Client Briefing Sheet

Client Briefing Sheet

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Please use this briefing sheet to think about your requirements and get the ball rolling.

Don’t worry if you can’t fill in everything at the moment. We’ll eventually go through a vigorous requirements gathering process to get all the important details in place.

When you’re done, please email it to and we’ll be in touch very soon.

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YOUR NAME:

JOB TITLE:

COMPANY/BRAND NAME:

PROJECT URL:

Please briefly describe the project and why you are doing it
What exactly do you need to produce?
A website? An iPhone application? Are there additional elements required, such as emails, online media creative or video content?
What is your budget?
Please provide a rough indication of the project budget range (E.g. Over £10k, £10-20k, £20-30k, £30k+). Under normal circumstances we would only consider projects with a minimum budget of £6,000 (ex VAT).
What is the launch date? What are the reason(s) for this particular date?
E.g. Marketing activity, product launch, seasonal uplift, etc.

In our experience, an effective planning, development, testing and approval process takes at least 6-8 weeks, even for the smallest projects. If your deadline is sooner, unfortunately your project probably isn’t for us.

Specific CLIENT objectives/goals / Specific USER objectives/goals
E.g. brand salience, sales, traffic growth, recruitment, user registration. / Don’t worry if you haven’t considered this, we can figure them out.
Are there any specific measures for success?
What is liked and disliked about the current solution (if one exists)?
Competitor URLs
Please list in order of importance.
Inspirational URLs
Websites that you love, aspire to or are relevant to the project.
What do you want Users to THINK, FEEL and DO when they arrive at the site?
What content/assets are already available?
E.g. copy, photography, illustration, fonts, video and 3D; If not available, do these need to be sourced within the budget?
Will the project evolve or be subject to any specific phasing?
E.g. specific content, e-commerce, mobile version, promotional activity, etc.
At launch, will the site be directly supported by any marketing activity, online or offline?

SPECIFIC FUNCTIONAL/TECHNICAL REQUIREMENTS:

Have you got any specific functionality already in mind?
E.g. social media integration, RSS, maps, refer-a-friend, etc.
Is a CMS required?
If so, what content needs to be managed? How often are particular updates required? Who will manage the site content?
E-commerce
Is it a brand new system and payment gateway, or is integration with existing solution required?
Analytics and media campaign tracking
We use Google Analytics by default – please specify any required alternative.
Can we get access to existing analytics data?
Is any other specialist tracking required?
Third-party integration
Is any further third-party integration required? E.g. web services, back-office system integration.
Additional information
Finally, is there anything else you can tell us about the project?

Pivotal is a trading name of Pivotal Digital Ltd | Registered Office: Suite 1 Dubarry House, Hove Park Villas, Hove, East Sussex, BN3 6HP | Company registration number: 7197305 | VAT registration number: 991126610 | http://wearepivotal.com