Jeo Digital — Client Scope Worksheet

Jeo Digital

Client Scope Worksheet

Client name*

Project name / nickname

1.Business Basics

Business name*

One-line description of what the business does*

Service area

Years in business

Existing online presence

All optional — paste any URLs they mention

Google Business

Yelp

Facebook

Instagram

Current website

2.Goals for the Site

Primary goals

Check all that apply

Generate leadsLook professional / build credibilityShowcase past workProvide info to existing customersOther

What does success look like one year from now?

3.Pages Needed

HomeAbout / Our StoryServicesProject Gallery / PortfolioTestimonials / ReviewsContactService Area / LocationsFAQBlog / NewsOther

4.Features Needed

Basic contact formname, email, messageExtended lead capture formproject type, budget, timeline, photo uploadProject gallery with categoriesBefore/after photo comparisonsCustomer review integrationpull in real Google reviewsGoogle Maps embed for service areaClick-to-call buttons (mobile)Online booking / calendarOnline payment / deposit collectionMulti-language supportOther

5.Content Status

For each, mark whether they have it, need help with it, or it doesn't apply

Logo

Have itNeed help with itNot applicable

Photos of work

Have itNeed help with itNot applicable

Written copy (about, services descriptions)

Have itNeed help with itNot applicable

Customer reviews / testimonials

Have itNeed help with itNot applicable

6.Tier Recommendation

Filled in by Jeo at the end of the meeting

Tier

Starter ($500–800)Standard ($1,000–1,800)Premium ($2,000+)Custom

Notes on custom additions or exclusions

7.Timeline & Decision-Makers

Ideal launch date

Anyone else involved in approval?

Spouse, partner, business partner, etc.

Hard deadlines or events to work around

8.Notes

Free-form notes

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