Website Design Brief Template for B2B Teams

Design & business5 min read

Download a practical B2B website design brief template. Define goals, content, integrations, budget and ownership with a completed example and proposal checklist.

Purple editorial cover for Website Design Brief Template for B2B Teams

A useful website design brief gives the team enough context to make decisions. It does not need to specify every animation or page layout. It should explain what the business needs, who the website serves, what already exists and what a successful release would change.

This template is for B2B teams planning a new website or redesign. Copy the sections into a shared document and leave unknowns visible. A clearly labelled open question is more helpful than an invented answer that becomes part of the scope.

1. Explain the business and the reason for the project

Write a short description of the business, its main offer and the customers it serves. Then explain the trigger for the website work. Perhaps the positioning has changed, the team cannot publish quickly or the current site sends unsuitable enquiries.

Use a concrete sentence: “We need buyers to understand our three service lines before booking a call.” A goal such as “a modern, premium experience” can describe taste, but it does not help the team decide what the homepage must communicate.

Template fields:

  • Business and main offer:
  • Why the project is happening now:
  • Current website and known problems:
  • Main change the new site should achieve:

2. Name the audience and their decisions

Describe the people who use the site, what brings them there and what they need before taking action. A marketing director comparing partners may need delivery scope and credible work. A technical colleague may need platform, security and integration information.

Separate the primary audience from useful secondary visitors. Trying to make every page speak equally to prospects, recruits, investors and existing customers can leave the most important journey unclear.

For each audience, record their main question, relevant objections, evidence they need and next step. Include language from real customer conversations where you have it. Do not create a fictional quote and present it as research.

Turn a brief into decisions: Business job: What should the website achieve?; Audience task: What must a visitor understand?; Scope: Content, routes and integrations; Acceptance: How will the team check readiness?.
Illustrative decision guide: turn a brief into decisions.

3. Define outcomes and measurement

Choose a small number of outcomes the team can observe. These might include more suitable enquiries, fewer support questions about a service or less time needed to publish a case study.

Record the current baseline where measurement is trustworthy. If form tracking is incomplete, say so and include fixing it in the scope. Avoid a target such as “double conversions” without defining which conversion, the period and the starting point.

Distinguish a launch deliverable from a later business result. A working CMS and tested form can be acceptance criteria. Changes in traffic or lead quality need a measurement period after release.

4. Map pages, content and evidence

List the required pages and the question each must answer. Note who writes, approves and supplies the content. Include real project images, permitted testimonials, team details and downloads.

A redesign also needs the existing URLs and any known search value. Use the redesign SEO guide before deleting or renaming useful pages. A content gap should not quietly become a developer's responsibility at the end of the build.

Template fields:

  • Required pages and their purpose:
  • Existing content to retain or improve:
  • New copy and assets required:
  • Content owner and approval date:
  • Established URLs to preserve:

5. Describe functionality and ownership

List forms, booking tools, CRM connections, languages, gated content and other functional requirements. For each, explain what the visitor does and what should happen afterwards. “CRM integration” is too broad; “a quote request creates a record and alerts the regional owner” is a reviewable requirement.

Name the accounts the business owns and any current vendor agreements. Include ongoing responsibilities: who publishes, who maintains integrations and who can approve a release. Ask for training and handover to match those responsibilities.

6. Give design direction with reasons

Share a few references and explain what you like about each. Is it the hierarchy, clarity, use of work, type or interaction? A collection of unrelated screenshots can create a confused brief if no one explains the purpose behind them.

Include existing brand guidelines and any decisions still open. If the brand itself needs work, make that a separate scope decision. The brand refresh vs rebrand guide can help distinguish a presentation update from a positioning project.

7. State budget, timing and decisions

Give a realistic budget range or explain the approval process if the range is not yet set. Name fixed dates and why they matter. Identify the person who can approve scope and the people who must review legal, content or technical details.

End with acceptance criteria: agreed pages complete, responsive checks passed, forms tested, redirects verified and handover delivered. Keep a separate list of ideas that can wait. This makes it easier to protect the launch when a new request appears.

How long should a website brief be?

Long enough to make the main decisions clear. A compact brief with a page inventory and integration details is often more useful than a long document full of visual adjectives. Add detail where an omission would change the price, schedule or responsibility.

Should we choose Webflow before writing the brief?

You can name a preferred platform, but record the requirements first. That lets the team explain whether the platform fits the publishing, commerce or application needs instead of forcing the scope around a tool.

Explore Hilvy's website work, recent projects or send us your brief when the main decisions are ready.

All insights

Selected Work

People Connect iPRES with Saenty's
People Connect iPRES with Saenty's
Farming Software for the Modern Farmer with Synnefa
Farming Software for the Modern Farmer with Synnefa
Karin Young
Karin Young
Fund a better future, confidently with Briink
Fund a better future, confidently with Briink
Radically Better Car Rental with UFO Drive
Radically Better Car Rental with UFO Drive
Secure payment solutions with FMpay
Secure payment solutions with FMpay
Wellbeing that Works with Unmind
Wellbeing that Works with Unmind
Real Time Measurement with IP Cameras CurbFlow
Real Time Measurement with IP Cameras CurbFlow
Christian confidential counselling
Christian confidential counselling
Unmind
Unmind
A fine wine tasting community platform
A fine wine tasting community platform
Commercial property development website for Helsfyr Atrium
Commercial property development website for Helsfyr Atrium
An environmental tech company reducing Co2 worldwide
An environmental tech company reducing Co2 worldwide
Clinical trials with WithPower
Clinical trials with WithPower
DeskLodge meeting spaces
DeskLodge meeting spaces
Body by Ciara's fitness subscription platform
Body by Ciara's fitness subscription platform
Luxury Raffles properties from Singapore to Seychelles
Luxury Raffles properties from Singapore to Seychelles
Sustainability marketing technology by Provenance
Sustainability marketing technology by Provenance
NFT Marketplace app & website design
NFT Marketplace app & website design
Creative Education With Glasgow School of Arts
Creative Education With Glasgow School of Arts
Well-being website for Karin's therapy.
Well-being website for Karin's therapy.
Automated e-commerce web app for AltSignals crypto and forex signals.
Automated e-commerce web app for AltSignals crypto and forex signals.
Web design & digital marketing agency.
Web design & digital marketing agency.
The Fresh Nursery School website.
The Fresh Nursery School website.
A Wildlife Vets charity providing critical veterinary support
A Wildlife Vets charity providing critical veterinary support
Creative and commercial Media Foundry at Talenthouse
Creative and commercial Media Foundry at Talenthouse
Provenance
Provenance
Supporting businesses & building brands
Supporting businesses & building brands
Defi, Acceleration & Growth Investment Group
Defi, Acceleration & Growth Investment Group
Hosted desktops in the UK powering small businesses
Hosted desktops in the UK powering small businesses
Index Signals for Telegram
Index Signals for Telegram
Gregg Martin is a Comedy Central actor, writer, producer & content creator
Gregg Martin is a Comedy Central actor, writer, producer & content creator
ApexBull Forex education platform for an ex-wall street professional
ApexBull Forex education platform for an ex-wall street professional
Precix mobility wearables
Precix mobility wearables
FMpay
FMpay
Flexciton smart scheduling
Flexciton smart scheduling
A review platform of curated forex and crypto providers
A review platform of curated forex and crypto providers
Renoster
Renoster
Smart homes with Novus Electrical
Smart homes with Novus Electrical
UFODrive
UFODrive
Eden Bloom funeral care
Eden Bloom funeral care
Precix
Precix
Landing for CasisDead, DeadCorp AGHAST6
Landing for CasisDead, DeadCorp AGHAST6
JOOR wholesale fashion
JOOR wholesale fashion
Climate Action with Commons.earth
Climate Action with Commons.earth
Mirador Local manage business profiles
Mirador Local manage business profiles
Rainforest carbon projects with Renoster
Rainforest carbon projects with Renoster
UK Care Management with Log my Care
UK Care Management with Log my Care
VC Finance with Tech CFO
VC Finance with Tech CFO
Morena Comms, a PR company in London
Morena Comms, a PR company in London
Paid social with Aura Ads
Paid social with Aura Ads
People Connect iPRES with Saenty's
People Connect iPRES with Saenty's
Farming Software for the Modern Farmer with Synnefa
Farming Software for the Modern Farmer with Synnefa
Karin Young
Karin Young
Fund a better future, confidently with Briink
Fund a better future, confidently with Briink
Radically Better Car Rental with UFO Drive
Radically Better Car Rental with UFO Drive
Secure payment solutions with FMpay
Secure payment solutions with FMpay
Wellbeing that Works with Unmind
Wellbeing that Works with Unmind
Real Time Measurement with IP Cameras CurbFlow
Real Time Measurement with IP Cameras CurbFlow
Christian confidential counselling
Christian confidential counselling
Unmind
Unmind
A fine wine tasting community platform
A fine wine tasting community platform
Commercial property development website for Helsfyr Atrium
Commercial property development website for Helsfyr Atrium
An environmental tech company reducing Co2 worldwide
An environmental tech company reducing Co2 worldwide
Clinical trials with WithPower
Clinical trials with WithPower
DeskLodge meeting spaces
DeskLodge meeting spaces
Body by Ciara's fitness subscription platform
Body by Ciara's fitness subscription platform
Luxury Raffles properties from Singapore to Seychelles
Luxury Raffles properties from Singapore to Seychelles
Sustainability marketing technology by Provenance
Sustainability marketing technology by Provenance
NFT Marketplace app & website design
NFT Marketplace app & website design
Creative Education With Glasgow School of Arts
Creative Education With Glasgow School of Arts
Well-being website for Karin's therapy.
Well-being website for Karin's therapy.
Automated e-commerce web app for AltSignals crypto and forex signals.
Automated e-commerce web app for AltSignals crypto and forex signals.
Web design & digital marketing agency.
Web design & digital marketing agency.
The Fresh Nursery School website.
The Fresh Nursery School website.
A Wildlife Vets charity providing critical veterinary support
A Wildlife Vets charity providing critical veterinary support
Creative and commercial Media Foundry at Talenthouse
Creative and commercial Media Foundry at Talenthouse
Provenance
Provenance
Supporting businesses & building brands
Supporting businesses & building brands
Defi, Acceleration & Growth Investment Group
Defi, Acceleration & Growth Investment Group
Hosted desktops in the UK powering small businesses
Hosted desktops in the UK powering small businesses
Index Signals for Telegram
Index Signals for Telegram
Gregg Martin is a Comedy Central actor, writer, producer & content creator
Gregg Martin is a Comedy Central actor, writer, producer & content creator
ApexBull Forex education platform for an ex-wall street professional
ApexBull Forex education platform for an ex-wall street professional
Precix mobility wearables
Precix mobility wearables
FMpay
FMpay
Flexciton smart scheduling
Flexciton smart scheduling
A review platform of curated forex and crypto providers
A review platform of curated forex and crypto providers
Renoster
Renoster
Smart homes with Novus Electrical
Smart homes with Novus Electrical
UFODrive
UFODrive
Eden Bloom funeral care
Eden Bloom funeral care
Precix
Precix
Landing for CasisDead, DeadCorp AGHAST6
Landing for CasisDead, DeadCorp AGHAST6
JOOR wholesale fashion
JOOR wholesale fashion
Climate Action with Commons.earth
Climate Action with Commons.earth
Mirador Local manage business profiles
Mirador Local manage business profiles
Rainforest carbon projects with Renoster
Rainforest carbon projects with Renoster
UK Care Management with Log my Care
UK Care Management with Log my Care
VC Finance with Tech CFO
VC Finance with Tech CFO
Morena Comms, a PR company in London
Morena Comms, a PR company in London
Paid social with Aura Ads
Paid social with Aura Ads

Want this built, not just read about?

We turn insights like this one into shipped Webflow systems. Book a 15-min call — we'll scope it together.