Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Technical specification: booking website for a yoga studio
1. Project goals
- Let clients see the timetable and book a class in under one minute, from a phone.
- Sell class passes and memberships online.
- Cut the time staff spend on bookings from about 10 hours a week to under 2.
Success measures (3 months after launch): 70% of bookings made online; no-shows below 10%.
2. Users
| Role | What they need |
|---|---|
| Visitor | See classes, prices and teachers; buy a first-class trial |
| Client | Book and cancel classes, see remaining passes, join a waitlist |
| Teacher | See their own classes and the list of booked clients |
| Admin | Manage timetable, prices, passes, teachers and refunds |
3. Pages and screens
- Home: next classes today, trial offer, studio address.
- Timetable: week view, filters by class type, level, teacher and room.
- Class page: description, teacher, length, places left, Book button.
- Prices: single class, 5- and 10-class passes, monthly membership.
- Teachers: list and individual profiles.
- Account: upcoming bookings, history, passes, payment methods.
- Admin panel: timetable editor, client list, sales report.
4. Key features
4.1 Booking
- A client can book if they have a valid pass or pay for a single class.
- Class capacity is set per room (Room A: 18, Room B: 10).
- When a class is full, the client can join a waitlist; if a place opens, the first person in line gets it and receives an email and text message.
4.2 Cancellation
- Free cancellation up to 12 hours before class; the pass credit returns.
- Later cancellation or a no-show uses up the credit.
4.3 Payments
- Card payments through a payment provider chosen by the studio.
- Passes expire: 5-class after 2 months, 10-class after 3 months.
4.4 Notifications
- Booking confirmation, reminder 3 hours before class, waitlist updates.
5. Non-functional requirements
- Mobile-first; pages load in under 2 seconds on 4G.
- Works in the two latest versions of major browsers.
- Personal data stored in line with local data protection law.
6. Open questions
| # | Question | Who decides |
|---|---|---|
| 1 | Do teachers mark attendance in the app, or does the front desk? | Studio owner |
| 2 | Is a 2-week trial pass needed in addition to a single trial class? | Studio owner |
| 3 | Should the timetable be embedded on the current website or replace it? | Owner + developer |
| 4 | Which payment provider and text-message service are preferred? | Owner |
Client: Lotus Lane Yoga, a studio with 2 rooms, 9 teachers and about 60 classes a week. Today bookings go through direct messages and a paper sign-up sheet. Standard package: specification up to 10 pages. Excerpt below.
The client and all details are made up.
About this service
We write CRM requirements for your sales or service team: pipelines and their stages, the fields each deal and contact needs, who sees what, and which tools must connect. Triggers such as tasks on stage change or reminders for stalled deals are described in plain words. It works for choosing between HubSpot, Pipedrive, Bitrix24 or amoCRM and for briefing an integrator.
What is included
- What you getCRM requirements with pipelines and stages, field lists, roles and access, triggers, integrations and reports; Premium adds user stories and acceptance criteria. It comes as formatted text you can paste into a document or send to developers; any time or cost figures are rough guidance, not a quote.
- Pipelines and stagesWith exit rules for each stage
- FieldsFor deals, contacts and companies
- Roles and accessWho sees, edits and exports what
- Triggers and tasksWhat happens on stage change
- Integrations and reportsWebsite forms, telephony, email, dashboards
How it works
- 1BriefYou describe your sales process
- 2MappingWe map pipelines, fields and roles
- 3RequirementsWe write the CRM requirements
What we need from you
How you sell today, the steps of a typical deal, team size and roles, where leads come from, tools you use and the reports managers need.
We will ask you:
- What does a typical deal look like from lead to payment?
- How many people will use the CRM and in which roles?
- Which tools must connect?
- Have you chosen a CRM already?
Compare packages
| Packages | BasicOne-page CRM brief$19 | StandardCRM requirements up to 10 pages$39 | PremiumFull CRM requirements with user stories$79 |
|---|---|---|---|
| Deadline | 1 day | 3 days | 5 days |
| Revisions | 1 | 2 | 3 |
| Length | 1 page | up to 10 pages | up to 20 pages |
| Pipelines described | 1 | up to 3 | up to 6 |
| User stories and acceptance criteria | No | No | Yes |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Will you set up the CRM?
No. You get the requirements; your team or an integrator sets it up.
Which CRM should I pick?
We can compare options against your requirements, but test them on a trial before you decide.
Can it cover moving data from spreadsheets?
Yes. We describe which columns map to which CRM fields.