B2B WordPress project brief
The exact intake template I use before quoting. 14 fields. Forces clarity on goal, audience, conversion event, and content authority before you can submit.
The exact intake template I use before quoting. 14 fields. Forces clarity on goal, audience, conversion event, and content authority before you can submit.
What’s in it
A Notion / Markdown template with 14 named fields organised in five sections: Goal · Audience · Conversion · Content · Constraints. Each field has a one-line prompt explaining what a usable answer looks like.
How to use it
Drop the markdown into your Notion / Slite / Linear workspace, fill it out before you talk to any vendor, share the filled doc as the brief. Vendors who can quote off a filled brief save you 4 — 6 hours of discovery calls and tend to deliver more accurate scope.
License
MIT. Use it, fork it, sell it. No attribution required.