Southern Consulting and DesignWebsite discovery
FROM FIRST IDEA TO FINAL DETAIL
YOUR WEBSITE STARTS HERE

A clear brief.
A better website.

Work through the questions with your customer. Capture the details once, from the header and menu to the final footer.

12guided steps
one complete website brief

LET’S PLAN THE WEBSITE

Start with the business

Capture who the client serves, what makes them different, and what the website needs to accomplish.

For project communication. Public website email is collected separately.

Include location, needs, and what matters to the ideal customer.

LET’S PLAN THE WEBSITE

Set the design direction

These choices guide every page, including typography, spacing, buttons, and imagery.

Optional. Leave blank for a recommendation based on the brand and references.

Optional. Leave blank for a recommendation based on the brand and references.

Optional. Leave blank for a recommendation based on the brand and references.

Optional. Leave blank for a recommendation based on the brand and references.

Exact font names and a hosted font URL, if available.

Upload files in Photos & assets. List a preferred light/dark logo and favicon.

LET’S PLAN THE WEBSITE

Build the header and menu

Define the desktop header, navigation structure, and the actions visitors should see first.

Menu order and parent folders are set in Pages & content.

LET’S PLAN THE WEBSITE

Plan each page

Add every page. Put them in menu order, then describe each page and the order of its sections.

One card per page. Section order is entered from top to bottom, for example: Hero, Services, Testimonials, FAQ, Contact. Blog, store and booking pages can use native Squarespace features.
LET’S PLAN THE WEBSITE

Design the first impression

Choose the visual hierarchy and how the opening section introduces the business.

LET’S PLAN THE WEBSITE

Connect the useful features

Record what needs to work, including forms, booking, galleries, and existing services.

Needed website features

External services only. Never enter an API key.

Native Squarespace commerce remains responsible for checkout.

List provider and purpose. Omit credentials.

Include behavior, provider, required fields, destinations and any confirmation messages.

Record approved providers and public measurement IDs only. Do not enter account credentials.

Products, variants, pricing, shipping areas, tax setup, payment provider, inventory and fulfillment. Record requirements; keep account and payment credentials outside this form.

LET’S PLAN THE WEBSITE

Finish with a useful footer

Decide what visitors need at the bottom of every page and how the site should close.

LET’S PLAN THE WEBSITE

Make every screen work

Set the mobile layout and any special accessibility needs. Basic accessibility is included in every build.

Accessibility priorities
LET’S PLAN THE WEBSITE

Collect photographs and logos

Attach photos, logos, screenshots and copy documents. Match each file to a page and explain its purpose.

JPG, PNG, WebP, GIF, SVG, PDF, DOCX or TXT. Up to 20 files, 10 MB each, 50 MB total. Choose another batch to add more.

Files are sent when you submit. A downloaded draft includes file descriptions, so reattach the original files when reopening it.

Confirm supplied assets are authorized for website use. Include photographer credits and any restrictions.

LET’S PLAN THE WEBSITE

Understand the references

Attach links and explain what the client likes. Add screenshots in Photos & assets for reliable visual guidance.

Tell us which parts you like: the header, menu, colors, typography, page layout, motion or footer. Add screenshots in Photos & assets when you want a specific visual detail carried through.
LET’S PLAN THE WEBSITE

Prepare the Squarespace build

Confirm the Squarespace setup, search details, launch requirements and handoff.

Record the provider and contact only.

Invite collaborators through Squarespace. Do not enter passwords.

Include redirects, existing rankings, external links and anything that must be preserved.

List supplied or pending documents and who is responsible for approval.

Include approval, form delivery, mobile review, link checks and any other agreed requirements.

THE COMPLETE BRIEF

Review and send the website brief

Review the answers, save a copy, and send the complete intake to SCD.

The prompt includes the answers and instructions to produce Squarespace HTML, CSS, JavaScript and installation steps. Attach the photos and reference screenshots to your ChatGPT conversation too.

Submitting sends this intake to SCD. Your team uses the brief in ChatGPT to create and review the site code.

You will see Basin’s confirmation after a successful submission.
SOUTHERN CONSULTING AND DESIGNA thoughtful start for your next website.