WEBSITE PROJECT BRIEF - BLANK TEMPLATE

Free from UpOnUp. Use this with any provider. Short truthful notes are enough; write To discuss where something is unknown. Separate essentials from later ideas. This file does not send your answers anywhere.

Leave passwords, payment details and private customer information out. Keep a copy before sharing it.

THE BUSINESS AND THE MAIN JOB

Your business
Name the business and explain the work in a sentence or two.
Your notes:

The most important improvement
What matters most? Better-fitting enquiries, clearer services or easier booking, for example.
Your notes:

Who should enquire?
Describe the customer and the work you would like more of.
Your notes:

What should a visitor do next?
Choose the main route. A booking link and a new booking system need different scopes.
Options: To decide; Request a quote; Arrange a conversation; Use an existing booking service; A new booking system needs scoping; Plan a visit; Another action, described in my main priority
Your notes:


WHAT BELONGS IN THE PROJECT

Services and real coverage
List your main services, where or how you work, and any jobs you do not take on.
Your notes:

Must be included at launch
Name the few things the first version cannot do without.
Your notes:

Useful later, if budget allows
Keep nice-to-haves separate so they do not quietly become commitments.
Your notes:

Known pages and connections
List any pages, enquiry routes, booking links or other services to connect. Unknown is fine.
Your notes:

Questions customers ask
What do customers need to understand before they say yes?
Your notes:


CONTENT, DESIGN AND WHAT MUST STAY

Starting point
This helps keep existing pages, email and access in the conversation.
Options: Not decided yet; A new website; Replacing an existing website
Your notes:

Words, images and real evidence
What can you supply? Mention permissions or factual approvals still needed.
Your notes:

Who prepares the content?
Choose a starting point for the supplier discussion.
Options: To agree; We will supply the words and images; We need the provider to prepare the words; Shared work; responsibilities need agreeing
Your notes:

Existing website and things to preserve
Add the current URL, important pages, domain, business email or integrations. No passwords.
Your notes:

Design references
Link to a few examples and explain what you like or dislike.
Your notes:

Ownership and handover needs
Who needs access to the domain, finished files, hosting and email? Note questions to settle.
Your notes:


TIMING, BUDGET AND APPROVAL

Timing and who approves the work
Give the real deadline, what drives it and who checks facts and approves launch.
Your notes:

Budget currency
No currency conversion is performed.
Options: Currency not decided; GBP · pounds; EUR · euros; USD · US dollars; Another currency; named in the budget notes
Your notes:

Budget or budget question
Optional. State a range, whether tax is included, or what you need a supplier to price.
Your notes:


OPEN DECISIONS
List the questions you need to settle with the provider. Missing information is not an agreed exclusion, a zero cost or permission to assume facts.
Your notes:


QUESTIONS FOR EACH PROVIDER
- What is included at launch, what is optional, and what needs a separate scope?
- What are the full build price, taxes, recurring charges and any minimum commitment?
- Who prepares and approves the words, images and factual claims, and what review is included?
- Who controls the domain, business email, website files and hosting after handover?
- How will you confirm that enquiry delivery, important old URLs and the live website work before and after launch?

Give each provider the same brief. Ask for a written scope, responsibilities and costs before agreeing the work.

Interactive builder: https://uponup.com/guides/website-design-brief/