1. Business Overview

Business Name

Industry

Briefly describe your business and products/services

Do you plan to sell B2B, B2C, or both?

B2C (Business to Consumer)
B2B (Business to Business)
Both B2B and B2C

Do you offer specialized pricing features?

Customer-specific pricing
Volume discounts
Tiered pricing
Quote requests/price negotiation

Are you in a regulated industry?

Yes (finance, healthcare, cannabis, government, etc.)
No

Short-term business goals

Long-term business goals

2. Product Catalog

Current number of products

Projected products (12-24 months)

Product types (select all that apply)

Will you sell internationally or in multiple currencies?

yes
No
Maybe in the future

Do you require product variations (size, color, etc.)?

yes
No

3. Order Volume & Growth

Current monthly orders

Projected monthly orders

Do you anticipate seasonal spikes?

yes
No

Estimated annual revenue range

Do you plan to support bulk/wholesale orders?

yes
No

4. Website Management & Technical Skills

Who will manage your website?

You
Internal Team
External Agency/Freelancer

Technical skill level

Beginner
Intermediate
Advanced

Do you have an in-house development team or preferred dev partner?

Yes - in-house team
Yes - preferred dev partner
No

Are you open to building your own frontend (React/Vue) for full control?

Yes - I want full frontend control
No - prefer ready-made solutions
Maybe - depends on benefits

Do you require ownership over hosting and source code (open-source)?

Yes - must own the code
No - SaaS is fine
Prefer ownership but not required

Additional requirements (select all that apply)

Multi-user access with roles
Staging/test environment

5. Design & Branding

How important is design flexibility and customization?

Is content marketing (blogging, storytelling, visual narratives) a major part of your brand strategy?

Yes - very important
No - focus is on selling
Some - but not the main focus

Do you need different experiences/layouts for different page types?

Yes - need custom landing pages
No - consistent layout is fine
Some customization needed

Design preference

Pre-made template
Custom design
Hybrid (template + tweaks)

Design features needed (select all that apply)

Separate mobile design
Animations & advanced UX
Video backgrounds

6. Payment & Shipping

Payment methods needed (select all that apply)

Shipping requirements (select all that apply)

Multiple carriers
Real-time shipping quotes
Flat rates
Free shipping thresholds

Fulfillment method

In-house
3PL
Dropshipping

7. Marketing, SEO & Content

Marketing tools you use/plan to use (select all that apply)

Email marketing
Social media ads
SEO
Product feeds (Google Shopping)

Content features needed (select all that apply)

Blog
Landing pages
Popups/banners

SEO preference

Built-in SEO tools
Manual SEO management

8. Integrations & Business Tools

Business tools you use/plan to use (select all that apply)

CRM (HubSpot, Salesforce)
Accounting (QuickBooks, Xero)
ERP/Inventory systems
POS system

Integration preference

Built-in features
Third-party apps
Mix of both

9. Budget & Cost Expectations

Monthly platform budget

Pricing model preference (select all acceptable)

Flat-rate pricing
Transaction fees
Revenue sharing

Additional budget for (select all that apply)

Custom development
Premium apps/plugins
Ongoing support

10. Support, Hosting & Security

How important is 24/7 customer support?

Do you need advanced tax compliance features?

EU VAT compliance
India GST compliance
US state tax compliance
Other regional tax requirements

Hosting & performance needs (select all that apply)

Managed hosting
Uptime SLA guarantees
CDN/performance optimization

Security & compliance needs (select all that apply)

PCI-DSS
GDPR
HIPAA
ADA accessibility

Data management features (select all that apply)

Data export
Scheduled backups
Migration assistance

11. Internationalization & Localization

Do you require a multilingual website?

Yes
No
Not now, but in the future

Localization features needed (select all that apply)

Localized checkout (currency, taxes)
Country-specific legal/tax rules
Geo-targeted content
Regional domains

12. Advanced & Unique Requirements

Advanced features needed (select all that apply)

Subscriptions/memberships
Loyalty programs
Gift cards
Advanced returns/exchanges

Selling channels (select all that apply)

Marketplaces (Amazon, Etsy, eBay)
Social media (Facebook, Instagram, TikTok)
Google Shopping / Buy on Google

Mobile considerations

Mobile responsiveness is critical
Mobile app would be valuable

Any additional must-have features or custom workflows?