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Website Intake Form for Oertel
Who are the team members involved with the website redesign?
Who are the decisionmakers?
Please also briefly describe your internal approval process. This information is needed for building milestone schedules (e.g. sitemap, wireframe, design and prototype approvals).
Who is the primary contact for domain-related questions/information?
When the new site is ready, someone will need to update your domain’s DNS records to point it (and any other relevant domains) to the new server.
Is there a preferred (or required) date for the new site to go live?
What site redesign goals will your team be monitoring?
Examples: Improving brand/customer experience, lead generation/customer conversions, efficiency from a administrative standpoint, etc.
How will your organization measure the success of your new site?
Success might be measured by overall site traffic or visits to specific pages, downloads, generated leads, referrals, etc.
What analytics platform will be utilized?
Example: Google, Adobe, etc.
What pixels/tracking code do you actively use?
Are there any you want to add or remove?
What do you like or dislike about your current website?
Are there specific pieces you currently have that you wish had been done differently?
What do you like or dislike about your competitors’ (or similarly sized) websites?
Please include any relevant URLs for competitors.
Are there websites (not just industry-specific ones) to which your team gravitates?
Do you have examples of sites that achieve one or more elements your team would like to incorporate into your site? Please list their URLs and the goals/tasks they accomplish.
Please confirm your target audiences
Please provide as much information about your target audiences as possible. How are they prioritized?
Tell us a little more about Union Tank Car
What does Union Tank Car want or need from your organization? Why would they come to your website and what are they looking for? Is it to request a quote?
Tell us about small- to mid-size OEM manufacturers
What do these manufactures want or need from your organization? Why would they come to your website and what are they looking for? To request a quote? To confirm capabilities?
Tell us a little more about factories, facilities, design-build and maintenance services
What does these audiences need when they visit your website?
What might your target audiences need from your organization that they don’t know they need yet?
Is your organization trying to recruit employees?
Please provide more information about potential recruits as a target audience.
Capabilities & Industrial Services
Please articulate how your capabilities are different from your industrial services.
Are individual pages needed for each capability? Should more content be developed or should each capability be kept simple and straightforward?
Are individual pages needed for each industry? Should more content be developed or should each industry be kept simple and straightforward?
Do you consider your industrial services as the following:
1) Production Fabrication
2) Custom Metal Fabrication
3) On-site Design-Build & Field Maintenance
Primary Call to Action (CTA) for the site
Will the primary CTA for the site be to request a quote?
Request a Quote form
Please let us know your thoughts on your current Request a Quote form. Would you like to see any updates or modifications to the form?
Secondary CTA for the site
Should the secondary CTA for the site be to download a brochure?
Will your team need a repository for content?
Will your team publish content moving forward? If so, what type of content? Will you publish case studies/white papers? Is a blog needed? Is the News section still needed?
Would you like to explore pulling in your Bamboo HR listings into the Careers page on the site?
What additional functionality is needed?
Please identify any additional functionality desired but not mentioned above. These requests can be quoted now or added later as line items and but it’s helpful to have an idea about what’s coming so the site can be developed accordingly.
Search Engine Optimization (SEO)
Do you have a preferred SEO plugin (e.g. All-in-One SEO, Yoast) or would you be open to other options? Would you like to integrate the selected plugin more deeply into Google Analytics?
Do you have any specific needs or levels of accessibility that must be met?
We build all our sites to maintain at least a base level of accessibility (WCAG Level AA) for the sight and hearing impaired (ADA compliance). Please see
for more information.
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