Project Kick-Off Questionnaire Writer
Generate the questions to ask a new client at the start of a project, tailored to the type of work, grouped and focused so nothing important gets missed.
Prefer to write it yourself? Use the free prompt.
New to this? Read the guide.
What it produces
Real output from this tool, not a mock-up.
What went in
- What the project is
- A website rebuild for a small healthcare practice, Webflow, including copywriting and integration with their existing patient booking system.
- Anything you already know
- Four physiotherapists in Leeds. Current site is WordPress, about 8 years old, they do not have the login. They use Cliniko for bookings. They want to look more professional than a nearby competitor. No marketing person, the practice manager is my main contact and she is busy.
What came back
- Goals and what professional actually means: When you say you want to look more professional than the competitor down the road, what specifically does their site do that bothers you? Is it the design, the way they describe services, something else? Beyond looking better than that one competitor, what would make this rebuild a genuine win for the practice, more bookings, fewer phone calls asking basic questions, something else? Are all four physiotherapists equally involved in decisions, or is it just you signing off on things?
- Cliniko and booking flow: Do you use Cliniko's own embeddable booking widget now, or does the current site link out to a separate booking page? Do patients book specific physiotherapists by name, or just the next available slot? Do you need the new site to show live availability, or is a simple book now button linking to Cliniko enough? Who has admin access to your Cliniko account, and can they generate an API key or embed code if Webflow needs one? Are there separate booking flows for different services (say, sports massage versus general physio), or is it one path for everyone?
- Content and copywriting: Do you have bios, qualifications, and photos for all four physiotherapists already, or does that need writing and sourcing from scratch? What services do you actually want listed as separate pages versus grouped together, and are there any you're planning to drop or add? Do you have any existing patient testimonials or reviews I can pull from, and is there anyone willing to give a fresh one? Is there any clinical or medical information that needs a professional read-through before it goes live, for accuracy or compliance? How much of the writing do you want done for you versus drafts for the team to edit themselves?
- The old WordPress site and existing assets: Since you don't have the login, do you at least have access to the domain registrar and whoever handles DNS, or does that need tracking down too? Do you know who built the original site or who's hosted it, in case we need old content, images, or records pulled before it disappears? Is there a logo file, brand colors, or any style guide currently in use, or has it all just evolved informally over eight years? Are there pages or content types on the current site you want kept exactly as they are, word for word, for legal or clinical reasons?
- Access and logistics: Who should own the new Webflow account and site once it's live, the practice or you personally? Who registers the domain, and are you set up to make DNS changes yourself or will you need help with that step? Do you have Google Analytics or Google Business Profile access already, and who manages that? Is there a target launch date tied to anything, a new physiotherapist starting, a lease renewal, anything like that?
- Working with a busy practice manager: Given how stretched you are, what's the best way to get quick decisions from you, short emails, a weekly call, something else? Who should I loop in if a question needs clinical input rather than your sign-off, one of the physiotherapists directly? How do you want to review drafts, page by page as I go, or one big review near the end?
When to use it
Use this at the start of a project, before you have quoted the work or immediately after. It produces the questions worth asking this specific client, grouped by area, including the practical ones about access and logistics that get forgotten until they block you in week three.
Common questions
Why not just use the same question list every time?
Because a generic list asks about things that do not apply and misses what does. The example picks up that the client has lost their WordPress login and asks about domain and DNS access instead, which is the actual risk. A standing list would have asked for the login and stopped.
Should I fill in what I already know?
Yes, and in detail. It stops you asking questions you have already been told the answer to, which wastes goodwill, and it lets the questions get sharper. Mentioning that the main contact is busy changes what is worth asking her directly.
How do I use the output?
Send it as a document rather than an interrogation, or work through it on a call and take notes. Grouping matters here: sending twenty ungrouped questions to a busy client usually gets you five answers and a delay.
Is it free?
You can run it three times a day with no account. Signing in gives you renewing monthly credits, and this tool costs one credit per run with the one-click refinements included.