Templates for turning project ideas into a usable plan.

Use these planning prompts to organize a website, app, software tool, automation idea, or content refresh before the first consultation.

Website Content Checklist

Gather homepage copy, service descriptions, calls to action, images, testimonials, service areas, FAQs, contact details, and SEO basics.

Software Feature Brief

List user roles, daily tasks, data fields, permissions, reports, integrations, and the first version that would make the biggest difference.

Automation Audit

Identify repeated tasks, manual handoffs, missed notifications, copy-paste work, approval steps, and places where AI could assist responsibly.