Project Questionnaire
Please complete this form before our call. Your answers will help define scope, reduce guesswork and prevent an unrealistic quote.
Contact Information
Name *
Company Name
Email *
Phone
Website / Domain
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1) Project Overview
2. What is the primary goal of this revamp? *
3. Is this a redesign, a rebuild, or both?
4. Are you replacing an existing live platform? If yes, what is the current URL?
5. What specifically is not working with the current setup? *
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2) Current Status
6. What work, if any, was already completed by SAGE or any previous provider?
7. Do you have access to all existing assets?
Domain registrar
Hosting
Website files
Database
Design files
Copy/content
Logos/branding
8. Is anything locked, missing, broken, or inaccessible?
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3) Users and Audiences
9. Who are the main user types that will use the platform?
10. What should each user type be able to do?
11. Will there be separate logins or dashboards for different user types?
12. Will your internal staff need admin or reviewer accounts?
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4) Merchant / Client Side Requirements
13. What exact actions should small business owners be able to take on the platform?
14. What should they be able to do?
Create accounts
Complete intake forms
Upload documents
Receive contract matches
Track status
Communicate with your team
Save profiles for future use
15. What information do you need to collect during intake?
16. If they need a dashboard, what should appear there?
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5) Government / Procurement Side Requirements
17. What exactly should procurement officers be able to do on the government side?
18. Is this side public-facing, login-protected, or partly both?
19. What features should they have?
View certifications
Download capability statements
Browse vendor categories
Search/filter by capabilities
Contact your team
Submit opportunities
20. Do you want a real portal with functionality, or mainly a polished trust-building interface?
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6) Matching and Workflow
21. How do you want contract matching to work?
22. Should matching be manual, rules-based, AI-assisted, or hybrid?
23. What criteria determine whether a client is a good match for a contract?
24. Who reviews and approves matches before they are sent out?
25. Do you need status tracking for each opportunity or client?
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7) Navigation and Structure
26. Do you already have a sitemap or page list?
27. Approximately how many total pages or sections do you expect?
28. What top-level navigation items do you already know you need?
29. What categories need to exist for city, county, state, municipal, policy, certifications and industries?
30. How many dropdown levels do you expect?
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8) Search, Filtering and Data
31. What content or records will users need to search or filter?
32. What filters are required?
33. Will contract opportunities be entered manually or pulled from outside sources?
34. If data is imported, where will it come from?
35. How often will records or opportunities need to be updated?
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9) Forms and Documents
36. How many forms do you expect the platform to include?
37. Do any forms need conditional logic or multiple steps?
38. Will users upload documents? If yes, what kinds?
39. Do uploaded documents need review and approval by staff?
40. Do you need document version history or expiration reminders?
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10) Integrations
41. Do you need integrations with any of the following?
CRM
Email marketing system
Contract feed/source
Calendar/scheduling tool
Payment processor
E-signature platform
Cloud storage
Analytics/reporting tools
42. If yes, which tools or services specifically?
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11) Security and Compliance
43. What do you mean by “high-security standards” in practical terms?
44. Are any of the following required?
Multi-factor authentication
Role-based access control
Audit logs
Encrypted file storage
Secure backups
Security monitoring
Vulnerability scanning
Disaster recovery plan
45. Do you expect compliance with any formal standard or framework such as NIST, CMMC, FedRAMP, SOC 2, HIPAA or ADA/WCAG?
46. Do you already have hosting or security requirements from a government agency or procurement body?
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12) Content and Branding
47. Do you already have finalized branding, messaging and copy?
48. Who will provide page copy, policy text, capability statements, certification details, images and downloadable PDFs?
49. Do you need help with content strategy or copywriting?
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13) Design Expectations
50. Do you want the platform to look corporate, institutional, modern SaaS, government-friendly or something else?
51. Are there any websites whose style or structure you want to emulate?
52. Do you already have brand guidelines or a style guide?
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14) Hosting, Platform and Maintenance
53. Do you already have hosting in place?
54. Do you have any required platform preference, such as WordPress, custom app, Laravel, React or no preference?
55. Who will be responsible after launch for updates, backups, security, bug fixes and content changes?
56. Do you need an ongoing maintenance agreement?
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15) Timeline
57. What is your ideal launch date? *
58. Are there any hard deadlines tied to grants, bids, procurement cycles or stakeholder meetings?
59. Are you open to a phased build if full scope exceeds your current budget?
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16) Decision-Making
60. Who are the decision-makers for this project?
61. Who will approve scope, design and final delivery?
62. Will there be one point of contact or multiple stakeholders?
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17) Final Clarifying Questions
63. What are the three most important features this platform must have?
64. What are the three biggest problems you want this new platform to solve?
65. What would make you consider the project a success six months after launch?
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