Custom Website Planner Template

Define your Scope of Work, Goals, Features, and Timeline

Introduction

Most website projects go over budget or off schedule because the discovery phase wasn’t thorough enough.

The Websavvy Custom Website Planner Template simplifies that process — helping you clarify objectives, content needs, and technical priorities before the first line of code is written.

Project Overview

Identify what success looks like for your business: more leads, online sales, or brand authority. Define measurable goals so our designers can prioritize user flow and conversion paths.

• What is the primary goal of your website? (e.g., brand awareness, lead generation, e-commerce, portfolio, etc.)
• What specific features do you want on your website? (e.g., blog, contact form, booking system, e-commerce, etc.)
• Do you have an existing website that needs a redesign? (Yes/No) If yes, what do you like/dislike about it?

Design & Aesthetics

Who are your ideal customers? What tone, visuals, and content formats resonate with them? Add short persona descriptions to align your creative direction.

• What is your target audience? (Demographics, preferences, location, etc.)
• Do you have a preferred color scheme or brand colors? Are there any colors that you prefer or would like to use?
• Are there specific fonts you prefer?
• Website you admire or that are similar to what you’d like to achieve?

Features & Functionality

Use this section as a checklist to specify what you’ll need:
☐ Contact Forms ☐ Booking System ☐ eCommerce ☐ Blog ☐ Membership Access
☐ CRM Integration ☐ Analytics ☐ Multilingual Support

Content & Assets

Prepare or note what’s included in the requirements:

• Logo files, brand colors, photography, copywriting needs, testimonials, and product data sheets.
• Provide a brief description of your organization – it’s history, Mission, Vision, Purpose, and it’s unique value proposition.
• Be prepared to review AI generated text that has been optimized for Search results.

Budget & Timeline

Define your comfort range and ideal launch date. This helps Websavvy Consulting create a realistic plan and avoid scope creep later.

CTA

Contact Us for a free consultation.