Website Brief Template

A structured template for planning a broker website covering content requirements, functionality, and technical considerations.

Last reviewed: 5 January 2026

Use this template to plan your broker website or brief a web developer. A clear brief leads to better outcomes and fewer revisions.

Business Information

About Your Practice

Website Objectives

What should the website achieve?

  • Generate enquiries from potential clients
  • Provide information to existing clients
  • Establish credibility and professionalism
  • Support client portal access
  • Other: _________________________

Required Pages

Core Pages

  • Homepage
  • About Us / Our Team
  • Services pages (list each service)
  • Contact page
  • Privacy Policy
  • Terms of Business
  • Complaints Procedure

Functionality Requirements

Features Needed

  • Contact form
  • Quote request form
  • Client portal integration
  • Newsletter signup
  • Live chat
  • Blog/news section

Design Preferences

Visual Style

Technical Requirements

Technical Specifications

  • Mobile responsive design
  • SSL certificate (HTTPS)
  • Cookie consent management
  • Accessibility compliance
  • Fast page loading
  • Content management system (ability to edit content)

Budget and Timeline

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