Vision-IT Client-Briefing Checklist

Please fill out this form as completely as possible so we can prepare a concrete proposal. All information is treated confidentially.

Client Information

Company Name / Name*

Contact Person*

E-Mail / Phone*

Existing Website (if applicable)

1. Project Type

What is needed?

Landing Page

Business Website (multiple pages)

Web Shop / E-Commerce

Web App / Portal

Mobile App (iOS / Android / both)

Other:

Brief description – What should the website do?

2. Design & Branding

Finished design / mockup available

Logo / CI available

Colors & fonts defined

No design available → Vision-IT will create it

Reference websites:

Style preference: modern-minimalist / corporate / creative / ___

3. Content & Texts

All texts provided by client

Images / photos available

Texts need to be created / revised → extra cost

Stock photos needed

Required pages: Home / About / Services / Contact / Blog / Imprint / ___

4. Features & Integrations

Contact form

Appointment booking / calendar

Newsletter sign-up

User login / member area

Web shop / payment processing

Multilingual

API integration / interfaces

Google Maps

Live Chat

Other:

5. Technical – Domain & Hosting

Domain already available

Domain needs to be registered

Hosting already available

Hosting by Vision-IT (Vercel / Cloudflare)

CMS desired (so client can edit content themselves)

Existing email addresses should be retained

6. Existing Website / Access

Existing website will be replaced

Content from old website should be migrated

Accesses to provide: Domain management / Hosting / Google Analytics / CMS / ___

7. SEO & Marketing

Basic SEO desired (meta tags, structure, load time)

Local SEO (Google Maps, local search)

Google Business listing available / should be created

Google Analytics / Tracking

Social media integration

8. Legal & Compliance

Imprint required

Cookie banner needed

Terms & conditions available / should be integrated

Accessibility (WCAG) desired

Note: Legal texts are provided by the client or commissioned externally.

9. Budget & Timeline

Budget range:

Timeline:

10. Maintenance & Support

Maintenance package desired

Onboarding / handover session desired

Documentation / user manual desired

11. Communication & Process

Preferred channel:

Feedback rounds:

Multiple contact persons / decision makers

Availability for feedback:

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