Free planning kit

Plan your website before you pay for it.

A website planning checklist for business owners: write a clear brief, gather your content, ask agencies the right questions and launch without losing rankings. Fill it in online, then print it or save it as a PDF.

Get the kit

01Project brief11 prompts
02Content checklist21 items
03Questions to ask an agency10 questions
04Launch checklist12 checks

What's inside

Four parts. One clear plan.

Each part answers a question that usually comes up too late: what you need, what to gather, who to trust and what to check before you go live.

0111 prompts

Project brief

Prompts that turn the ideas in your head into a brief any agency can price accurately.

What does your business do, and for whom?
What is the one result this website must produce?
How will you know it's working?
and more inside

0221 items

Content checklist

The logos, copy, photos and logins to gather before the build, so the project doesn't stall waiting on them.

Logo files (SVG or high-resolution PNG, light and dark versions)
Brand colors and fonts, or a brand guide
A few words that describe how your brand should sound
and more inside

0310 questions

Questions to ask an agency

Ten questions to ask before you sign, and why each answer matters.

Who owns the website, the code and the content when the project is done?
Who will actually design and build it?
Can I see live sites you built and talk to those clients?
and more inside

0412 checks

Launch checklist

What to check before and after you go live so you keep your rankings and every lead arrives.

Every old URL redirects to its matching new page
Every form sends a test lead to the right inbox or CRM
Every page checked on a real phone
and more inside

FAQ

Planning kit questions.

What is in the website planning checklist?

Four parts: a project brief template, a checklist of the content to gather, ten questions to ask any web agency before you sign, and a checklist for launch week.

Is the planning kit free?

Yes. Enter your name and email and the kit opens right away. We also email you the link so you can come back to it.

Can I fill it in and share it?

Yes. Type your answers on screen; they save in your browser as you go. Then print it or save it as a PDF for your team or the agencies you're talking to.

Do I need this if I'm hiring an agency?

It helps most then. A clear brief gets you accurate quotes you can compare, and the content checklist keeps the project from stalling once it starts.