2C Website Setup Intake

No secrets. Do not enter passwords, live API keys, card numbers, or private customer records.

Start here

Project snapshot

Capture the minimum details needed to know who the site is for, what it should do, and how urgent the launch is.

Business or organization name Project name Primary contact name Primary contact email Primary contact phone Target launch date Current website URL Desired website URL or domain

Website type

Marketing Portfolio Blog Lead generation Membership Booking E-commerce Web app Portal

Other website type

Launch priority

Fast MVP Polished first launch Enterprise-grade Migration

One-sentence description Primary purpose of the website Top business goals What visitors should be able to do

Visitors

Audience, journeys, and success metrics

Use quick answers where possible. Add detailed journeys only when they will affect pages or features.

Primary audience Secondary audiences Geographic markets served Languages required at launch

Main visitor action Success metric to watch first

Reasons visitors may hesitate or leave Competitors or comparable websites What makes this business or site different

User journeys

Structure

Pages and content

Add the launch pages you already know. The generated brief will keep routes, CTAs, access, and form needs together.

Launch pages

Content and assets needed

Logo files Brand guide Website copy Team bios Product/service descriptions Pricing Photos Videos Testimonials FAQs Policies PDFs

Logged-in only pages? Admin-only dashboards? Search, filters, sorting, or pagination? Old URLs that need redirects?

Content notes

Look and feel

Brand, design, and user experience

Choose style direction with checkboxes, then add exact colors or references only when they matter.

Design style preferences

Clean Bold Corporate Luxury Friendly Technical Editorial Local App-like

Navigation preference

Simple top nav Dropdowns Mega menu Sidebar Sticky header

Desired look and feel Tone of voice Brand colors or hex codes Fonts or typography preferences Websites you like Websites or design choices to avoid

Mobile experience priorities

Behavior

Features and functional requirements

Choose likely launch features. Follow-up sections will open automatically when a choice needs more detail.

Launch features

Contact form Quote request Newsletter Booking Registration Login Member dashboard Admin dashboard Blog Search Filters Map Uploads Downloads Chat Reviews Events Donations Payments Shopping cart Subscriptions Coupons Multilingual Email notices SMS notices CRM sync Inventory Reports

Features absolutely required for launch Features that can wait What should happen when something fails? Confirmation message or email users should receive

Data collection

Forms, storage, and notifications

This section appears because a selected feature collects information from visitors.

Forms to build

Common fields to collect

Name Email Phone Address Company Message Preferred contact Appointment File upload Marketing consent Terms acceptance Location

Store submissions in the website database? Send submissions by email? Auto-reply to visitors? Spam protection Submission retention Who can view or export submissions?

Access and records

Accounts, database, security, and privacy

Most simple sites can keep this lightweight. More detail appears when accounts, storage, or sensitive data are needed.

User account requirement

No accounts Admin only Members Staff Multiple roles

Who can register? Login methods Password or MFA rules Session expiration rules

Roles and permissions

Database requirement

Static only Form storage CMS Customer data Orders Custom app

Information that must be saved permanently Search, filter, export, import, or retention rules

Data entities or tables

Data sensitivity level

Public only Contact info Account data Payment related Health data Financial/legal Children/minors Internal data

Security controls

HTTPS/SSL Secure admin login Role access Admin MFA Input validation Rate limiting Spam protection Audit logs Encrypted backups Secrets outside code Secure uploads Privacy policy Data deletion Monitoring Rollback plan

Privacy, compliance, or risk notes

Optional systems

Commerce, integrations, and admin operations

This combines optional platform decisions so clients only fill details tied to features they chose.

Commerce requirement

Physical products Digital products Services Donations Deposits Subscriptions Invoices/quotes

Payment processor preference Number of products or SKUs at launch Shipping, delivery, or fulfillment Tax, refunds, subscriptions, or eligibility rules

External systems

CRM Email marketing Payment processor Shipping carrier Accounting Calendar Booking platform Maps SMS Chat/support Analytics Ad pixels Social feeds Webhooks Zapier/Make Custom API

Integration details and failure handling

What should admins be able to change? Records admins should view or manage Reports or exports needed Approval workflows or audit logs

Launch readiness

Hosting, SEO, accessibility, legal, and attachments

These answers keep the build deployable and prevent launch surprises.

Preferred hosting provider Production domain DNS owner or registrar Email hosting provider Environments needed Deployment approval process

Primary search keywords or topics Service areas or locations Analytics, pixels, and tracking events Metadata, redirects, or schema needs

Accessibility and responsive target

Mobile responsive Tablet responsive Desktop responsive Keyboard navigable Alt text Captions Contrast Clear errors Fast images Caching/CDN

Legal and policy documents

Attachment links or asset notes Launch risks, unknowns, or follow-up decisions

Ready for build

Review and submit

The brief below updates from the form and is saved with the submission for later website creation.

Codex-ready build brief

Submit intake

Server submission saves a structured JSON file and matching markdown brief. Local autosave stays in this browser.