Website Brief Template for Client Projects — Refront
Gather all website project requirements with this comprehensive brief template. Covers goals, target audience, content, design preferences, and technical needs.
About This Template
A thorough website brief saves weeks of back-and-forth. This template guides clients through articulating their goals, audience, content needs, design preferences, and technical requirements — giving your team everything needed to produce an accurate quote and kick off development confidently.
Variations
New Website Brief
Full discovery questionnaire for new website builds covering brand identity, goals, audience, content strategy, design preferences, and functionality requirements.
Best for: Agencies scoping new website projects from scratch for clients.Website Redesign Brief
Focused brief for redesign projects covering current pain points, what to keep, what to change, migration requirements, and success metrics.
Best for: Agencies handling website redesign or migration projects.E-Commerce Brief
Extended brief with e-commerce-specific sections covering product catalogue, payment gateways, shipping, inventory management, and conversion goals.
Best for: Agencies building or redesigning online stores and e-commerce platforms.How to Use
- 1
Send the website brief template to the client through the Refront client portal during discovery.
- 2
The client fills out sections at their own pace with guided prompts and examples.
- 3
Review the completed brief with the client during a kickoff call to clarify any open questions.
- 4
Use the brief to generate an accurate quote and project proposal.
- 5
Link the brief to the project in Refront for ongoing reference throughout development.
Frequently Asked Questions
Can clients fill out the brief through the portal?
Yes. The brief is delivered as an interactive form through the client portal. Clients can fill it out section by section at their own pace, with automatic save.
Can I customise the brief questions?
The template is fully customisable. Add, remove, or modify questions to match the type of projects your agency specialises in.
Does the brief feed into the project proposal?
Data from the completed brief can be pulled into your project proposal and quote automatically, saving you from re-typing client requirements.
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