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.com (720) 771.3271
#WCDENVER
7 QUESTIONS 

YOU FORGOT 

TO ASK

YOUR WEB CLIENT
.com (720) 771.3271 #wcdenver
What Does She Know?
.com (720) 771.3271 #wcdenver
What Does She Know?
about 90%Success
proposal process
.com (720) 771.3271 #wcdenver
What Does She Know?
about 90%Success
Signed, and Paid!
.com (720) 771.3271 #wcdenver
Who am I…
Bethany Siegler

Founder of:
UniqueThink.com
WordPress since 2005
.com (720) 771.3271 #wcdenver
Talk, Talk
Talked at:
WordCamp Boulder & WordCamp Denver
LOTS MORE…
.com (720) 771.3271 #wcdenver
Yeah, but can 

she teach?
Instructor at:
•
Boulder Digital Arts (BDA)
• University of Colorado 

(The Department of University Communications)
.com (720) 771.3271 #wcdenver
To Be Fair…
I’m always
learning 

and improving
my own process
.com (720) 771.3271 #wcdenver
OK, So 

What Were You Saying?
It’s About The 

7 Question Process
.com (720) 771.3271 #wcdenver
YIPPIE, 

PROPOSAL

SENT!
.com (720) 771.3271 #wcdenver
UGH, 

THEY 

SAID NO!
.com (720) 771.3271 #wcdenver
.com (720) 771.3271 #wcdenver
.com (720) 771.3271 #wcdenver
#1

Ask More 

Questions

(in person)
What Can You Do
.com (720) 771.3271 #wcdenver
#2 

Dig Deeper 

(what do they
really need)
What Can You Do
.com (720) 771.3271 #wcdenver
#3

Explain 

Your Process

(how it all works)
What Can You Do
.com (720) 771.3271 #wcdenver
#4

Set Expectations

(avoid scope creep)

What Can You Do
.com (720) 771.3271 #wcdenver
#5

Talk about Budget 

and Timeline

(helps you both)
What Can You Do
.com (720) 771.3271 #wcdenver
#6

Don’t write a proposal 

until you 

have the facts

(to avoid the NO)
What Can You Do
.com (720) 771.3271 #wcdenver
#7

Review the Proposal 

WITH THEM

(Know Right Away -

Get Signed & Paid)
What Can You Do
.com (720) 771.3271 #wcdenver
7 Questions
.com (720) 771.3271 #wcdenver
Get Slides
1. GO TO: UniqueThink.com/wordcamp16
2. LEAVE ME YOUR BIZ CARD
3. WRITE YOUR EMAIL ON YELLOW PAD
.com (720) 771.3271 #wcdenver
7 Questions
• That sounds easy!
.com (720) 771.3271 #wcdenver
Did I
Mention
• Every question you
think to ask your
client, there are at
least 7 more you
should be asking
.com (720) 771.3271 #wcdenver
7 Questions
• More questions, the
more accurate your
proposal
• Sell by listening
7 & 7
.com (720) 771.3271 #wcdenver
But Why 

So Many 

Questions?
• Because the 

more questions you
ask up front, the
more accurate 

your proposal
.com (720) 771.3271 #wcdenver
Hello I’m
an Introvert
• Sell By Listening
.com (720) 771.3271 #wcdenver
How I start: 

FREE 

1/2 Hr Consult
(when possible,
in person)
.com (720) 771.3271 #wcdenver
Begin with: 



“I have a list of
questions to walk you
through, but is there
anything you would
like to let me know
or ask me?”
.com (720) 771.3271 #wcdenver
I let them know:
• I am there to listen
• I also come
prepared with my
process
.com (720) 771.3271 #wcdenver
7 Questions
.com (720) 771.3271 #wcdenver
7 Questions
.com (720) 771.3271 #wcdenver
You Choose the Order
.com (720) 771.3271 #wcdenver
7 Questions
Really! I promise,
You’ll GET The
SLIDES
LATER!
.com (720) 771.3271 #wcdenver


#1: Tell Me About Your Company,
Team, Products/Services…
1. Share your Cocktail Party answer
2. What do you do/make?
3. What is your price point?
4. Who does what on your team?
5. Company Identity/Promise You Make?
6. Do you have a mailing list?
7. How active are you on social media?
.com (720) 771.3271 #wcdenver
Why is this important?
• It tells you how much they have thought about
their own company!
.com (720) 771.3271 #wcdenver


#2: What is the purpose 

of your site…
1. Why should someone come to the site?
2. What does it offer them?
3. Have you every done a focus group?
4. What goals do you have set up?
5. What do you want to accomplish?
6. Is that what they want to accomplish/learn?
7. How will the site navigation work - how will you get
them to what they want?
.com (720) 771.3271 #wcdenver
Why is this important?
• “I find that if they can’t answer that question, then
there is a LOT more upfront work helping them
discover that before figuring out what the website
should look like, be organized, designed, etc.”
• - Ron Broome (Boulder WP developers and Artist)
.com (720) 771.3271 #wcdenver


#3: Who Does the Site Serve…
1. What’s their occupation and income?
2. How do they dress?
3. How old are they?
4. What do they like/dislike?
5. What is the current state of your relationship with them?
6. Who are they currently or potentially buying from?
7. What makes them ideal?
.com (720) 771.3271 #wcdenver
Why is this important
• Too many times first time web clients build to their
tastes, instead of their audiences
.com (720) 771.3271 #wcdenver


#4: What Content do you have and/
or who will create it…
1. Do you have existing content?
2. Do we need to do an audit/review?
3. Do you have images and/or video?
4. Will you be Blogging?
5. Will you be offering downloadable content
(PDFs, Infographics)?
6. Do you have a logo/artwork/graphics/images?
7. How many pages of content do you expect?
.com (720) 771.3271 #wcdenver
Why is this important
• Too often the client doesn’t think about how to fill
the site, so it’s your job to think for them.
.com (720) 771.3271 #wcdenver


#5: Do you have a vision for the site…
1. Do you have specific branding we need to be aware of - colors,
logos…?
2. Are there sites you like? What specifically do you like about
those sites?
3. If you have an existing site, what is or is not working on it?
4. What, if any, unique DESIGN elements will be on INDIVIDUAL
PAGES?
5. What functionality/integrations do you know you need - like
contact forms or a way to capture email addresses?
6. Are you planning on selling anything on the site?
7. Are you familiar with responsible design?
.com (720) 771.3271 #wcdenver
Why is this important
• It helps to avoid scope creep!
.com (720) 771.3271 #wcdenver


#6: Do you already have hosting…
1. Where is your domain name registered?
2. Will you require custom domain related email addresses?
Such as: theirname@theirdomain.com
3. Do you currently have stats (Google Analytics)?
4. Do you have and Google Search Console (formerly
Google Webmaster Tools) & sitemaps?
5. Do we need your current site to stay up, while we build?
6. Let’s discuss redirecting urls and SEO needs?
7. Who will be handling future software updates, backups
and security?
.com (720) 771.3271 #wcdenver
Why is this important
• The client probably has no clue the site is an
ongoing thing that needs ongoing attention.
.com (720) 771.3271 #wcdenver


#7: Do you have budget and timeline parameters…
1. Let’s look at examples of where costs/time can impact the project
2. Can we talk about possible ways to stay within your parameters by
simplifying things?
3. If your budget is tight, have you considered doing things in phases?
4. Have you done a project like this in the past?
5. If so, what worked and did not work?
6. Are you the final decision maker?
7. When are you planning on making the final decision 

and how can we help you?
.com (720) 771.3271 #wcdenver
Why is this important
• You want to make sure you aren’t wasting time
• You want to get paid your worth
.com (720) 771.3271 #wcdenver


Does it REALLY work?
"I have always been terrified to ask about a client's budget during an initial
consultation phone call. Today I followed Bethany's advice and asked 'What's
your ballpark budget for this project?' after they explained a detailed
copywriting job. I was blown away when the client said his budget was
around $10,000 -- because that is THREE TIMES what I was planning on
(under) estimating for the job (because it sounded like a cool project). 

I will never again end a consultation call without asking this question.”
- Beth Hayden
.com (720) 771.3271 #wcdenver
When to Ask About Budget
and WHY?
That’s up to you, but you MUST ask it before you
spend time writing a proposal!
Because, unless you check, you won’t know if you
are in the right ballpark!
.com (720) 771.3271 #wcdenver
Wrap Up
• For Every Question You Ask: 

There are probably 7 more questions you should be asking
• If you take the time upfront, you can:
• Show You Are Listening
• Show Your Interest/Investment
• Make a Better Proposal
• Establish a Relationship
• Win More Proposals
.com (720) 771.3271 #wcdenver
Your WC Challenge
• Ask someone at WordCamp to lunch
• Learn About Yourself: Have them Ask
You these Questions
• Then Practice on them: Ask The
Questions to Them
.com (720) 771.3271 #wcdenver
What Questions 

Do You Have?
Is it Time 

for those 7 & 7s,

yet?
.com (720) 771.3271 #wcdenver
Connect with me
Twitter.com/UniqueThink
UniqueThink.com
.com (720) 771.3271 #wcdenver
Want More Tips?
Sign Up for More Insights on 

Getting Better Client Projects:
http://UniqueThink.com/clienttips

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7 Questions You Forgot to Ask Your Web Client

  • 1. .com (720) 771.3271 #WCDENVER 7 QUESTIONS 
 YOU FORGOT 
 TO ASK
 YOUR WEB CLIENT
  • 2. .com (720) 771.3271 #wcdenver What Does She Know?
  • 3. .com (720) 771.3271 #wcdenver What Does She Know? about 90%Success proposal process
  • 4. .com (720) 771.3271 #wcdenver What Does She Know? about 90%Success Signed, and Paid!
  • 5. .com (720) 771.3271 #wcdenver Who am I… Bethany Siegler
 Founder of: UniqueThink.com WordPress since 2005
  • 6. .com (720) 771.3271 #wcdenver Talk, Talk Talked at: WordCamp Boulder & WordCamp Denver LOTS MORE…
  • 7. .com (720) 771.3271 #wcdenver Yeah, but can 
 she teach? Instructor at: • Boulder Digital Arts (BDA) • University of Colorado 
 (The Department of University Communications)
  • 8. .com (720) 771.3271 #wcdenver To Be Fair… I’m always learning 
 and improving my own process
  • 9. .com (720) 771.3271 #wcdenver OK, So 
 What Were You Saying? It’s About The 
 7 Question Process
  • 10. .com (720) 771.3271 #wcdenver YIPPIE, 
 PROPOSAL
 SENT!
  • 11. .com (720) 771.3271 #wcdenver UGH, 
 THEY 
 SAID NO!
  • 12. .com (720) 771.3271 #wcdenver
  • 13. .com (720) 771.3271 #wcdenver
  • 14. .com (720) 771.3271 #wcdenver #1
 Ask More 
 Questions
 (in person) What Can You Do
  • 15. .com (720) 771.3271 #wcdenver #2 
 Dig Deeper 
 (what do they really need) What Can You Do
  • 16. .com (720) 771.3271 #wcdenver #3
 Explain 
 Your Process
 (how it all works) What Can You Do
  • 17. .com (720) 771.3271 #wcdenver #4
 Set Expectations
 (avoid scope creep)
 What Can You Do
  • 18. .com (720) 771.3271 #wcdenver #5
 Talk about Budget 
 and Timeline
 (helps you both) What Can You Do
  • 19. .com (720) 771.3271 #wcdenver #6
 Don’t write a proposal 
 until you 
 have the facts
 (to avoid the NO) What Can You Do
  • 20. .com (720) 771.3271 #wcdenver #7
 Review the Proposal 
 WITH THEM
 (Know Right Away -
 Get Signed & Paid) What Can You Do
  • 21. .com (720) 771.3271 #wcdenver 7 Questions
  • 22. .com (720) 771.3271 #wcdenver Get Slides 1. GO TO: UniqueThink.com/wordcamp16 2. LEAVE ME YOUR BIZ CARD 3. WRITE YOUR EMAIL ON YELLOW PAD
  • 23. .com (720) 771.3271 #wcdenver 7 Questions • That sounds easy!
  • 24. .com (720) 771.3271 #wcdenver Did I Mention • Every question you think to ask your client, there are at least 7 more you should be asking
  • 25. .com (720) 771.3271 #wcdenver 7 Questions • More questions, the more accurate your proposal • Sell by listening 7 & 7
  • 26. .com (720) 771.3271 #wcdenver But Why 
 So Many 
 Questions? • Because the 
 more questions you ask up front, the more accurate 
 your proposal
  • 27. .com (720) 771.3271 #wcdenver Hello I’m an Introvert • Sell By Listening
  • 28. .com (720) 771.3271 #wcdenver How I start: 
 FREE 
 1/2 Hr Consult (when possible, in person)
  • 29. .com (720) 771.3271 #wcdenver Begin with: 
 
 “I have a list of questions to walk you through, but is there anything you would like to let me know or ask me?”
  • 30. .com (720) 771.3271 #wcdenver I let them know: • I am there to listen • I also come prepared with my process
  • 31. .com (720) 771.3271 #wcdenver 7 Questions
  • 32. .com (720) 771.3271 #wcdenver 7 Questions
  • 33. .com (720) 771.3271 #wcdenver You Choose the Order
  • 34. .com (720) 771.3271 #wcdenver 7 Questions Really! I promise, You’ll GET The SLIDES LATER!
  • 35. .com (720) 771.3271 #wcdenver 
 #1: Tell Me About Your Company, Team, Products/Services… 1. Share your Cocktail Party answer 2. What do you do/make? 3. What is your price point? 4. Who does what on your team? 5. Company Identity/Promise You Make? 6. Do you have a mailing list? 7. How active are you on social media?
  • 36. .com (720) 771.3271 #wcdenver Why is this important? • It tells you how much they have thought about their own company!
  • 37. .com (720) 771.3271 #wcdenver 
 #2: What is the purpose 
 of your site… 1. Why should someone come to the site? 2. What does it offer them? 3. Have you every done a focus group? 4. What goals do you have set up? 5. What do you want to accomplish? 6. Is that what they want to accomplish/learn? 7. How will the site navigation work - how will you get them to what they want?
  • 38. .com (720) 771.3271 #wcdenver Why is this important? • “I find that if they can’t answer that question, then there is a LOT more upfront work helping them discover that before figuring out what the website should look like, be organized, designed, etc.” • - Ron Broome (Boulder WP developers and Artist)
  • 39. .com (720) 771.3271 #wcdenver 
 #3: Who Does the Site Serve… 1. What’s their occupation and income? 2. How do they dress? 3. How old are they? 4. What do they like/dislike? 5. What is the current state of your relationship with them? 6. Who are they currently or potentially buying from? 7. What makes them ideal?
  • 40. .com (720) 771.3271 #wcdenver Why is this important • Too many times first time web clients build to their tastes, instead of their audiences
  • 41. .com (720) 771.3271 #wcdenver 
 #4: What Content do you have and/ or who will create it… 1. Do you have existing content? 2. Do we need to do an audit/review? 3. Do you have images and/or video? 4. Will you be Blogging? 5. Will you be offering downloadable content (PDFs, Infographics)? 6. Do you have a logo/artwork/graphics/images? 7. How many pages of content do you expect?
  • 42. .com (720) 771.3271 #wcdenver Why is this important • Too often the client doesn’t think about how to fill the site, so it’s your job to think for them.
  • 43. .com (720) 771.3271 #wcdenver 
 #5: Do you have a vision for the site… 1. Do you have specific branding we need to be aware of - colors, logos…? 2. Are there sites you like? What specifically do you like about those sites? 3. If you have an existing site, what is or is not working on it? 4. What, if any, unique DESIGN elements will be on INDIVIDUAL PAGES? 5. What functionality/integrations do you know you need - like contact forms or a way to capture email addresses? 6. Are you planning on selling anything on the site? 7. Are you familiar with responsible design?
  • 44. .com (720) 771.3271 #wcdenver Why is this important • It helps to avoid scope creep!
  • 45. .com (720) 771.3271 #wcdenver 
 #6: Do you already have hosting… 1. Where is your domain name registered? 2. Will you require custom domain related email addresses? Such as: theirname@theirdomain.com 3. Do you currently have stats (Google Analytics)? 4. Do you have and Google Search Console (formerly Google Webmaster Tools) & sitemaps? 5. Do we need your current site to stay up, while we build? 6. Let’s discuss redirecting urls and SEO needs? 7. Who will be handling future software updates, backups and security?
  • 46. .com (720) 771.3271 #wcdenver Why is this important • The client probably has no clue the site is an ongoing thing that needs ongoing attention.
  • 47. .com (720) 771.3271 #wcdenver 
 #7: Do you have budget and timeline parameters… 1. Let’s look at examples of where costs/time can impact the project 2. Can we talk about possible ways to stay within your parameters by simplifying things? 3. If your budget is tight, have you considered doing things in phases? 4. Have you done a project like this in the past? 5. If so, what worked and did not work? 6. Are you the final decision maker? 7. When are you planning on making the final decision 
 and how can we help you?
  • 48. .com (720) 771.3271 #wcdenver Why is this important • You want to make sure you aren’t wasting time • You want to get paid your worth
  • 49. .com (720) 771.3271 #wcdenver 
 Does it REALLY work? "I have always been terrified to ask about a client's budget during an initial consultation phone call. Today I followed Bethany's advice and asked 'What's your ballpark budget for this project?' after they explained a detailed copywriting job. I was blown away when the client said his budget was around $10,000 -- because that is THREE TIMES what I was planning on (under) estimating for the job (because it sounded like a cool project). 
 I will never again end a consultation call without asking this question.” - Beth Hayden
  • 50. .com (720) 771.3271 #wcdenver When to Ask About Budget and WHY? That’s up to you, but you MUST ask it before you spend time writing a proposal! Because, unless you check, you won’t know if you are in the right ballpark!
  • 51. .com (720) 771.3271 #wcdenver Wrap Up • For Every Question You Ask: 
 There are probably 7 more questions you should be asking • If you take the time upfront, you can: • Show You Are Listening • Show Your Interest/Investment • Make a Better Proposal • Establish a Relationship • Win More Proposals
  • 52. .com (720) 771.3271 #wcdenver Your WC Challenge • Ask someone at WordCamp to lunch • Learn About Yourself: Have them Ask You these Questions • Then Practice on them: Ask The Questions to Them
  • 53. .com (720) 771.3271 #wcdenver What Questions 
 Do You Have? Is it Time 
 for those 7 & 7s,
 yet?
  • 54. .com (720) 771.3271 #wcdenver Connect with me Twitter.com/UniqueThink UniqueThink.com
  • 55. .com (720) 771.3271 #wcdenver Want More Tips? Sign Up for More Insights on 
 Getting Better Client Projects: http://UniqueThink.com/clienttips