A better brief. A better beginning.
The complete conversation guide for a strong first website. Ask it over the phone, send the online planner, or print this checklist. “I don’t have it” is always a useful answer.
1. Ask for facts
Record exact public details and their sources. Mark unknown answers. Do not guess credentials, prices, reviews or guarantees.
2. Ask for reactions
For every reference website, ask what they like about it. Capture the things they never want to see just as carefully.
3. Capture the handoff
Save the brief, uploads and private link. Download the builder packet and share it with the assigned builder through your usual project channel.
The essentials
The few things we need to start. Everything after this helps make the first design more personal.
Use the exact public spelling. If you’re still choosing, give us your working name.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Your name and role. If you’re filling this out by phone, use the client’s details.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
For this project. This does not subscribe you to marketing.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Include country code if outside the US. Providing a number does not opt you into automated texts.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Example: Family-owned plumbing company serving Sacramento and Elk Grove.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
More phone calls, quote requests, bookings, sales, credibility, or something else.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Website, Google Business Profile, Facebook, Instagram or another public link. No website is fine.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Promises, preferences, selected package, questions, and notes we should not lose.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Customers & positioning
Help us make a visitor feel: this is the right business for me.
Where they live, what they need, their budget, and whether you serve consumers or businesses.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
What happened just before they started searching? What are they worried about?
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Tell us specific things you actually do differently. Avoid claims you cannot verify.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Pricing, timing, trust, qualifications, results, availability, or common misconceptions.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Two or three business names or links. What would you like to do better?
Answer / link: ____________________________________________________
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Knowing what to leave out prevents bad enquiries.
Answer / link: ____________________________________________________
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Warm, straightforward, refined, playful, technical, local? Share a sentence that sounds like you.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Services & your story
Real details make better copy. Rough notes, a menu, or an existing brochure all work.
For each: name, what’s included, ideal customer, price if public, and the next step. Upload a menu or price sheet below.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Your main service, highest-priority product, strongest offer, or the work you want more of.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Exact amounts, “starting at” prices and their conditions, or “request a quote”. Do not include confidential margins.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Cities, radius, delivery zones. Tell us if your home address must stay private.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Include holidays, emergency service, seasonal hours and time zone. Only promise what you can deliver.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Why you started, who you help, and the milestone or belief behind the business.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Names, roles, short bios and permission to feature them. Headshots can be uploaded below.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Source links for reviews, licence numbers, awards, case studies and certificates. We won’t invent any.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Give us the answers in your own words. We can polish the writing.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Deposits, refunds, cancellations, shipping, guarantees and exclusions. Supply approved wording where available.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Brand & visual direction
This is where we learn what “great” looks like to you. Specific reactions help more than design jargon.
Upload your original logo below, or share a link. Tell us which version is the official one.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Exact color codes, fonts, clear-space rules, and elements that must stay unchanged.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Exact spelling and punctuation if already approved. Tell us if we may suggest alternatives.
Answer / link: ____________________________________________________
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For each link, tell us WHY: photos, layout, energy, simplicity, type, motion, or a specific section.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Styles, colors, imagery, language, effects or layouts you dislike. Examples welcome.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
For example: established and trustworthy; energetic and inventive; welcoming and personal; precise and premium.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Follow the existing identity closely; explore within it; or propose a whole new direction.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Logos, photos, wording, layout elements or important parts of an existing website.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Your people, real projects, product details, a location, illustrations? Tell us what is off-limits.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Choose your preference and any restrictions. We never present a synthetic person, review, project, or result as real.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Photos & materials
The originals are best. Missing something? Say so—we can discuss helping you create it.
Which images should lead? Tell us what each shows and who owns the rights. Upload below.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Names, variants, prices, descriptions, stock and shipping details. A spreadsheet is welcome.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Link to a folder or hosted video. Note music, footage or talent permissions.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Upload files or share accessible links. Mark outdated information clearly.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Exact wording, reviewer name, source, and permission. Do not paste private customer data.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Include only real profiles you want linked. We won’t create fake accounts or links.
Answer / link: ____________________________________________________
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Confirm what you own or are licensed to use. Identify faces, addresses or confidential details to remove.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Pages & functionality
Describe what you want to happen. You do not need to know which software makes it work.
Home, services, about, gallery, FAQs, contact, shop, booking, customer portal—or let us recommend.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Call, book, buy, request a quote, apply, donate or visit. Supply the correct destination if one exists.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Browse projects, ask a question, read FAQs or join an optional mailing list.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Current tool, appointment types, duration, staff, capacity, deposits, cancellation rules and time zone.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
What you sell, currencies, shipping/pickup, taxes, subscriptions and existing processor. Never share card details.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Which details are needed to respond? Where should submissions go? Avoid sensitive health or financial data.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Missed calls, reviews, follow-up, reminders, invoices, quotes, repetitive questions or dispatch.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Audience languages, translated content, readability and specific assistive needs.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Examples: menus and allergy info; contractor licences and project galleries; class schedules and waivers. Describe constraints without uploading patient records.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Setup & handover
Tell us what already exists so we can preserve what matters. Never put passwords or private keys in this form.
Which domain do you own? Who controls it? If you don’t have one, list preferred names.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Include current platform, access owner, renewal dates and any migration restrictions.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Provider and who manages it. We must preserve working email during any domain change.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
CRM, booking, payments, POS, newsletters, inventory, accounting or forms. Give tool names and account owner only.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Google Analytics, Search Console, Business Profile, ad accounts. Tell us who can grant access.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Important URLs, rankings, redirects, blog posts, customer data locations and active campaigns.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
You, a team member or us? What changes, how often, and what training would help?
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Your Gives Back story
Optional. Tell us what matters and we will write a page for your approval. Skip anything personal; do not name people involved in painful experiences or share private details about others.
The people, values and future you want your business to stand for.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
What helped you believe in yourself? What changed when someone believed in you?
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Share the turning points behind your business or your role in it. A few honest notes are enough.
Answer / link: ____________________________________________________
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A first job, mentor, second chance, customer, resource or person who gave you a start.
Answer / link: ____________________________________________________
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School, practical skills, lived experience, advice or something you learned the hard way.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
What kept you showing up? Who helped you keep going?
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
How does that belief shape the way you treat customers, employees and your community?
Answer / link: ____________________________________________________
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Describe the future you hope to help build and the harmful cycles you want to help prevent.
Answer / link: ____________________________________________________
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Entirely optional. You can share only the lesson or change you hope for. No names, identifying details or graphic accounts; you never need to disclose trauma.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Examples: a first job, mentoring, training, fair treatment or a new opening. Separate what you already do from what you hope to do.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Tell us your boundaries. We write the page from your answers and obtain your approval before publishing any personal story.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Timing & final direction
A few decisions help us prioritize the first version and keep the next steps clear.
Give separate ranges. This helps us recommend only what fits. A range is enough.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
A real event, campaign, new location or preference? List any hard dependencies.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Name, role, preferred contact and anyone else who needs to review.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Email, phone, video call, shared document. Best times and time zone.
Answer / link: ____________________________________________________
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Describe the first impression, the practical outcome and the one detail we must get right.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Separate launch requirements from nice-to-haves. This helps us avoid an overbuilt first version.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Optional $600 credit for hosting a charity page for 36 months. No donation required; unused credit is repaid if removed early.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
Concerns, a big idea, accessibility preferences, an earlier bad experience, or instructions for the builder.
Answer / link: ____________________________________________________
Have it · Don’t have it · Need help · Decide for me · Not applicable
What the builder receives
A section-by-section brief with supplied facts, creative direction, source links, file names, requested features, missing information and optional service recommendations. It includes explicit instructions to preserve approved assets, avoid invented proof, choose a clear page hierarchy, and validate the finished site.
The download is assembled directly from the answers. It does not automatically generate or publish a client website; the builder uses it to make informed design decisions.