SWDIC + CMI (Southwest Diagnostic)
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24 solid · 4 empty · 86% coveredCoverage is rich. Generate the full pack — gaps that remain can be firmed up as the work moves.
Documents on file (1)
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Business Aim & Objectives
solidElevator statementClient
Tell me about your business. What do you do, who do you serve, and why is it relevant today?
solidBusiness aimClient
What is the purpose of your organization? What change are you trying to make in the world?
solidBusiness objectivesClient
Help me understand the business model. How do you operate and generate revenue? What are your key goals right now?
solidTarget audienceClient
Who are you serving? Walk me through your ideal customer — who they are, what they're dealing with, who makes the buying decision.
solidHuman impactClient
What kind of experience do you want customers to have with your brand? Before, during, and after they engage with you.
solidCustomer transformationClient
What transformation does your ideal customer experience as a result of working with you? Where are they when they start, and where are they when you're done?
solidUnique selling propositionClient
What makes your offering truly unique? What can you say about your business that nobody else can?
solidValues and ethosClient
What core values guide your business? These should be the things that influence how you operate internally and how you show up externally.
solidOrigin storyClient
How did your organization come to life? Tell me the story — where it started, what pivoted you, what moments mattered.
solidFuture visionClient
What does the next 5 to 10 years look like for you? What will remain constant and what will evolve?
solidCurrent challengesClient
What's not working as well as you'd like right now? Be specific about the pain points in your brand, marketing, or audience engagement.
solidCompetitionClient
Who are your competitors? How are you similar or different?
solidBrand personality and voiceClient
What descriptive words capture your brand? Bold, reliable, playful, expert? And what tone should your brand use to communicate online — warm and conversational, professional and authoritative, witty and bold?
solidContent themes and success metricsClient
What subjects should your brand consistently talk about? And how will you know if your branding and marketing efforts are succeeding?
Website Worksheet
solidWhy a new websiteClient
Why are you seeking custom web design or development right now? What prompted this?
solidProblems to solveClient
What problems do you hope the new website will solve — for your business, your audience, or both?
emptyCurrent site status
If we're building on an existing site, tell me what's working well and what isn't. I've already taken a look at your current site — let's compare notes.
Nothing on file yet. The bot will ask about this.
solidFunctionality and complianceClient
What functions does the website need to support — blog, video library, contact forms, intake forms, appointment booking, anything else? And any legal, security, or accessibility standards we need to meet (HIPAA, ADA/WCAG, cookie policies)?
solidTarget usersClient
Who are the users who will visit the site, and what are they looking for? Walk me through the different types — primary, secondary, and what each is trying to do.
emptyUser journey
Describe the full journey of a typical user — how do they arrive at your site, what action should they take, and what happens next?
Nothing on file yet. The bot will ask about this.
solidUser experience toneClient
What kind of experience do you want to create for users? Educational, inspiring, trust-building, clinical but friendly — what words capture it?
solidConversionsClient
What counts as a conversion for your business? Filling out a contact form, demo request, purchase, phone call, signed agreement — what is the action that matters?
emptySales cycle
What's the typical length of your sales cycle from first contact to close?
Nothing on file yet. The bot will ask about this.
solidSearch visibilityClient
How important is SEO to your goals? And what keywords or search terms would you most like to rank for?
solidCompetitor websitesClient
Who are your top three competitors as it relates to web presence — sites you find yourself comparing yourself to or losing business to?
solidCalls to actionClient
Are there specific calls-to-action that are especially important to communicate? Schedule a consultation, apply for a job, place an order — what should the site nudge people toward?
solidIntegrations and analyticsClient
Will your site need to integrate with any other platforms — email tools, CRM, patient portals, schedulers, EHR? And do you want to track visitor activity or lead sources?
emptyBrand alignment and inspiration
Do you favor specific colors or fonts? Are there competitors or inspiration sites you admire — or actively dislike? Walk me through what you like or don't, and why.
Nothing on file yet. The bot will ask about this.