Website Features & Functionality Checklist
About this template
This template helps web design providers gather the information needed to plan a website project, from audience and page structure to e-commerce, integrations, hosting, compliance, content migration, and handover needs.
Who it’s for
- Web design projects requiring defined pages, features, and integrations
- Website redesigns with existing content, domains, or hosting to review
- E-commerce, booking, membership, or lead-generation websites
- Projects needing SEO, analytics, accessibility, or security considerations
When to use it
- Before preparing a website scope, proposal, or quote
- At the start of a new website build or redesign
- When identifying required third-party tools, payment setup, or custom functionality
- Before planning content migration, testing, training, and launch handover
Customization tips
- Add platform-specific questions if you only build on WordPress, Shopify, or another CMS
- Include your preferred payment providers, CRM systems, and booking tools as selectable options
- Adjust the budget field to match the currency and ranges you use
- Add questions about project timelines or launch dates if scheduling is a priority
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Website Features & Functionality Checklist
Site Goals & Audience
What is the website for and who should it serve? This helps prioritize features and UX.
Select the main business objective for this site.
Tell us about demographics, technical comfort, and any different user groups (e.g., wholesale customers, members).
Design, Brand & Content
Branding and content needs — helps us scope page templates, asset creation, and style decisions.
Select all assets you can supply. If you need help creating items, tell us in the notes.
Helpful for audits and to see what should be kept, improved, or removed.
Share websites or examples you like and what you like about them (layout, colors, tone).
If you have brand colors, share them; otherwise leave blank and we can propose a palette.
Pages & Content Structure
List the pages and content types you need so we can set up templates and navigation.
Check all page types you want included in the project.
Use this to explain page-specific functionality or unusual content needs.
Give an estimate so we can plan content migration and templates.
Functional Features & Integrations
Select required site features and third-party integrations (payments, CRM, analytics, shipping).
Select all features you need included in the project.
Include account access details or IDs later in Files/Notes. Tell us which systems must connect to the site.
If yes, we'll discuss payment provider options and PCI considerations.
Technical, Hosting & Security
Hosting, domain, performance and security needs — essential for deployment planning.
Tell us if we need to migrate DNS or set up new hosting.
Provide any details about existing servers, CMS, or platform preferences (WordPress, Shopify, custom).
Select any regulations or security features relevant to your site.
Content Migration & SEO
Let us know if content needs migrating, and your SEO & analytics requirements.
Includes copying pages, images, and products into the new site.
Select the SEO and analytics services you want included.
Any content that must remain accessible or specific SEO rules to follow.
Testing, Training & Handover
How you'd like to test the site and receive training or documentation after delivery.
Select which tests you expect as part of deliverables.
Choose how you want to receive training and handover materials.
Project Budget & Approvals
Budget range and approval contacts help us match scope to cost and speed up decision-making.
Providing a ballpark budget helps us recommend solutions that fit your investment.
Who will approve milestones and sign contracts?
Assets, Access & Notes
Upload logos, brand files, content spreadsheets, and any access documents needed to build and connect services.
Please upload logos (vector preferred), fonts, and any brand guidelines.
Provide spreadsheets, Word/Google Docs, or product CSVs for migration.
Screenshots of specific functionality or competitor examples are helpful.
Share any constraints, deadlines, or non-negotiable requirements.
