Website Planning Workbook
πŸ‘‹ welcome

let’s plan your website

Work through each section in order β€” your progress is tracked below
⚠️

Your notes are not saved online. Everything you type exists only in this browser session. When you’re finished, go to the Done tab and download your notes as a PDF before closing this page.

This workbook is your friendly shortcut to get clear on what you need before you start building. Click any section below to jump straight to it β€” it will tick off automatically as you complete each one.


Your progress
  • βœ“
    Website Goal
    A clear, single purpose for your site
    β†’
  • βœ“
    Pages & Copy
    The pages you need and the words that go on each one
    β†’
  • βœ“
    Brand Style Guide
    Build your palette, fonts and logo
    β†’
  • βœ“
    Images
    Photos or stock images that tell your story
    β†’
  • βœ“
    Freebie / Opt-in
    A valuable offer to grow your email list
    β†’
  • βœ“
    Website Tools
    What you’ll use to bring your website to life
    β†’
🎯 step one

your website goals

Everything else flows from this
“A successful website attracts the right visitors, guides them to your main offer, and collects contact details for future relationships.” β€” Mohamed Saad

Before you jump into building, you know exactly what you want your website to do for your business. Your goal guides every decision β€” what pages you need, what content you create, and how you design it.

Pick one main goal. With one clear goal, you create a straightforward customer journey β€” guiding visitors from landing on your site all the way to taking action.

Good examples of website goals
  • Grow your email list β€” e.g. reaching 100 new subscribers each month
  • Get consistent discovery call bookings from potential clients
  • Increase online sales β€” e.g. reaching a specific monthly revenue target
πŸ’‘ TipSprinkle testimonials throughout your site to build trust as people browse.
πŸš€ take action

brainstorm your one main goal

  • What do I want my website to do for my business right now?
  • Is my priority more leads or more sales?
  • What would success look like in numbers? (e.g. 100 subscribers/month, 5 calls/week)
Your one main website goal:
πŸ“ƒ step two

map your pages & copy

Less is more β€” build only what supports your goal

Once you know your goal, figure out which pages will help you achieve it. Less is more β€” you don’t need 15 pages to have an effective website. Start simple, then build from there.

πŸ’‘ TipStart with the basics: Home, About, and a Services page. Then add extras β€” Blog, Testimonials, Portfolio β€” that support your goal.
πŸ₯— Nutritionist example
  • Home β€” Who you help
  • About β€” Story + credentials
  • Work With Me β€” Programs
  • Blog/Recipes β€” Free value
  • Testimonials
🧘 Yoga teacher example
  • Class Schedule
  • Retreats β€” Details + pricing
  • About β€” Philosophy

Once you’ve mapped your pages, it’s time to write your website copy β€” the headlines, descriptions, and call-to-action buttons that go on each page. The moment someone lands on your page, they need to quickly answer three things:

Three questions every page must answer1. What do you offer?  2. How will it make my life easier?  3. What do I need to do to get it?

Website copy doesn’t need to be perfect β€” it just needs to be clear. Think simple, conversational, and focused on helping your visitor understand what you do and what to do next.

Clear CTA examples
  • Book a Call β€” “Book your free 20-minute intro call”
  • Sign Up β€” “Get my weekly wellness tips”
  • Shop Now β€” “Browse the new candle collection”
  • Read More β€” “Learn how my 3-step method works”
πŸš€ take action β€” your notes

map your pages, messages & CTAs

Your notes:

build your sitemap

Visualise how your pages connect. Click any name to rename. Hover to delete. Add sub-pages beneath any main page.
Home
Main page
Sub-page
🎨 step three

your brand style guide

Logo, colours, and fonts β€” all in one place

Even a simple brand guide makes a big difference β€” it keeps your website, social media, and marketing materials consistent and instantly recognisable.

Your Logo

Upload your logo file to preview how it looks.
πŸ–ΌοΈClick to upload your logo
logo preview

Colour Palette

Enter your hex codes. Click any swatch to use the colour picker.

Your Fonts

Choose from popular Google Fonts or type your own. The preview updates instantly.
Heading Font
Heading Font
Body Font
Body text goes here
Accent / Quote Font
Accent / quote font
additional notes

visual style & vibe

Describe your brand personality, icons, patterns, overall feel:
πŸ’‘ ResourcesWatch Creating a Style Guide in Canva Β· Free Canva Template Β· Brand designer: Andrea Barras
πŸ“· step four

choosing images

Images tell your story without a single word

Images have the biggest visual impact on your website. They engage your audience and help tell your brand story without words. If you don’t have your own photos yet, stock images are absolutely fine to start β€” just make them feel like you by adding a brand colour overlay or cropping creatively.

Three types of images that work beautifully on websites
Neutral background landscape
Neutral background
Lots of white space β€” ideal for banners. Ask your photographer for landscape (horizontal) shots.
Clean portrait
Clean vertical portrait
Simple backgrounds are flexible β€” easy to use anywhere and simple to edit.
Behind the scenes
Behind the scenes
You in action β€” working, coaching, creating. Helps visitors connect with the real you.
πŸ“ Resolution tipAim for images around 2800px wide so they look crisp. Then optimise for web β€” large files slow your site down and visitors are not patient.
πŸ’‘ Photoshoot tipShoot in a simple studio setting. The cleaner the background, the easier images are to edit and the longer they’ll stay current on your site.
πŸš€ take action

plan and gather your images

  • Create a Pinterest board with photo inspiration
  • Book a personal branding photoshoot
  • Or browse Unsplash, Pexels, or Stocksy and save images that feel right
Your image plan:
πŸ“« step five

your opt-in / freebie

Turn visitors into an audience you own

One of the best ways to turn website visitors into potential customers is by offering an opt-in β€” something valuable for free in exchange for their email address.

Why it mattersUnlike social media followers, your email list is an audience you own. Algorithms don’t control whether they see your content β€” you can reach them reliably any time.
You’ll need two things
  • An email marketing service β€” Mailchimp, MailerLite, or Kit are all great starting points
  • A freebie β€” a PDF guide, video series, Google doc, newsletter, or coupon that solves a real problem for your audience
πŸ’‘ TipCanva or Pixlr make it easy to design beautiful freebies without being a designer.
πŸš€ take action

plan your opt-in

  • Brainstorm freebie ideas β€” what problem does your audience have right now?
  • Research email service providers and sign up for one
Your opt-in ideas & email platform:
βš’οΈ step six

website tools

Pick a rock-solid foundation

Now that you’ve mapped your pages, planned your copy, gathered your branding and imagery, and decided on your opt-in β€” it’s time to choose the tech that brings it all to life.

Popular website platforms
  • WordPress.org β€” most control and flexibility; my personal recommendation
  • Squarespace β€” clean templates, all-in-one
  • Wix β€” beginner-friendly drag and drop
  • Showit β€” beautiful, design-focused
πŸ’‘ My pickWordPress (self-hosted) with the Kadence theme β€” maximum control, no coding needed.
If you choose WordPress, you’ll need
  • A domain β€” your website address (e.g. yourbusiness.com) β€” paid yearly to a registrar
  • A hosting package β€” where your files live; pay monthly to keep your site running
Recommended hosts
  • Cloudways β€” reliable and trusted; backend can be more technical
  • Domains.co.za β€” South African favourite, fantastic support, great pricing (my personal pick)

Some links above are affiliate links.

πŸš€ take action

lock in your tech decisions

  • Choose your platform
  • Register your domain
  • Sign up for hosting
Your tech decisions:
πŸ†

congratulations!

You now have a clear plan for exactly what you need to build a website that truly supports your business. Before you close this tab β€” download your notes!

πŸ’Ύ

Don’t lose your work! Your notes are not saved online. Click below to download everything as a PDF to keep and refer back to.


Want extra support? Here’s what’s next.
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