A hand marks off a checklist on a yellow sticky note using a pen.

Define the website before you price the build

A useful website requirements checklist describes what visitors need to do, what the business must manage, and how both sides will know the work succeeds.

Start with decisions, not a list of pages. A five-page site with booking, payments, and staff permissions can carry more complexity than a larger editorial site. If you are about to request a proposal, write down the first action you want a qualified visitor to take. Then describe what happens to that inquiry. That single path exposes the content, integration, privacy, and operations questions that a page-count estimate misses.

What outcome should the site support?

Name one primary business outcome. It may be a qualified inquiry, an appointment request, a purchase, or a member login. Name a secondary outcome only if it serves visitors who are not ready for the first. For each outcome, identify the page where the decision begins, the action that completes it, and the person who responds afterward.

Write the audience in ordinary language. What are they trying to decide when they arrive? What do they already know? What would stop them from trusting the next step? A local service buyer may need coverage and contact details. A wholesale buyer may need product specifications and a separate inquiry route. Those are different requirements even if both sites have an About page.

Which content and functions are essential?

List the content types, not just the initial page titles. Services, team members, projects, locations, products, and articles may each need their own editing fields, archive view, and relationship to other records. Identify who can edit each type and how often it changes. A structured content model keeps a growing catalog from becoming a collection of copied page sections.

Next, describe each function as a user action with a completion state. For a booking flow, note available appointment types, time zones, confirmation messages, cancellation rules, and staff notifications. For a lead form, note required fields, validation, destination, and what visitors see if submission fails. Include accessibility and mobile use as requirements of each flow, not an afterthought.

What systems must exchange information?

Record each current tool that the website must connect to. For every connection, name what data moves, in which direction, who owns the account, and who notices a failure. A CRM connection that only creates contacts differs from one that updates deal stages or suppresses duplicates. A payment tool adds settlement, refund, and reconciliation decisions beyond the checkout screen.

If an integration is still uncertain, describe the outcome it must support rather than choosing a tool too early. Can staff perform the same step manually at first? What volume would make automation worthwhile? This separates a launch requirement from a later enhancement.

Who owns the site after launch?

Identify the owner for domain access, hosting, content editing, analytics, form notifications, backups, and vendor billing. Set an approval path for public content and a person who can answer questions about policies. A launch without ownership leaves routine updates dependent on whoever last touched the builder.

Add acceptance checks that can be observed. Examples include submitting a form on a phone, editing a service record without rebuilding a template, confirming a test event in analytics, and restoring a backup in a safe environment. State what material the project team will receive at handoff. The website pre-handoff QA checklist covers a later verification stage. This page helps you define the work before it starts.

What should you do with this website requirements checklist?

Bring the outcome, audience, content inventory, function list, integrations, and ownership map into a scoping conversation. Mark what is required for launch and what can wait. That makes tradeoffs visible and helps a proposal explain deliverables instead of hiding assumptions inside a single number.

For a site that needs connected features and editable content, see web development. If you want help turning your notes into a practical scope, Talk to a Specialist.

Explore the site-operations guides.

Guides beside Define the website before you price the build.

  1. Choose a CMS around the work your team does

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  2. Use the smallest build that solves the real problem

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  3. Map the handoff between tools before you automate it

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  4. Check the dependency before it becomes invisible

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  5. Plan checkout as a business process, not a button

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  6. Give the product catalog a structure that can grow

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  7. Decide the order rules before you configure checkout

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  8. Make the return path clear before someone needs it

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  9. Define access rules before the member dashboard

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  10. Design the learning workflow before choosing the LMS

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  11. Ask for what the appointment actually needs

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  12. Make website leads usable inside the CRM

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  13. Stop form spam without punishing real visitors

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  14. Every automation needs an owner when it stops

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  15. Give the chatbot a smaller, trustworthy job

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  16. The handoff is part of the answer

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  17. Name the action before you tag the button

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  18. Test the conversion, not just the dashboard

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  19. Make measurement follow the choice a visitor makes

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  20. Spend page weight on things visitors can use

    Site operations · 3 min read

  21. Accessibility continues every time someone publishes

    Site operations · 3 min read

  22. Test the backup before you need it

    Site operations · 3 min read

  23. Update the plugin, then prove the journey still works

    Site operations · 3 min read

  24. An alert needs a person and a next action

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  25. Know what ongoing website care actually covers

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  26. Keep the domain and its connected services in view

    Site operations · 3 min read

  27. Decide what to carry before you rebuild

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  28. Give each old link a sensible destination

    Site operations · 3 min read

  29. Decide how to reverse a bad launch before launch day

    Site operations · 3 min read

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