WEB DESIGN AGENCY BRIEF AND CONTRACT CHECKLIST
Kiwi Web Design | kiwiwebdesign.co.nz

Use this template to brief and compare New Zealand web designers. Complete the
business section once, then ask every supplier to answer the same questions.

1. BUSINESS AND CUSTOMER BRIEF

Business name:
Primary contact and decision-maker:
Current website (if any):
Target launch date and reason:
Budget range excluding GST:

Primary customer groups:
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The questions customers ask before choosing us:
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The main actions visitors should complete:
[ ] Call
[ ] Submit a quote request
[ ] Book an appointment
[ ] Buy online
[ ] Visit a location
[ ] Download information
[ ] Other:

Services, products, locations, or audiences that may need separate pages:
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Required integrations (booking, payment, CRM, email, inventory, other):
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2. PROPOSAL SCOPE

[ ] Discovery and customer research are described.
[ ] Page list and purpose of each page are documented.
[ ] Copywriting responsibilities and word/page limits are documented.
[ ] Image, video, font, and licence responsibilities are documented.
[ ] Product, service, or data-entry limits are documented.
[ ] Forms, booking, checkout, and integrations are specified.
[ ] Mobile, browser, accessibility, and performance testing are specified.
[ ] Revisions, feedback method, and approval stages are specified.
[ ] Migration and redirects from the old website are included where needed.
[ ] Launch, training, and handover are included.

3. OWNERSHIP AND ACCESS

Ask the supplier to name the owner and administrator for each account.

Domain registrar:
Domain registrant or holder:
DNS access:
Hosting account:
CMS administrator or source repository:
Google Analytics:
Google Search Console:
Google Business Profile:
Advertising accounts:
Form or email-delivery service:
Booking or merchant account:
Plugin, theme, font, and image licences:
Backup location and restore access:

[ ] The business can move the website to another provider.
[ ] The contract explains any proprietary platform restrictions.
[ ] Final design, content, code, and data rights are documented.
[ ] An exit and transfer process is documented.

4. SEARCH AND MEASUREMENT

[ ] Search research and intended page topics are documented.
[ ] Unique titles, descriptions, headings, and internal links are included.
[ ] Canonical URLs, sitemap, and accurate structured data are included.
[ ] Existing URL redirects are mapped before launch.
[ ] Search Console and analytics access belong to the business.
[ ] Meaningful actions are tracked, not only page views.
[ ] Form, call, booking, and sale attribution limits are explained.
[ ] Test and spam activity can be separated from business reporting.
[ ] Post-launch monitoring and reporting are defined.

5. PRIVACY, SECURITY, AND OPERATIONS

[ ] Each form collects only information the business needs.
[ ] The privacy statement and data processors are identified.
[ ] Submission storage, delivery, access, and retention are documented.
[ ] Security updates, backups, and recovery responsibilities are documented.
[ ] Ongoing maintenance is priced separately from the initial build.
[ ] Support response times and out-of-scope rates are documented.
[ ] Software and licence renewal costs are listed.

6. PRICE COMPARISON

Initial build excluding GST:
GST:
Required first-year licences:
Hosting:
Maintenance:
Copywriting:
Photography or stock images:
Product or content entry:
SEO beyond launch setup:
Analytics or reporting:
Other required costs:
Optional costs:

Total expected first-year cost:
Expected annual cost after year one:

7. AGREEMENT AND ACCEPTANCE

[ ] Payment milestones and deposit terms are clear.
[ ] Cancellation, pause, delay, and refund terms are clear.
[ ] The process for additional scope is clear.
[ ] Verbal promises have been added to the written agreement.
[ ] Important features have testable acceptance criteria.
[ ] The person authorised to approve work is named.
[ ] The handover package and date are documented.

SUPPLIER NOTES

Agency or designer:
Primary contact:
Proposal date and expiry:
What they understood particularly well:

Questions still unanswered:
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Material exclusions or risks:
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Final decision and reason: