A free planning resource from Immersyn
Give your designer the information that makes the website yours: the customers you serve, the work you do, the material you can show and what a useful inquiry needs. Start with these six decisions, then agree the scope together.
No signup required. The six-page PDF has 18 answer fields and can also be printed. Use a PDF reader that supports forms, save a copy and reopen it to check your answers. Preview the PDF format. Prefer your own editor? Open the plain-text template. Your completed file stays with you unless you choose to share it.
Prefer Word or another editor? Copy the full template into your own document and add as much space as you need. Your answers stay in the document you create.
Planning with someone? Share the free guide with an owner or designer.
See what you are downloading
The PDF gives each of the six decisions its own page, with three questions and answer fields. Use it with your own designer to prepare the business facts, services, imagery and contact path.
Describe the customer and the decision they need to make. A homeowner looking for a repair needs different information from someone planning a larger project.
What this helps decideThis sets the first message, the service order and the main action.
Give the actual service boundaries and appointment arrangements. Confirm whether customers visit you, you travel to them, or both.
What this helps decideThis helps customers check fit before contacting you and keeps location claims accurate.
Write down the questions you are willing and able to answer. Explain what changes the scope of the work rather than filling every page with general sales copy.
What this helps decideThis determines which services need their own page, comparison or frequently asked questions.
List real material you have permission to use. A missing photo or unverified claim is useful to record before design begins.
What this helps decideThis shapes the visual direction and the proof on the page. Concept images must not imply completed client work.
Ask for enough information to take the next step. Keep the contact route simple, and decide where an inquiry should arrive.
What this helps decideThis defines the form, contact actions and a delivery check. Never put passwords or private customer records in a brief.
Identify the starting scope and the people who can approve it. Include the current website so useful content and existing links can be reviewed.
What this helps decideThis creates a practical starting scope. A brief is a planning document; the written service agreement defines the work.
Put the brief to work
These are fictional planning examples, not client projects or results. Use them to see how customer needs can shape a page structure; confirm the details for your own business.
Auto detailing
Plumbing & home repair
Landscaping projects
A practical website photo guide
A recent phone camera can be a useful starting point. A few clear, relevant images with context give your designer more to work with than a large folder of unexplained photos. Start with these three kinds of shot.
Take a wide view that shows the setting and the work together. Keep the camera level, use even light and leave space around the subject so a designer can try different crops.
Move closer to a finish, repair or material a customer needs to assess. Keep the important detail in focus. For a before-and-after pair, use the same viewpoint and similar lighting; describe any differences.
Photograph the team, workspace or a genuine step in the process when it is appropriate and safe. Check permission before including identifiable people, customer property or identifying details.
Review the selected photos, captions and business claims together before publication. Our launch standard’s content checks explain what needs approval. This photo guide supplements the six sections in the downloadable brief.
Bring your business into the conversation
Tell us about your business and the customer action that matters most. We will review the request and recommend a website scope before any commitment.