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What to prepare before you order a new website

A practical checklist of goals, content, photos, brand files, access, examples, budget and decisions that makes a website project faster, cheaper and more accurate to estimate.

Yevhen ZakharovAug 28, 2026 · 24 min read · 5283 words
A checklist on a clipboard next to brand color swatches, photo tiles and a sample page layout.

Quick answer: what to have ready

Most website projects do not stall because of design or code. They stall because someone is waiting for a text, a photo, a password or a decision. Preparing these things before you hire a developer shortens the project, makes the estimate more accurate and usually leads to a better site, because the work can focus on the structure and message instead of on chasing materials.

This guide lists everything worth preparing, why each item matters and how to handle it if you do not have it yet. You do not need all of it on day one. Rough versions are enough: they are easier to edit than a blank page.

Key facts at a glance
SubjectRelationshipValue
A website projectis usually delayed bymissing content, access and decisions more than by design or code
A clear goaldeterminespage structure, calls to action and how success is measured
Rough textis easier to edit thanwriting from nothing
Real photosusually build more trust thangeneric stock images
Domain, hosting and analytics accountsshould be registeredin the business owner's name
A budget rangehelps a developer proposea realistic scope rather than a guess
One decision makerpreventsconflicting feedback and extra revision rounds
Passwordsmust never be sentthrough a project form or plain email

Why preparation saves time and money

A website is a set of decisions: what to say, to whom, in what order and with what proof. Each decision that is made late costs time, because the work depends on it. Each decision that is made twice costs money, because something is redone.

Typical sources of delay and how preparation removes them
DelayWhat happensPreparation that prevents it
Waiting for textPages are designed with placeholder copy, then reworkedRough drafts or bullet points for each page
Waiting for photosGeneric images are used, then replacedA folder of real photos with permission to use them
Waiting for accessSetup stops until the domain or hosting login is foundA list of accounts and who can grant access
Unclear goalThe site tries to do everythingOne primary action and one or two secondary ones
Many opinionsFeedback contradicts itselfOne person who approves
Late featuresA booking system or store appears after designA list of required functions at the start
Unknown budgetA proposal is too big or too smallA range, or the words "not sure yet"

Preparation also makes quotes comparable. When several developers receive the same clear brief, their proposals can be compared on scope and price rather than on guesses.

Step 1: define the goal of the website

Start with what the website must do for the business. A site that tries to serve every purpose usually serves none well.

Choose one primary action

Ask what you want a visitor to do after reading a page. For a service business it might be to call, request a quote or book a visit. For a shop it is to buy. For a professional it might be to schedule a consultation. Write down one primary action and, at most, two secondary ones, such as downloading a guide or following a profile.

Examples of goals and what they imply for the site
Business typePrimary actionWhat the site needs
Home services (plumbing, HVAC, landscaping)Call or request a quotePhone number in the header, service area, quote form, proof of work
Professional services (accounting, legal, consulting)Book a consultationClear services, credentials, scheduling or contact form, privacy information
Restaurant or cafeView menu and find locationMenu in text, hours, map, reservation link
Clinic or wellness studioBook an appointmentServices, practitioners, booking, directions, policies
Online storeBuyCatalog, search and filters, checkout, shipping and returns
NonprofitDonate or volunteerMission, impact, donation path, contact

Describe your audience

Write two or three sentences about who you serve: where they are, what they need, what worries them and how they usually find you. A page written for "everyone" convinces no one. A page written for a specific kind of customer can be direct and persuasive.

Decide how you will measure success

Pick numbers that reflect the goal: calls, form submissions, bookings, orders, or newsletter signups per month. Note the current numbers if you know them, even roughly. After launch they tell you whether the site is working.

  • Write your primary action in one sentence
  • List your top three customer types
  • Note your current monthly leads or sales from the website, if any
  • Define what a good result would look like after six months

Step 2: gather the substance: services, offers and proof

A website communicates what you offer and why someone should trust you. Collect that substance in plain notes before anyone designs a page.

List your services or products

For each service, write a short description in your own words: what it is, who it is for, what is included, what is not included and how pricing works. If you do not publish prices, write what influences the price so visitors understand why you ask for details.

State what makes you different

Resist generic claims such as "quality service" and "customer satisfaction". Concrete facts are stronger: years in business, specific certifications you hold, the area you serve, response times you can actually keep, warranty terms, materials you use, guarantees you provide. Only write what is true and verifiable.

Gather proof

  • Real customer feedback, with permission to publish it and, where appropriate, the person's name and city
  • Photos of finished work, preferably with a short caption describing the job
  • Licenses, insurance, certifications and memberships you can show
  • Awards or press mentions that you can link to
  • Numbers you can stand behind, such as years of experience or jobs completed

Do not invent testimonials, ratings or client logos. They create legal risk and erode trust when discovered. If you have no proof yet, build the site around clear explanations and process, and add proof as it appears.

Collect real questions

Make a list of the ten questions customers ask most often before buying. They become the FAQ and often reveal the content that matters most. Check your email, call notes and chat messages for them.

Questions to answer in your notes
QuestionWhy it matters
What exactly do you do, and for whom?Becomes the home page message
Where do you work (service area or location)?Drives local pages and the contact section
How does the process work from first contact to completion?Reduces uncertainty and calls
What does it cost, or what affects the cost?Sets expectations and filters leads
How long does it take?Answers a common objection
What do customers worry about before hiring you?Shapes the FAQ and reassurance
Why should someone choose you over others?Your real differentiators
What happens after the work is done?Support, warranty and follow-up

Step 3: prepare the content

Content is the part most likely to delay a project, so it deserves its own plan. The developer can build structure and design, but only you know the facts about your business.

What counts as content

  • Page text: headings, descriptions, service explanations, an About page and a contact page
  • Photos, illustrations and videos
  • Logo and brand files
  • Downloadable files, such as brochures or price lists, if you want them online
  • Legal and policy text: privacy, terms, returns and shipping
  • Contact details: address, phone, email, opening hours, service areas

Writing options

Ways to produce page text
OptionEffort for youResultNotes
You write itHigherAccurate and personalRough drafts are fine; ask for editing
Developer or editor edits your notesMediumClear and consistentProvide bullets and examples
Professional copywriterLowerPolished and persuasiveNeeds a briefing and costs extra
Content migrated from the old siteLowerFamiliar but may be outdatedReview for accuracy and structure

Whichever route you choose, agree early who writes what and by when. It is common for text to be the last item delivered and the first cause of delay.

Content readiness levels

Be honest about how ready your content is. It helps to describe it in one of three states.

Describing how ready your content is
StateWhat it meansWhat the developer plans for
ReadyTexts and images exist and are approvedPlacement and formatting only
Partly readySome pages written, some notes onlyEditing and placement, with gaps flagged early
Needs writingStarting from scratchTime or budget for writing, or a copywriter

A simple content tracker

A spreadsheet with one row per page works well: page name, purpose, owner, status, due date and link to the draft. Share it with the developer and update it weekly. It makes the project visible and keeps both sides honest about what is outstanding.

Step 4: photos, video and visual material

Visuals shape trust faster than text. Visitors judge a business in seconds, and photos of real people and real work answer the question "is this a real company?" better than anything else.

Prefer real images

Photos of your team, premises, products and finished work are more credible than generic stock photos of smiling people. If you have to use stock images, choose natural ones, use them sparingly and make sure the license allows commercial use. Keep a record of where each image came from.

What to collect

Photo and video checklist
ItemNotesTip
Team and owner portraitsFriendly and well litAsk for written permission to publish people's images
Premises and equipmentExterior and interiorShoot in daylight, tidy first
Finished workBefore and after where honestAdd a short caption: location type, task, result
ProductsClean backgrounds, several anglesKeep a consistent style
ProcessPhotos of the work in progressShows competence and transparency
Short video (optional)Introduction or a demonstrationHost it appropriately; avoid autoplay

Quality and format

Modern phone cameras are good enough for many business photos if the light is good and the lens is clean. Provide the original files rather than screenshots or images sent through messaging apps, which compress them. Large originals are welcome: the developer will resize and optimize them for the web.

Permissions and licenses

  • Get written consent from anyone who can be identified in a photo or video
  • Check that photographers have given you the right to use their work online
  • Keep licenses for stock images and fonts
  • Do not use images found through a search engine unless the license explicitly allows it

Step 5: brand files and visual identity

Brand assets give the site its look and keep it consistent with your other materials. If you have a logo and brand colors, collect them. If you do not, say so, and the project can include a simple starting set.

Brand assets to collect
AssetPreferred formatWhy
LogoSVG or a high-resolution PNG, with a transparent backgroundSharp at any size
Alternate logo versionsLight and dark, horizontal and stackedDifferent header and footer needs
Favicon or iconSquare imageBrowser tab and bookmarks
Brand colorsHex codes or a brand guideConsistent design
FontsNames and license informationMany fonts need a web license
Brand guidelinesPDFTone, spacing and usage rules
Tone of voice notesA few sentencesKeeps copy consistent

If your logo exists only as a small image on a business card, tell the developer. It can often be recreated as a vector, but it is a task that should be planned for. If you have no brand yet, describe three adjectives that fit your business (for example, calm, precise, friendly) and two sites whose look you admire.

Step 6: plan the structure: pages and navigation

Structure is the skeleton of the site. You do not need a perfect sitemap, but a first outline saves time and helps estimate the project.

A typical page list for a small business

Common pages and what they do
PagePurposeNotes
HomeExplain who you help and what you do, and guide to actionShort, with the primary action clear
Services or productsDescribe offers; one page per main service works wellBetter for search than one long page
AboutShow who is behind the businessReal people and real experience
Portfolio or case studiesShow finished workHonest descriptions and permission to publish
Pricing or packagesExplain pricing logicOptional but valuable
ContactProvide a clear path to reach youPhone, email, form, map or service area
Blog or resourcesAnswer common questionsOptional; needs ongoing effort
Legal pagesPrivacy policy, terms, accessibility statementHave them reviewed for your situation

Start by listing your main services. Each important service usually deserves its own page, because people search for specific services and a page can match that specific need. A single page that lists everything is harder to read and to rank.

Navigation

Keep the main menu short, with five to seven items. Put the primary action, such as a phone number or a quote button, where it is always visible. Think about how a first-time visitor would look for information rather than how your company is organized internally.

If you already have a website

Share the address and, if possible, access to analytics and Search Console. List the pages that bring the most visitors and leads, and the pages you want to remove. This information protects existing search visibility and shapes the redesign. For more on this, see how to redesign a website without losing search traffic.

Step 7: collect examples and references

Examples are the fastest way to communicate taste and expectations. Words like "modern" and "clean" mean different things to different people. A few links make them concrete.

What to gather

  • Three to five websites you like, from any industry
  • A note about what you like on each: layout, colors, tone, specific features
  • Two or three competitors or peers, and what you think they do well or badly
  • Sites you dislike, and why
  • Examples of specific features you want to copy in spirit, such as a quote calculator or a gallery

How to use references

References are for direction, not for copying. A good developer will explain the pattern behind what you like and apply it to your content and audience. Avoid asking for an exact copy of another site: it is legally risky, and it rarely fits your business.

Turning vague preferences into usable notes
Vague wishBetter description
Make it modernPlenty of white space, large photos, simple navigation, like sites A and B
Make it professionalCalm colors, clear fonts, real photos, concise text
Make it stand outOne bold color accent and distinctive headings, but easy to scan
Make it easyA visible phone number and a three-field quote form on every page
Make it fastNo sliders or autoplay video; lightweight pages

Step 8: define the functionality you need

Features are where estimates change the most. A contact form is simple; a booking system with payments is a project of its own. List what you need now, what you would like later and what you are unsure about.

Common features and what the developer needs to know
FeatureQuestions to answerWhat drives complexity
Contact or quote formWhich fields? Where do messages go?Spam protection, email delivery, integrations
Online bookingWhich system? Services, durations, staff?Third-party tools, payment, time zones
Online storeHow many products? Variants? Shipping rules? Taxes?Catalog size, shipping and tax logic, payment providers
PaymentsWhich provider? One-time or recurring?Security, refunds, compliance
Blog or newsWho writes? How often?Categories, authors, editorial workflow
Multiple languagesWhich languages? Who translates?Content volume, structure, switching
Member area or loginWhat can members do?Security, user management
Integrations (CRM, email, calendar)Which tools? What data moves?Accounts, APIs, testing
Search and filtersWhat do people look for?Data structure, performance
Maps and locationsHow many locations?Data accuracy, local pages

Mark each feature as must-have, nice-to-have or later. A launch with the essentials is better than a delayed launch with everything. Many features can be added after the first release without redoing the foundation, if the structure is planned for them.

Step 9: sort out domain, hosting, accounts and access

Technical accounts are the most common surprise in a project. Someone registered the domain years ago, someone else manages email, and nobody remembers which email address owns what. Sorting this out early prevents delays.

The ownership principle

The business should own its domain, hosting, analytics and key accounts. Registered in your name and with your email address, they remain yours if you change developers. A developer can be given access without owning the account. Be cautious if a provider insists on registering these in their own name.

Accounts to identify before the project starts
AccountWhat to find outWho should own it
Domain registrationWhere is it registered, when does it expire, who has the login?The business
DNSWhere are DNS records managed?The business, with access for the developer
HostingWhich provider and plan? Is a new one needed?The business
Business emailWhich provider? Who administers it?The business
Analytics and Search ConsoleDo they exist? Who has access?The business
Google Business ProfileIs it claimed and verified?The business
Social profilesWhich are active?The business
Existing website platformAdmin access and a backupThe business
Third-party toolsBooking, payments, newsletters, chatThe business

How to share access safely

  • Never send passwords through a project form, a chat message or plain email
  • Use the invitation or delegate-access features that most platforms offer, so the developer gets their own login
  • If a shared credential is unavoidable, use a password manager's sharing feature and change the password afterward
  • Turn on two-factor authentication for important accounts
  • Remove access when the project ends or when someone leaves

This is also why the project forms on this site ask you not to include passwords or payment details.

Step 10: legal, privacy and accessibility basics

This section is general information, not legal advice. Requirements depend on your location, your industry and the data you collect. Ask a qualified professional about your situation.

Policies and notices

  • A privacy policy that describes what personal information your website collects, why, how long you keep it and who receives it
  • Terms of service or terms of sale, if you sell products or services online
  • Cookie and tracking disclosures if you use analytics, advertising pixels or similar tools; some US state privacy laws and other regulations may require notices or choices
  • Return, shipping and refund policies for stores
  • Industry-specific notices, for example for health, finance or legal services

Accessibility

Accessible sites work for more people and reduce risk. A common target is conformance with the Web Content Accessibility Guidelines (WCAG) level AA. In practice this means readable contrast, keyboard operation, clear labels on form fields, meaningful alternative text for images and consistent navigation. Ask your developer how they approach it and whether they will provide an accessibility statement. Accessibility work reduces risk but cannot guarantee that no complaint will ever occur.

Copyright and licenses

Make sure you have the right to use every text, image, font and video that goes on the site. If a previous developer or agency created assets, check who owns them. Keep records of licenses.

Step 11: prepare for search visibility

A website that nobody can find has limited value. You do not need to become an SEO expert, but a few preparations help the developer build a site that search engines can understand.

  • List the phrases customers use to describe your services, and the places you serve
  • Share your Search Console and analytics access if they exist, and the list of pages that already bring traffic
  • Provide your exact business name, address (if you have a public location), phone number and hours, and keep them identical everywhere
  • Decide how you will handle old URLs if you are replacing a site, so redirects can be planned
  • Think about topics you can write about based on real customer questions

A good developer will build the technical foundations: clean structure, titles and descriptions, fast pages, mobile layouts, a sitemap and indexing setup. If you want an independent review of an existing site first, a technical SEO audit can show what to fix.

Local and regional details to confirm
DetailWhy it matters
Service area (cities, states or regions)Determines local pages and wording
Business name as used publiclyConsistency across the site and profiles
Phone number and emailPrimary contact routes
Opening hours and holidaysAccuracy that visitors depend on
Licenses relevant to your areaTrust and compliance
Time zone for meetings and bookingsAvoids scheduling errors

Step 12: set the budget and timeline

Budget and timing are the two numbers every proposal depends on. Sharing a range is not a weakness. It lets the developer suggest what is realistic and what to defer.

What drives the cost

Main cost drivers of a website project
DriverLower costHigher cost
Number of pagesA handful of core pagesDozens of unique pages
DesignClean template customized to your brandFully custom layouts and illustrations
ContentYou supply text and photosWriting, photography and video produced for you
FeaturesContact form and basic integrationsBooking, store, memberships, custom logic
MigrationNew site without old contentMoving a large site and its redirects
IntegrationsNone or simpleCRM, payment, inventory, custom APIs
Accessibility and performance targetsStandard good practiceStrict audits and extensive testing
Ongoing supportHandover with a guideMonthly maintenance and updates

Ongoing costs to remember

  • Domain renewal and hosting fees, paid to the providers directly
  • Third-party subscriptions, plugins or paid themes
  • Stock photos, licensed fonts or video
  • Maintenance: updates, backups and small changes
  • Content updates and new pages over time

A realistic timeline

Typical phases of a small business website project
PhaseWhat happensYour part
Brief and scopeGoals, pages, features and price are agreedAnswer questions, provide examples
Structure and designSitemap and key layouts are createdReview and give consolidated feedback
BuildPages are developed on a staging linkProvide content and access
ReviewYou test the site and request agreed changesCheck on phone and desktop, test forms
LaunchDomain connected, checks done, handoverApprove and confirm
After launchMonitoring and small fixesReport issues, plan updates

The timeline depends on the number of pages, the features and, above all, how quickly materials and feedback arrive. A developer can give an estimate only after reviewing your brief, not before. Be wary of fixed promises made without reading it.

Step 13: decide who decides

Websites are often delayed by feedback that arrives from many directions and contradicts itself. Decide at the start who has the final say and how feedback will be collected.

  • Name one person who approves designs and content
  • Collect comments from colleagues into a single document before sending them
  • Agree on the number of revision rounds included in the scope
  • Set review windows, for example three business days per round
  • Keep decisions in writing so that nothing depends on memory

Clear decision-making also protects your budget. Each extra round of changes costs time, and changes outside the agreed scope are normally quoted separately.

Step 14: write the brief

A brief is a short document that brings everything above together. It does not need to be long. It needs to be specific.

Six numbered cards from goal to timing: goal, content, examples, access, budget and timing.
Six short answers are enough to make a first estimate possible.

A simple brief template

  1. Business: name, what you do, where you work, how long you have operated
  2. Goal: the primary action and the main audience
  3. Current situation: existing website address, what works and what does not
  4. Services or products: the main ones, in order of importance
  5. Content status: ready, partly ready or needs writing; who will write
  6. Visuals: photos, logo, brand colors, and what is missing
  7. Examples: three sites you like and why
  8. Features: must-have, nice-to-have and later
  9. Accounts: domain, hosting, analytics, email; who owns them
  10. Budget and timing: a range or "not sure yet", and any fixed dates
  11. Decision maker: who approves, and how you prefer to communicate

The project brief form on this website follows the same structure in five short steps and does not require anything you do not have. You can say "not sure yet" to the budget and timing questions.

How to evaluate proposals

When proposals arrive, compare them on what they include, not only on the price.

What a good proposal contains
ElementWhy it matters
Scope in plain languagePages, features and deliverables, so there are no surprises
What is not includedHosting, domain, copywriting, integrations and so on
Process and timelineHow the work will run and what you need to provide
Number of revision roundsKeeps feedback within budget
Ownership and accessYou own the site, content and accounts after payment
Payment termsDeposit and milestones that are clear and proportionate
Support after launchWhat happens when something breaks or needs changing
References or examples of real workEvidence of relevant experience

Red flags

  • Guarantees of rankings, traffic or sales
  • A price far below others with no explanation of what is excluded
  • Refusal to let you own your domain and hosting accounts
  • No written scope or contract
  • Pressure to decide immediately
  • Portfolio pieces that the person cannot explain or that belong to others
  • No mention of testing, accessibility or performance

Mistakes that make projects harder

  • Starting without a primary goal
  • Assuming the developer will write all the content
  • Using low-quality or borrowed images
  • Registering the domain or hosting in someone else's name
  • Sending passwords by email or through a form
  • Letting too many people give feedback
  • Adding features late without adjusting scope and timeline
  • Skipping the review on a real phone
  • Waiting until launch to think about legal pages
  • Forgetting that a website needs maintenance after launch
  • Not saving a copy of the old site before replacing it

The preparation checklist

Use this as a final check. Items you do not have yet are fine: note them as "to do" and tell the developer.

Strategy

  1. One-sentence primary goal
  2. Main customer types and what they need
  3. Current leads or sales from the website, if any
  4. Success measures for six months

Content

  1. List of services or products with short descriptions
  2. Your differentiators, stated with facts
  3. Customer questions for the FAQ
  4. Real testimonials with permission, if you have them
  5. Drafts or notes for Home, Services, About and Contact
  6. Policies: privacy, terms, returns and shipping

Visuals and brand

  1. Logo files (SVG or high-resolution PNG)
  2. Brand colors and fonts, or a note that you need help
  3. Photos of team, premises and finished work, with permission
  4. Three to five reference sites and what you like about them

Technical

  1. Domain registration details and who has the login
  2. Hosting provider, or a request for advice
  3. Analytics and Search Console access, if they exist
  4. Business email arrangement
  5. Existing website address and admin access

Project

  1. Feature list in three groups: must, nice, later
  2. Budget range or "not sure yet"
  3. Desired timing and fixed deadlines
  4. Name of the person who approves
  5. Preferred way and hours to communicate

If you are starting from scratch: a minimal first version

Some businesses have no website, no photos and no written material. That is a normal starting point, and it does not require a large project. A focused first version can be launched with a small set of pages and grown later.

A minimal first version and what to add later
Included in version oneAdded later when needed
Home page with a clear message and one primary actionA blog or resource section
One page per main serviceDetailed case studies
About page with a real photo and short storyTeam pages and careers
Contact page with phone, email and a short formOnline booking or payments
Privacy policy and basic legal pagesAdditional languages
Basic metadata, sitemap and analyticsAdvanced integrations and automation

Launching a simple, honest site and improving it based on real inquiries usually beats waiting months for a perfect one. Each new page or feature can be justified by what customers actually ask for.

Working with a remote developer in another time zone

Many small businesses hire developers who work remotely, sometimes across the Atlantic. This works well when expectations are explicit. A few practices make the collaboration smooth.

  • Agree on overlapping hours for calls, for example your morning, and on how quickly messages are normally answered
  • Keep decisions and scope in writing, in a shared document or email thread, so nothing depends on memory
  • Use a staging link so you can review progress on your own devices at any time
  • Confirm how invoices and payments work, including the currency
  • Make sure accounts such as domain, hosting and analytics are registered in your name from the start
  • Ask how emergencies are handled after launch and what counts as an emergency

Time differences can be an advantage: work progresses while you are offline, and feedback you send in the evening can be addressed by the next morning. The key is clarity about who does what and when.

How the process works with me

When you send a brief, I read it and reply with questions or a proposed scope. I work directly with you from the brief to launch: structure and design, build on a staging link, your review, launch checks and handover. If something on your list is missing, we plan for it rather than stall. You can see what I offer on the website design page, and the process page explains the steps.

Frequently asked questions

Do I need to write all the content before hiring a developer?

No. Rough notes and bullet points are enough to start. What matters is knowing who will write what and when. Content that arrives late is the most common cause of delay, so plan it early.

What if I do not have a logo or brand colors?

Tell the developer. A simple logo and color set can be created as part of the project or by a designer, and it is better to plan for it than to discover the gap in the middle of the build.

Is it better to use stock photos or my own?

Your own photos of real people and real work usually build more trust. Use stock images sparingly, choose natural ones and check the license.

Should I share my passwords with the developer?

Do not send passwords through forms or plain email. Use the invitation or delegate-access features of your accounts, or a password manager's sharing option, and turn on two-factor authentication.

How much should I budget?

It depends on pages, design, content, features and migration. Share a range with your brief, or say you are not sure yet. A developer can then propose a scope that fits and explain what to defer.

How long does a website project take?

It depends on scope and on how fast materials and feedback arrive. A small site can take a few weeks, a larger one longer. A timeline should be agreed after reviewing your brief, not before.

Do I need legal pages on my website?

Most sites that collect personal information need at least a privacy policy, and stores need terms and return information. Requirements depend on your location and industry, so ask a qualified professional to review them.

What happens after the website launches?

You should receive access to everything and a short guide. Sites also need ongoing care: updates, backups, checks and content changes. You can handle that yourself or arrange a maintenance plan.

Related service

Website Design

A new site with a clear page structure, mobile layouts and a working contact path.

Yevhen Zakharov

Independent web developer and SEO specialist since 2010. Based in Kyiv, Ukraine, working remotely with US businesses.

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