Client website brief · Builder Tool Map

1. Agree on the job

Project label Target launch date What should a visitor do? Pages and features Who updates the content? Existing platform or accounts

For accounts, online payments, complex booking, or application features, expand the technical brief before choosing a brochure-site plan.

2. Explain the choice

Preferred builder and exact plan One suitable alternative Why does the preferred route fit this client? What must be checked or tested before committing?

3. Count the first twelve months

Enter each item's full first-year amount in the same currency. A price shown “per month, billed yearly” normally means an annual upfront payment. Keep freelancer workspace costs separate from client hosting; document any amount you pass through.

Currency and date prices checked Site hosting: first-year amount Domain: first year and renewal Extra editors or seats: first-year amount Email, forms and booking: first-year amount Other add-ons or workspace share: first year One-time build and setup fee Maintenance/support: first-year amount Taxes and usage allowance First-year total Price sources, billing dates and excluded costs

4. Agree on ownership and handover

Domain owner and renewal payer Website account owner and plan payer Who receives form submissions? Who maintains connected services? Support scope and response expectations

Confirm ownership, billing and transfer steps in the chosen platform's current documentation.
Check the live domain and submit a contact-form test after handover.
Ask the client to complete a real editing task with their own access.
Record renewal dates and recovery contacts in the client's secure records.
Agree on future support, access and any export or migration limitations.