Website Design and Development Proposal and Scope of Work


For: Frankly Speaking Benefits


Presented by: Jarrod “Jay” Skeggs – The Web Dude


September 21, 2022

Needs Assessment

Frankly Speaking Benefits, owned by Frank Lotierzo, is in need of a clean and straightforward website that can be used to represent and market the business.

Features and functions:

  • Easily navigable website for visitors so that they can find the information they are looking for quickly.
  • Basic information that communicates the nature of the business which is health and wellness related insurance.
  • Listing of different Insurance types provided.
  • Pages dedicated to each Insurance type provided.
  • Funnel visitors to “Get a Quote” call to action on all website pages which lands the visitor on the Health Sherpa system for Frankly Speaking Benefits.
  • Ability for website visitors to complete a contact form to request a phone call or contact from Frankly Speaking Benefits.


In order to address the needs assessment for Frankly Speaking Benefits, the solutions below should be implemented.

  • Website built on WordPress.
  • Modern minimalistic design standards as expressed by Frank Lotierzo during intial discussion.
  • Simple intuitive navigation menu.
  • Contact form on each page.
  • Google Analytics tracking.


As part of the overall solution, The Web Dude will deliver the following for Frankly Speaking Benefits.

  • Newly designed website that adheres to modern standards for both user experience and website visitor conversion.
  • Business grade Managed Hosting Service that will scale as needed as Frankly Speaking Benefits grows.
  • Website Page Details
    • Home
    • Insurance Services
      • Health Insurance
      • Medicare
      • Life Insurance
      • Supplemental
      • Dental & Vision
    • Contact
      • Contact Confirmation
    • Terms of Service
    • Privacy Policy

Things or services not included in this scope of work:

  • Search Engine Optimization
  • Design or development of logos or other specialty graphic assets
  • Premium stock photography requiring licensing. (Please note, we will use royalty free stock photography that does not require licensing unless Frankly Speaking Benefits selects specific images for the website).


The website design and development process will follow the steps outlined below:

  • Research top competitors strategies and approaches
  • Research website visitors expectations
  • Website Design
  • Website Development
  • Website functionality testing
  • Website Launch


Get Started

To accept this proposal, complete the form below. The Web Dude will be notified and our billing system will generate a deposit invoice within one business day.

We look forward to serving you.

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