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Client Project Brief: What We Need to Know

A successful digital launch depends on clarity: what your business does, who your customers are, and what action they should take on your website.

Use this brief to prepare the foundational details for your project. You can copy the questions below and send your answers via email or in our private kickoff conversation.

Security & Confidentiality Notice

Never include passwords, payment card numbers, internal secrets, or real confidential medical/financial client records in this brief. Access credentials must be transferred only through our secured procedure (see Materials and Access).

1. Business Basics (Mandatory)​

  1. Company Name & Field of Activity: What is the legal/trade name of your business, and what services or products do you offer?
  2. Target Audience & Geography: Who is your primary client (B2B, B2C, local residents, international clients), and in which countries/cities do you operate?
  3. Core Business Goal: What primary problem should this project solve?
    • Examples: Replace an outdated website; stop losing client requests in chats; allow clients to book appointments online; launch an online catalog.
  4. Primary Decision Maker: Who on your team approves texts, structure, budget, and accepts the completed milestone?

2. Services, Prices & Visitor Actions (Mandatory)​

  1. Service List & Pricing: Do you have an established price list, service descriptions, and operating hours ready to publish?
  2. Target Visitor Action: When a potential customer visits your site, what should they do?
    • Submit an enquiry form;
    • Book an appointment with a chosen time slot;
    • Message your team in Telegram;
    • Call your office directly.
  3. Languages: What languages are required at launch? (e.g., English, Polish, Ukrainian, German).

3. Current Tools & Communication Channels (Important)​

  1. Notification Destination: Where should incoming enquiries be delivered immediately? (e.g., a specific Telegram group or email address for your managers).
  2. Existing Domain & Mail: Do you already own a domain name (e.g., company.com) and business email addresses, or do you need assistance purchasing and configuring them?
  3. Current CRM / Spreadsheets: Are you currently tracking clients in Excel, Google Sheets, or another CRM, and will existing records need to be imported?

4. Brand Assets & Content Readiness (Mandatory for Launch)​

  1. Visual Identity: Do you have a logo (vector SVG/PNG preferred), brand colors, and high-resolution photos of your workspace, team, or products?
  2. Legal & Company Information: Company registration details (NIP/REGON/tax ID, registered address, official email) for invoice generation and the Privacy Policy.

5. Summary Checklist of Readiness​

ItemStatusWho confirms
Company overview and target audienceRequiredClient
List of services, prices, and operating hoursRequiredClient
Primary call-to-action (form / booking / chat)RequiredClient
Notification recipients (Telegram username / email)RequiredClient
Brand logo and photos (with usage rights)RequiredClient
Domain access or registration requestRequiredClient / 1it.pro
Special compliance or industry rulesOptionalClient

Next step: See Materials and Access to learn how to securely prepare and transfer credentials to our team.