Demo

Sample report structure

This is a fictional company (“Harborline Studio”) filled in on the same General SMB template used in the app. It shows how answers flow into an At a glance lead and a full Markdown brief—similar to what you'll preview and export after sign-in.


Markdown preview (export uses the same body)
# Website & digital presence brief — sample

_Template general_smb_v1 v1 · General SMB_

---

# At a glance

**Organization:** Harborline Studio (sample)

**Positioning:** A stakeholder-ready brief before you write a line of code.

**Primary contact:** hello@harborline.example

**Differentiators (summary):** - Human-in-the-loop review, not just forms
- BRD-shaped output for agencies
- Canada-first defaults where helpful

**Accessibility intent:** WCAG 2.1 AA

**SEO focus:** Primary geography: Ontario and broader Canada English queries. Topics: website brief software, SMB discovery, agency handoff, accessibility readiness.

_This lead section is auto-generated from Essential and selected Core fields. Confirm details in the full brief below._

---

# Full brief

# branding

### Identity

Harborline Studio

### Tagline or caption

Clarity for teams shipping their first serious site.

### Brand voice (how you sound)

> Warm, direct, confident. Avoid jargon like “synergy.” Prefer short sentences and concrete examples.


---

# hero

### Headline

A stakeholder-ready brief before you write a line of code.

### Supporting line / subheadline

Preflight helps small teams capture brand, standards, personas, and marketing intent in one place—then review it with a human before handoff.

### Picture guidance

Wide hero, 16:9 safe crop. Subject: diverse team at a whiteboard + laptop. Natural light, teal/navy accents matching brand. Text overlay zone left third.


---

# contact

### Primary public email

hello@harborline.example

### Phone (optional)

+1 (555) 010-0199

### Primary URLs today (site, social, maps)

https://harborline.example
LinkedIn company page (draft)
Google Business profile


---

# about

### Story

Founded in 2024 after the team repeatedly saw SMBs lose weeks to rediscovery in web projects. Harborline builds tools that front-load alignment.

### What makes you different

- Human-in-the-loop review, not just forms
- BRD-shaped output for agencies
- Canada-first defaults where helpful

### Primary CTA for About area

Book a 15-minute fit call


---

# visual

### Palette

#0d47a1

### Secondary color

#00838f

### Typography

Headings: DM Sans. Body: system UI stack. Code snippets: JetBrains Mono where needed.

### Accessibility / contrast notes

> Target WCAG 2.1 AA for normal text; review lime-on-white and thin weights with design.


---

# standards

### Accessibility target (intent)

WCAG 2.1 AA

### Mobile-first is a priority

Yes

### Performance expectations

LCP under 2.5s on mid-tier mobile; lazy-load below-fold imagery; minimal third-party scripts.

### We sell products/services online or take orders digitally

Yes

### We run events, workshops, or dated offerings

Yes


---

# trust

### Privacy policy status

Need one

### Cookies / consent tooling notes

Plan: cookie banner with granular opt-in for analytics; document in privacy policy draft.

### Commerce terms, refunds, warranties (if applicable)

Standard net-30 for invoices; refunds for unused prepaid blocks within 14 days—confirm with counsel.


---

# personas

### Buyer personas

| role | goals | constraints |
| --- | --- | --- |
| Owner / GM | Ship a credible site without becoming the project manager. | Limited time; needs plain language and clear milestones. |
| Marketing lead | Single source of truth for messaging, SEO, and launch checklist. | Must align with sales and support; needs exportable artifact. |

### Site personas

| task | needs |
| --- | --- |
| Compare plans and start trial | Clear pricing, trust signals, minimal form friction; FAQ for security. |
| Download sample brief | Obvious CTA, fast load, accessible link text. |


---

# marketing

### SEO summary

Primary geography: Ontario and broader Canada English queries. Topics: website brief software, SMB discovery, agency handoff, accessibility readiness.

### Keyword table

| phrase | intent |
| --- | --- |
| website requirements template | Commercial |
| small business website brief | Informational |
| WCAG checklist for new site | Informational |

### Analytics & consent approach

GA4 with consent mode v2; no pixels until acceptance; quarterly review of events.


---

# social

### Channels

| channel | url | purpose |
| --- | --- | --- |
| LinkedIn | https://linkedin.com/company/example | Thought leadership and pilot customer stories. |


---

# recommendations

### For the owner

1. Confirm legal review of privacy and cookies.
2. Approve hero copy and CTA.
3. Assign internal owner for launch comms.

### For the web team

1. Map IA from brief sections to CMS templates.
2. Schedule accessibility audit against stated WCAG target.
3. Wire analytics per consent approach.


---

# glossary

### Terms and definitions

| term | definition |
| --- | --- |
| BRD | Business requirements document — structured stakeholder brief. |
| LCP | Largest Contentful Paint — Core Web Vital for perceived load speed. |


---

# shop

### Products / programs / services

| name | category | price_band | notes |
| --- | --- | --- | --- |
| Growth | Subscription | Contact for regional pricing | Checklist, review rounds, Markdown export. |
| Office hours | Add-on | $200 / session | Optional live walkthrough of the brief with a consultant. |


---

# events

### Events / tiers

| event_type | tiers | geo |
| --- | --- | --- |
| Live webinar | Free live; recording gated with email capture | Americas-friendly time (ET morning) |


---

# supplemental

### Extra hubs or program areas

Future: customer stories hub under /customers with filter by industry (services vs product).