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B2B Website Relaunch Scope Template

A practical briefing document for marketing leads, founders, and procurement teams replacing a live B2B website. Complete it before requesting proposals so every supplier prices the same outcome, migration risk, and acceptance criteria—not a different interpretation of “redesign.”

How to use it: duplicate this page into your working document, replace every bracketed prompt, and mark unknowns explicitly. Ask the commercial owner, content owner, and technical owner to review it together. A useful first draft takes 60–90 minutes; unresolved decisions become discovery questions.
The site must change[qualified inquiries / sales cycle / support load / market entry]
Baseline number[current value and source]
Target after 90 days[target value]
Accountable owner[name and role]
AudienceDecision they need to makeEvidence they need
[Audience 1][Decision][Proof]
[Audience 2][Decision][Proof]
Required page types[list]
Languages and markets[list]
Content to migrate[URLs or count]
Integrations[CRM, analytics, consent, jobs, booking]
Accessibility target[WCAG level or legal requirement]
Performance target[LCP, INP, CLS]
URLs that must retain traffic[top organic landing pages and current clicks]
Content that cannot be lost[regulated, contractual, translated, or high-converting content]
Business-critical connections[CRM, forms, consent records, jobs, payments, feeds]
Rollback trigger and owner[failure threshold, decision maker, restore procedure]
Working budget range[range excluding / including VAT]
Required launch date[date and the business reason it cannot move]
Available internal capacity[hours per week for content, review, and approvals]
Out of scope[work explicitly deferred to a later phase]
DecisionOwnerDeadline
Information architecture[Name][Date]
Copy[Name][Date]
Design[Name][Date]
Launch approval[Name][Date]
  • Redirects tested against the existing URL inventory.
  • Canonicals, hreflang, sitemap and robots rules verified.
  • Forms reach the correct owner and record consent.
  • Editors can publish without developer help.
  • Performance and accessibility targets pass on production-like data.
  • Analytics records the agreed commercial action.
  • A named owner has checked the top organic landing pages after launch.
  • Backups, rollback access, monitoring and incident contacts are confirmed.
Week 2 review[owner and measures]
Day 30 correction[owner and measures]
Day 60 correction[owner and measures]
Day 90 decision[keep, change or stop]

Built from the launch controls used in Some Tech Work relaunch projects. See the B2B website relaunch service or the Germany cost guide.