A checklist for getting content from clients

Which of these sounds easier?


You start building a website for your client with the home page content they’ve given you. You create the about and services page. Then you realise the images they’ve provided are watermarked with a stock image site logo, so you send off an email to get the right ones.

Ten minutes later you’re building the contact form and realise you don’t know which email the contact form should go to, so you send off another email. A while after that you are setting up social media links and realise that you don’t have the links. Off goes another email.

You get some responses over the next few days with scattered answers. As you trawl through the email threads you wish you just got it right the first time.


You create the home, about and services page using the content and web ready images the client gave you. When building the contact form you drop in the correct email from the content checklist you prepared earlier

Moving on to the footer, you copy and paste in all the social media links, collected upfront with the rest of the content.

Sounds obvious, right?

Why do so many of us end up in this position?

It’s usually because we’re in a rush or something slips our mind at the start of a project. Later, we pay for it in lost time and not being able to finish the job because we’re waiting on something from the client all over again.

Content is something that needs to be tightly woven into your processes. For the primary reason of avoiding crappy situations down the track.

If your process currently looks something like “email client, ask for 5 pages of content and social media profiles,” you’re in trouble. As much as we’d like to think that clients will think of every detail to give us for their website, the chances of that actually happening are slim to none.

The solution (or at least a way to make it significantly better), is to provide a thorough list of everything you need upfront. The easiest way to do that is have a master template which you can quickly scan through, delete the parts you don’t need and send that off to the client.

Obviously some jobs are highly complex and need their own list, but many jobs will fall into a fairly standard template.

Take a look at the full list and download our templates at this post

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