Toolkits & Downloads

Free planning tools for websites, web apps and digital systems

Use these checklists to plan a website, redesign, booking journey, customer portal, CRM integration or support plan before you ask for a quote.

Planning resources

Choose the checklist closest to what you are planning

These are practical prompts for clarifying pages, users, workflows, integrations and support needs. They are designed to make the first project conversation sharper.

Website Planning Checklist

Clarify pages, calls to action, content, trust signals and launch priorities.

Request Checklist

Website Redesign Checklist

Audit what is unclear, dated, slow or underperforming before rebuilding.

View Website Packages

Booking System Requirements

Map services, availability, customer data, admin tasks and notifications.

Plan a Booking System

Customer Portal Planning Guide

Define user roles, account journeys, data views, documents and support flows.

Explore Portals

CRM Integration Checklist

Plan form routing, lead data, notifications, consent and handover steps.

Explore Integrations

Website Support Checklist

Check updates, hosting, backups, analytics, small improvements and ownership.

View Support Plans
How to use them

Turn a vague idea into a scoping conversation

You do not need a perfect specification. Use the relevant checklist to identify the pages, workflows, features and constraints you already know, then bring that into a project enquiry or discovery call.

01 Pick the closest guide

Start with the project type you recognise most.

02 Mark what matters

Separate must-haves from ideas for later.

03 Start the enquiry

Share the context so LDS can recommend a route.

Cloud & Azure resources

Still need cloud operations templates?

Azure and cloud resources are still available for teams that specifically need risk, reliability, hosting or operations support. They now sit behind the website/app planning tools instead of leading the page.

Useful for technical projects

  • Cloud hosting readiness
  • Azure risk and reliability checks
  • Integration and deployment planning
See Azure Assessments

FAQ

A few common questions before you start planning.

No. The checklists are optional. They simply help you organise your thoughts before asking for a quote or booking a discovery call.

Usually no. Website packages cover simpler websites and redesigns. Portals, booking systems and workflows are scoped separately after discovery.

Yes. LDS offers care plans and custom support for websites, web apps, integrations and cloud-backed systems.