You do not need every answer before starting a website conversation. You do need enough raw material to make good decisions. This checklist helps collect the business details, customer language, proof, and practical links that make website planning smoother.
Business basics
Start with the information that should be easy for customers to understand and easy for the website to use. These details create the foundation for clear pages, contact paths, search visibility, and trust.
- ✓Business name and preferred spelling.
- ✓Service area or locations served.
- ✓Primary contact method.
- ✓Existing website, social links, and Google Business Profile.
- ✓Hours, availability, or response expectations.
Services and fit
A service list is more useful when it explains what the service means in real life. Gather the words customers use, the situations you help with, and the work you do not want to attract.
- ✓Main services.
- ✓Most profitable or preferred work.
- ✓Common customer misunderstandings.
- ✓Good-fit and not-a-fit customers.
- ✓Typical starting point or request process.
Proof and trust
Trust signals help visitors decide whether it is safe to reach out. They should be honest, specific, and placed where they help decision-making.
- ✓Years in business or years of experience.
- ✓Licenses, certifications, insurance, or relevant credentials.
- ✓Reviews, testimonials, or customer quotes.
- ✓Photos, examples, before/after images, or memorable jobs.
- ✓Owner-operated, local, specialized, emergency, or repeat-customer details.
Assets and constraints
A website project also needs practical constraints. Budget, timeline, available photos, tool access, and content readiness all affect scope. Naming those early prevents surprise work later.
- ✓Logo files and brand colors if they exist.
- ✓Photos, videos, or examples available now.
- ✓Competitor or inspiration links.
- ✓Domain, hosting, and website login access.
- ✓Budget range, timing, and must-have features.