Client Discovery & Project Briefing Portal · Version 1.1.1

Website design brief: every step and field

Complete all ten website-discovery steps, every option and all supporting upload requirements.

39 code-backed guidesExact navigationInterlinked workflows

Guides in this workflow

Follow the guide that matches the exact action, filter, menu change or issue.

Understand the ten-step Website Design Brief

Complete Business Details, Website Type, Design Style, Inspiration, Required Pages, Homepage Flow, Features, Content & Uploads, Technical requirements and Review & Submit.

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Move between brief steps

Use Next and Back; autosave records step answers and current progress.

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Resume a saved website brief

Open the same secure link and continue from the recorded current step.

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Complete Business name

Enter the organisation or trading name.

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Complete Industry

Describe the business sector.

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Complete Business description

Explain products, services and positioning.

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Complete Target customers

Describe intended audiences and customer groups.

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Complete Main website goal

State the primary commercial or operational outcome.

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Complete Website type choices

Select any applicable type: Corporate business, Service-based, Product showcase, E-commerce, Booking, Landing page, Portfolio/projects, Client portal, SaaS/software or Recruitment/careers.

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Complete Desired visitor actions

Select Call, enquiry, quote, appointment, purchase, account/login, brochure download, application or WhatsApp actions.

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Complete Design style

Choose Clean corporate, Luxury premium, Modern technology, Minimal and elegant, Bold and creative, Friendly and simple, Dark professional, Light and clean, Startup/SaaS or Formal enterprise.

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Complete Light, dark or mixed layout

Choose Light, Dark, Mixed or Not sure.

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Complete Colour preferences

Describe preferred brand or interface colours.

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Complete Colours to avoid

List colours that should not be used.

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Complete Inspiration websites

Provide websites or products the client likes.

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Complete What the client likes

Explain useful visual, content or interaction qualities.

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Complete What the client dislikes

Explain unwanted styles or behaviours.

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Complete Required pages

Select Home, About, Services, Products, Pricing, Portfolio, Case Studies, Testimonials, Blog, Careers, Contact, FAQs, Privacy, Terms or Cookie Policy.

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Complete Separate-page requirement

Choose Yes, No or Not sure.

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Complete Additional pages

List any page not included in the standard choices.

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Complete Homepage hero style

Choose Large banner, Video, Slider, Static professional, Animation/modern visual, Product showcase or Not sure.

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Complete Main call to action

Enter the principal homepage action.

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Complete Homepage sections

Select hero, about, services, products, why choose us, process, statistics, logos, testimonials, case studies, FAQs, contact, map or final CTA.

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Complete Required website features

Select forms, booking, callback, job application, upload, payment, catalogue, cart, login, admin, content management, chat, WhatsApp, maps, reviews, newsletter, CRM, email or SMS/WhatsApp notifications.

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Complete Post-submission actions

Select email admin, email customer, save in admin, create CRM lead, generate reference or redirect to thank-you.

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Complete Customer login required

Choose Yes, No or Not sure.

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Complete Content readiness

Choose Ready, Need rewritten, Need from scratch or Not sure.

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Complete Content tone

Choose Corporate, Premium, Friendly, Technical, Simple, Luxury, Sales-focused or Formal.

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Complete Content and asset notes

Explain available text, imagery and brand materials.

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Complete Domain and hosting

Describe existing domain/hosting status and access.

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Complete Preferred platform

Choose Core PHP, Laravel, WordPress, Shopify, Custom CMS or Not sure.

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Complete SEO requirements

Describe search-engine requirements.

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Complete Analytics requirements

Describe analytics and reporting needs.

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Complete Tracking requirements

Describe pixels, consent and conversion tracking needs.

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Complete Target launch date

Enter the desired launch or project date.

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Upload brand assets

Upload logos, guidelines or supporting files during the design-style/content stages.

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Upload content files

Add documents, images, spreadsheets or other supported content references.

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Review the website brief

Check all ten sections and uploaded-file count before signature.

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Confirm authorised use of the information

Select the review confirmation allowing the project team to prepare the design and delivery scope.

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