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A CLEARER START

A better project
starts with a better brief.

Bring your website, funnel and automation ideas into one practical plan. Keep what matters. Leave room to discuss the details.

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SIX THINGS TO CLARIFY

Useful questions.
Fewer assumptions.

A brief helps a designer or developer understand the outcome you need before discussing the platform or price. A rough answer is better than a polished guess; write “to discuss” where you need advice.

YOUR WORKSPACE

Turn the idea into a clear brief.

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MAKE IT SPECIFIC

Describe the journey,
not just the pages.

These are illustrative starting points, not fixed project packages. Adjust them to match your business.

WEBSITE

Service enquiry

A visitor finds the right service, sees relevant work and sends a clear enquiry. Define where that enquiry goes and who follows up.

WordPress website services ↗
FUNNEL & CRM

Appointment booking

A visitor moves from the offer to a form and calendar. List the reminders, pipeline stages and next steps that need connecting.

GoHighLevel funnel services ↗
AUTOMATION

A connected follow-up

Name the trigger, the tools involved and the intended result. Include exceptions: missing details, duplicate contacts or failed actions.

Automation services ↗
BEFORE YOU SHARE

A small review
makes a big difference.

  • Separate launch essentials from future ideas.
  • List existing URLs that need to keep working.
  • Name the person who can approve scope and content.
  • Leave passwords, payment details and private customer records out.
Read the full briefing guide ↗
Who is this brief for?

Business owners, marketing teams and freelancers planning a new website, redesign, WordPress store, GoHighLevel funnel or automation project.

Do I need to know the technology first?

No. Describe the customer journey and the systems you already use. A technical recommendation can follow once the requirements are clear.

Does completing this form request a quote?

No. It creates a brief you can keep or share with your chosen provider. To discuss a project with Flowzync, use the contact page separately.

Can I share the template with a client or colleague?

Yes. Share the page or blank template. If you reference it in your own guide, a link to this page helps readers find the current version.

READY FOR A CONVERSATION?

Bring us the brief.
We’ll discuss the next step.

Tell the team about your goals, requirements and what needs improving.

Discuss your project ↗