Website brief example for a financial services website
Website brief summary
Acme Financial is interested in rebuilding our website.
Acme Financial is seeking a proposal based on this website brief. We'd like the proposal to include indicative timelines and costs and we have created this website brief in order to clarify the requirements of our project and to ensure what is delivered matches our expectations.
Services required
Please include these services in your proposal.
Our priorities
Dates
Proposal due date is 5pm, and launch date is 30 Dec 2019.
Related personas
We have documented our target audiences by creating these personas:
Brief detail
Our website needs improvement. Feedback from visitors and internal stakeholders indicates that a refresh is needed.
Acme Financial wants to ensure our navigation is personalised and effective in getting potential customers to set up meetings with advisors.
The primary goal of this project to improve revenue with more leads. We want the process of potential clients engaging with our business to be intuitive and compelling.
The other goals of this project are listed below in order of priority.
Services required
- Content migration
- Front-end development
- User testing
- Personalisation
- Search Engine Optimisation
- Accessibility reviews
- Content creation
- CMS implementation
- Creative design
- Card sorting
- Content training
- CMS editor training
Additional requirements and comments:
Special requirements for this website brief include creating journey maps for 10 target client personas.
Desired outcomes
The four main goals of this project, in order of priority, are listed below.
Improve revenue with more leads
For Acme Financial, the primary goal of this project is to improve revenue with more leads. We want the process of potential clients engaging with our business to be intuitive and compelling.
To showcase our business
The secondary goal of this project is to showcase our business. Our website is the perfect place to showcase our achievements, profile our leading people, and give potential customers reasons to do business with us.
To showcase our business
The third main objective of this project is to to showcase our business. Our website is the perfect place to showcase our achievements, profile our leading people, and give potential customers reasons to do business with us.
Improve customer loyalty
A relatively low priority goal of this project is to improve customer loyalty.
See the next steps of this project
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1
Request for quote sent
Acme Financial created this brief 12 Jul 2019.
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Proposal due
Proposals are due no later than 5pm, 1 Dec 2019.
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Final delivery
The ideal delivery date for this project is 30 Dec 2019.
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