Project Planner Example

A filled-out sample for a contractor that wants a sharper website, lead capture, and a cleaner estimate request process.

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Project Snapshot

Fictional sample business: Brightline Property Care, a regional contractor handling exterior repairs and maintenance.

Project name:Brightline website refresh and estimate request flow

Company / team:Brightline Property Care

Main contact:Owner and office manager

Target launch window:Six to eight weeks before spring season

Budget range:$7,500-$15,000

1. What problem are we solving?

The current site looks dated, most leads call with the same questions, and estimate requests arrive through phone calls, text messages, and scattered email threads. The office manager wants one clean intake path that captures service type, property address, photos, urgency, and contact details.

Visitors cannot quickly tell which services are available.
Mobile users have to hunt for the phone number and estimate form.
The team spends too much time asking follow-up questions before quoting.
Success would mean better estimate requests and fewer back-and-forth messages.

2. Who is this for?

Homeowners and property managers Internal office staff Owner / estimator Vendors or partners

3. Must-haves vs. nice-to-haves

Must-have

Modern homepage with clear service areas.
Service pages for roofing repair, siding, gutters, and maintenance.
Estimate request form with photo upload planning.
Mobile-first call and quote buttons.
Basic SEO structure for local search.

Nice-to-have

Client portal for quote status.
Automated follow-up texts.
Before-and-after project gallery filters.
Seasonal maintenance reminder signup.
Dashboard for lead source reporting.