or


not asked that we should know?

Is there anything else you want to ask us?

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PART 10 | FINIS HIN G U P

Your process
Be open and transparent about how you work, go through your process with
your client so they know what to expect and when.

Q U ESTIO N S TO ASK: N OTES:

Explain your process

🔥 Golden nugget alert! Everyone works a little differently, but this is


our rock-solid and time-proven process.

Website Discovery notes


Write up an overview of what you’ve discussed today and share with
the client.

Scope of work
Provide a detailed scope document so everyone is on the same page
about exactly what your building. Ask the client to approve with any
amendments necessary.

Sitemap
Draw up the discussed sitemap, we recommend Slickplan.

Keyword research
Look into search terms to help target the content.

Wireframes
Produce a greyscale working representation of the website to outline
the structure and user experience.

Content templates
Create a set of templates which match the structure of the wireframes,
ready for content to be written into.

Visuals
The pretty bit, obviously you won’t design every page, so explain what
you will visualise.

Development
Building the website, you’ll probably go quiet for a bit whilst you
concentrate.

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PART 10 | FINIS HIN G U P

Next Steps
Set expectations so every knows where they stand.

Q U ESTIO N S TO ASK: N OTES:

Set expectations of your next steps


What are the action points YOU are responsible for off the back
of the Website Discovery?

Set expectations of when they’ll happen


When can they expect YOU to do them?

Explain what is needed from the client


What are the action points THE CLIENT is responsible for off the
back of the Website Discovery?

Set expectations of when they are needed


When do they need these doing by THE CLIENT to keep you
on track?

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honcho.agency W EBSITE DISC OVERY | 53
THANKS
A BUNCH
Thanks again for choosing the Honcho Website
Discovery Workbook, we really hope you found
it as useful as we do and it becomes a key part
of how you run your digital projects.
Lorra love, the Honcho Team ❤

honcho.agency W EBSITE DISC OVERY | 54


INTR O D U CTIO N

Say hi! 👋
We’re always evolving and optimising our Website
Discovery Workbook, if you’ve got thoughts about how it
can be improved, we’re all ears.

matt@honcho.agency
honcho.agency

Version 1.3
© Honcho Design Limited. All rights reserved.
honcho.agency W EBSITE DISC OVERY | 55

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