Project Scoping questions you need to ask any prospective client

Scoping for a project is one of the most important things you can do for your own business and for a smooth client experience.

It seriously only takes one project to make you realize how important thorough scoping is. Learning more about your client’s needs helps create a thorough proposal, gives your clients a clear understanding of the costs involved and helps you effectively predict how long a project will take.

I use the below questions to guide most of my initial discovery calls. From there, they help open the conversation and often lead to many more in-depth questions that prospective clients and I work through together.

General design project questions

  • Who is your business’s audience?
  • Do you have any holidays or time away planned while we’re working together?
  • Are you able to supply feedback within 3 business days? Do you think you need more or less? Why?
  • Are you comfortable with running the majority of communications through emails?
  • Do you have all the details of the project finalised? Is your copy/images/illustrations/print details confirmed?
  • Are there any other stakeholders involved in the project? What is their role in relation to this project?
  • Do you have an ideal launch date?

Website specific questions

  • Do you have a full brand style guide for your business?
  • How many pages will your site need (and what are these pages)
  • What pages does the new site need? Please list them.
  • What’s your current website?
  • What is driving you to update the existing site? What are your frustrations? What do you like about it?
  • Will the navigational structure remain the same?
  • Have you used Squarespace or Webflow before?
  • How often are you anticipating updating the website? What will those updates look like?
  • Are you working with a copywriter and SEO specialist for the copy?
  • Are you working with a photographer for the images?
  • Are you selling anything on your site? Do you need an ecommerce setup?
  • Do you have an existing newsletter campaign set up? Does this need to be integrated in the new site?
  • What accessibility requirements are needed for the site?
  • Do you have an ideal launch date?


Branding specific questions

  • Do you have your target audience identified? Are you able to tell me the personas you’re targeting?
  • Is your business name and tagline confirmed and final?
  • Do you have a mission statement, and a clear concise summary of your business’s purpose?
  • Do you know who your competitors are?
  • Do you need any printed or digital assets to go with your new branding? That could be social templates, postcards, letterheads or stickers

Print specific questions

  • If you’re printing something that needs to be cut, do you have the dieline details? 
  • Do you have a printer you’d like to work with?
  • Do you need the print-ready design also ready to be used digitally?
  • Clearly list all elements that need to be designed and printed.
  • Do you need an editable file as well as a print-ready PDF?
  • Do you have the full dimensions and page sizes?
  • Do you have all the content ready to go?
  • Is there any speciality printing needed? That includes embossing, foil or large area spot colours.