A Comprehensive Website Design Checklist for Clients (2023)

Discover the ultimate website design checklist for clients to ensure a successful web design project and download our free Google Sheets checklist template.

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As a business owner, having a professional and effective online presence is crucial. Here at Get X Media, we understand the importance of a thorough website design checklist that covers all the essential aspects of the web design process. In this article, we provide a comprehensive website design checklist tailored to business owners. By the end, you’ll be equipped with the knowledge to manage your web design project successfully.

What is a Website Design Checklist for Clients?

A website design checklist for clients is a comprehensive guide that outlines all the essential steps, considerations, and information needed to create a successful web design project. This checklist serves as a roadmap for both the client and the web design team, ensuring that all parties are on the same page throughout the entire process.

The primary purpose of a website design checklist is to help clients and web designers collaborate more effectively, streamline the design process, and ultimately create a website that meets the client’s unique needs and objectives. By following a well-crafted web design checklist, business owners can better understand their own requirements, communicate their expectations more clearly, and ensure a smoother web design project from start to finish.

In the context of this article, the website design checklist covers a wide range of topics tailored specifically for business owners, including gathering client and company information, setting website goals, understanding the target audience, establishing brand identity and website elements, discussing budget and project scope, and preparing for a successful website launch, among many other considerations.

Website Design Checklist for Client’s Google Sheet Template:

Here is an example of a website design checklist for clients. We will go through each item on this list thoroughly to help understand why this is important to the client’s budget and ensure a successful project.

Access the Website Design Checklist for Clients Template

Client Information

Before starting a web design project, your web designer will gather all the basic information about both you and your business through a website questionnaire. This includes your name, company, contact details, and links to your social media accounts and business profiles, such as Facebook, LinkedIn, Instagram, Twitter, Pinterest, TikTok, BBB, HomeStars, Yelp, Google My Business, and others. This information will help both the client’s business and the website designer better understand the client’s ideal customer.

Company Information

Understanding your business is crucial for creating a website that accurately represents your brand and helps achieve your goals. We’ll gather information about your company’s products/services, value proposition, short-term and long-term goals, and how it differentiates itself from competitors.

Some questions we’ll ask include:

  • What are the company’s products/services?

“TripGrip Plumbing offers residential and commercial plumbing services, including installations, repairs, and maintenance.”

  • What is the company’s value proposition?

“TripGrip Plumbing provides prompt, professional, and reliable plumbing services at competitive prices.”

  • What are the company’s short-term goals?

“Our short-term goal is to increase our client base by 20% within the next year.”

  • What are the company’s long-term goals?

“In the long term, we aim to expand our service area and become the go-to plumbing provider in the region.”

  • How does the company differentiate itself from competitors?

“We pride ourselves on exceptional customer service and offer a satisfaction guarantee on all our work.”

Website Goals

Establishing clear website goals is essential for a successful web design project. We’ll discuss the primary objectives for your website and how it will help achieve your company’s goals across multiple projects. We’ll also ask for examples of websites you like or would like to emulate.

Some questions we’ll ask include:

  • What are the primary objectives for the website?

“Our primary objectives are to showcase our services, generate leads, and build credibility with our target audience.”

  • How will the website help achieve the company’s goals?

“The website will serve as a platform to attract new customers, engage with existing clients, and demonstrate our expertise in the industry.”

  • Are there any examples of websites they like?

“We really like the layout and design of exampleplumbing.com. The navigation is user-friendly, and the website has a clean, professional look.”

By gathering this information, we’ll be better equipped to design a website that accurately represents your business and supports your growth goals.

Website Design Digital Assets

We’ll gather all necessary resources for your web design project, including:

  • Logo & Branding Guide
  • Additional media (Photos, videos, design assets)
  • Content (Documents, invoices, agreements, sales sheets, contracts, etc.)
  • Social Proof (Reviews, case studies, press mentions, certifications, awards, insurance policies, education, etc.)

Desired Website Features

At Get X Media, we prioritize understanding your unique needs and requirements when designing your website. During our initial discussions, we’ll explore the specific features and functionalities you desire for your website, ensuring that it not only looks great but also serves your business effectively.

  1. Gather inspiration: We’ll ask if there are any existing websites or designs that you particularly like and want to use as inspiration for your own site. This helps us get a better sense of your design preferences and aesthetics, allowing us to create a website that truly reflects your brand identity.
  2. Identify key features: Together, we’ll discuss the essential features and functionalities you want to include on your website. This may involve anything from specialized pages or custom forms to interactive elements or multimedia integration. Our team will take note of your requirements and work to incorporate them into the final design.
  3. Discuss integrations: We’ll also talk about any specific third-party integrations or services you’d like to incorporate into your website. This can include CRM systems, email marketing lists, e-commerce platforms, analytics tools, or any other software that supports your business operations. Our experienced developers will ensure the seamless integration of these services into your website, providing a cohesive and streamlined user experience.

By thoroughly discussing your desired website features and functionality, our team at Get X Media can create a tailor-made website that not only looks fantastic but also serves your business effectively, helping you achieve your online goals and drive success.

Website Design Project Scope

Together, we’ll establish the estimated timeline, milestones, and deadlines for the development phase of your web design project. We’ll also discuss the allocated budget for the project to ensure it aligns with your expectations.

Website Design Creative Brief

A creative brief will help guide the web design process. It should include information about your brand, target audience, competitors, and preferred communication channels. By providing this information, we can better understand your vision for the website and ensure that it aligns with your overall branding and marketing strategy.

For TripGrip Plumbing, the creative brief might include:

  • Brand statement

“TripGrip Plumbing delivers top-notch plumbing solutions with unmatched customer service, creating long-lasting relationships with our clients.”

  • Campaign’s background and objectives

“Our current campaign aims to raise awareness of our services and expand our reach within the local community. The main objective is to generate leads and increase revenue.”

  • Problems the website or campaign is addressing

“Our current website is outdated and not effectively communicating our services and value proposition. This redesign aims to address these issues and showcase our expertise.”

  • Target audience

“Our target audience includes homeowners and property managers in the Calgary, AB area who are in need of professional plumbing services.”

  • Links to biggest competitor websites

“Our main competitors are exampleplumbing1.com, exampleplumbing2.com, and exampleplumbing3.com. We’d like to create a website that sets us apart from these competitors.”

  • Brand’s values

“TripGrip Plumbing values integrity, reliability, and professionalism. We are committed to providing high-quality services that exceed our clients’ expectations.”

  • Customer-preferred communications channels

“Our customers prefer to contact us via phone calls or online contact forms. We want our website to highlight these communication options and make it easy for clients to get in touch.”

By addressing these key points in the creative brief, we can create a website that aligns with your brand, appeals to your target audience, and helps you stand out from the competition.

Website Design Ideal Outcome

We’ll ask you to describe your ideal outcome for the website design. This will help us better understand your expectations and ensure that the final product meets your needs and supports your business goals.

For TripGrip Plumbing, the ideal outcome might be:

“Our ideal outcome for the website design is to have a visually appealing, user-friendly, and informative website that accurately represents our brand and showcases our expertise in the plumbing industry. We want the website to be easily navigable, with clear calls-to-action that encourage potential customers to get in touch with us for their plumbing needs. Ultimately, the website should generate more leads, increase our online visibility, and contribute to the growth of our business.”

By sharing your vision for the website’s ideal outcome, we can tailor our design approach to create a website that meets your expectations and supports your business objectives.

The Importance of Search Engine Optimization

An effective website design should incorporate search engine optimization (SEO) to ensure the site ranks well on search engines like Google. We’ll discuss the importance of SEO with you and consider conducting keyword research to optimize website content for search engines.

Understanding Your Budget

Budget plays a significant role in the web design process. We’ll ensure that your budget aligns with your expectations and the scope of the project. We’ll discuss any potential adjustments to the project scope or timeline to accommodate any budget constraints.

The Value of a Content Management System

A Content Management System (CMS) is a crucial tool that allows you to efficiently manage and update your website content with ease. It provides a user-friendly interface where you can create, edit, and publish content without the need for extensive technical knowledge or coding expertise. As a WordPress web design agency, we at Get X Media understand the importance of a CMS in the website design process.

When working with our clients, we take the time to discuss the benefits of using a CMS and recommend a suitable platform based on their specific needs and budget. WordPress is one of the most popular and versatile CMS platforms, which is why we specialize in creating customized WordPress websites for our clients.

Some of the advantages of using a CMS like WordPress for your website include:

  1. Ease of use: A CMS simplifies the process of managing website content, making it accessible even for those without technical skills. This means you can easily update your website content, such as adding new blog posts or updating product information, without relying on a web developer.
  2. Consistency: A CMS helps maintain a consistent look and feel across your website by providing pre-designed templates and styles. This ensures a cohesive brand identity throughout all your web pages.
  3. Collaboration: A CMS enables multiple users to work on the website simultaneously, streamlining the content creation and editing process. This is particularly useful for businesses with a team of content creators or marketers.
  4. Search engine optimization (SEO) support: Many CMS platforms, including WordPress, come with built-in SEO features, making it easier to optimize your website content for search engines and improve your online visibility.
  5. Scalability: A CMS allows your website to grow and evolve as your business expands. You can easily add new pages, sections, and features without the need for significant redesigns or development work.

By discussing the value of a Content Management System like WordPress with you, our goal is to ensure that your website is not only visually appealing but also easy to maintain and update. This ultimately contributes to the long-term success of your online presence and helps your business thrive.

The Role of a Web Design Questionnaire

A website design questionnaire helps us gather important information about your business, objectives, and preferences. We’ll use the questionnaire to guide the design process and ensure the final website meets your expectations.

Understanding the Website Design Process

To ensure a smooth and successful web design project, it’s important for you to have a clear understanding of the website design process. At Get X Media, we’ve developed a systematic approach that guides our clients through each step, from initial planning to post-launch support.

In a previous article, we provide a detailed overview of our website design process for clients, so you can familiarize yourself with the steps involved and know what to expect at each stage. By understanding the process, you’ll be better equipped to make informed decisions and collaborate effectively with our team.

Take the time to read through the article and familiarize yourself with our website design process. This will help set the stage for a smooth and successful project, resulting in a website that meets your expectations and supports your business goals.

How to Approach a Website Redesign

At Get X Media, we understand that redesigning an existing website can be a complex and challenging process. Our team of experienced web designers and developers is here to guide you through the journey, ensuring a seamless transition and a final product that meets your goals and expectations.

Here’s our approach to website redesign:

  1. Assess the current website: Our first step is to evaluate the existing website’s performance, strengths, and weaknesses. We’ll analyze various aspects such as user experience, design elements, site structure, and search engine optimization to identify areas that require improvement.
  2. Determine the reasons for a redesign: It’s crucial to pinpoint the specific reasons why your website needs to be redesigned. Some common reasons include outdated technology, the need for a brand refresh, a desire to improve user experience or changes in your business model or target audience. By understanding the underlying motivations for the redesign, we can address those concerns effectively during the design process.
  3. Establish clear objectives: Together, we’ll discuss the goals and objectives for the redesign project. By understanding your expectations and desired outcomes, we can create a tailored strategy to achieve those goals.

Once we have established the reasons for the redesign and identified the goals, the website design process remains the same as for any new website project. We’ll work closely with you to create a custom design that addresses your unique needs, aligns with your brand identity, and caters to your target audience.

By following this structured approach to website development and redesign, Get X Media ensures a smooth and efficient process, resulting in a final product that meets your unique needs and helps your business thrive in the digital landscape.

The Importance of Tracking Codes and Analytics

Tracking codes and analytics tools, such as Google Analytics, are essential for monitoring website traffic and understanding user behavior. We’ll discuss the importance of integrating tracking code and ensure that the website design includes the necessary JavaScript code for analytics and other marketing plugins.

The Role of Digital Marketing in Web Design

A forward-thinking website design should focus on your business growth goals and incorporate digital marketing systems post-development. At Get X Media, we understand the importance of integrating digital marketing strategies into your website design to maximize the potential for business success.

Our team will work with you to ensure that your website design supports various digital marketing channels such as SEO, PPC, email marketing, and lead generation. We believe that a well-designed website should seamlessly facilitate your digital marketing efforts, allowing you to reach your target audience more effectively and drive business growth.

Get X Media Digital Marketing Services

At Get X Media, we offer a comprehensive range of digital marketing services to support your business. These include:

  1. SEO (Search Engine Optimization): Our SEO services help improve your website’s visibility in search engine results, driving organic traffic and increasing your online presence.
  2. PPC (Pay-Per-Click) Advertising: Our PPC services provide targeted advertising campaigns that drive qualified leads to your website, increasing conversion rates and return on investment.
  3. Email Marketing: We help you create engaging email marketing campaigns that nurture leads, build customer relationships, and promote your products and services effectively.
  4. Lead Generation: Our lead generation services focus on identifying and targeting potential customers who are interested in your products or services, helping you build a strong sales pipeline.

By integrating these digital marketing strategies into your website design, we can help you achieve your business growth goals and maximize your online success. Reach out to our team at Get X Media to learn more about how our digital content marketing and services can support your web design project and drive your business forward.

Creating a Unique Selling Proposition

A unique selling proposition (USP) helps differentiate your business from its competitors. We’ll work with you to develop a strong USP that will be incorporated into the website design, highlighting your company logo and competitive advantage.

The Importance of Proper Market Research in Web Design

Conducting proper market research is a vital aspect of creating a successful website that effectively targets your audience and supports your business growth goals. At Get X Media, we understand the value of thorough market research in developing a website that meets the needs of your target market and aligns with your digital marketing strategy.

Our team will work with you to conduct comprehensive market research that includes understanding your target audience, analyzing competitor sites and your competitors, and identifying opportunities for growth. This information will inform the website design process, ensuring your site is tailored to your target market and sets you apart from the competition.

To gain a deeper understanding of the importance of market research in web development and learn how it can contribute to the success of your website design project, we invite you to read our article, Cheeky Royals: A Winning Market Research Strategy. This article will provide valuable insights into the role of market research in web design and help you make informed decisions for your business.

Preparing for a Successful Launch

Before launching your new website, we’ll ensure that all the necessary testing, optimization, and quality assurance measures have been taken. We’ll discuss the new site launch plan with you, including any marketing efforts that will support the website launch.

The Importance of User-Friendly Design

A user-friendly website design is essential for a successful web design project. We’ll ensure that your website is easy to navigate, accessible to all users, and optimized for both desktop and mobile devices.

Web Hosting and WordPress Maintenance Plan

Selecting the right web hosting and maintaining your WordPress website are crucial aspects of ensuring site performance, security, and overall success. At Get X Media, we understand the importance of these factors and offer comprehensive web hosting and WordPress maintenance solutions tailored to your specific needs.

Our WordPress Maintenance Plan covers a wide range of services to keep your website running smoothly and securely. This includes regular updates, backups, security checks, performance optimization, and ongoing support to address any issues that may arise.

By choosing Get X Media for your web hosting and WordPress maintenance needs, you can focus on growing your business while we take care of the technical aspects of your website. Our team of experts will ensure that your website remains up-to-date, secure, and optimized for the best possible user experience and performance.

Closing Thoughts

A comprehensive website design checklist for business owners is essential for a successful web design project. By following the steps outlined in this article and partnering with Get X Media, you’ll be on your way to a smooth process and a final product that meets your expectations.

Are you ready to take your web design project to the next level? At Get X Media, our experienced team of web designers and web developers will work with you to create a stunning, effective website that meets your unique needs and helps your business grow. Contact us today to learn more about our web design services and get started on your project.

Editorial Process

At Get X Media, our editorial process is driven by a blend of top-tier digital marketing services and content creation, all tailored to guide business owners in making informed online buying decisions.

Please note, some links in our content may be affiliate links, and making a purchase through them might earn us a commission at no extra cost to you.


I’m Corey Hayes, marketing geek with 20+ years in web design, SEO, digital marketing & business automation. I am the CEO & Head of Growth at Get X Media, a company that helps small B2C businesses grow. Acting as CMO for clients, I’ve led 6-7 figure companies using cutting-edge tech and new-age marketing strategies. Passionate about travel, photography & video, I serve as a reliable resource for business growth.

Corey Hayes

CEO & Head of Growth

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