Questions to ask before a client engagement

These are the questions I ask a client to help guide our working engagement. It helps understand the clients needs and scope out a solution. I pick and choose the relevant items to the engagement at hand.

  • Describe your company and the products or services your business provides
  • When does the project need to be finished? What is driving that?
  • Who are the main contacts for this project and what are their roles?
  • What are the objectives for this project? (e.g. increase traffic, improve conversion rate, reduce time searching for information)
  • How will we know if this project has been a success? (e.g. 20% increase in sales, 20% increase in traffic)
  • If this project fails, what is most likely to have derailed us?
  • How do you intend to measure this?
  • What is your monthly traffic/conversions/revenues?
  • How have you calculated the value of this project internally?
  • What budget have you set for this project?
  • Who are your closest competitors?

This is one of the checklists I use to run my business. I run these answers past my Minimum Level of Engagement.

If you have feedback, get in touch – I’d love to hear it.

Marc Jenkins Avatar

Hey, I'm Marc Jenkins.
I'm a designer & developer from the UK. I run a WordPress consultancy called 16BY9. Folks hire me to make their WordPress websites run faster and make them more money.