Want to know what to ask new clients? The answers are here!

Do you want to know what to ask new clients?

Do you want a form to use that will do this all for you?

I have developed a client needs analysis form, I am making this available exclusively to all Talkfreelance members. The form contains everything required to ask a new client, you don't have to even think about it, it's a no-brainer!

The form is a protected document, so only you can make changes to it, clients can only enter the form fields. To unprotect the document click Tools, Unprotect Document, in Word. The password to unprotect the document is:

abcd1234

Once you have edited in any necessary changes make sure to protect it again, otherwise it won't work properly for your clients. To protect it click Tools, Protect Document, make sure Forms is selected and you put in your own password.

There are sections you will have to edit, I have highlighted them in bold red. Make sure to apply the correct formatting to the changes before saving the document. Also make sure to put your own business name into the header and footer.

Good luck!

Attached Files

Talkfreelance Member Needs Analysis Form.zip (31.6 KB, 103 views)

Very nice man, thanks alot.

I like it allot

This form varies on who you are dealing with and some questions can be elaborated on. The stationary question ,ie would you be intrested in a full company design (site,logos,cards,leter headings and so on corporate stuff)
The design and the complesity should be asked somewhere.

This for a simple company or big company might be abit much some times but if you took long time to research this , it might be a great tool. Anyways some of the questions lead to directing me to s certain way of work. I dont like that a designer knows what he is doing and knows what is the best in the design criteria and can make better dessitions. Unles the customer has a really specific idea (not ussaly).

But a great read over all i liked it.

Yes, most of the questions can be elaborated on, this is a form to get to know your clients needs. It does not get into design specifics, I have another form (a lot smaller) for that

Good stuff havent had any local work yet but looking forward to meet face to face.

Here's a clients feedback that I got today:

Originally Posted by Needs Analysis Form Do you think the form is necessary for both parties, please describe your answer? Originally Posted by Client Yes, Circle design needs to get an idea of what the customer wants and the form also makes the customer think about issues that maybe hadn't occurred to them before.

The last comment is very important.

I just signed a $955 contract with them. Took one day to secure the deal. They were impressed that I was asking them about their business, not just what kind of site they wanted. They did not fill out some sections of the form, but I have enough information to develop them a great site.

Originally Posted by Julian Here's a clients feedback that I got today:The last comment is very important. I just signed a $955 contract with them. Took one day to secure the deal. They were impressed that I was asking them about their business, not just what kind of site they wanted. They did not fill out some sections of the form, but I have enough information to develop them a great site.

That is impressive; I guess a business feels more comfortable when a designer who knows the overview of the company could achieve better things.

Thanks DJAC! I might be adding this to my site soon I think, have it as a resource clients can download and think about at their own leisure.

Originally Posted by Mr.tyro That is impressive; I guess a business feels more comfortable when a designer who knows the overview of the company could achieve better things.

True Mr.tyro, getting to know your clients better is one of the most important things you can do as a freelancer. You can better meet their needs this way. This is one way to add value to your business, if you know your clients well they respect you and your opinions better, they are also more likely to refer you to others.

I can tell you been doing this for a long time, or its just common sence.