Who they are. what we heard.
Client-facing identity data captured from the meeting. Foundation Score, brand basics, contact channels. This is the raw material the whole build sits on.
Enter the scores from the client's pre-meeting Foundation Score. These pin at the top of every section as reference so the team never loses track of where the gaps are. Each dimension is scored 0 (missing) to 10 (best-in-class). Total below 20 = major gap · 20–34 = build with fills · 35+ = polish only.
One outcome. the whole site tunes to it.
The primary conversion goal, positioning statement, and success metrics we committed to in the meeting. Every design decision downstream flows from this.
Services. Pricing. copy blocks.
The service catalog, pricing, and every copy block the site needs — with owner + status per block. This is the production heart of the build.
One row per service. This becomes the pricing card matrix on the site.
Every writeable block the site needs. Assign owner + status per block. Copy Lead owns most.
Who owns what. on both sides.
Client-side stakeholders + internal team assignments. Comms channel. Approval chain. Every accountability spelled out so no ball gets dropped.
Active roles for the next 2 weeks: Producer · Copy Lead · QA Lead. Design + Dev are Kyron-covered until we staff them — the fields stay for future use.
Add every person on the client's side we might need to interact with. Flag the primary decision-maker.
Every asset. every credential. every proof.
Media inventory, credential verification, portfolio confirmations, testimonials collected, content library. Everything that makes the client feel real to a stranger.
Launch. Handoff. and everything after.
Ship date, retention plan, handoff docs, post-launch cadence. The system that keeps the client winning after we walk away.