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Professional-services website brief builder

Describe the work before asking for a price. Use these nine sections to agree your service hierarchy, evidence, inquiries and handover. Complete what you know, leave open questions visible and print the result. No account or email required.

For accounting, advisory and consulting firms, distinct services and genuine expertise matter more than adding pages indiscriminately. A good brief also explains who will review claims and how your team will operate the website.

0 of 9 sections drafted. Details stay in this page. Print or save your brief before closing it.

Your firm, current website, project owner, deadline dependencies and available budget. Confirm the currency.

Who should inquire? List distinct services, the problem each solves, typical scope and work you do not accept.

Map the homepage, service pages, team, proof and contact pages. Identify important current URLs to preserve.

List approved project examples, credentials, team biographies and testimonials. Name the person who verifies each claim and screenshot permission.

What information is necessary? Who receives it, how quickly do they respond and what qualifies a useful opportunity? Describe any CRM or verified booking needs.

Identify valuable pages, known indexing problems and buyer questions. Record Search Console access, existing redirects and migration requirements.

What copy and imagery already exist? Who writes and approves missing material? List portals, forms, analytics and other required integrations.

Who owns the domain, hosting, accounts, source and content? List editing training, support period, maintenance and recovery responsibilities.

Define a qualified inquiry, attended call, proposal and signed client. Agree a baseline and review dates; distinguish targets from promises.

Your website brief

Firm and project

To agree: Your firm, current website, project owner, deadline dependencies and available budget. Confirm the currency.

Buyers and services

To agree: Who should inquire? List distinct services, the problem each solves, typical scope and work you do not accept.

Page hierarchy

To agree: Map the homepage, service pages, team, proof and contact pages. Identify important current URLs to preserve.

Genuine proof and approvals

To agree: List approved project examples, credentials, team biographies and testimonials. Name the person who verifies each claim and screenshot permission.

Inquiry handling

To agree: What information is necessary? Who receives it, how quickly do they respond and what qualifies a useful opportunity? Describe any CRM or verified booking needs.

Search and migration

To agree: Identify valuable pages, known indexing problems and buyer questions. Record Search Console access, existing redirects and migration requirements.

Content and integrations

To agree: What copy and imagery already exist? Who writes and approves missing material? List portals, forms, analytics and other required integrations.

Ownership and handover

To agree: Who owns the domain, hosting, accounts, source and content? List editing training, support period, maintenance and recovery responsibilities.

Success and review

To agree: Define a qualified inquiry, attended call, proposal and signed client. Agree a baseline and review dates; distinguish targets from promises.

Prepared using Branddirr’s professional-services website brief builder. Confirm scope, exclusions, fees and ownership in the supplier’s written proposal.

Compare website costs and scopes, use the redesign checklist or discuss a bounded next step with Branddirr.

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