Step 1 of 8 12% Website Planning DocumentPlanning a new website? Need help deciding what to include and how to brief your design agency? You're welcome to use the planning document that we have developed for use with our clients. You can save the form at any point and return within 30 days to continue to edit it. Once completed, click submit and you'll be emailed a PDF of the form for you to use. Our compliments!Your DetailsYour Name First Last Company Name Email Address PhonePlease confirm the domain name for your website: Who is responsible for managing your domain? You will need to contact them to update the A record when your new website is ready to go live. Target Launch Date MM slash DD slash YYYY Websites typically take 5 to 6 weeks to design and build. Your BrandDescribe your brandDescribe your brand. It's personality, what it stands for and what sets it apart from your competitors. From a creative perspective, how should it be visually presented?Your strap-line (if applicable) Your logoUpload your logo(s) and any style guides that you have for your brand. They will be available to download from the PDF form that is generated when you submit this form. Drop files here or Select files Accepted file types: jpg, jpeg, gif, png, tiff, pdf, Max. file size: 40 MB. Other logosUpload any other logo(s) that you want to include in the website (eg in the footer) Drop files here or Select files Accepted file types: jpg, jpeg, gif, png, tiff, pdf, Max. file size: 40 MB. What is / are the primary colours of your brand?What is / are the HEX, RGB and CMYK references for your primary brand colour(s). If you need inspiration, take a look at this blog post: https://estateagents-websites.com/selecting-right-colour-palette-business What are the secondary (or complimentary) colours of your brand?What are the HEX, RGB or CMYK references for your secondary brand colours? If you need inspiration, take a look at this blog post: https://estateagents-websites.com/selecting-right-colour-palette-business FontsWhich fonts do you use with your brand / business and in what context? For example, please provide details of the fonts used in your logo, strap-line and printed materials.ImageryUpload examples of the style of photography, illustrations and iconography that you would like to use with your website. Providing multiple examples will help your designer understand how you visually present your brand. Drop files here or Select files Max. file size: 40 MB. MessagingWhat does your website need to tell people?Please describe / list the key messages that your website needs to get across.What action(s) do you want visitors to your website to take?By default your website should include a contact us form on your contact us page. What else needs to be in place to encourage visitors to engage with you? eg newsletter signup, optin forms etcWho will be writing the copy (text) for each page on your website?Who will be responsible for providing the copy (content) for your website. Don't forget all banners, call-to-action graphics and buttons all need copywriting! Search Engine Optimisation & Driving Website TrafficWho will be responsible for the SEO of your website? This involves undertaking keyword research, deciding the keyword focus for each page, writing the meta title, meta description and alt tags for each page. Site StructureWe've listed below typical pages that are included within a website. Please select all the pages you would like included (they can be rename later if required) together with any additional pages you may need. By default your website should include: Terms, Privacy and Cookies in the footer of your website.Pages to include* Home About Team Recruitment Clients Services Products (non ecommerce) Products (ecommerce) Features Offers Case studies Projects Portfolio Gallery Pricing Resources Events Quotation request Appointment request Testimonials FAQs Help News / Blog Contact Login / register Newsletter subscription Branches Marketing landing pages (opt-in) Please select all that apply. If you would prefer to rename these, that's fine! Just let your designer know and they will update these for you. How many team members do you need to include? How many vacancies do you typically have each month? Do you need to provide the ability for candidates to upload cvs? ServicesHow many services do you provide and what information do you need to communicate with site visitorsProductsHow many product categories and individual product pages you anticipate needing?Payment service providerWhich service provider do you plan to use to collect payment? eg Stripe, PayPal, SagePay PricingDo you require a fee / pricing table? If so, what fees do you need to include within your website.ResourcesWhat resources do you need to make available to site visitors eg YouTube videos, PDFs etcEventsWhat events that you need to include? Does the site need to be capable of accepting online bookings?Login / registerWhat do you need this section of your website to achieve? Your web designer may provide a separate quotation to cover this aspect of your website.Branches / OfficesHow many branches / offices do you need to include? How do you want your branches / offices displaying on the website?List each branch address / contact details that you need to include below. Do you need these to be listed on your contact us page or would you prefer to have a separate page(s) for each branch / office. If a page per branch is required, describe below what each page needs to include. Please note: complex requirements such as multiple contact forms per branch, team members by branch etc may incur additional fees. Your designer will discuss, and agree with you, any additional fees that may apply before they proceed with the design / build.Contact Us - Google Location MapIn addition to a standard contact us form, would you like to include a Google map, showing your location, on the contact us page? Marketing (eg Opt-in) Landing PagesWhat do you need this section of your website to achieve? Your designer may provide a separate quotation to cover this aspect of your website.Additional PagesAre there any additional pages that you would like to include? If so, please provide a list of them below, together with any information, about each page, that will help your designer. The look and feel of your websiteThere is no right or wrong answer when it comes to designing a website. The more you can help your designer understand your design preferences, the more likely they are to create a design that you will love. Please complete the following questions as fully as possible, providing 'inspiration' / 'links' where possible to help your designer with the creative process. Designers love inspiration! What thoughts do you have about the look and feel of your website?Please describe any specific ideas you have for the design of your website. Where possible please include links to other websites that achieve something similar.Colour prefencesPlease describe any colour preferences you have your your website. Please include any dislikes that may be applicable. Primary style of images to useDo you have a preference for photographic or illustrative images for the banners and graphics across the site? I prefer photographic images I prefer illustrative images I prefer a mix of photographic and illustrative I'm open to suggestions! Use of photography across the sitePlease select, from the list below, the style of photographic images that you would like us to use. Please select all that apply. Photographs of people Aerial / skyline photography Landscapes photography Architectural photography Lifestyle photography Conceptual/ fine art photography Abstract / blurred / motion photography Portraiture / people photography Street photography Black & white photography I will supply my own photography to use Please provide examples of images styles that you likePlease include any links to other websites (eg competitors) or files that will help your designer understand your design preferences for the images to use with banners, buttons, graphics, icons etc.What about us of fonts / line spacing?Are there any particular fonts you would like us to use for your website? Do you have any preference with font size or line spacing? If you are open to your designer making suggestions please let them know! Page specific features / designHomepage DesignYour homepage is probably one of the most important pages on your website. If you have any specific requirements / thoughts / ideas for your homepage, please describe them here. Please provide links to example websites where possible.HomepagePlease select your preferences, from the list below, that you would like your designer to take into consideration when designing your homepage. Please select all that apply. Telephone numbers, contact details in the top header Multi-slider banner 100% screen height banner Traditional 40 - 70% screen height banner Photographic banners Illustration led banners Animated text on the banners Background video banners Use of icons to highlight features Animation of sections / icons as you scroll down the page Parallax background images. See: http://designsunlimited.io/ as an example Featured services Featured products Call to action links (eg request a quotation etc) Homepage - have we missed anything?If there are any other features you would like us to include in your homepage, please list them here.Other pages across the siteIf there are any specific design features or functionality that you would like to include within all remaining pages across your website, please list them here.General - Other featuresPlease select any other preferences / features that you would like to include within your website. Please tick all that apply. Simple page layouts Two column page layouts Grid style, modular page layouts Blocked / zoned page layouts Long form pages with multiple sections Animation of sections / icons as you scroll down the page Parallax background images. See: http://designsunlimited.io/ as an example Inclusion of a Twitter feed Inclusion of a Facebook feed Search widgets across the site Inline/ right column call to action graphics Pop-up 'exit intent' graphics (additional fees may apply) Online chat tool (pop up). Is there anything else that you would like include?Have we covered everything? Is there any other information that you think will help with the design of your website? Please include it here. Additional InformationIs there anything else that we need to know?If there is anything else that you need your website to achieve, that we haven't covered in this briefing document, please let us know here.What about email?There is no need for your email to be managed along with your website. However, you might want your designer to arrange this for you. Please confirm the number of mailboxes you will need - additional fees may apply.Please confirm your hosting preferences:Who will be hosting your website? If you prefer to host the website yourself, your designer will supply the associated files and databases, ready for you to install on your server. Additional fees may apply in the event of you needing them to install the website for you. We want our designer to host our website We will host the website ourselves and just need copies of the web files and associated database. We will host the website ourselves and need our designer to install it. We understand that additional fees may apply. Social MediaPlease provide the URLs for your social media accounts that you would like to link to.Twitter Facebook LinkedIn Pinterest Any others? Tracking code / scriptsPlease provide details of any analytics tracking code or other scripts that you need us to include within your website. If you prefer to supply these later that's fine!Google TAG, Adwords, Analytics or ReMarketing scripsPlease paste any Google scripts you need us to include hereFacebook PixelsPlease provide the base Facebook pixel for your business and any event tracking requirementsTwitter conversion trackingPlease paste any twitter scripts and events tracking requirementsLinkedIn Insight Tag & conversion tracking scripsPlease paste any LinkedIn Insight tags and conversion tracking scriptsAny other scripts you need to add?Please paste any other scripts that you need to add to your website here. eg chat widgets etcDo you need any help with setting up conversion tracking and sales funnels?Optionally you might want to set up website tracking, visitor conversion and traffic plans / sales funnels. Let your designer know if you need this additional service. Yes No Maybe! How is your website performing? Claim your free, no obligation, SEO audit today. Learn more
