DigiThatDigiThat

WHEN YOU ARE READY TO BUILD

A smooth start.
Nothing important missed.

Your website setup checklist: the people, information and services we will gather together before launch.

You do not need to finish this before enquiring or exploring your makeover concept. Work through it when your project is agreed. Enter the details you know directly below. Leave anything you are unsure about blank or write “not sure”. Prefer paper? Download the workbook and keep your handwritten answers together until you are ready.

Plan the bigger picture → · Explore website options →

Prefer to work on paper?

Print the A4 workbook, write your answers in the labelled spaces and keep it with your project documents. It covers the same 41 items as this page. The download is a blank workbook; it does not include your online answers.

Download the printable workbook (PDF) ↓

To print the answers you enter below, review your summary first, then choose “Print my answers”.

Keep the list for later.

On your phone or away from work? Copy this numbered list, or prepare an email to yourself so it is ready when you return. This shares the list of things to gather, never the answers you enter below.

View all 41 items to gather
  1. Trading name, legal business name and ABN/ACN
  2. Main project contact and backup contact
  3. People who approve the design, wording, costs and launch
  4. Target launch date and priorities
  5. Current website address and platform
  6. Current website host and renewal arrangements
  7. Existing developer and handover contact
  8. Website backup and pages to keep
  9. Domain registrar and registered owner
  10. DNS provider and person who manages it
  11. Other services using the domain
  12. Who can arrange account invitations (no passwords)
  13. Domain email addresses to keep working
  14. Email provider and administrator
  15. Recipients for website enquiries and booking messages
  16. Other services that send email using the domain
  17. Mailbox continuity and migration requirements
  18. Contact details to display publicly
  19. Public locations and service areas
  20. Opening hours and holiday arrangements
  21. Social profiles, memberships and credentials
  22. Logo, colours, fonts and brand guidelines
  23. Photos, video and permission to use them
  24. Website wording, testimonials and permissions
  25. Current services, prices, claims and offers
  26. Pages the new website needs
  27. Features you would like included
  28. Enquiry and booking rules
  29. Shop, delivery and payment-provider requirements, if needed
  30. Booking, CRM and other existing integrations
  31. Business-owned accounts and their administrators
  32. Search tools, analytics and reporting needs
  33. Privacy and accessibility requirements
  34. People who approve the final content
  35. People who can test enquiries and bookings
  36. Launch plan, redirects, backup and rollback arrangements
  37. Who gives launch permission and the agreed timing
  38. Website ownership and ongoing billing responsibilities
  39. Who will update the site and need training
  40. Maintenance and support arrangements
  41. Handover documents and account invitations

Add the information you know. You can return to unanswered items later.

Without device saving, entries remain only on this page and clear when you reload or leave.

Do not save on a shared computer. Browser storage is not a private client portal. Leave confidential details blank and use the paper workbook or discuss them with Robbie.

Examples are starting points, not facts about your business. Choose “Use this example — I’ll add my details” to add the wording without replacing your own words. You then fill in the [bracketed details] and edit it to suit your business before sharing.

1. People and decisions

Who we work with, and who approves the finished website.

Business identity

Trading name, legal business name and ABN/ACN where relevant. Tell us which name should appear publicly.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep your legal business details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Trading name: [your trading name]. Legal name: [legal business name]. ABN/ACN: [if applicable]. Display publicly as: [preferred name].

Project contact

Your main contact, role, email and phone; a backup contact if useful. These are for the project, not automatically for publication.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep personal contact details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Main contact: [name and role]. Email: [project email]. Phone: [number]. Backup contact: [name and contact details]. These are project contacts, not automatically public details.

Final approval

Who can approve the design, wording, scope, costs and launch? Include other people who need to review it.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep approver names and roles offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name], the business owner, gives final approval. [Name], our manager, reviews the wording and service details before the owner approves them.

Timing and priorities

Target launch date, events or deadlines, top customer actions, agreed scope and anything that must stay working.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep plans or deadlines private? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We would like to launch before [date or event]. Our priority is clearer service information and easier enquiries. Our email and current enquiry form must keep working during the change.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Other reviewers or decision dates to keep in mind: [details].

2. Current website and hosting

A website host, a domain registrar and an email provider may be three different companies.

Existing website

Current website address, any additional domains or subdomains, and the platform or website builder used.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Does this include a private staging address? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Website: [your website address]. Platform: [platform if known]. Other domains or subdomains: [list, or none known].

Website hosting

Hosting company, plan if known, account owner, renewal date and who currently manages the website. Do not cancel it yet.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep hosting or billing arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Host: [company]. Account owner: [name or business]. Renewal date: [date if known]. Our [team/provider] currently manages it. Please help us confirm the plan before making changes.

Existing developer

Agency or developer contact, handover arrangements, notice period, contract restrictions and ownership of the content and code.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep developer contacts or agreements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Current developer: [name or agency]. Contact: [email or phone]. We need to confirm the handover process, notice period and which files we own.

Backup and useful pages

Where a current backup is held, important page addresses, downloads, forms and features that must be retained.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Do your backup notes include private information? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Our [host/developer] holds the backup. Please keep our service pages, contact form and [important page addresses]. We need help confirming that the backup is current.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Questions for our current provider: [questions]. Things we must keep working: [details].

3. Domain ownership and DNS

Keep your domain in an account owned by your business.

Domain registrar

Company the domain is registered with, business account owner, renewal date, auto-renew status and working recovery contact.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep domain ownership details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Registrar: [company]. Account owner: [business name]. Renewal: [date]. Auto-renew: [on/off/not sure]. Recovery contact is current: [yes/not sure].

DNS provider

Who manages the domain’s DNS records, such as Cloudflare or your registrar? Not sure is fine; we can help identify it.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep account and DNS arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Our DNS is managed by [provider or person]. If that is not correct, we need help identifying the provider before any changes.

Other domain services

List subdomains and services using the domain: shop, portal, booking, newsletter, file services or verification records.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep details of other domain services offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Other services using our domain: [booking service, shop or portal]. Public addresses: [links]. Other services: none known, but please help us confirm.

Approved access

Identify who can invite DigiThat to the relevant accounts with suitable access. Arrange access securely; never enter passwords or transfer codes here.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to discuss account access privately? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name and role] can arrange invitations for [accounts]. Our existing provider manages [other accounts]. We will arrange access separately without sharing passwords here.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Domain accounts or renewal details we need help finding: [details].

4. Email that must keep working

Moving your website does not automatically mean moving your email.

Domain email addresses

List addresses using your domain, including hello@, accounts@ and personal mailboxes, plus aliases, forwarding addresses and shared inboxes.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep internal email addresses offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Domain mailboxes: [list email addresses]. Shared inboxes: [list]. Aliases or forwarding addresses: [list, or none known]. Please preserve all of these.

Email provider

Google Workspace, Microsoft 365, the web host or another provider; who administers it and pays for it?

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep email account arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Email provider: [Google Workspace, Microsoft 365 or other]. Administrator: [name or provider]. Billing is managed by [name or role].

Website messages

Who should receive each enquiry, booking or order? Include reply-to addresses, backup recipients and any customer acknowledgement requirements.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep internal message recipients offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

General enquiries should go to [email]. Backup recipient: [email, if needed]. Replies should use [email]. We would like customers to receive a short acknowledgement.

Other email senders

Newsletter, CRM, invoicing, booking and other systems sending from your domain. Their authentication records need to be preserved.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep details of your email systems offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Our [newsletter provider], [booking provider] and [invoicing provider] send email using our domain. Other senders: [list, or none known].

Email continuity

Confirm any planned mailbox migration separately. Before launch we record existing mail settings and test sending, receiving and website notifications.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to discuss mailbox arrangements privately? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We want to keep our existing email service. [Name] can help test sending, receiving and website notifications before and after launch.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Email services or forwarding rules we need to confirm: [details].

5. Details for the public website

Clearly mark what customers should see and what must stay private.

Public contact details

Exact phone numbers and email addresses to display, including emergency or after-hours contact where relevant.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Are any contact details not intended for publication? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Public phone: [number]. Public email: [email]. After-hours contact: [number, if relevant]. Other project contact details must remain private.

Locations and service areas

Public street address, map location, parking/access directions, areas served and any postal address. Tell us if a home address must not be published.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Does this involve a home or other private address? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We serve [suburbs or regions]. Show [public business address, if relevant]. Our home address must remain private. Customer access or parking notes: [details].

Opening hours

Normal hours, appointment-only times, public-holiday arrangements and expected response times you can realistically meet.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Example to adapt

Monday to Friday: [hours]. Saturday: [hours or closed]. Sunday: [hours or closed]. Public holidays: [arrangement]. We usually respond within [realistic time].

Profiles and credentials

Social links, Google Business Profile, relevant licences, memberships and business identifiers you want displayed. Confirm accuracy and permission.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Example to adapt

Social profiles: [public links]. Google Business Profile: [link]. Licences or memberships to show: [verified details]. Details still to confirm: [list].

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Information that must stay private or needs correcting before publication: [details].

6. Brand, photography and permissions

Use material you own or have permission to publish.

Brand files

Original logo files (SVG or vector preferred), brand colours, fonts and any existing style guide.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep unreleased brand details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We have [logo file types] and use [brand colours]. Brand guidelines: [available/not available]. We would like to keep [recognisable brand elements] and need help with [anything missing].

Photography and video

Good-quality originals, captions, names where needed, preferred crops and permission to use identifiable people, locations and commissioned work.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Do permissions or photo notes contain personal information? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We have photos of [team, work or premises]. Rights and permissions: [confirmed or still to review]. We need new images for [pages or subjects]. Original files will be supplied separately.

Words and proof

Services, products, team bios, your story, project examples and testimonials with permission. Flag anything outdated or needing copywriting.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep unpublished wording or permissions offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We can supply service information, team details and our business story. We would like DigiThat to improve the wording and help turn these into clear website pages.

Claims and offers

Confirm prices, inclusions, availability, guarantees, qualifications and other factual claims. Mark unconfirmed details for review.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep planned prices or offers offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Offers or prices to show: [details]. Inclusions and exclusions: [details]. [Name or role] will confirm all claims before publication. Do not publish [unconfirmed details] yet.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Content still to supply, permission questions or photography we need: [details].

7. Pages and customer journeys

Build around the actions your customers need to take.

Page list

Agreed pages, navigation labels, downloads, frequently asked questions and calls to action.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Example to adapt

Pages: Home, About, Services, Our Work and Contact. Main customer action: send an enquiry. Useful extras: [FAQs or downloads].

Feature choices

Booking, galleries, forms, search, shop, newsletter, themes or animation. Use the website-options library to show what you have in mind.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep future business plans offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We would like a project gallery, a clear enquiry form and an easy-to-use mobile menu. We would like to discuss [other feature]. Example links: [public links, if useful].

Enquiry and booking rules

Information to collect, available services/staff/locations, opening times, booking duration, cancellation rules and what happens after submission.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep internal booking or enquiry rules offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Collect the customer’s name, email, service needed and general location. Send the request to [recipient]. [Team member] reviews it and replies; do not promise an appointment until confirmed.

Shop requirements, if needed

Products, variants, stock, taxes, shipping, returns, payment provider and who fulfils orders. Payment account setup stays with the account owner.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep commercial arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Products: [range]. Variants: [sizes or colours]. Shipping areas: [locations]. Fulfilment: [person or team]. Payment provider: [provider or advice needed]. We will confirm tax and return policies separately.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Our most important customer journey is [describe]. Other ideas to discuss: [details].

8. Connected systems and measurement

Keep useful connections working without collecting unnecessary information.

Existing integrations

Booking, CRM, email marketing, payments, maps, chat, reviews, accounting and any systems the site connects to.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep connected account details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Connect our [booking/CRM/newsletter system] so that [purpose]. Keep the current [integration] working. Other connections: [list, or none known].

Business-owned accounts

Account owner and invitation process for each service. Send invitations securely; do not add API keys, passwords or payment details to these notes.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep account owner details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name or role] owns or manages [service accounts] for the business and can arrange invitations. We need help confirming ownership of [any uncertain accounts].

Search and reporting

Google Search Console, analytics and advertising accounts if used; important pages, existing redirects and meaningful success measures.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep reporting and account details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We use [analytics or search tools, if known]. [Person/provider] manages access. We want to measure useful enquiries and which service pages bring visitors to the contact form.

Privacy and accessibility needs

Approved privacy/cookie wording and relevant customer terms; consent and data retention requirements; language or accessibility needs to include in scope.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to discuss privacy arrangements privately? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Policies to review: [privacy, cookies and customer terms]. Accessibility or language needs: [details]. [Name or adviser] will help review the required wording.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Integration, privacy or measurement questions for DigiThat: [questions].

9. Review and launch

There is a final approval before the new site replaces the old one.

Content approval

Confirm public details, wording, images, offers and required policies are accurate and approved for publication.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep internal approval notes offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name] will review the public contact details, services, prices and claims. [Name] will review images and permissions. Items still outstanding: [list].

Customer journey testing

Test forms, destinations, bookings, payments where included, phone links and important customer actions on mobile and desktop.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to discuss testing arrangements privately? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name] will test the enquiry form on phone and desktop. [Name] will confirm the email arrives. Other journeys to test: [booking, purchases or downloads, if included].

Technical launch plan

DigiThat prepares redirects, backup, recovery plan, HTTPS, indexing and a DNS change plan that preserves email and other services.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep launch arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Please preserve our email and [other services]. Important old page addresses: [list]. Provider contact: [name and email]. Avoid launch during [busy period].

Launch permission

Agree the launch window, who gives the go-ahead, who is available if needed and which old services can be cancelled after successful migration.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep approver and launch details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name and role] will give written launch approval separately. Preferred window: [date/time]. Launch-day contact: [name and phone]. Do not cancel the old service until migration is confirmed.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

People unavailable during launch or remaining approval questions: [details].

10. Handover and ongoing care

Know who owns what, who can update it and what happens next.

Ownership and billing

Confirm business ownership of domain and service accounts, ongoing hosting/email/subscription costs and renewal responsibility.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep ownership and billing arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

Our business should own the domain and service accounts. [Name or role] handles billing and renewals. Known services and renewal dates: [list].

Updates and training

Who edits content, whether an admin editing system is in scope, the training needed and how future changes are requested.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep staff and training details offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We would like to update [services, team details or projects] ourselves, and ask DigiThat to handle larger changes. [Name or role] needs training on the agreed editing tools.

Maintenance and support

Agreed backup, updates, monitoring, support period, response arrangements and work that would be quoted separately.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to keep support arrangements offline? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

We would like to discuss ongoing backups, updates and support. Our main contact is [name]. Please explain the included support period and how additional work is quoted.

Final handover

Receive the agreed files and documentation, confirm access, and remove temporary permissions when no longer needed.

Not sure yet? Leave this blank—we can work it out together when the time comes.

Prefer to discuss handover details privately? Leave this answer blank and use the printable PDF instead ↓. Keep the completed copy private until we arrange handover.

Example to adapt

[Name or role] will receive the files, documentation and training. Outstanding items: [list]. Temporary access should be reviewed once handover is complete.

Prefer to keep these notes offline? Leave this field blank and write them in the printable PDF instead ↓. Do not include passwords, access codes or private customer records in either version.

Example note

Training, ownership or ongoing support questions: [questions].

Gather what you can.
We will work through the rest.

You can review your summary and save a copy for your project. Nothing is submitted from this page. For confidential answers or documents, ask Robbie to arrange a private handover before sending them. The PDF is an offline preparation option; it does not make an email attachment private.

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This opens an email request, not an upload. Do not attach your private answers yet. We will agree a suitable way to share them; there is no need to post the workbook unless you prefer that and arrange it with us.

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