Steven Primeau - Webmaster
Primeau's Design
1007 W 1st Street #122
Tempe, Arizona 8528
| Phone: |
770-367-1425 |
| Email: |
sales@primeaus.com |
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Contact Name: _____________________________
Company Name: _____________________________
Street Address: _____________________________
City, State, Zip: _______________ , __________ , _______
| Store: |
Name. _____________________________ |
| Phone: |
________________ |
| Email: |
________________ |
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In conjunction with the Website Design Contract and Website Content Worksheet which should also be printed out by the client. If you are purchasing an online store, please also print out the Store Planning Worksheet .
This worksheet is designed to enhance communications between Primeau's Design and our clients. having you fill it out prior to our conversation or as we talk, you can then keep notes on it. and after our initial consultation you can make a photocopy for your records, and mail a signed copy to us.
Don't worry if you can't fill it out completely on your own, though try to figure the number of products, products with options, and categories before we talk. When completed this allows us to give you an accurate price quote for your store. |
1. Store-Building Software
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2. Type of Sale |
- ___ Paypal Buttons (smaller stores 1 to 12 products)
- ___ X-Cart Gold (medium stores 100 to 2,000+ products)
- ___ Larger Database-Driven Stores (larger catalog stores 2,000 to 100,000 products)
- ___ Other
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- ___Retail (sale to end user)
- ___Wholesale, business-to-business (to resellers or manufacturers)
- ___ Desire to do both
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3. Products
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4. Product Photos |
- Type of Products: _________
- How many products (separate SKU numbers) do you plan for your store? _____.
- Do these SKU numbers represent different colors or sizes for the same product? Yes___ No___
- Options (color, size, etc. in a drop-down menu).
This number of products ______ has an average of ___ options each.
- Did you count each of the options as a different product above?
___Yes ___No
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A substantial part of the cost of developing a store is in preparing the product photos. But, of course, they are often what motivate people to purchase.
- Number of product photos ________
- Format: ___Prints ___Transparencies ___Digitized (scanned)
- ___Web Ready (digitized, sized, optional border, JPEG or GIF format)
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5. Product Information Format
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6. Categories of Products |
Typical product information needed (depending upon the complexity of your site): SKU, Product Name, Product Description, Weight, Price, Picture File Name, Category, Subcategory, Related product SKUs for cross-selling, color/size option of SKU, other descriptive fields (such as ISBN for books), etc. These will usually be fields in a spreadsheet or database.
Database Format
- __Not currently in database or spreadsheet
- __Excel
- __FileMaker Pro
- __Access
- __Foxpro
- __Sybase
- __Oracle
- __Other_________________
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The larger the store, the more categories you'll need. Site menus and search engines use these categories to group products so shoppers can find them quickly. We'll need a list of these from you. You'll also need to put the category and subcategory(ies) in fields in your database.
- Number of Main Categories or "Departments" ______
- Total number of Subcategories in all "departments _____
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7. Sketch Your Preferred Product Page Layout(s) on the other side of this form. Show preferred placement of:
- (1) product photo
- (2) product name
- (3) product SKU
- (4) product description
- (5) price, and
- (6) order button.
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| 8. Shipping |
Shipping Options Offered
___Ground ___2nd Day ___Overnight
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Carrier:
___UPS ___FedEx ___Airborne ___Postal Service __Other |
| Shipping Calculation Method |
___Disable shipping calculation
___Link to UPS or other shipper shipping cost calculator
___Flat Rate for all items (e.g., up to three books for $8)
___Price Threshold (e.g., $8 for orders between $25 and $50)
___Weight Threshold (e.g., $8 for orders weighing between 10 and 12 pounds
___Shipping Price specified for Each Item (useful for items with special packing or crating)
___Other
Shipping Areas or Zones (6 included at no extra charge). Many merchants start with UPS zones and then average them so there are 3 or 4 zones for the continental US or other major market area. In the US, you will probably also have zones for Canada, and Alaska/Hawaii. For international customers state: "We will calculate the exact shipping amount and charge it to your card prior to shipping." |
| 9. Sales Tax (one state table at no extra charge) |
States or Counties where collection is required , Percent Sales Tax
____________________________ , ____________________________ , _________________________ |
| 10. Payment Transaction |
Payment Methods Allowed ___Visa ___MasterCard ___American Express ___Discover___ COD ___Purchase Order ___Reseller Account No. ___ Other:___________________________________
Credit Card Authorization
- ___Real-time on-line credit card authorization (recommended if you're setting up a Web business from scratch)
- ___Desktop credit card processing after order is received (begin here if you have an existing Merchant Credit Card Account)
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| 11. Secure Order Reception |
Store software e-mails you when an order arrives, but it won't e-mail sensitive credit card information. You'll need to get that in a secure manner.
_________________________________________________ |
| 12. Accounting and Inventory |
- Accounting Program Used - ___QuickBooks ___Peachtree ___Mail Order Manager ___Other
- Do you want to integrate Web orders with accounting program? (special programming probably required) ___Yes ___Maybe Later ___No
- Do you want to integrate Web orders with an inventory program? ___Yes ___No (We don't handle this, but can refer you to a programmer.)
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| 13. Special Order Form Instructions |
14. Names of "Regular" Pages. |
- ___Gift wrapping
- ___Gift card inscription
- ___Shipping instructions
- ___Other
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Product pages are usually designed on the basis of templates. "Regular" pages must be hand-designed using HTML, with custom photo insertion, etc. As such, they are more expensive. Typical "regular" pages are your "home" page, FAQ, about the company, articles, newsletters, and (sometimes) ordering instructions.
- ___Welcome/Menu
- ___About the Company
- ___FAQ
- ___Newsletter
- ___Other:
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| 15. Response Forms (besides the order form) |
You may have a form where shoppers can ask questions, subscribe to a newsletter, get customer support, etc. We do not include your ordering system here. You may not need a structured feedback form; an e-mail response link may be all that is necessary.
Number of response forms (up to 20 fields each) _____
Purpose of response form(s): |
| 16. Web Hosting |
| We are not in the web hosting business. We recommend to our clients web hosting services tailored to their specific needs. We've worked with dozens of hosting services -- the good, the bad, and the ugly. We usually do not recommend hosting on your local dial-up ISP, since they too often are not well-prepared to meet specialized business site hosting needs. Their main business is usually dial-up access, and hosting is only a sideline for them. Please let us recommend a Web host service for you. We require cgi-bin access and FTP access, Our no-extra-cost response form also requires a Unix system with Perl language available. |
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Web Hosting Service _____________________________
Phone: _____________________________
E-mail for support or help _________________________ |
| 17. Digital Certificate of Site Security |
SSL Secure Servers use a Digital Certificate signed by a recognized authority (currently VeriSign or others) which tells the shopper's Web browser that the store is what it purports to be. The configuration of some Web hosting services requires each store to have its own Digital Certificate (at a cost of several hundred dollars per year). Others allow store owners to use the server's digital certificate. If you need a separate Digital Certificate, for an additional fee, we will interface with VeriSign and others for you, saving you a considerable hassle. |
| 18. Globalization |
Once your store appears on the Web you will have a global business. You will get orders from other countries, since many countries are not able to purchase these items locally. How will you make your site more comfortable for international customers?
- ___Link to currency exchange calculator (Your credit card company handles exact exchange rates)
- ___Provide multiple languages for product names, product descriptions, order form details (name, address, phone), shipping instructions
- ___Provide instructions about international shipping options
- ___Provide international shipments with "International Air Waybill," "Commercial Invoice," or "Shipper's Export Declaration (SED)" as required. (You may obtain more information about requirements from your postal office or courier shipping service.)
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19. Misc
________________________________________________________________________________________ |
On behalf of my organization I approve the above plan which I have developed with Primeau's Design to construct a online store, and I authorize Primeau's Design to use this Store Planning Worksheet as the basis of the project.
On behalf of the client (authorized signature): __________________________________________ Date _________ |
On behalf of Primeau's Design (authorized signature) ____________________________________ Date __________
Steven Primeau - Webmaster (770) 367-1425 / http://www.primeaus.com/ |
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| Rev V, June 2006 |