Client Website Content Checklist

Gathering content from clients is a huge bottleneck in many digital agencies. This post is meant to be a first step in eliminating that problem. You’ll find a checklist that can be used as a template for gathering website content from your clients on time.

Why use a template for gathering website content?

Let’s answer that with a question we can all relate to.

Which of these sounds easier?

One

You start building a website for your client with the home page content they’ve given you. You create the about and services page. Then you realise the images they’ve provided are watermarked with a stock image site logo, so you send off an email to get the right ones.

Ten minutes later you’re building the contact form and realise you don’t know which email the contact form should go to, so you send off another email. A while after that you are setting up social media links and realise that you don’t have the links. Off goes another email.

You get some responses over the next few days with scattered answers. As you trawl through the email threads you wish you just got it right the first time.

bigstock Digital Device Internet Techno 151219838

Two

You create the home, about and services page using the content and web ready images the client gave you. When building the contact form you drop in the correct email from the content checklist you prepared earlier

Moving on to the footer, you copy and paste in all the social media links, collected upfront with the rest of the content.

Sounds obvious, right?

Why do so many of us end up in this position?

It’s usually because we’re in a rush or something slips our mind at the start of a project. Later, we pay for it in lost time and not being able to finish the job because we’re waiting on something from the client all over again.

Content is something that needs to be tightly woven into your processes.

For the primary reason of avoiding crappy situations down the track.

If your process currently looks something like “email client, ask for 5 pages of content and social media profiles,” you’re in trouble. As much as we’d like to think that clients will think of every detail to give us for their website, the chances of that actually happening are slim to none.

The solution (or at least a way to make it significantly better), is to provide a thorough list of everything you need upfront. The easiest way to do that is have a master template which you can quickly scan through, delete the parts you don’t need and send that off to the client.

Obviously, some jobs are highly complex and need their own list, but many jobs will fall into a fairly standard template.

Below is a list of everything you’ll need from your clients for most website jobs.

Or, just grab our templates here.

client content checklist

Download our client content forms

Grab these Google documents you can send directly to your client. These make it MUCH easier to get content in a usable format. 

Free to use and modify for your own business.

Subscribe to get occasional updates about things we think are truly useful for your business, and to get the free documents!

The templates gave me a brilliant starting point to build from.  I've had several clients who have used them and it helped find hidden business needs before the actual design work began.  I cannot thank the Content Snare team enough!  Now that I know what is needed, I'm able to modify the templates as needed and I'll be using them as the foundation for setting up my Content Snare templates!

Josey Howarth
LoveSudo

 

website content checklist

General & Global

  • Logo
  • Footer widget options
    • Social feed
    • Page list / mini menu
    • Legal links
    • Logo
    • Contact info
    • Recent posts
    • Certifications & Memberships
    • Call to Action
    • Brief about
    • Opt in
  • Sidebar widget options
    • Opt in
    • Recent posts
    • Contact block
    • Categories
    • Author
  • Social media profile links
  • Favicon (or create one from their logo)

Home Page

  • Header/Hero Image
  • Main headline
  • Tagline
  • Headline for SEO
  • Site description
  • Header button text
  • Main content & images
  • Call to action

About

  • Main content
  • Images
  • Team photos
  • Team bios
  • Team social media
  • Certifications & Memberships & Partners & Accreditations
  • Call to action

Products/Services

  • Headings
  • Summary
  • Images

Blog

  • Author Bio
  • Author Image (gravatar)
  • Several initial posts with featured image

Contact

  • Phone number(s)
  • Email address(es)
  • Email to send form to
  • Contact form fields
  • Map address(es)
  • Mail address(es)
  • Supporting text
  • Areas serviced
  • Business numbers or license numbers if required
  • Premises photos

Supporting Content

  • Testimonials including images
  • Client images/logos
  • FAQs
  • 404 page content & links
  • Downloads & Resources
  • Video embed code (client to upload)

SEO

  • Target keywords

Email Marketing

  • CRM/autoresponder credentials
  • Lists to add subscribers to
  • Tags to add
  • Opt in
    • Location(s)
    • Headline and/or subscribe text
    • Button text
    • Fields (optional/required)

Tracking & Scripts

  • Analytics
  • Facebook pixel code
  • Live chat script
  • Reviews embed code

eCommerce

  • Products
    • Title
    • SKU
    • Category
    • Description
    • Image
    • Price
    • Dimensions & Weight (if calculating shipping)
  • Shipping method(s) & costs
  • Payment method(s) and credentials
  • Coupons

Legals

  • Privacy Policy
  • Terms and Conditions or other legal info
  • Custom copyright
client content checklist

Download our client content forms

Grab these Google documents you can send directly to your client. These make it MUCH easier to get content in a usable format. 

Free to use and modify for your own business.

Subscribe to get occasional updates about things we think are truly useful for your business, and to get the free documents!

The templates gave me a brilliant starting point to build from.  I've had several clients who have used them and it helped find hidden business needs before the actual design work began.  I cannot thank the Content Snare team enough!  Now that I know what is needed, I'm able to modify the templates as needed and I'll be using them as the foundation for setting up my Content Snare templates!

Josey Howarth
LoveSudo

Taking this to the next level

Having a list is a step in the right direction. If you want to make it even easier, you’re better off providing your client a document with areas for them to add all of this info directly in. Drop your email in below to get our template.

The next level is to use a tool like Content Snare to ensure your clients provide content, images and links in the right format. If you’d like to gather content from clients in the most efficient way possible, start a trial today.

 

James Rose

James is the co-founder of Content Snare and Aktura Technology. Once a web designer, his new priority is to help web designers and developers regain their lives, work less and get better clients.

He does this by writing helpful posts, building software and working with web designers to deliver the complex web development that they don't normally handle.

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  • https://workspacebuilders.com/ Robin Macrae

    Send me your template, please.

    • James Rose

      Hey Robin – you can grab the templates by entering your email in the box at the bottom of the post

  • https://web-designer.lu/ Raquel DEVILLE

    Hello James,

    Thank you for the documents. This is SO practical. Thanks!

    • James Rose

      Hope it helps!

  • https://www.yvonix.com Yvonne Manning-Jones

    Kindly send me your template.

    Thank you.

    • James Rose

      You can put your email in and then you’ll have the Google docs info delivered. From there you can create a copy into your own Google drive or download as a Word doc

  • https://chetaru.com Tarun Sharma

    Hi James,

    Seriously this is what we generally think in the middle of every project to prepare list for new project. This list will be helpful for many agencies especially newbie 🙂

    • James Rose

      Us too! I think it’s pretty common to think something like “oh man… we have to do this better next time” haha

  • Shanda Renee

    Send the template.

    I filled out the form 3 times and I still didnt get the email.
    Please advise or provide the link.

    • James Rose

      Looks like you had previously subscribed and unsubscribed so it wasn’t sending it out. I’ve made some changes to the automation and will email you the link manually

  • https://thefearlessblogger.com Slade

    Great checklist. Wish I would have had this a loglng time ago. I always had pieces of something similar I would send out little bits at a time but never had (reads: took) the time to optimize the process.

    Thanks for such a great resource. Out of curiosity… What type of increase in your actual production did you see after using a list like this? Has to save sooo much time lol.

    Thanks again my friend.

    • James Rose

      Not going to lie… it took me a LONG time to do something about it as well. Everyone’s so busy they forget to take time out. I actually dedicated an entire morning every week to optimising processes and team – one of the best things ever.

      It’s really hard to measure this kind of thing. Like a bad business owner, I wasn’t tracking my own time to individual projects before/after. Same goes when we changed to Content Snare to manage the process. All I know for sure is that I stress & get mad less, which is the most important thing for me 🙂

  • Katy Corcoran

    Great help! Please send template. Thank you.

    • https://contentsnare.com James Rose

      Hey Katy – the templates can be found at the end of the post. It gets delivered to your email 🙂

  • JoelEade

    This is a great resource. Thanks for preparing and sharing it. I’ve signed up for the Google Docs but haven’t received an email. I don’t recall signing up in the past but I could be wrong. Thanks from a fellow Aussie in Melbourne 🙂

  • Bukky

    Really Helpful. Thanks for sharing

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