Campaigns · free template

Website Redesign Brief

Three-page redesign brief: why the current site is failing, the pages and journeys that matter, content and platform reality, integrations and launch dates.

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

Questions
35
Pages
3
Layouts
classic
Time to complete
≈ 17 min
Conditional rules
4
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Live preview and test console

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

Page 1 of 3 — The 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.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

About this template

A redesign brief that starts with 'it looks dated' produces a prettier version of the same problem. This three-page form starts with what the site is failing to do. The first page covers the current site: address, platform, who maintains it, monthly traffic and where it comes from, what visitors are supposed to do, what actually happens, and the three specific complaints that prompted the project. The second page covers structure and content: the pages that matter most, the journeys that must work, pages to keep, merge or delete, how much content will be rewritten and by whom, who supplies photography, and how many products or listings need migrating. The third page is the practical reality: platform preference or constraint, who will edit the site afterwards and their technical comfort, integrations and forms that must keep working, tracking and consent requirements, accessibility expectations, languages, hosting and domain control, budget range, launch date and what it is tied to, plus who approves. Search visibility depends on many factors, so the form asks about redirects and current traffic rather than promising rankings.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

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

35 questions in total.

Example of a completed website redesign brief form

Shows how a business might describe what its current site is failing to do before a rebuild.

Current website address
www.example-oldsite.com
What visitors are supposed to do
Request a quote through the contact form
What actually happens instead
Most visitors leave from the homepage without clicking through
The three main complaints about it
Slow to load, hard to find pricing, does not work well on mobile
Is this a rebuild or a visual refresh?
Rebuild
The pages that matter most
Home, services, contact
Budget range
15,000 to 30,000
Wanted live by
2026-06-01

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Is content being rewritten?”

  • Makes answers required

    If “Is content being rewritten?” is Yes, “Who writes the new content” becomes required before the form can be submitted.

Driven by “Must existing forms or integrations keep working?”

  • Makes answers required

    If “Must existing forms or integrations keep working?” is Yes, “Which forms and integrations” becomes required before the form can be submitted.

Driven by “Is the launch date tied to something?”

  • Makes answers required

    If “Is the launch date tied to something?” is Yes, “What the date is tied to” becomes required before the form can be submitted.

Driven by “Do you control the domain and hosting?”

  • Makes answers required

    If “Do you control the domain and hosting?” is No, “Who controls them” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Start with the failure, not the look

    The gap between what visitors are supposed to do and what happens is the brief; everything visual follows from it.

  2. 2

    Confirm who edits it afterwards

    The platform choice should suit the person maintaining the site, not the agency building it.

  3. 3

    Get analytics before design

    Current traffic sources and top pages decide what must survive the rebuild and what redirects matter.

  4. 4

    Check domain control early

    Discovering at launch that a former developer holds the domain is the most avoidable delay in web projects.

Mistakes to avoid

  • Briefing a redesign on appearance alone, then repeating the same conversion problems on a nicer site.
  • Leaving content ownership undecided, which is why launches slip while everyone waits for words.
  • Rebuilding without a redirect plan, losing the traffic the old pages had earned.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Turn the brief into a sitemap and scope, agree content ownership and dates in writing, and plan redirects from the current top pages before launch.

Works in this layout

Browse classic templates

Forms that overlap this one

These pages cover the same subject ground as the website redesign brief, matched on the words people actually search for.

Frequently asked questions

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.

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