Content and approved material
Identify service descriptions, coverage information and project photos already available. Writing, organizing and reviewing missing material takes work alongside the page design.
Software scope guide
Estimate the development work around the actual inquiry path.
A service website and a connected estimating workflow involve different work. This guide addresses technology project scope, not the cost of a customer's trade job.
Intake and routing
A short request form differs from a flow with several service types, uploads, appointments and staff destinations. Define which details are essential and which can be collected later by the office.
Existing tools and records
Supported vendor options influence connection work. Moving historical inquiries, cleaning inconsistent records or maintaining several copies adds scope and should be discussed separately.
Testing and maintenance
Include staff review, fictional request tests, error handling, launch planning and handover instructions. Decide who maintains content and notices an incomplete update after launch.
Prepare the estimate discussion.
Bring your website, current tools, one repeated task, affected staff and any deadline. A focused first phase can produce a usable improvement before deciding on wider work.