Before comparing designs or prices, write down what your office needs the website to do. Use this checklist in a provider conversation, a redesign brief or an internal planning meeting.
1. Define the visitor and next step
- Which locations and customers does the agency serve?
- What information does someone need before requesting a quote?
- Which phone number or office should receive each inquiry?
- What should someone do outside office hours?
Ask the provider to show the mobile version of that journey. A desktop mockup alone does not answer whether a person can find the right office and make contact.
2. List content and approval responsibilities
Identify who supplies office details, team information, coverage descriptions, photographs and permitted carrier assets. Ask whether writing and editing are included. For captive agencies, confirm the carrier-review process with the carrier rather than assuming a provider's previous project establishes approval.
Keep the initial sales inquiry brief. Detailed content and design requirements belong in the project brief after fit and scope are established.
3. Specify form delivery
Record the destination, notification method and person responsible for responding. Ask how the system handles invalid input, spam, duplicate submissions and provider outages. A successful animation is not proof that the office received a lead.
Test using an agreed test recipient. Do not collect policy or sensitive personal details merely because a form can support extra fields.
4. Demonstrate editing and access
Ask to see an office-hours update, team-member change and article edit in the proposed admin system. Confirm who can publish, how access is revoked and which changes require development. A custom dashboard should be scoped by tasks, not by a screenshot alone.
5. Preserve what the existing site has earned
Identify URLs with useful traffic, links or operational importance. Ask who owns the redirect map, metadata, sitemap and post-launch checks. A redesign is not a reason to discard useful content or move every URL.
6. Put commercial terms in writing
| Item | Your answer |
|---|---|
| Build scope and exclusions | List included pages, forms, integrations and content work |
| Approvals | Name the decision maker and external review dependencies |
| Schedule | Identify inputs and decisions that affect delivery |
| Ownership and access | Record agreement terms and third-party licenses |
| Recurring costs | Separate care, hosting, domains, email and usage fees |
| Support | Define small updates, new development and escalation |
| Success measurement | Choose useful inquiries and operational measures |
Copy this table into your own brief. It is a planning worksheet, not a contract.
7. Inspect real work
Review comparable websites and ask which parts the provider actually delivered. Distinguish design evidence from marketing-performance evidence. A portfolio image does not prove a traffic or sales result.
Webdimonia's portfolio, website service and pricing give you a starting point for that comparison. When you are ready, tell us about your agency.