Your digital brief—structured, reviewed, ready to build.
One place for brand, messaging, standards, trust discussion items, personas, and marketing intent—then an assigned consultant sharpens it with you before you hand off to a web team.
At a glance
Pulled from Essential + selected Core fields—then the full module-by-module brief for designers and developers.
Positioning & primary headline
Contact & primary CTAs
Accessibility intent (e.g. WCAG target)
Personas & keyword table
Trust & compliance discussion list
General SMB template
Essential → Core → OptionalMilestone or full submit
Early feedback without blockingMarkdown + live preview
PDF-ready pipeline nextLess rework. Faster alignment. A brief that matches how you do business.
Stop rediscovering what you already know
Hero copy, IA intent, SEO keywords, and policy discussion items—captured before build so your team ships instead of re-interviewing you.
Look as serious as you are
Sections, tables, and plain language suitable for RFPs, freelancer onboarding, or internal sign-off—not a wall of form fields.
A reviewer in the loop
An assigned consultant comments by section, discusses async, and requests targeted revisions within your plan—accountability, not a chatbot.
Teams that need clarity before the build
Same core workflow; different contexts—from solo founders to structured programs.
Founders & owners
New brand, new offer, or replatform—you need one artifact everyone aligns on.
Marketing & ops leads
You’re the internal owner for the site project and want discovery done once, properly.
Small business teams
Limited time; you want guided prompts, not a blank doc or fifty meandering meetings.
Programs & educators
Cohort-friendly roles are on the roadmap; reach out if you’re running a course or incubator.
Contact for programsEverything in one guided flow
Essential → Core → Optional modules mirror a mature stakeholder brief—not a flat survey export.
Checklist-driven intake
Branding, hero, contact, standards, trust discussion items, personas, marketing, and more—with milestone and full submit gates.
Consultant workflow
Admin-assigned reviewers see only their clients. Per-module feedback, status, revision rounds, and async discussion.
Report preview & export
“At a glance” lead plus full brief. Markdown download today; PDF and share links fit the same pipeline.
Built for SMB reality
Autosave, milestone submit for early review, and optional modules behind opt-in or smart conditions.
Risk-aware framing
Accessibility and trust prompts are discussion checklists—aligned with counsel and your market, not product claims.
“We stopped thrashing in discovery once the brief lived in one structured doc. The handoff to our agency finally felt fair to both sides.”
— Operations lead, professional services (pilot feedback, paraphrased)
From signup to handoff in four moves
01
Create your organization
Sign up and open the General SMB template—the default path to a complete brief.
02
Complete the checklist
Module by module with autosave. Milestone submit (Essential) or full submit (Essential + Core).
03
Review with your consultant
Section feedback, threaded discussion, and revision requests—scoped to your plan.
04
Export and share
Markdown download and in-app preview today; PDF and read-only stakeholder links on the roadmap.
Common questions
Straight answers—see Contact for programs, partnerships, and education.
No. Preflight provides structured prompts and checklists so you can discuss privacy, accessibility, cookies, and similar topics with qualified counsel and your web team.
We focus on a complete stakeholder brief and pair software with human review so the output holds up when you hand it to an agency or developer.
A professional report you can preview in the app and export (Markdown today), plus consultant feedback captured in the product—depending on your plan.
Yes. The sample report walks through a fictional company using the same General SMB template as the product.
Ready before you build?
Open the General SMB checklist, move at your own pace, and get to a consultant-reviewed brief without the endless kickoff loop.