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Plan with Poise THE COMPLETE POISE


Business Name

Owner Name:

Email address:

Contact Number:

Country of operation:


Business Basics:

Brief description of your business:

Services offered:

Current systems in use (if any):

What action do you want visitors to take?

What action do you want visitors to take?

Do you offer appointment/bookings?

Do you offer appointment/bookings?

Email setup

Do you already have a business email?

Do you already have a business email?

Email platform:

Desired outcome of email campaign:

Desired outcome of email campaign:

Number of emails required for campaign:

Tone preference:

Tone preference:

Call-to-action for emails: (links, clickable buttons/images in emails)


Tools & Access

Systems to be managed or setup:

Systems to be managed or setup:

Booking & Admin Preferences

Appointment length options:

Availability day and times:

Cancellation/reschedule rules:


Website Structure

Pages required:

Pages required:

Do you already have written content?

Do you already have written content?

Do you already have a logo or branding?

Do you already have a logo or branding?
A
B
C

Preferred communication:

Preferred communication:

Design Preferences:

1. Which words best describe how you want your brand to feel?

1. Which words best describe how you want your brand to feel?

2. Colour preferences

2. Colour preferences
A
B
C
D
E

3. Specific colours you like or dislike

4. Font style preference (if known)

4. Font style preference (if known)
A
B
C
D

Websites you like:


In one sentence, what do you want customers to understand about your business?

What problem do you solve for your customers?

What should customers feel when they contact or book with you?


Domain & Hosting:

Do you already own a domain?

Do you already own a domain?

Desired domain name: (1 to 2 options)


Please confirm:

Please confirm:
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