Discovery Survey

What’s Your Professional Story?

This survey will help you reflect on your practice, clarify your goals, and assess your requirements. Whether you already work with us or are exploring your options, this is a valuable first step for any practitioner seeking a more effective online presence.

Your responses will help surface opportunities to streamline your operations, strengthen your online presence, and better serve your clients. You’re welcome to complete it at your own pace—there’s no obligation or sales pitch, and we won’t share your responses.

Ready to get started?

Contact Details

Professional Details

How long have you been practicing?
Please list any registrations, certifications, and memberships relevant to your practice (e.g. certifications, regulatory college, professional associations).
Please summarize your professional background.

Practice Description

How would you describe what you do to a stranger?
What inspired you to start your practice?
Why did you choose this profession?

Goals and Objectives

What are your short, medium, and long-term goals for your practice?
What are your main goals for your website and online presence?
How will your website objectives benefit your practice?

Target Audience

Please describe your ideal client.
What are your clients’ unique characteristics or needs?
How do you currently attract new clients?
What is your geographic service area (e.g., local, provincial, national, etc.)?

Marketing Strategy

Please summarize the current marketing strategy for your practice.
What content do you currently publish?
How often do you publish new content?
How many subscribers are on your mailing list?
Are you interested in publishing blog articles, newsletters, or other content?

Website Requirements

What would you keep/change about your current website?
Please provide links to three websites you admire and describe why.
What specific features do you most want on your new website?

Practice Automation

What practice management system/EHR do you currently use?
What other systems do you currently use to run your practice?
What service(s) do you currently use for payment processing?
What repetitive tasks do you wish you could automate?
On what aspect of your practice do you most want to focus your attention?

Additional Details

What else should we know about you and your practice?
Do you have any burning questions for us at the top of your mind?