Template library

Web Design

Web design brief, content collection, and project approval forms for web designers and studios

app.pocper.com

Website Master Profile

This is the standing record for your website — one copy that the studio and you keep current together over the whole relationship. It is not tied to any single project. Whenever a domain moves, a plugin is added, a renewal date shifts, or a contact changes, update it here so we are always working from the truth. Never store passwords in this document — record only where each credential lives.

Site Identity

Business / brand name:

Primary domain:

Additional / redirect domains:

Live since:

Domain, DNS & Hosting

Service	Provider	Account / reference	Renewal / expiry
Domain registrar
DNS host
Web hosting / server
SSL certificate
CDN / caching
Email / mailbox host

Platform & Build

CMS / platform:

Current version:

Theme / framework:

Language / stack:

Code repository (location, not credentials):

Plugin & Integration Inventory

Plugin / integration	Purpose	Version / licence	Renewal

Analytics, SEO & Marketing Accounts

Analytics (e.g. GA4) property / ID:

Tag manager container:

Search console / webmaster property:

Email / newsletter platform:

Other marketing / advertising accounts:

Key Contacts

Client-side owner / decision maker:

Day-to-day content editor:

Studio lead / account manager:

Other people who may need access, with role and email:

Where Credentials Live

Record where each set of logins is stored — never the passwords themselves. Name the password manager, vault, or shared record and who holds access.

Renewal & Key Dates

Next domain renewal:

Next hosting renewal:

Next SSL renewal:

Other recurring dates (licences, subscriptions):

Running Notes

Add dated entries as the site changes — a migration, a redesign, a major plugin update, a security incident, a decision agreed. Newest at the top.

Keep this profile current — it is the master record we both work from.

Use this template

About this template

The Website Master Profile template is a ready-to-use form from Pocper's Web Design pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.

What's in this template

Website Master Profile

Frequently asked questions

What is the Website Master Profile template for?

It's a structured form you send to clients to collect the information, documents, and signatures a web design workflow needs — without the back-and-forth of email.

Can I edit this template?

Yes. Import it into your Pocper workspace, then add, remove, or reword any field before sharing it. Every template is fully editable.

How do clients fill it out?

You share a single link. Clients open it in any browser, complete the form, and their responses sync back to you in real time.

Website Master Profile

About this template

What's in this template

Frequently asked questions

More templates in Web Design