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Web Design Brief Template: What to Send an Agency Before the First Call

A free web design brief template with the exact questions we ask before quoting a website, so you get faster, more accurate quotes from any agency.

By Mehdi Hassan7 min read

The short answer

A web design brief template should cover what you sell and to whom, the one job the site must do, what's wrong today, pages and features, who writes the copy, brand assets, platform and editing needs, budget, deadline and who decides. These are the questions agencies need answered before they can quote accurately.

Key takeaways

  • Quotes vary most on three answers: who writes the copy, how many page templates, and the CMS.
  • Describe pages as templates plus count: one blog template with 40 posts is not 40 pages.
  • Name one main goal for the site. A site asked to do everything does nothing well.
  • A one-page brief sent before the first call turns it from discovery into a real scoping talk.
  • These are the questions Designify asks before quoting its fixed $6,000 and $8,000 packages.

Part of Website Redesign RFP Template (Free, Startup-Friendly)

What should a web design brief include?

A web design brief should include twelve answers: your product, your audience, the site's main job, current problems, pages, features and integrations, copy ownership, brand assets, platform, editing needs, budget and deadline, and who decides. With those, an agency can quote in a day. Without them, the first call becomes discovery and the quote becomes a guess.

This web design brief template is the list of questions we actually ask before we quote. It's shorter than most because every question earns its place: each one changes the price, the timeline or the approach. If you're inviting several agencies to bid, wrap these answers into our startup-friendly website redesign RFP template instead.

The web design brief template: 12 questions

Copy these questions into a document and answer each in one to three sentences. If you don't know an answer, say so. That's useful information too, because it tells the agency where you'll need help.

  1. What do you sell, and to whom? One or two sentences. Name the buyer's role and company type.
  2. What's the single main job of the site? For example: book demos, start free trials, sell a product, recruit, raise.
  3. Where does traffic come from? Search, ads, outbound, social, events or referrals. This shapes the landing pages.
  4. What's wrong with the current site? List specific problems, ideally with evidence from analytics, sales calls or customers.
  5. Which pages do you need? List them, and for repeating content give the template plus a rough count, such as one blog template with about 30 posts.
  6. Which features and integrations? Forms, CRM, scheduler, search, gated content, pricing calculators, localization, analytics.
  7. Who writes the copy? You, the agency, or a mix. Say what already exists.
  8. What brand assets exist? Logo, colors, fonts, guidelines, photos, illustrations. Are they staying?
  9. Which platform? Required, preferred or open: Next.js, Framer, Webflow or other. Why?
  10. Who edits the site after launch, and how often? This decides how the CMS is set up.
  11. What's the budget range and deadline? Give a range and any fixed dates with the reason.
  12. Who decides, and who else gives feedback? Name the final approver and the reviewers.

Two more optional lines help a lot: three sites you like, with what you like about each, and three competitors, with what you want to do differently.

Which brief answers change the quote most?

Three answers move a website quote more than everything else combined: who writes the copy, how many distinct page templates you need, and how complex the CMS and integrations are. Get those three right and the quote will be close to final.

Brief answer

Lower-cost answer

Higher-cost answer

Copy

Final copy supplied and approved

Agency writes all copy from interviews

Page templates

Five or six unique layouts

Many unique layouts, each designed separately

CMS

Blog only

Several linked collections: blog, case studies, careers, docs

Integrations

One form to email

CRM, scheduler, product data, gated assets

Decision-makers

One founder approves

Several reviewers with conflicting views

Copy is the biggest single swing. Several landing-page cost sources note that two quotes can differ tenfold depending on whether strategy and writing are included. Our guide on agency vs in-house for website copy and design helps you decide which side you're on.

Filled-in example of a web design brief

A strong brief is short and specific. Here's a hypothetical example for an imaginary company to show the level of detail that works.

Hypothetical example: brief for a fintech startup's marketing site

What we sell: expense software for finance teams at 20 to 200 person companies. Main job of the site: book demos. Traffic: mostly paid search and outbound.

Current problems: sales says prospects arrive confused about whether we replace their card provider. The homepage has no product screenshots. Only engineers can edit pages.

Pages: home, product, pricing, security, about, contact, plus templates for blog and customer stories. Features: HubSpot form, scheduler embed, analytics. Copy: we need the agency to write it; we have sales call notes. Brand: logo and colors staying, no guidelines.

Platform: open, but the marketing manager must publish without a developer. Budget: $8,000 to $15,000. Deadline: before a trade show in about ten weeks. Decision: the CEO approves; the head of sales reviews.

That brief is about 150 words, and it answers every question an agency needs to quote. If yours is a single conversion page rather than a site, use our landing page brief template. If it's an identity project, use the brand design brief template. For a longer walkthrough with a fuller example, see our website design brief template for startups.

How does a brief lead to a fixed quote?

A clear brief lets an agency turn your answers into a line-item scope, and a line-item scope can carry a fixed price. Vague briefs force agencies to price risk, which shows up as padding, hourly billing or change orders later.

  1. You send the brief

    Answers to the 12 questions, ideally a day before the call.

  2. Scoping call

    The agency asks about trade-offs and gaps rather than basics.

  3. Scope and price

    You receive a proposal listing pages, templates, copy, CMS, rounds and exclusions.

  4. Statement of work

    The agreed scope becomes the document both sides sign. Our statement of work template shows the line items.

Good scope is also what keeps a project on budget. Our guide to change orders and scope creep explains what to do when something new comes up mid-project.

What happens with your brief at Designify?

At Designify, we read the brief before the intro call, then use the call to test the hard parts: who the buyer really is, what's stopping them today, and what the site must say first. Because our packages are fixed, the brief mainly decides which package fits and whether extra pages apply, not a custom hourly estimate.

We're copy-first, so question 7 is where we spend the most time on the call, and we'll tell you exactly how copy fits the package you need. If the scope doesn't fit our packages, or you need something we don't do well, we'll say that plainly. You can also compare options in our list of website agencies for early-stage startups under $10k.

Frequently asked questions

How long should a web design brief be?
One or two pages is ideal. Agencies need specific answers, not background essays, so aim for one to three sentences per question. If you have supporting material such as analytics, customer interviews or brand guidelines, attach it rather than summarizing it inside the brief. A short brief is more likely to be read carefully by everyone on the agency team.
Should I include sites I like in my brief?
Yes, but say what you like about each one. A list of URLs alone tells a designer very little, because you might love one site's typography and another's navigation. Two or three references with one line each, plus one site you dislike and why, gives the designer a much clearer sense of your taste and boundaries.
What if I don't know my budget yet?
Give the range you'd be comfortable with, even if it's wide. Agencies use the range to decide how much depth to propose, not to inflate the price. If you truly can't name a figure, ask the agency for two or three options at different scopes. Published price lists also help you anchor before you talk to anyone.
Do I need a different brief for a website and a landing page?
Yes, ideally. A website brief covers structure, templates, navigation and the CMS, while a landing page brief focuses on one audience, one offer, objections and proof. The landing page version is more copy-heavy and has less to say about site architecture. Using the right one gets you a more accurate quote and a better first draft.

· CEO & Design Director

Copywriter, designer and developer, and founder of Designify Studio. Over five years, 60+ projects across 14+ industries, for startups that have raised $300M+.

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