Marketing & Agency · community shared

Website Redesign Brief — shared by the community

Tom H. shared this 35-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use marketing & agency form for small teams who need a reliable intake process: 35 questions, 3 pages, 4 conditional rules.

Shared by
Tom H. · Agency owner
Questions
35
Replies
4
Copies taken
665
See the library version

website redesign brief form, website rebuild brief online, web design project brief form, site redesign requirements form, website project intake form agency, website redesign brief, website redesign brief forms, website redesign brief template, online website redesign brief, website, websites, redesign, redesigns, brief, briefs, three, current, failing, pages, marketing form, campaign brief, creative brief, client onboarding, content request, agency form, brief form, media plan, seo request, marketing questionnaire, website redesign brief example, shared website redesign brief

Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 3The site today

What the current site is failing to do

Is this a rebuild or a visual refresh?

This template runs as a straight sequence — no branching rules.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Website Redesign Brief is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in marketing & agency.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 35 questions across 3 screens.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 23 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • It allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Website Redesign Brief lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional validation: if “Is content being rewritten?” is Yes, “Who writes the new content” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Must existing forms or integrations keep working?” is Yes, “Which forms and integrations” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is the launch date tied to something?” is Yes, “What the date is tied to” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Do you control the domain and hosting?” is No, “Who controls them” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — The site today

  • Current website addressrequired
  • Platform it is built on
  • Who maintains it todayrequired
  • Monthly visitors, roughly
  • Where most traffic comes from
  • What visitors are supposed to dorequired
  • What actually happens insteadrequired
  • The three main complaints about itrequired
  • Is this a rebuild or a visual refresh?required
  • Brief completed byrequired
  • Rolerequired

Page 2 — Structure and content

  • The pages that matter mostrequired
  • Journeys that must workrequired
  • Pages to keep, merge or delete
  • Approximate number of pages
  • Is content being rewritten?required
  • Who writes the new content
  • Who supplies photography?required
  • Products or listings to migrate
  • Is a blog or news section needed?required
  • Anything on the current site that must be preserved

Page 3 — Platform, integrations and launch

  • Platform preferencerequired
  • Who will edit the site after launchrequired
  • Their technical comfortrequired
  • Must existing forms or integrations keep working?required
  • Which forms and integrations
  • Requirementsrequired
  • Do you control the domain and hosting?required
  • Who controls them
  • Budget rangerequired
  • Wanted live byrequired
  • Is the launch date tied to something?required
  • What the date is tied to
  • Who approves the designrequired
  • Attach sitemap, analytics export or examples

Conditional logic in this build

  • WhenIs content being rewritten?is Yes, requireWho writes the new content”.
  • WhenMust existing forms or integrations keep working?is Yes, requireWhich forms and integrations”.
  • WhenIs the launch date tied to something?is Yes, requireWhat the date is tied to”.
  • WhenDo you control the domain and hosting?is No, requireWho controls them”.

Questions about this shared form

How is this different from a design project brief?

A design brief covers a deliverable's look and feel. This covers a working website: journeys, content ownership, platform, integrations, redirects and who edits it.

And a website audit request?

An audit examines the current site and reports problems. This brief assumes the decision to rebuild is made and scopes the project.

Will a redesign improve search rankings?

Nobody can promise that. What the brief does is capture current traffic and top pages so a redirect plan protects what already works.

Do we need content written before design?

Ideally the key pages, yes. The form asks who writes it precisely because unassigned content is the usual reason a launch date moves.

Is the Website Redesign Brief template free to use?

Yes. You can preview and test Website Redesign Brief on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Website Redesign Brief template ask for?

It asks 35 questions across 3 pages, 23 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Website Redesign Brief form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this marketing & agency form work?

4 conditional rules ship with the template: Features conditional validation: if “Is content being rewritten?” is Yes, “Who writes the new content” becomes mandatory before the form can be sent. Features conditional validation: if “Must existing forms or integrations keep working?” is Yes, “Which forms and integrations” becomes mandatory before the form can be sent. Features conditional validation: if “Is the launch date tied to something?” is Yes, “What the date is tied to” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Website Redesign Brief form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Website Redesign Brief form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.