Website Features & Functionality Checklist
Send it to clients and let them fill it out — no back-and-forth.
Site Goals & Audience
What is the website for and who should it serve? This helps prioritize features and UX.
Primary website goal
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.
Brand assets you will provide
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).
Primary brand color (if known)
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.
Pages / templates required
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).
Required functionality
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.
Do you need e-commerce payments set up?
If yes, we'll discuss payment provider options and PCI considerations.
Technical, Hosting & Security
Hosting, domain, performance and security needs — essential for deployment planning.
Do you have an existing domain and hosting?
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).
Security & compliance needs
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.
Do you need content migration from an existing site?
Includes copying pages, images, and products into the new site.
SEO & analytics requirements
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.
Quality assurance & testing needs
Select which tests you expect as part of deliverables.
Training & documentation preference
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.
Upload brand assets & style guide
Please upload logos (vector preferred), fonts, and any brand guidelines.
Upload content, product CSVs or copy files
Provide spreadsheets, Word/Google Docs, or product CSVs for migration.
Upload screenshots or examples of features
Screenshots of specific functionality or competitor examples are helpful.
Share any constraints, deadlines, or non-negotiable requirements.
Project confirmation signature
Sign here to confirm the details above and authorise us to proceed with scoping and quoting.
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