StartSimple · 5 practical checks
5 things to bring to a bespoke website or automation brief
Give the delivery team enough detail to scope the job, show a working example and agree how you will accept it.
Choose one journey the project should improve
Describe what triggers the work, who handles it and what a successful outcome looks like. Use a real example with any private information removed.
Bring the tools and content you already use
List the website, inbox, CRM or spreadsheets involved. Identify the owner of each account and the records the project needs to read or create.
Name the decisions that need a person
Write down which actions staff must approve, such as publishing a page or replying to a customer. Ask the build team to show those approval points in the proposed workflow.
Agree the first example you want to see working
Pick one realistic task and the person who will judge it. Define the expected output and what the team should see when a required field or input is missing.
Decide who looks after the work after launch
Assign an owner for routine changes and agree when to ask for support. Put access, training and the first review date into the project scope.
Your next step
Bring one workflow, the tools it uses and an example you would use to accept the work.