Interactive checklist

Website asset checklist

A full-width interactive checklist for gathering the brand assets, content, access details, and business information a website project may need. You do not need everything on day one; your progress is saved in this browser.

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40 checks

Done	Check	Format	Guidance
□	Logo files	SVG, EPS, AI, PDF, PNG	Send the best-quality version you have. Vector files are ideal, but a high-resolution image is still useful if that is all you have.
□	Alternative logo versions	SVG, EPS, AI, PDF, PNG	Include light, dark, monotone, stacked, horizontal, icon-only, or social avatar versions if they exist.
□	Colour palette	HEX, RGB, HSL, Pantone, PDF	Brand guidelines, design files, or even a list of known colour values help keep the site consistent.
□	Fonts and typography	OTF, TTF, WOFF, WOFF2, licence link	Share font files only if your licence allows it. Otherwise share the font name, provider, or brand guideline that lists it.
□	Brand guidelines	PDF, DOCX, Figma, Canva, design file	Any existing guidance on logo use, tone of voice, colours, spacing, or photography style is useful.
□	Photography and image library	JPG, PNG, WebP, TIFF	Include product, venue, service, team, customer, or process photos. Original high-resolution files are better than images saved from an old website.
□	Team and author photos	JPG, PNG, WebP, TIFF	Useful for about pages, author profiles, team sections, case studies, and trust signals.
□	Icons and illustrations	SVG, EPS, AI, PNG, icon font	Share any service icons, diagrams, illustrations, or icon libraries that already belong to the brand.
□	Video and animation assets	MP4, MOV, WebM, Vimeo, YouTube	Send original files where practical, or share links to hosted videos that should be embedded.
□	Client, partner, award, or accreditation logos	SVG, EPS, AI, PNG	These are often scattered across old decks, proposals, or previous website folders. Send what you have and we can tidy the set later.
□	Testimonials and review assets	Text, screenshot, review link, JPG, PNG	Include the quote, name, company, role, permission status, and any photo or logo that should accompany it.
□	Favicon and app icon	SVG, PNG, ICO	A square icon or simplified logo mark is useful for browser tabs, bookmarks, and mobile homescreen icons.
□	Social sharing image	JPG, PNG, WebP	This is the image shown when the site is shared on social platforms. If you do not have one, it can be created during the project.
□	Social profile URLs	URLs	Include the active profiles that should be linked from the site, such as LinkedIn, Instagram, Facebook, YouTube, TikTok, Vimeo, GitHub, or Google Business Profile.
□	Preferred social sharing accounts	Text, URLs	If multiple teams or locations have separate accounts, confirm which ones should be connected to this website.
□	Domain name and registrar access	Domain, provider name, secure access route	The domain account is often controlled by the business owner, previous developer, agency, or IT provider. Do not send passwords by email.
□	DNS provider and current DNS records	Provider name, export, screenshot, invite	DNS controls the website, email, verification records, and other services. If you are unsure where it lives, we can help trace it.
□	Hosting and control panel access	Provider name, invite, secure access route	This might be with your current developer, host, agency, or internal IT team. Use a secure method for access details.
□	CMS administrator access	Named admin account, temporary login, invite	Named accounts are better than shared logins. If the existing site is being rebuilt or migrated, admin access helps with content and technical review.
□	Analytics and tag manager access	GA4, Google Tag Manager, other analytics IDs	Invite access is safer than sharing account passwords. Include any tracking IDs or containers already in use.
□	Search Console and webmaster tools access	Google Search Console, Bing Webmaster Tools	This helps check indexing, sitemaps, crawl issues, and launch changes. If it is not set up yet, it can be created during the project.
□	Email sending and SMTP details	Provider name, SMTP settings, API key	Contact forms, order emails, password resets, and notifications need reliable sending. Share credentials only through a secure route.
□	CRM, newsletter, booking, or ecommerce embeds	URLs, embed snippets, account invites	Include Mailchimp, HubSpot, Pipedrive, Calendly, payment, review, chat, booking, CRM, or other tools the website needs to connect to.
□	API keys and verification keys	API key, site key, verification record	This can include reCAPTCHA, maps, payment, reviews, chat, or other services. Do not paste secrets into normal email or upload forms.
□	Legal company information	Text	Include registered company name, company number, VAT number, trading name, or other details that need to appear on the site.
□	Public phone numbers and email addresses	Text	Confirm the details visitors should use, including different departments, locations, or enquiry types if needed.
□	Form notification recipients	Email addresses	Confirm where contact forms, quote requests, bookings, orders, or support messages should be sent.
□	Addresses, locations, and service areas	Text, URLs, map links	Include physical locations, mailing addresses, regions served, and any location-specific instructions.
□	Page list and priority pages	Text, spreadsheet, sitemap	List the pages you know you need. It is fine if the list changes during discovery.
□	Existing page copy	DOCX, Google Doc, Markdown, website URL	Send existing copy if it should be reused or reviewed. If copy still needs writing, mark it as a project task.
□	Headlines, taglines, and value proposition notes	Text	Any existing messaging, pitch decks, sales notes, or positioning documents can help shape the website copy.
□	Service, product, or offer details	Text, spreadsheet, PDF, URLs	Include descriptions, pricing, variations, availability, FAQs, and anything a visitor needs before making an enquiry or purchase.
□	Team bios, author bios, and credentials	Text, DOCX, URLs	Useful for about pages, blog authors, leadership profiles, and trust-building sections.
□	FAQs	Text, spreadsheet	Real customer questions are more useful than generic filler. Pull from sales calls, support emails, proposals, or onboarding notes.
□	Target keywords and SEO notes	Text, spreadsheet, report	Share any existing keyword research, Search Console exports, SEO reports, PPC landing-page terms, or priority search topics.
□	Downloadable files	PDF, DOCX, XLSX, EPUB, ZIP	Include brochures, white papers, menus, price lists, forms, product sheets, or other files visitors should download.
□	Privacy policy	Text, DOCX, PDF, URL	If you do not have one, this should be flagged early so the right legal/compliance route can be chosen.
□	Cookie policy and consent requirements	Text, DOCX, PDF, URL	Tracking, analytics, ads, embedded media, and chat tools may affect cookie consent requirements.
□	Terms, refund, delivery, or booking policies	Text, DOCX, PDF, URL	These are especially important for ecommerce, bookings, subscriptions, events, memberships, or paid downloads.
□	Copyright and attribution requirements	Text	Record any required credit lines for photography, illustrations, licences, partners, or third-party material.