Template preview
Use this template when a client has an existing website and the project depends on old content, new goals, current access, stakeholder feedback, and launch timing.
| Section | Representative fields |
|---|---|
| Business context | What changed since the last site, primary audience, top conversion goal |
| Existing site | Current URL, pages to keep, pages to remove, known technical problems |
| Brand and assets | Logo files, fonts, colors, photography, brand guidelines |
| Content | Approved copy, draft copy, missing pages, testimonials, case studies |
| Access | CMS, hosting, domain registrar, analytics, Search Console |
| Approval | Decision makers, legal review, launch blockers, final sign-off owner |
Copyable checklist
- Current website URL and admin access
- Business goals for the redesign
- Pages that must stay, change, merge, or disappear
- Brand files in editable formats
- Website copy grouped by page
- Product or service descriptions
- Testimonials, case studies, and proof points
- Team photos, office photos, and product images
- Hosting, CMS, domain, analytics, and Search Console access
- Competitor and inspiration links
- Required integrations and tracking needs
- Launch date, review process, and final approver
When to use it
Use this checklist before discovery calls, kickoff meetings, or first design concepts. It gives the client a clear picture of what the agency needs and gives the agency one place to track what is still missing.
Turn it into a portal
The static version is useful. A live Kicklayer portal adds progress tracking, file requirements, reminders, rejection notes, and a clean export when the client finishes.