Welcome aboard! This helps our team fast-track your Moxie build. The more detail you share, the more productive your strategy session will be. Fields marked * are the essentials — do your best on the rest and flag anything you'd like help with.
First Name*
Last Name*
Phone*
Email*
Organization / Company*
Your Title / Role
Best way to reach you EmailPhoneText
Time zone
Who has final approval / sign-off on the site?
Anyone else we should loop in? (content owner, board contact, developer, etc.)
Organization type Small businessNon-profitOther
In one or two sentences, what does your organization do? (Your elevator pitch)*
What's your mission or the change you're trying to create? (Especially important for non-profits)
What makes you different from others doing similar work?
Even a rough sense of who you're up against helps us position your site to stand out.
Who are your main competitors — or who you think they are? (Names and/or website URLs)
What do they do well, and where do you think you're stronger?
Anything about their websites you like or want to avoid?
What's the most important thing you want this site to do? (Check all that apply) Generate leads / inquiriesDrive donationsSell products / services onlinePromote events / register attendeesBuild credibility and awarenessRecruit volunteers / membersShare information / resourcesGrow email list
What's the main action (call-to-action) you want visitors to take? (e.g. "Donate," "Book a call," "Request a quote")
What would success look like to you? Any goals or KPIs you'll be watching — traffic, leads, donations, sign-ups, etc.
This helps us prioritize what matters most to you as we build. Moxie is a fixed-scope launch package, so sharing these guides our decisions rather than serving as a guarantee of specific results.
Who are your primary audiences? (e.g. "local homeowners," "grant funders," "families we serve," "B2B buyers")
What are they usually looking for or trying to solve when they find you?
Do you have an existing website? YesNoYes, but it's outdated
Current website URL
What do you LIKE about your current site — anything we should keep?
What ISN'T working or frustrates you about it?
Which brand assets can you provide? (Check all you have) Logo files (vector)Brand style guideBrand colors (hex codes)Preferred fontsProfessional photographyIcon / graphic library
Brand colors — hex codes or a description
How should we source imagery? I'll provide photosUse stock + AI imageryA mix of both
Describe the look and feel you're going for (e.g. "warm and community-driven," "clean and corporate," "bold and modern")
List 2–3 websites you love the look of, and what appeals to you
Anything you definitely want to avoid visually?
What's the status of your written content (copy)? Ready to hand overMostly there, needs polishNeed significant help writing it
Where does your existing content live today? (site, brochures, PDFs, social)
How would you describe your tone of voice? (friendly, authoritative, playful, compassionate)
Check the pages you expect to need — we'll refine the final sitemap together.
HomeAbout / Our StoryServices / ProgramsProducts / ShopTeam / Staff / BoardTestimonials / ReviewsPortfolio / Case StudiesEventsBlog / NewsResources / FAQDonateVolunteer / Get InvolvedCareersContactPrivacy PolicyTerms of Service
Any other pages you'll need?
Roughly how many pages total? (best guess is fine)
Check any functionality your site will need.
Contact / inquiry formOnline donationsE-commerce / online storeEvent calendar and registrationNewsletter / email signupBlog with categoriesPhoto / video galleriesOnline booking / schedulingMember or client login areaSearchLive chatMulti-languageMaps / location finderSocial media feedsDownloadable files (PDFs)Accessibility widget
Describe any feature that needs special handling, or anything not listed
Email marketing (Mailchimp, etc.)
CRM / donor database
Payment processor (Stripe, PayPal…)
Scheduling / booking tool
Analytics (Google Analytics, etc.)
Any other tools / integrations
Primary domain (e.g. yoursite.org)
Domain registrar (GoDaddy, etc.)
Who controls the domain / DNS?
Current web host (if any)
Interested in Moxie hosting & maintenance? ($250/mo, includes 2 hours of monthly support) YesNoTell me more
Please don't send passwords in this form — we'll request any access securely once we're underway.
Do you need the site to meet accessibility standards (ADA / WCAG)? YesNot sure — advise meNo
Do you have existing legal text to reuse? Privacy PolicyTerms of ServiceCookie / consent noticeAccessibility statement
Moxie Plus (+$2,500) — dedicated design phaseVideo Package (+$5,000) — on-site shoot, 1 video + 8 reelsSupport Package (+$6,000) — 30 hours of marketing help / yearHosting and Maintenance ($250/mo)
Questions about any package or add-on?
Ideal launch date
Any hard deadline? (and what's driving it)
How quickly can your team turn around content and feedback? (This directly affects launch speed.)
Anything we haven't asked that would help us build the right site for you?
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