{"id":1492,"date":"2026-07-23T06:47:00","date_gmt":"2026-07-23T13:47:00","guid":{"rendered":"https:\/\/brianbaker.net\/blog\/?p=1492"},"modified":"2026-07-23T06:47:01","modified_gmt":"2026-07-23T13:47:01","slug":"website-template","status":"publish","type":"post","link":"https:\/\/brianbaker.net\/blog\/2026\/07\/23\/website-template\/","title":{"rendered":"Website Template"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Websting Standardized Project Schema<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Schema Name:<\/strong> Websting Project Record<br><strong>Schema Version:<\/strong> 1.0<br><strong>Purpose:<\/strong> Create one consistent project structure that can receive information from any Websting intake path and pass it through planning, validation, final brief creation, and submission.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">1. Core Workflow<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Every intake method should produce the same standardized project record.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Supported Entry Paths<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Guided five-stage intake<\/li>\n\n\n\n<li class=\"\">Industry template customizer<\/li>\n\n\n\n<li class=\"\">Uploaded document or pasted information<\/li>\n\n\n\n<li class=\"\">Existing Websting project record<\/li>\n\n\n\n<li class=\"\">Manual internal Websting entry<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Shared Workflow<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Input information is converted into:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Websting Project Record<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The record then passes through:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Project Intake Validator<\/li>\n\n\n\n<li class=\"\">Final Project Brief Builder<\/li>\n\n\n\n<li class=\"\">Customer Review<\/li>\n\n\n\n<li class=\"\">Submission Packet Generator<\/li>\n\n\n\n<li class=\"\">Websting Project Submission<\/li>\n\n\n\n<li class=\"\">Internal production workflow<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">2. Schema Design Principles<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The schema should:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Use consistent field names<\/li>\n\n\n\n<li class=\"\">Separate customer-provided information from AI-generated recommendations<\/li>\n\n\n\n<li class=\"\">Preserve the original customer wording<\/li>\n\n\n\n<li class=\"\">Allow unknown values<\/li>\n\n\n\n<li class=\"\">Track assumptions<\/li>\n\n\n\n<li class=\"\">Identify missing information<\/li>\n\n\n\n<li class=\"\">Support partial completion<\/li>\n\n\n\n<li class=\"\">Work for websites, AI tools, content systems, and combined projects<\/li>\n\n\n\n<li class=\"\">Support both human-readable output and JSON<\/li>\n\n\n\n<li class=\"\">Avoid requiring customers to edit JSON<\/li>\n\n\n\n<li class=\"\">Remain expandable without breaking existing records<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">3. Record Statuses<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Each project should have a current workflow status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Project Status Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Draft<\/li>\n\n\n\n<li class=\"\">Discovery in Progress<\/li>\n\n\n\n<li class=\"\">Planning in Progress<\/li>\n\n\n\n<li class=\"\">Content Review in Progress<\/li>\n\n\n\n<li class=\"\">Validation Required<\/li>\n\n\n\n<li class=\"\">Ready for Final Brief<\/li>\n\n\n\n<li class=\"\">Final Brief Generated<\/li>\n\n\n\n<li class=\"\">Customer Review Required<\/li>\n\n\n\n<li class=\"\">Approved for Submission<\/li>\n\n\n\n<li class=\"\">Submitted<\/li>\n\n\n\n<li class=\"\">In Production<\/li>\n\n\n\n<li class=\"\">Completed<\/li>\n\n\n\n<li class=\"\">On Hold<\/li>\n\n\n\n<li class=\"\">Cancelled<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Intake Readiness Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Incomplete<\/li>\n\n\n\n<li class=\"\">Needs Clarification<\/li>\n\n\n\n<li class=\"\">Ready With Assumptions<\/li>\n\n\n\n<li class=\"\">Ready for Final Brief<\/li>\n\n\n\n<li class=\"\">Ready for Submission<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">4. Complete Schema Sections<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The standardized project record contains 15 major sections.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Record metadata<\/li>\n\n\n\n<li class=\"\">Customer and contact information<\/li>\n\n\n\n<li class=\"\">Business profile<\/li>\n\n\n\n<li class=\"\">Target customers<\/li>\n\n\n\n<li class=\"\">Current website and systems<\/li>\n\n\n\n<li class=\"\">Business problems<\/li>\n\n\n\n<li class=\"\">Project goals<\/li>\n\n\n\n<li class=\"\">Website requirements<\/li>\n\n\n\n<li class=\"\">AI system requirements<\/li>\n\n\n\n<li class=\"\">Content and knowledge<\/li>\n\n\n\n<li class=\"\">Working examples<\/li>\n\n\n\n<li class=\"\">Timing, budget, and readiness<\/li>\n\n\n\n<li class=\"\">Recommendations and scope<\/li>\n\n\n\n<li class=\"\">Validation and approvals<\/li>\n\n\n\n<li class=\"\">Final brief and submission<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">5. Section 1: Record Metadata<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section identifies the project and tracks its origin.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">submission_id<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Unique Websting project identifier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example:<\/strong><br>WDS-20260723-ABCD<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">created_at<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date and time the record was created.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">updated_at<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date and time the record was most recently updated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submitted_at<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date and time the project was submitted to Websting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">project_status<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current workflow status.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">intake_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current readiness level.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">source<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Where the project originated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Source Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Websting Guided Intake<\/li>\n\n\n\n<li class=\"\">Industry Template<\/li>\n\n\n\n<li class=\"\">Uploaded Document<\/li>\n\n\n\n<li class=\"\">Pasted Information<\/li>\n\n\n\n<li class=\"\">Existing Project Import<\/li>\n\n\n\n<li class=\"\">Websting Internal Entry<\/li>\n\n\n\n<li class=\"\">Website Contact Form<\/li>\n\n\n\n<li class=\"\">Other<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">source_detail<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional source information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Plumbing Industry Template 1.0<\/li>\n\n\n\n<li class=\"\">Five-Stage Guided Intake<\/li>\n\n\n\n<li class=\"\">Existing website proposal<\/li>\n\n\n\n<li class=\"\">Customer-uploaded business plan<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">schema_version<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Version of the standardized schema.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Default:<\/strong><br>1.0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">tool_version<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Version of the Websting tool that created or updated the record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">current_stage<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Most recently completed intake stage.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Current Stage Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Initial Entry<\/li>\n\n\n\n<li class=\"\">Business Discovery<\/li>\n\n\n\n<li class=\"\">Website and AI Planning<\/li>\n\n\n\n<li class=\"\">Content and Knowledge Organization<\/li>\n\n\n\n<li class=\"\">Working Example Development<\/li>\n\n\n\n<li class=\"\">Final Brief Creation<\/li>\n\n\n\n<li class=\"\">Validation<\/li>\n\n\n\n<li class=\"\">Submission<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">completion_percentage<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Estimated percentage of required project information completed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">last_completed_action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plain-language description of the most recent completed step.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">6. Section 2: Customer and Contact Information<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section identifies the customer and primary project contact.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">customer_name<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Full name of the primary contact.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_name<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Legal or public-facing business name.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_email<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Primary email address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">phone<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Primary phone number.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">preferred_contact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Preferred communication method.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Email<\/li>\n\n\n\n<li class=\"\">Phone<\/li>\n\n\n\n<li class=\"\">Text<\/li>\n\n\n\n<li class=\"\">Video Call<\/li>\n\n\n\n<li class=\"\">No Preference<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">best_contact_time<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Preferred time or availability for contact.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_role<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s role in the business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Owner<\/li>\n\n\n\n<li class=\"\">Co-owner<\/li>\n\n\n\n<li class=\"\">Marketing Manager<\/li>\n\n\n\n<li class=\"\">Office Manager<\/li>\n\n\n\n<li class=\"\">Consultant<\/li>\n\n\n\n<li class=\"\">Authorized Representative<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">decision_maker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer can approve the project.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Yes<\/li>\n\n\n\n<li class=\"\">No<\/li>\n\n\n\n<li class=\"\">Shared Decision<\/li>\n\n\n\n<li class=\"\">Unknown<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">other_decision_makers<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Names or roles of additional decision-makers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">communication_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Important communication preferences or restrictions.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">7. Section 3: Business Profile<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section describes the business as it currently operates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">business_description<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plain-language summary of the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">industry<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Primary industry.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">industry_subcategory<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">More specific business type.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Industry: Home Services<\/li>\n\n\n\n<li class=\"\">Industry Subcategory: Plumbing and Drain Service<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">years_operating<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Number of years in business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">team_size<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approximate number of employees or regular workers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_model<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How the business earns revenue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Example Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Local service appointments<\/li>\n\n\n\n<li class=\"\">Project-based consulting<\/li>\n\n\n\n<li class=\"\">Product sales<\/li>\n\n\n\n<li class=\"\">Membership<\/li>\n\n\n\n<li class=\"\">Subscription<\/li>\n\n\n\n<li class=\"\">Professional services<\/li>\n\n\n\n<li class=\"\">Online education<\/li>\n\n\n\n<li class=\"\">Mixed revenue model<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">geographic_area<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">General geographic market served.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">service_area<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Specific cities, counties, states, ZIP codes, or regions served.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">physical_locations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">List of customer-facing or operational locations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_url<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current website address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">social_profiles<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Relevant social media or directory profiles.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_hours<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Normal operating hours.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">emergency_or_after_hours_service<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Availability outside normal hours.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">main_services<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">List of primary services.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">secondary_services<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">List of secondary or supporting services.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">service_count<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approximate number of core services.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">differentiators<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reasons customers choose this business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">credentials<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Licenses, certifications, memberships, awards, or professional credentials.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">trust_signals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing trust-building assets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Customer reviews<\/li>\n\n\n\n<li class=\"\">Years of experience<\/li>\n\n\n\n<li class=\"\">Certifications<\/li>\n\n\n\n<li class=\"\">Case studies<\/li>\n\n\n\n<li class=\"\">Before-and-after photos<\/li>\n\n\n\n<li class=\"\">Guarantees<\/li>\n\n\n\n<li class=\"\">Press mentions<\/li>\n\n\n\n<li class=\"\">Professional memberships<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">competitors<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Known competitors or types of businesses the customer competes against.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_constraints<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Operational limits that may affect the project.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Limited service area<\/li>\n\n\n\n<li class=\"\">Seasonal capacity<\/li>\n\n\n\n<li class=\"\">No weekend availability<\/li>\n\n\n\n<li class=\"\">Restricted service categories<\/li>\n\n\n\n<li class=\"\">Regulated industry<\/li>\n\n\n\n<li class=\"\">Limited staff<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">8. Section 4: Target Customers<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section defines who the website and AI system should serve.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">primary_customer_type<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Main customer category.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">secondary_customer_types<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional customer groups.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">target_customer_description<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Detailed description of the ideal customer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">industries_served<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Industries served by the business, when applicable.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_locations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Locations where ideal customers are found.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems customers are trying to solve.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_questions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Common questions customers ask before contacting the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_objections<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Common reasons prospects hesitate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_selection_factors<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">What customers consider when selecting a provider.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Price<\/li>\n\n\n\n<li class=\"\">Trust<\/li>\n\n\n\n<li class=\"\">Availability<\/li>\n\n\n\n<li class=\"\">Experience<\/li>\n\n\n\n<li class=\"\">Location<\/li>\n\n\n\n<li class=\"\">Reviews<\/li>\n\n\n\n<li class=\"\">Specialization<\/li>\n\n\n\n<li class=\"\">Speed<\/li>\n\n\n\n<li class=\"\">Communication<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">primary_customer_action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Main action the business wants visitors to take.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Request service<\/li>\n\n\n\n<li class=\"\">Schedule a consultation<\/li>\n\n\n\n<li class=\"\">Call the business<\/li>\n\n\n\n<li class=\"\">Request an estimate<\/li>\n\n\n\n<li class=\"\">Book an appointment<\/li>\n\n\n\n<li class=\"\">Purchase a product<\/li>\n\n\n\n<li class=\"\">Join a program<\/li>\n\n\n\n<li class=\"\">Submit project information<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">secondary_customer_actions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Other useful visitor actions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_journey_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Description of how customers currently discover, evaluate, and contact the business.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">9. Section 5: Current Website and Systems<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section documents the customer\u2019s existing digital setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">current_website_situation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plain-language summary of the current website.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">current_platform<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current website platform.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">WordPress<\/li>\n\n\n\n<li class=\"\">Wix<\/li>\n\n\n\n<li class=\"\">Squarespace<\/li>\n\n\n\n<li class=\"\">Shopify<\/li>\n\n\n\n<li class=\"\">Webflow<\/li>\n\n\n\n<li class=\"\">Custom PHP<\/li>\n\n\n\n<li class=\"\">No Website<\/li>\n\n\n\n<li class=\"\">Unknown<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">current_hosting<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current hosting provider, when known.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_age<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approximate age of the current website.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">what_works_well<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Parts of the current setup that should be preserved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">current_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems with the website or digital system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">mobile_experience<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current mobile usability.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_update_process<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How website content is currently updated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">lead_capture_process<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How online inquiries are currently collected.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">current_forms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing website forms and their purpose.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">current_integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Connected systems.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">CRM<\/li>\n\n\n\n<li class=\"\">Scheduling system<\/li>\n\n\n\n<li class=\"\">Email marketing platform<\/li>\n\n\n\n<li class=\"\">Payment processor<\/li>\n\n\n\n<li class=\"\">Google Sheets<\/li>\n\n\n\n<li class=\"\">TaskMagic<\/li>\n\n\n\n<li class=\"\">Salesforce<\/li>\n\n\n\n<li class=\"\">Google Calendar<\/li>\n\n\n\n<li class=\"\">Zapier<\/li>\n\n\n\n<li class=\"\">Pickaxe<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">current_ai_tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI tools currently used by the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">analytics_setup<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current analytics or reporting tools.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">search_visibility<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Current local or organic search situation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">domain_ownership<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Who controls the domain.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">hosting_ownership<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Who controls the hosting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">account_access<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Available account access.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">access_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether required accounts and credentials can be provided.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Ready<\/li>\n\n\n\n<li class=\"\">Partially Ready<\/li>\n\n\n\n<li class=\"\">Assistance Needed<\/li>\n\n\n\n<li class=\"\">Unknown<\/li>\n\n\n\n<li class=\"\">Not Applicable<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">migration_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Content, domain, email, or system migration needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">systems_to_keep<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing systems that should remain.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">systems_to_replace<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing systems that may be replaced.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">10. Section 6: Business Problems<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section preserves both the customer\u2019s wording and the structured interpretation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">problem_in_own_words<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The customer\u2019s original description of the problem.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This field should be preserved without rewriting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">primary_business_problem<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The main business issue the project should address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">supporting_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional problems contributing to the main issue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems specifically related to the website.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_service_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems related to answering questions or assisting customers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">lead_generation_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems related to attracting or converting prospects.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems related to creating, organizing, or publishing content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">workflow_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems related to internal processes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">knowledge_problems<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Problems caused by information being scattered, undocumented, or difficult to reuse.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">repetitive_tasks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tasks the customer or staff repeat frequently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">missed_opportunities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Known opportunities the business is currently unable to capture.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_impact<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How these problems affect revenue, time, customer experience, or growth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">urgency<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s urgency level.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Low<\/li>\n\n\n\n<li class=\"\">Moderate<\/li>\n\n\n\n<li class=\"\">High<\/li>\n\n\n\n<li class=\"\">Immediate<\/li>\n\n\n\n<li class=\"\">Unknown<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">11. Section 7: Project Goals<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section defines the desired outcome.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">primary_goal<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Main result the customer wants.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">secondary_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional desired outcomes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Goals specifically assigned to the website.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_system_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Goals assigned to the AI tools or assistant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Goals assigned to content and knowledge organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">lead_generation_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desired lead-generation improvements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_experience_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desired improvements to the customer journey.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">internal_efficiency_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desired improvements to staff or owner efficiency.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">brand_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desired changes to professional image or market positioning.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">search_visibility_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Desired local or organic search improvements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">measurable_outcomes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Specific results that could be measured.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Increase qualified service inquiries<\/li>\n\n\n\n<li class=\"\">Reduce incomplete contact forms<\/li>\n\n\n\n<li class=\"\">Reduce repetitive phone questions<\/li>\n\n\n\n<li class=\"\">Publish two useful articles per month<\/li>\n\n\n\n<li class=\"\">Improve mobile conversion rate<\/li>\n\n\n\n<li class=\"\">Generate more consultation requests<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">project_success_definition<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s description of what would make the project successful.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">non_goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Items that are specifically outside the project\u2019s intended purpose.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">12. Section 8: Website Requirements<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section defines the expected website.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">website_required<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether a website is included.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">project_type<\/h3>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">New Website<\/li>\n\n\n\n<li class=\"\">Website Redesign<\/li>\n\n\n\n<li class=\"\">Website Expansion<\/li>\n\n\n\n<li class=\"\">Landing Page<\/li>\n\n\n\n<li class=\"\">Website and AI System<\/li>\n\n\n\n<li class=\"\">AI System Only<\/li>\n\n\n\n<li class=\"\">Content System Only<\/li>\n\n\n\n<li class=\"\">Other<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">desired_page_count<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Estimated number of pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">required_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pages the customer knows are required.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pages recommended by the planner.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">service_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Individual service pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">location_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Individual service-area or location pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">product_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Product or package pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">required_features<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Required website functionality.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Contact form<\/li>\n\n\n\n<li class=\"\">Service request form<\/li>\n\n\n\n<li class=\"\">Appointment request<\/li>\n\n\n\n<li class=\"\">Quote request<\/li>\n\n\n\n<li class=\"\">Customer portal<\/li>\n\n\n\n<li class=\"\">Online payment<\/li>\n\n\n\n<li class=\"\">Search<\/li>\n\n\n\n<li class=\"\">Blog<\/li>\n\n\n\n<li class=\"\">Resource library<\/li>\n\n\n\n<li class=\"\">Membership<\/li>\n\n\n\n<li class=\"\">E-commerce<\/li>\n\n\n\n<li class=\"\">File upload<\/li>\n\n\n\n<li class=\"\">Click-to-call<\/li>\n\n\n\n<li class=\"\">Live chat<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">desired_integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Systems the website should connect with.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">online_payments<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Online payment requirement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">scheduling_requirement<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Appointment or consultation scheduling requirement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">lead_capture_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Information that must be collected from prospects.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">form_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Forms that need to be created.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_confirmation_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Messages customers should receive after submitting information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">admin_notification_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How the business should receive new inquiries.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">design_preferences<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Visual preferences.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">brand_colors<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved or preferred colors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">typography_preferences<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved or preferred typography.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">existing_brand_guidelines<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether formal brand guidelines exist.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_websites<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Websites the customer likes or dislikes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">photography_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Original or stock photography needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">accessibility_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Known accessibility requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">language_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Languages the website must support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">legal_pages<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Required policy or legal pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">basic_seo_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Initial search optimization requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">analytics_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Analytics and reporting requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">hosting_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Hosting and maintenance expectations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">security_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Security, backup, spam, and update requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional website instructions.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">13. Section 9: AI System Requirements<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section defines the customer-facing and internal AI system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">ai_system_required<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether AI tools are included.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_interests<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI capabilities the customer is interested in.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Customer question assistant<\/li>\n\n\n\n<li class=\"\">Lead qualification assistant<\/li>\n\n\n\n<li class=\"\">Project inquiry assistant<\/li>\n\n\n\n<li class=\"\">Content generator<\/li>\n\n\n\n<li class=\"\">Review response tool<\/li>\n\n\n\n<li class=\"\">Follow-up message writer<\/li>\n\n\n\n<li class=\"\">Proposal assistant<\/li>\n\n\n\n<li class=\"\">Internal knowledge assistant<\/li>\n\n\n\n<li class=\"\">Training assistant<\/li>\n\n\n\n<li class=\"\">Product recommendation assistant<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_ai_tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tools recommended by the planner.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each recommended tool should include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">tool_name<\/li>\n\n\n\n<li class=\"\">purpose<\/li>\n\n\n\n<li class=\"\">primary_user<\/li>\n\n\n\n<li class=\"\">inputs<\/li>\n\n\n\n<li class=\"\">expected_output<\/li>\n\n\n\n<li class=\"\">primary_action<\/li>\n\n\n\n<li class=\"\">required_knowledge<\/li>\n\n\n\n<li class=\"\">integrations<\/li>\n\n\n\n<li class=\"\">restrictions<\/li>\n\n\n\n<li class=\"\">priority<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">customer_facing_tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tools intended for prospects or customers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">internal_tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tools intended for the owner or staff.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_purpose<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Primary purpose of the main AI assistant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_allowed_topics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Topics the assistant is permitted to address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_restricted_topics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Topics the assistant must not address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_required_disclaimers<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Required limitation or safety language.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_escalation_rules<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Situations where the assistant should direct the user to a person.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_primary_action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Main action the assistant should encourage.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_tone<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved communication style.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assistant_identity<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How the assistant should identify itself.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_safety_boundaries<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Safety, legal, financial, medical, regulatory, or operational limitations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_accuracy_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Information that must be verified before use.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_handoff_requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How collected information should be passed to Websting or the customer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">External systems required by the AI tools.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_testing_scenarios<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Scenarios that should be tested before launch.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional AI system instructions.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">14. Section 10: Content and Knowledge<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section defines the information needed to build the website and AI system.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">available_content<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Content the customer currently has.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Logo<\/li>\n\n\n\n<li class=\"\">Website copy<\/li>\n\n\n\n<li class=\"\">Service descriptions<\/li>\n\n\n\n<li class=\"\">FAQs<\/li>\n\n\n\n<li class=\"\">Reviews<\/li>\n\n\n\n<li class=\"\">Photos<\/li>\n\n\n\n<li class=\"\">Videos<\/li>\n\n\n\n<li class=\"\">Business documents<\/li>\n\n\n\n<li class=\"\">Pricing sheets<\/li>\n\n\n\n<li class=\"\">Policies<\/li>\n\n\n\n<li class=\"\">Training materials<\/li>\n\n\n\n<li class=\"\">Proposals<\/li>\n\n\n\n<li class=\"\">Email templates<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">available_content_details<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Description of where the content exists and its condition.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_storage<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Where current materials are stored.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Google Drive<\/li>\n\n\n\n<li class=\"\">Dropbox<\/li>\n\n\n\n<li class=\"\">Current website<\/li>\n\n\n\n<li class=\"\">Local computer<\/li>\n\n\n\n<li class=\"\">Email<\/li>\n\n\n\n<li class=\"\">Printed documents<\/li>\n\n\n\n<li class=\"\">Multiple locations<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">content_ownership<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer owns or has permission to use the content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">missing_content<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Important content that does not yet exist.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_to_preserve<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing content that should remain substantially unchanged.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_to_rewrite<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Existing content that should be improved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_to_create<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">New content required.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">wants_content_help<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer wants Websting to help create content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_can_provide<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Information the customer has agreed to supply.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">source_documents<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Documents that should be used as source material.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">business_facts<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved factual information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">service_knowledge<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Detailed knowledge about services or products.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">policies_and_processes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved business policies and workflows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">frequently_asked_questions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Common questions and approved answers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">prohibited_claims<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Statements the website or AI system must not make.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">knowledge_categories<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Recommended organization of the business knowledge.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Suggested Categories<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Business Information<\/li>\n\n\n\n<li class=\"\">Services and Products<\/li>\n\n\n\n<li class=\"\">Customer Process<\/li>\n\n\n\n<li class=\"\">Pricing and Payment<\/li>\n\n\n\n<li class=\"\">Service Areas<\/li>\n\n\n\n<li class=\"\">Policies<\/li>\n\n\n\n<li class=\"\">Frequently Asked Questions<\/li>\n\n\n\n<li class=\"\">Marketing and Trust<\/li>\n\n\n\n<li class=\"\">Safety and Compliance<\/li>\n\n\n\n<li class=\"\">AI Restrictions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">knowledge_gaps<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Information missing from the knowledge source.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_approval_required<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Content requiring customer review.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional content instructions.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">15. Section 11: Working Examples<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section demonstrates how the planned system should work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">example_customer_persona<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Representative customer used in the example.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_customer_situation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The problem or need presented by the example customer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_customer_question<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Representative customer question.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">expected_assistant_response<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Approved example response.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_intake_conversation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Example questions the system would ask.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_intake_output<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Structured example result.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_customer_journey<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Step-by-step customer journey.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_lead_record<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Example of the information delivered to the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_follow_up<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Example confirmation or follow-up message.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_website_copy<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sample page or section copy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">example_content_output<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sample marketing or educational content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">testing_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">What the example is intended to verify.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">16. Section 12: Timing, Budget, and Readiness<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section determines whether the project can move forward.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">desired_launch<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s preferred launch timeframe.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">firm_deadline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Required deadline, when applicable.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">deadline_reason<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reason the deadline matters.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">decision_stage<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s current decision status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Researching<\/li>\n\n\n\n<li class=\"\">Comparing Options<\/li>\n\n\n\n<li class=\"\">Planning<\/li>\n\n\n\n<li class=\"\">Ready to Begin<\/li>\n\n\n\n<li class=\"\">Approved Internally<\/li>\n\n\n\n<li class=\"\">Existing Customer Expansion<\/li>\n\n\n\n<li class=\"\">Unknown<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">budget_range<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer\u2019s expected investment range.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">budget_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Additional budget information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">payment_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer is prepared to begin financially.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether required content is available.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">access_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether required technical access is available.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">decision_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the decision-makers are ready.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">operational_readiness<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the business has time and staff to participate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">implementation_dependencies<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">External items required before work can begin or finish.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">known_blockers<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Issues currently preventing progress.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_responsibilities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Items the customer must complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">websting_responsibilities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Items Websting is expected to complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">readiness_score<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Optional numeric readiness score.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">readiness_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plain-language assessment of project readiness.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">17. Section 13: Recommendations and Scope<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section is primarily generated by the Website and AI System Planner and Final Project Brief Builder.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_project_type<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Recommended overall solution.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_package<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Closest Websting service or package.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">package_fit_reason<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Why the package is appropriate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_sitemap<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Proposed website structure.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_features<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Recommended website features.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_ai_system<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Summary of the recommended AI system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_ai_tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Detailed tool recommendations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_knowledge_structure<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Proposed knowledge categories.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_content_plan<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Content that should be collected, improved, or created.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_integrations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Recommended system connections.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_customer_journeys<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Priority customer paths.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_project_phases<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Suggested implementation sequence.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Suggested Phases<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Discovery and Validation<\/li>\n\n\n\n<li class=\"\">Content and Knowledge Setup<\/li>\n\n\n\n<li class=\"\">Website Planning<\/li>\n\n\n\n<li class=\"\">AI Tool Planning<\/li>\n\n\n\n<li class=\"\">Build and Configuration<\/li>\n\n\n\n<li class=\"\">Testing<\/li>\n\n\n\n<li class=\"\">Launch<\/li>\n\n\n\n<li class=\"\">Ongoing Support<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_success_metrics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Measures that should be tracked.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">project_risks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Known project risks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">compliance_considerations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Legal, medical, financial, accessibility, privacy, or regulatory concerns.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assumptions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Reasonable assumptions made due to missing information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">exclusions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Items specifically outside the recommended scope.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">future_opportunities<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Potential later additions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">scope_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Concise explanation of the recommended project.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">18. Section 14: Validation and Approvals<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section records the Project Intake Reviewer\u2019s findings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">validation_status<\/h3>\n\n\n\n<h2 class=\"wp-block-heading\">Allowed Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Not Reviewed<\/li>\n\n\n\n<li class=\"\">Passed<\/li>\n\n\n\n<li class=\"\">Passed With Assumptions<\/li>\n\n\n\n<li class=\"\">Clarification Required<\/li>\n\n\n\n<li class=\"\">Major Information Missing<\/li>\n\n\n\n<li class=\"\">Conflicting Information<\/li>\n\n\n\n<li class=\"\">Rejected<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">validation_date<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date of the latest validation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">required_fields_complete<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether all required fields are complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">missing_required_fields<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Required information that is absent.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">missing_optional_fields<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Useful but nonessential information that is absent.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">contradictions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Conflicting information found in the record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">unchanged_template_content<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Example content that appears not to have been customized.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">unsupported_claims<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Claims that require evidence or customer approval.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">safety_concerns<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Potentially unsafe AI or content requests.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">compliance_concerns<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Potential legal, medical, financial, privacy, or regulatory issues.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">recommended_clarifications<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Questions that materially affect the project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">assumptions_approved<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer has approved listed assumptions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">website_plan_approved<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the website plan has been approved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ai_plan_approved<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the AI plan has been approved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">content_plan_approved<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the content plan has been approved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">final_brief_approved<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the final brief has been approved.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">approval_name<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Person who approved the project record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">approval_date<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date of approval.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">approval_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Conditions or comments attached to approval.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">19. Section 15: Final Brief and Submission<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">This section stores the final project result and submission state.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">executive_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Concise final project summary.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">final_project_brief<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Complete final customer-facing project brief.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">internal_scope_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Condensed internal Websting scope.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">full_discovery_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Complete discovery summary preserved for reference.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">final_customer_summary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Short customer-facing explanation of the project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">final_recommendation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Final Websting recommendation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submission_notes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Notes included with the submission.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">notes_internal<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Internal Websting notes not intended for the customer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">customer_copy_requested<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer requested a copy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submission_authorized<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether the customer authorized submission.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submission_authorized_at<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Date and time authorization was received.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">taskmagic_status<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">TaskMagic delivery status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Suggested Values<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Pending<\/li>\n\n\n\n<li class=\"\">Sent<\/li>\n\n\n\n<li class=\"\">Confirmed<\/li>\n\n\n\n<li class=\"\">Failed<\/li>\n\n\n\n<li class=\"\">Manual Review Required<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">external_record_id<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ID returned by Google Sheets, CRM, task manager, or another destination.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submission_result<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Result returned by the receiving workflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">submitted_by<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tool or person who submitted the record.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">20. Required Fields for Final Brief Generation<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">A project should not require every field before a final brief can be generated.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The following fields should normally be required:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">customer_name<\/li>\n\n\n\n<li class=\"\">business_name<\/li>\n\n\n\n<li class=\"\">customer_email<\/li>\n\n\n\n<li class=\"\">business_description<\/li>\n\n\n\n<li class=\"\">industry<\/li>\n\n\n\n<li class=\"\">main_services<\/li>\n\n\n\n<li class=\"\">primary_customer_type<\/li>\n\n\n\n<li class=\"\">geographic_area or service_area<\/li>\n\n\n\n<li class=\"\">current_website_situation<\/li>\n\n\n\n<li class=\"\">primary_business_problem<\/li>\n\n\n\n<li class=\"\">problem_in_own_words<\/li>\n\n\n\n<li class=\"\">primary_goal<\/li>\n\n\n\n<li class=\"\">website_required<\/li>\n\n\n\n<li class=\"\">project_type<\/li>\n\n\n\n<li class=\"\">ai_system_required<\/li>\n\n\n\n<li class=\"\">available_content<\/li>\n\n\n\n<li class=\"\">missing_content<\/li>\n\n\n\n<li class=\"\">desired_launch<\/li>\n\n\n\n<li class=\"\">decision_stage<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">At least one of the following should also be present:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">website_requirements<\/li>\n\n\n\n<li class=\"\">ai_interests<\/li>\n\n\n\n<li class=\"\">recommended_project_type<\/li>\n\n\n\n<li class=\"\">requested project description<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">21. Required Fields for Submission<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Before the project is submitted to Websting, the record should contain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">submission_id<\/li>\n\n\n\n<li class=\"\">created_at<\/li>\n\n\n\n<li class=\"\">project_status<\/li>\n\n\n\n<li class=\"\">source<\/li>\n\n\n\n<li class=\"\">schema_version<\/li>\n\n\n\n<li class=\"\">customer_name<\/li>\n\n\n\n<li class=\"\">business_name<\/li>\n\n\n\n<li class=\"\">customer_email<\/li>\n\n\n\n<li class=\"\">preferred_contact<\/li>\n\n\n\n<li class=\"\">business_description<\/li>\n\n\n\n<li class=\"\">industry<\/li>\n\n\n\n<li class=\"\">primary_business_problem<\/li>\n\n\n\n<li class=\"\">primary_goal<\/li>\n\n\n\n<li class=\"\">current_website_situation<\/li>\n\n\n\n<li class=\"\">website_requirements<\/li>\n\n\n\n<li class=\"\">ai_interests<\/li>\n\n\n\n<li class=\"\">available_content<\/li>\n\n\n\n<li class=\"\">missing_content<\/li>\n\n\n\n<li class=\"\">desired_launch<\/li>\n\n\n\n<li class=\"\">decision_stage<\/li>\n\n\n\n<li class=\"\">final_customer_summary<\/li>\n\n\n\n<li class=\"\">full_discovery_summary<\/li>\n\n\n\n<li class=\"\">submission_authorized<\/li>\n\n\n\n<li class=\"\">submission_notes<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">22. Recommended Field Types<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Use predictable data types.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Text<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For single written answers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">business_name<\/li>\n\n\n\n<li class=\"\">primary_goal<\/li>\n\n\n\n<li class=\"\">executive_summary<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Text Array<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For multiple distinct items.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">main_services<\/li>\n\n\n\n<li class=\"\">supporting_problems<\/li>\n\n\n\n<li class=\"\">required_pages<\/li>\n\n\n\n<li class=\"\">ai_interests<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Boolean<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use true or false.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">website_required<\/li>\n\n\n\n<li class=\"\">ai_system_required<\/li>\n\n\n\n<li class=\"\">online_payments<\/li>\n\n\n\n<li class=\"\">submission_authorized<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Enum<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use one value from a controlled list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">project_status<\/li>\n\n\n\n<li class=\"\">preferred_contact<\/li>\n\n\n\n<li class=\"\">decision_stage<\/li>\n\n\n\n<li class=\"\">validation_status<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Number<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For counts, scores, or percentages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">team_size<\/li>\n\n\n\n<li class=\"\">service_count<\/li>\n\n\n\n<li class=\"\">completion_percentage<\/li>\n\n\n\n<li class=\"\">readiness_score<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Object<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For grouped fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Examples:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">recommended_ai_tools<\/li>\n\n\n\n<li class=\"\">example_lead_record<\/li>\n\n\n\n<li class=\"\">project_risks<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Date and Time<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use ISO 8601 format.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026-07-23T14:30:00-07:00<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">23. Empty and Unknown Values<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The system should distinguish between different types of missing information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended Values<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">null<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The field has not been answered.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">&#8220;Unknown&#8221;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The user does not know the answer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">&#8220;Not Applicable&#8221;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The field does not apply to the project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Empty Array<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use <code>[]<\/code> when a list has no current entries.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do not use invented information to fill missing customer facts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Generated assumptions must be stored separately in the <code>assumptions<\/code> field.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">24. Information Ownership<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Each important field should optionally track where the information came from.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended Source Labels<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Customer Provided<\/li>\n\n\n\n<li class=\"\">Existing Website<\/li>\n\n\n\n<li class=\"\">Uploaded Document<\/li>\n\n\n\n<li class=\"\">Industry Template<\/li>\n\n\n\n<li class=\"\">AI Inference<\/li>\n\n\n\n<li class=\"\">Websting Recommendation<\/li>\n\n\n\n<li class=\"\">Internal Websting Entry<\/li>\n\n\n\n<li class=\"\">Verified External Source<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For higher-risk facts, the system should also support:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">verification_required<\/li>\n\n\n\n<li class=\"\">verified<\/li>\n\n\n\n<li class=\"\">verified_by<\/li>\n\n\n\n<li class=\"\">verified_at<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">25. Recommended JSON Structure<\/h1>\n\n\n\n<pre class=\"wp-block-code\"><code>{\n  \"record_metadata\": {\n    \"submission_id\": \"WDS-20260723-ABCD\",\n    \"created_at\": \"2026-07-23T08:00:00-07:00\",\n    \"updated_at\": \"2026-07-23T08:00:00-07:00\",\n    \"submitted_at\": null,\n    \"project_status\": \"Discovery in Progress\",\n    \"intake_readiness\": \"Incomplete\",\n    \"source\": \"Industry Template\",\n    \"source_detail\": \"Plumbing Industry Template 1.0\",\n    \"schema_version\": \"1.0\",\n    \"tool_version\": \"Template Customizer 1.0\",\n    \"current_stage\": \"Business Discovery\",\n    \"completion_percentage\": 35,\n    \"last_completed_action\": \"Business profile completed\"\n  },\n  \"customer_contact\": {\n    \"customer_name\": null,\n    \"business_name\": null,\n    \"customer_email\": null,\n    \"phone\": null,\n    \"preferred_contact\": null,\n    \"best_contact_time\": null,\n    \"customer_role\": null,\n    \"decision_maker\": \"Unknown\",\n    \"other_decision_makers\": &#91;],\n    \"communication_notes\": null\n  },\n  \"business_profile\": {\n    \"business_description\": null,\n    \"industry\": null,\n    \"industry_subcategory\": null,\n    \"years_operating\": null,\n    \"team_size\": null,\n    \"business_model\": null,\n    \"geographic_area\": null,\n    \"service_area\": &#91;],\n    \"physical_locations\": &#91;],\n    \"website_url\": null,\n    \"social_profiles\": &#91;],\n    \"business_hours\": null,\n    \"emergency_or_after_hours_service\": null,\n    \"main_services\": &#91;],\n    \"secondary_services\": &#91;],\n    \"service_count\": null,\n    \"differentiators\": &#91;],\n    \"credentials\": &#91;],\n    \"trust_signals\": &#91;],\n    \"competitors\": &#91;],\n    \"business_constraints\": &#91;]\n  },\n  \"target_customers\": {\n    \"primary_customer_type\": null,\n    \"secondary_customer_types\": &#91;],\n    \"target_customer_description\": null,\n    \"industries_served\": &#91;],\n    \"customer_locations\": &#91;],\n    \"customer_problems\": &#91;],\n    \"customer_questions\": &#91;],\n    \"customer_objections\": &#91;],\n    \"customer_selection_factors\": &#91;],\n    \"primary_customer_action\": null,\n    \"secondary_customer_actions\": &#91;],\n    \"customer_journey_notes\": null\n  },\n  \"current_systems\": {\n    \"current_website_situation\": null,\n    \"current_platform\": null,\n    \"current_hosting\": null,\n    \"website_age\": null,\n    \"what_works_well\": &#91;],\n    \"current_problems\": &#91;],\n    \"mobile_experience\": null,\n    \"content_update_process\": null,\n    \"lead_capture_process\": null,\n    \"current_forms\": &#91;],\n    \"current_integrations\": &#91;],\n    \"current_ai_tools\": &#91;],\n    \"analytics_setup\": null,\n    \"search_visibility\": null,\n    \"domain_ownership\": null,\n    \"hosting_ownership\": null,\n    \"account_access\": &#91;],\n    \"access_readiness\": \"Unknown\",\n    \"migration_requirements\": &#91;],\n    \"systems_to_keep\": &#91;],\n    \"systems_to_replace\": &#91;]\n  },\n  \"business_problems\": {\n    \"problem_in_own_words\": null,\n    \"primary_business_problem\": null,\n    \"supporting_problems\": &#91;],\n    \"website_problems\": &#91;],\n    \"customer_service_problems\": &#91;],\n    \"lead_generation_problems\": &#91;],\n    \"content_problems\": &#91;],\n    \"workflow_problems\": &#91;],\n    \"knowledge_problems\": &#91;],\n    \"repetitive_tasks\": &#91;],\n    \"missed_opportunities\": &#91;],\n    \"business_impact\": null,\n    \"urgency\": \"Unknown\"\n  },\n  \"project_goals\": {\n    \"primary_goal\": null,\n    \"secondary_goals\": &#91;],\n    \"website_goals\": &#91;],\n    \"ai_system_goals\": &#91;],\n    \"content_goals\": &#91;],\n    \"lead_generation_goals\": &#91;],\n    \"customer_experience_goals\": &#91;],\n    \"internal_efficiency_goals\": &#91;],\n    \"brand_goals\": &#91;],\n    \"search_visibility_goals\": &#91;],\n    \"measurable_outcomes\": &#91;],\n    \"project_success_definition\": null,\n    \"non_goals\": &#91;]\n  },\n  \"website_requirements\": {\n    \"website_required\": null,\n    \"project_type\": null,\n    \"desired_page_count\": null,\n    \"required_pages\": &#91;],\n    \"recommended_pages\": &#91;],\n    \"service_pages\": &#91;],\n    \"location_pages\": &#91;],\n    \"product_pages\": &#91;],\n    \"required_features\": &#91;],\n    \"desired_integrations\": &#91;],\n    \"online_payments\": null,\n    \"scheduling_requirement\": null,\n    \"lead_capture_requirements\": &#91;],\n    \"form_requirements\": &#91;],\n    \"customer_confirmation_requirements\": &#91;],\n    \"admin_notification_requirements\": &#91;],\n    \"design_preferences\": &#91;],\n    \"brand_colors\": &#91;],\n    \"typography_preferences\": &#91;],\n    \"existing_brand_guidelines\": null,\n    \"example_websites\": &#91;],\n    \"photography_requirements\": &#91;],\n    \"accessibility_requirements\": &#91;],\n    \"language_requirements\": &#91;],\n    \"legal_pages\": &#91;],\n    \"basic_seo_requirements\": &#91;],\n    \"analytics_requirements\": &#91;],\n    \"hosting_requirements\": &#91;],\n    \"security_requirements\": &#91;],\n    \"website_notes\": null\n  },\n  \"ai_system_requirements\": {\n    \"ai_system_required\": null,\n    \"ai_interests\": &#91;],\n    \"recommended_ai_tools\": &#91;],\n    \"customer_facing_tools\": &#91;],\n    \"internal_tools\": &#91;],\n    \"assistant_purpose\": null,\n    \"assistant_allowed_topics\": &#91;],\n    \"assistant_restricted_topics\": &#91;],\n    \"assistant_required_disclaimers\": &#91;],\n    \"assistant_escalation_rules\": &#91;],\n    \"assistant_primary_action\": null,\n    \"assistant_tone\": null,\n    \"assistant_identity\": null,\n    \"ai_safety_boundaries\": &#91;],\n    \"ai_accuracy_requirements\": &#91;],\n    \"ai_handoff_requirements\": &#91;],\n    \"ai_integrations\": &#91;],\n    \"ai_testing_scenarios\": &#91;],\n    \"ai_notes\": null\n  },\n  \"content_and_knowledge\": {\n    \"available_content\": &#91;],\n    \"available_content_details\": null,\n    \"content_storage\": &#91;],\n    \"content_ownership\": null,\n    \"missing_content\": &#91;],\n    \"content_to_preserve\": &#91;],\n    \"content_to_rewrite\": &#91;],\n    \"content_to_create\": &#91;],\n    \"wants_content_help\": null,\n    \"customer_can_provide\": &#91;],\n    \"source_documents\": &#91;],\n    \"business_facts\": &#91;],\n    \"service_knowledge\": &#91;],\n    \"policies_and_processes\": &#91;],\n    \"frequently_asked_questions\": &#91;],\n    \"prohibited_claims\": &#91;],\n    \"knowledge_categories\": &#91;],\n    \"knowledge_gaps\": &#91;],\n    \"content_approval_required\": &#91;],\n    \"content_notes\": null\n  },\n  \"working_examples\": {\n    \"example_customer_persona\": null,\n    \"example_customer_situation\": null,\n    \"example_customer_question\": null,\n    \"expected_assistant_response\": null,\n    \"example_intake_conversation\": &#91;],\n    \"example_intake_output\": null,\n    \"example_customer_journey\": &#91;],\n    \"example_lead_record\": null,\n    \"example_follow_up\": null,\n    \"example_website_copy\": null,\n    \"example_content_output\": null,\n    \"testing_notes\": null\n  },\n  \"timing_and_readiness\": {\n    \"desired_launch\": null,\n    \"firm_deadline\": null,\n    \"deadline_reason\": null,\n    \"decision_stage\": \"Unknown\",\n    \"budget_range\": null,\n    \"budget_notes\": null,\n    \"payment_readiness\": null,\n    \"content_readiness\": null,\n    \"access_readiness\": null,\n    \"decision_readiness\": null,\n    \"operational_readiness\": null,\n    \"implementation_dependencies\": &#91;],\n    \"known_blockers\": &#91;],\n    \"customer_responsibilities\": &#91;],\n    \"websting_responsibilities\": &#91;],\n    \"readiness_score\": null,\n    \"readiness_summary\": null\n  },\n  \"recommendations_and_scope\": {\n    \"recommended_project_type\": null,\n    \"recommended_package\": null,\n    \"package_fit_reason\": null,\n    \"recommended_sitemap\": &#91;],\n    \"recommended_features\": &#91;],\n    \"recommended_ai_system\": null,\n    \"recommended_ai_tools\": &#91;],\n    \"recommended_knowledge_structure\": &#91;],\n    \"recommended_content_plan\": &#91;],\n    \"recommended_integrations\": &#91;],\n    \"recommended_customer_journeys\": &#91;],\n    \"recommended_project_phases\": &#91;],\n    \"recommended_success_metrics\": &#91;],\n    \"project_risks\": &#91;],\n    \"compliance_considerations\": &#91;],\n    \"assumptions\": &#91;],\n    \"exclusions\": &#91;],\n    \"future_opportunities\": &#91;],\n    \"scope_summary\": null\n  },\n  \"validation_and_approvals\": {\n    \"validation_status\": \"Not Reviewed\",\n    \"validation_date\": null,\n    \"required_fields_complete\": false,\n    \"missing_required_fields\": &#91;],\n    \"missing_optional_fields\": &#91;],\n    \"contradictions\": &#91;],\n    \"unchanged_template_content\": &#91;],\n    \"unsupported_claims\": &#91;],\n    \"safety_concerns\": &#91;],\n    \"compliance_concerns\": &#91;],\n    \"recommended_clarifications\": &#91;],\n    \"assumptions_approved\": false,\n    \"website_plan_approved\": false,\n    \"ai_plan_approved\": false,\n    \"content_plan_approved\": false,\n    \"final_brief_approved\": false,\n    \"approval_name\": null,\n    \"approval_date\": null,\n    \"approval_notes\": null\n  },\n  \"final_brief_and_submission\": {\n    \"executive_summary\": null,\n    \"final_project_brief\": null,\n    \"internal_scope_summary\": null,\n    \"full_discovery_summary\": null,\n    \"final_customer_summary\": null,\n    \"final_recommendation\": null,\n    \"submission_notes\": null,\n    \"notes_internal\": null,\n    \"customer_copy_requested\": false,\n    \"submission_authorized\": false,\n    \"submission_authorized_at\": null,\n    \"taskmagic_status\": \"Pending\",\n    \"external_record_id\": null,\n    \"submission_result\": null,\n    \"submitted_by\": null\n  }\n}\n<\/code><\/pre>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">26. Relationship to the Current Discovery Submission<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The existing 27-field Discovery Guide submission should remain valid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Those fields become the smaller initial record used after Stage 1.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The larger standardized project record expands it rather than replacing it immediately.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Existing Fields That Map Directly<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">submission_id<\/li>\n\n\n\n<li class=\"\">submitted_at<\/li>\n\n\n\n<li class=\"\">status<\/li>\n\n\n\n<li class=\"\">taskmagic_status<\/li>\n\n\n\n<li class=\"\">source<\/li>\n\n\n\n<li class=\"\">tool_version<\/li>\n\n\n\n<li class=\"\">customer_name<\/li>\n\n\n\n<li class=\"\">business_name<\/li>\n\n\n\n<li class=\"\">customer_email<\/li>\n\n\n\n<li class=\"\">phone<\/li>\n\n\n\n<li class=\"\">preferred_contact<\/li>\n\n\n\n<li class=\"\">service_area<\/li>\n\n\n\n<li class=\"\">website_url<\/li>\n\n\n\n<li class=\"\">primary_business_problem<\/li>\n\n\n\n<li class=\"\">supporting_problems<\/li>\n\n\n\n<li class=\"\">primary_goal<\/li>\n\n\n\n<li class=\"\">secondary_goals<\/li>\n\n\n\n<li class=\"\">website_requirements<\/li>\n\n\n\n<li class=\"\">ai_interests<\/li>\n\n\n\n<li class=\"\">available_content<\/li>\n\n\n\n<li class=\"\">missing_content<\/li>\n\n\n\n<li class=\"\">target_customer<\/li>\n\n\n\n<li class=\"\">current_website_situation<\/li>\n\n\n\n<li class=\"\">timing_readiness<\/li>\n\n\n\n<li class=\"\">notes_internal<\/li>\n\n\n\n<li class=\"\">full_discovery_summary<\/li>\n\n\n\n<li class=\"\">submission_notes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The existing Google Sheet does not need to be changed while the expanded schema is being developed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A later production workflow can store:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Important searchable fields in spreadsheet columns<\/li>\n\n\n\n<li class=\"\">The complete standardized project record as one JSON field<\/li>\n\n\n\n<li class=\"\">The final project brief as a document or long-text field<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">27. Recommended Minimum Implementation<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Do not try to implement every field immediately.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 1 Schema Sections<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Start with:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Record metadata<\/li>\n\n\n\n<li class=\"\">Customer and contact information<\/li>\n\n\n\n<li class=\"\">Business profile<\/li>\n\n\n\n<li class=\"\">Target customers<\/li>\n\n\n\n<li class=\"\">Current website and systems<\/li>\n\n\n\n<li class=\"\">Business problems<\/li>\n\n\n\n<li class=\"\">Project goals<\/li>\n\n\n\n<li class=\"\">Website requirements<\/li>\n\n\n\n<li class=\"\">AI system requirements<\/li>\n\n\n\n<li class=\"\">Content and knowledge<\/li>\n\n\n\n<li class=\"\">Timing and readiness<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 2 Generated Sections<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Add after the first stages are working:<\/p>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li class=\"\">Working examples<\/li>\n\n\n\n<li class=\"\">Recommendations and scope<\/li>\n\n\n\n<li class=\"\">Validation and approvals<\/li>\n\n\n\n<li class=\"\">Final brief and submission<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">This preserves the complete architecture while allowing the tools to be built incrementally.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">28. Final Schema Rule<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Every Websting intake path must ultimately answer the same five questions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Who is the customer and how does the business operate?<\/li>\n\n\n\n<li class=\"\">What problem is the project expected to solve?<\/li>\n\n\n\n<li class=\"\">What website, AI, and content system is needed?<\/li>\n\n\n\n<li class=\"\">What information, access, approvals, and work are required?<\/li>\n\n\n\n<li class=\"\">What final project should Websting build?<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The standardized project record is the shared source of truth for those answers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Websting Standardized Project Schema Schema Name: Websting Project RecordSchema Version: 1.0Purpose: Create one consistent project structure that can receive information from any Websting intake path and pass it through planning, validation, final brief creation, and submission. 1. Core Workflow Every intake method should produce the same standardized project record. Supported Entry Paths Shared Workflow Input [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1492","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/posts\/1492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/comments?post=1492"}],"version-history":[{"count":1,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/posts\/1492\/revisions"}],"predecessor-version":[{"id":1493,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/posts\/1492\/revisions\/1493"}],"wp:attachment":[{"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/media?parent=1492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/categories?post=1492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brianbaker.net\/blog\/wp-json\/wp\/v2\/tags?post=1492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}