Sample website consultancy report: a booking proposal.

Download the fictional sample report.

A specimen document showing the format of a consultancy review. It contains no real client, supplier assessment or completed project findings.

PDF · 3 pages · 32 KB. Free to read; no signup required. Commissioned reviews are separately scoped and priced.

Decision summary.

Decision in this example: clarify the booking arrangement before approving a website build. Keep the existing booking service as the proposed source of availability until its suitability and supported integration have been checked. There is not enough information in the fictional proposal to justify commissioning a second booking engine.

The useful next step is a revised brief and written answers to the questions below. A platform recommendation, fixed project price or delivery date would require information that this example deliberately does not provide.

Scope and assumptions.

Assumed brief: a Pembrokeshire accommodation business with three units wants guests to check availability and book through its website. Staff already maintain an online booking service. The fictional proposal describes the new website only as including online booking.

Those statements define the example; they are not verified findings. No provider, account plan, API, terms, customer records, analytics or supplier quotation has been examined. Fees, budget and delivery dates have not been supplied.

• In scope: clarify the booking journey, responsibilities, costs, access and launch checks.
• Outside this sample: a live system audit, security testing, legal review, platform approval and implementation.
• Evidence status: all business circumstances are fictional assumptions; technical and commercial details remain unconfirmed.

Questions to resolve before commissioning.

Recommended approach in this example.

First establish whether a supported connection to the existing booking service meets the brief. Compare a link, an embedded booking journey and a deeper integration against the required guest experience and staff workload. Do not describe those options as available until the actual provider confirms them.

If an existing service meets the requirements, the revised scope should say how it is used and what remains with that provider. If a gap remains, document the gap and assess alternatives before recommending bespoke development. This is a decision process, not approval of a particular product.

• Business owner: provide the current provider and plan, intended booking rules and budget boundaries.
• Proposed supplier: describe the booking method, required access, exclusions, costs and support responsibilities.
• Reviewer: compare the documented options, record unresolved evidence and recommend the next decision.

Acceptance checks to put in the brief.

These are proposed checks for the fictional brief. They are not completed tests, compliance certification or a claim that any booking platform supports the required behaviour.

• A guest can understand the unit, dates, total price and booking status before committing.
• The agreed booking journey works on a phone and with keyboard navigation, with understandable errors and confirmation.
• Availability follows the agreed source of truth, and staff know how to investigate an uncertain or failed booking.
• Any deposit or payment step is tested through the chosen provider's approved test process, including the agreed failure and cancellation paths.
• The business receives the agreed access, instructions, account list and handover material before launch is accepted.

Decision record and next step.

Status: clarification required. No build, migration, purchase or supplier appointment is authorised by this sample. Proceed only when the business can compare documented scope, evidence, costs and responsibilities.

A commissioned Select Pembs review would identify the actual materials reviewed, the question agreed, findings supported by evidence, limitations and recommended next actions. Its depth and format depend on the agreed scope.

This sample is free to read. Your initial consultation is also free. A detailed review, written brief or report is separate paid work, scoped and priced with you before it starts, whether you later buy development from Select Pembs or another supplier.

Help with your next step.

Select Pembs is based in the heart of Pembrokeshire. We can discuss your situation in a free initial consultation, whether you are planning a project with us or want advice before choosing another supplier.