WEBSITE & AUTOMATION PROJECT BRIEF
Free planning template by Flowzync
https://flowzync.com/resources/website-project-brief

1. YOUR BUSINESS & AUDIENCE
Who do you help? What do you offer? Which markets do you serve?
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2. THE MAIN GOAL
What should visitors do: enquire, book, buy or something else?
What is not working today? How will you recognise a useful outcome?
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3. PAGES & ESSENTIAL FEATURES
List launch pages, forms, booking steps, store features and accessibility needs.
Separate launch essentials from future ideas. List existing URLs to preserve.
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4. TOOLS & FOLLOW-UP
Which platform, CRM, email, payment or booking tools do you already use?
What should happen after an enquiry or booking? Who handles failures or duplicates?
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5. CONTENT & BRAND ASSETS
What copy, logo, photos, projects or testimonials are ready?
Who owns them, and what still needs creating or approval?
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6. SCOPE, TIMING & DECISIONS
Who approves scope and content? Are there fixed dates or budget preferences?
What handover or ongoing support will the team need?
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BEFORE SHARING
- Mark unknown details as "To discuss" rather than guessing.
- Leave passwords, payment details and private customer records out.
- Review and remove information the recipient does not need.
- Completing this brief does not submit an enquiry or agree a project scope.

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https://flowzync.com/resources/website-project-brief