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Website design document templates
The website designer document toolkit: for semi-custom or one-week website projects
A complete set of website design document templates for freelance web designers who want to add semi-custom or one-week website services to their suite of offerings. Feel calm, confident and clear managing projects from start to finish.
Beautifully designed document templates, planners, and email scripts – created to help you manage website projects with confidence and ease.
This toolkit gives you everything you need to guide your clients smoothly through a semi-custom or one-week website project – from that very first enquiry to a confident handover – so you can spend less time chasing details and more time doing the creative work you love.
These are the exact website design document templates I’ve used in my studio since 2019 – documents that have supported me through 100+ successful one-week website projects, helping me deliver beautiful, professional websites on time, every time.
No more second-guessing, communication breakdowns, scope creep or project blowouts. These clear, editable web design emails, templates, checklists and questionnaires will help you stay on track, deliver a polished client experience and create websites that leave your clients raving.
What if you could transform your website design business:
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Wow your clients
Impress your clients with your professional web design documents and process. Help your clients achieve their website and business goals – and enjoy the aligned referrals that endlessly flow in because your clients can’t stop raving about how fabulous you are!
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Generate a sustainable income
Long, drawn-out custom web design projects that take weeks to complete are a thing of the past! Bring every website project in on time and on budget – meaning more dollars in your pocket and less time behind your screen.
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Have more time for you
Create a business that is gentle on your nervous system and nurturing for your health. Allow more ease and spaciousness into your life with website design documentation and a web design process that supports you to stick to predictable and consistent timelines.
Introducing the Website Designer Document Toolkit
A complete toolkit of web design document examples and templates.
The signature system I’ve used to deliver 100+ successful one-week websites.
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Email scripts
Clearly and confidently communicate with your client through every stage of the project – from booking the sales call through to handover and ongoing support.
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Sales call questionnaire
Step into every sales call feeling 100% prepared. Know exactly what to ask to determine if you’re a fit, your client’s overall goals and which of your packages is best for them.
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Proposal template
Consider this the perfect follow up document after your sales call. Whip it up in a matter of minutes and get it across to your potential client while they’re excited.
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Welcome guide template
Onboard your web design clients swiftly, easily and professionally. Clearly communicate expectations, outline key dates and help your clients confidently complete their tasks.
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Website content planner
Give your clients a clear, structured format to write their website content. This planner guides them through exactly how much and what to write for every page you’re building.
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Image checklist
Receive the right images, in the right format, before build week begins so you’re not chasing files or resizing low-quality images at the last minute.
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Branding questionnaire
Gain clarity on how your client wants their branding applied across their website, so you can design with confidence and ensure everything feels aligned.
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Technical questionnaire
Ensure your build week runs super smoothly by collecting all essential technical details from your client before the project starts.
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Home page feedback form
Have your client review and sign off on a home page mockup prior to the build, using this guided feedback form
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Website feedback form
Prevent never-ending revision rounds and scope creep with this structured feedback form, helping clients review their site page by page.
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Website handover template
Off-board and handover the website in a way that leaves your client feeling confident, empowered and clear that the project has finished.
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Website project plan and checklist
Get an insider’s look into my signature semi-custom, one-week web design process – what happens at every stage, when each step should happen, and how to keep the project on track from first enquiry to launch.
What’s a semi-custom or one-week website?
A semi-custom or one-week website service is a way of offering website design that makes projects easier to manage and easier to repeat.
It’s often chosen by designers who are looking for a more contained and repeatable way to deliver projects alongside – or instead of – fully custom work.
Unlike custom website design where you start from scratch for every project, instead you work from an already created base design or website template that you then tweak to suit each client’s brand, content and goals.
For many designers, this model creates a clearer container for projects, which helps reduce scope creep, blurred boundaries and the feeling of being “on call” all the time.
As such, your time becomes easier to plan, pricing becomes easier to set and the work starts to feel more enjoyable and fit more realistically around the rest of your life.
This way of working can be especially supportive if you’re just starting out and want a safer way to run projects, or if you’re highly sensitive, neurodivergent or recovering from burnout.
It allows you to build a design business at a pace that feels sustainable and predictable, rather than pushing through long, open-ended projects that leave you drained or second-guessing yourself.
The website design document templates inside this toolkit have been created to support this style of working. Each document guides a specific stage of the process – from the very first conversation with your client right through to handover.
These templates – used and proven on over 100 real-life, successful website projects – help you lead your clients confidently through a project and deliver beautiful websites that your clients genuinely love, while creating a calmer, more professional experience for everyone involved.
Kind Words
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"I knew I wanted a more predictable structure to my business... I found the toolkit to be exactly what I needed."
I was doing custom websites and I couldn't keep it up and be a present mom. I was burnt out and clients were missing payment days or not coming to the table with everything needed for the design. I knew I wanted a more "predictable" structure to my business. I also wanted to tighten up and update my onboarding processes. I found the toolkit to be exactly what I needed. The onboarding guides are life savers. Flipping grateful. I love having the predictability of each step.
Kimberly Ignas – website designer
01.
Email script templates
Use these web design email scripts to communicate with your client at every point in the process. They’ll support you to keep your projects on budget and on time and get the best outcomes for your client and you. These are the exact emails I use in my own business, refined and proven on more than 100 website projects.
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14 useful emails templates: book a discovery call, sending out the website proposal, sending out the website contract and invoice, sending out the welcome pack and website kit, booking a check in call, website content and final payment reminder + schedule confirmation, website mock-up and visual direction, paying for the website, website review / feedback, website handover email, submitting site map to Google Search, one-week check in, one-month check in, three-month check in.
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These email script templates are in simple Google doc format so you can easily copy them out, add in your specific business information and send them off to your client.
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Sales call questionnaire
Gather key client information such as what they do, who they help, their goals, budget and timeline. Plus educate your client on the ingredients needed for a successful website. Walk away from every sales call with a clear picture of what your client needs, how you can help and which of your packages is best for them. This is the exact questionnaire I use in my business, refined and proven on hundreds of hours of sales calls.
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The website sales call questionnaire is in editable Google doc format so you can easily enter answers from your clients during a sales call.
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Website proposal template
Wow prospective clients with your professional website design process and communication skills all outlined in this website design proposal template. Clearly communicate pricing, scope, inclusions and exclusions. Share more about your design studio and how you can help your client achieve their goals.
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Cover page, Thank you note, Goals, Package inclusions and exclusions, Pricing and schedule, Important things to know about a semi-custom / one-week website (defining the scope and boundaries), Next steps, Working together (setting the expectations of how you work), About the studio, Studio values, Past client results
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The proposal template comes in Canva format for easy editing.
You’ll receive video instructions on how to easily update the template with your branding and business information.
04.
Website welcome guide template
Onboard your clients smoothly and professionally with this beautifully designed website welcome guide that sets the tone for how you’ll work together. It includes all the key information your client needs to stay on track and feel supported. Your client will know exactly what’s happening, what’s required and when – which means fewer questions, less confusion and a more seamless project.
Pair the welcome guide with the content planner, image checklist and questionnaires included in this toolkit and you have a full client website welcome package template and web design client onboarding process which takes out all the guesswork and leaves you and your client feeling confident going into the website project.
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Cover page, Welcome note, Goals, Project timeline, Working together (setting the expectations of how you work), Preparing your website content, An overview of what’s inside the Website Starter Kit, Important notes for keeping the project on schedule, a handy checklist for the client to prepare all their content
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The welcome guide template comes in Canva format for easy editing.
You’ll receive video instructions on how to easily update the template with your branding and business information.
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Website content planner
This structured website content document template guides your client section by section through each page of their website, so they know exactly what to write, how much to write and what you actually need from them. Includes helpful tips and prompts to support effective copywriting so you receive higher quality content from the start – with far less back and forth.
Plus receive a bonus recording of the exact video I share with my own clients to walk them through completing the content planner – including helpful tips for writing. Use this as a model to create your own client-facing walkthrough video.
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Covers all the pages your clients need to get their website up and running – home, about, sales page, contact, Instagram link-in-bio and legal pages.
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The example provided here is based on Evie, my best-selling base design.
The content planner is in editable Google Docs format so you can adjust it to suit your own base design. Your clients will be able to enter their written words directly into the planner.
You’ll receive video instructions on how to update the template with your branding and business information.
06.
Image checklist
Ensure you receive the right images, in the right format, before build week begins. This checklist covers sizing, orientation and quantity, and allows clients to nominate their favourite images or leave selection up to you.
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The example provided here is based on Evie, my best-selling base design.
The checklist is in editable Google Docs format so you can adjust it to suit your own base design. Your clients will be able to enter their image preferences directly into the checklist.
You’ll receive video instructions on how to update the template with your branding and business information.
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Branding questionnaire
This questionnaire helps your client gather the key brand elements – logo files, colours, font licensing and branding guidelines – needed for a successful website build. Plus it will give you clarity on how your client wants their branding applied to the website so you can move into design phase with confidence.
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The questionnaire is in editable Google Docs format so you can add / remove questions and so that your client can easily answer the questions inside the document.
You’ll receive video instructions on how to update the template with your branding and business information.
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Technical questionnaire
Use this questionnaire to gather the technical information to install and configure your client’s website. Collect all essential details before the project starts and ensure you have the access you need so your build week runs smoothly and without delays.
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The questionnaire is in editable Google Docs format so you can add / remove questions and so that your client can easily answer the questions inside the document.
You’ll receive video instructions on how to update the template with your branding and business information.
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Home page feedback form
Get sign-off and approval on colour and fonts application and the overall visual direction of the website. Having your client sign off on a home page mockup prior to the scheduled build week has the potential to save so much time. This feedback form guides your client on exactly what to provide feedback on and ensures you’re both feeling confident as you move into build week.
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The home page feedback form document is in editable Google doc format so your client can add their feedback directly into the form.
You’ll receive video instructions on how to update the template with your branding and business information.
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Website feedback form
This structured feedback form makes it easy for clients to give clear, constructive feedback during the website review phase. Website reviews can easily blow out and be hard to put boundaries around, which is where this form helps. It guides clients through exactly how and what to provide feedback on, page by page while keeping edits organised and within scope.
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The website feedback form document is in editable Google doc format so you can add / remove sections based on the pages you have created in the website. Your client can then add their edits to the form during their review period.
You’ll receive video instructions on how to update the template with your branding and business information.
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Website handover template
A beautifully designed website handover document that helps you to off-board clients professionally while leaving them feeling 100% supported and empowered to manage their own website. Clearly communicate the terms of your support period and how you can be contacted to respect your personal downtime and keep support queries to business hours. Provide your client with helpful next steps to continue to grow their website and create pathways of opportunities to reach back out to your client in the future for feedback, testimonials and additional projects.
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Cover page, How to publish their website, Launching tips and tricks, Valued feedback (with a link to your survey), a handy launch checklist, Training and support options, Next steps / suggestions for your clients website.
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The handover guide template comes in Canva format for easy editing.
You’ll receive video instructions on how to easily update the template with your branding and business information.
