Client brief template for web development

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Which pages do you need?Several choicesHomeServicesAboutPortfolioBlogContactBookingOther
   • Do you already have a website?Yes or no
   • Current website addressLink, optional

2. 2.Content and technical

   • Who provides the copy and photos?One choiceI already have themI’ll prepare them during the projectI’d like them done for meNot sure yet
   • Do you have a logo and brand guidelines?One choice, optionalLogo and guidelinesJust a logoNothing yet
   • Domain name and hostingOne choice, optionalI have bothI only have the domainNothing yetNot sure
   • Do you want to edit the site yourself afterwards?Yes or no, optional
   • In which languages?Short answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,000$1,000 – $2,500$2,500 – $5,000$5,000 – $10,000Over $10,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What do you sell?Short answer
   • How many products at launch?One choiceUnder 2020 to 100100 to 1,000Over 1,000
   • Do you already sell online?One choiceNo, this is a firstYes, on my own siteYes, on a marketplace (Etsy, Amazon…)Yes, on social media
   • Any platform preference?One choice, optionalShopifyWooCommerceOtherNone, advise me

2. 2.Sales and logistics

   • What do you need?Several choices, optionalCard paymentsPay in instalmentsIn-store pickupTracked shippingSubscriptionsDiscount codesCustomer accountsMultiple languages or currencies
   • Who creates the product pages (photos, copy, prices)?One choiceMe or my teamI’d like it done for meLet’s discuss
   • Where do you ship?Short answer, optional
   • Any tools to connect?Long answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $2,500$2,500 – $5,000$5,000 – $10,000$10,000 – $20,000Over $20,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What problem should the app solve?Long answer
   • Who will use it, and to do what?Long answer
   • What are the 3 to 5 must-have features at launch?Long answer
   • Where is the project at?One choiceJust an ideaMockups or specs are readyA prototype existsA version is already live

2. 2.Technical

   • On which platforms?Several choicesDesktop browserMobile browseriOS appAndroid app
   • Who handles the design?One choice, optionalI already have mockupsInclude it in the projectStart from an existing template
   • Any technical constraints?Long answer, optional
   • Who will maintain the app afterwards?One choice, optionalYou, on a maintenance planOur tech teamTo be decided

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $5,000$5,000 – $15,000$15,000 – $30,000$30,000 – $60,000Over $60,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any apps whose experience you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Current website addressLink
   • What is no longer working?Several choicesOutdated designPoor on mobileSlowHard to edit myselfFew enquiries or salesPoor Google rankingsTechnical issues
   • What do you expect?One choiceA design refreshA full redesign (design and content)A redesign on a new technology

2. 2.What exists today

   • What must be kept?Long answer, optional
   • What is the current site built with?Short answer, optional
   • Does the site bring you visits from Google?One choice, optionalYes, a lotSomeHardly anyNot sure
   • Do you have all the logins (hosting, domain, admin)?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $1,500$1,500 – $3,000$3,000 – $6,000$6,000 – $12,000Over $12,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional