開發設計需求說明
給網站或 App 設計師的設計需求說明
價格起 US$15
成果範例
標準版方案範例
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.
客戶與所有細節皆為虛構。
關於此服務
我們為您的銷售或服務團隊撰寫 CRM 需求：銷售管道及其階段、每筆交易與聯絡人所需的欄位、誰能看到什麼，以及哪些工具必須連接。階段變更時的任務或停滯交易的提醒等觸發條件，會用淺顯的話描述。適合用於在 HubSpot、Pipedrive、Bitrix24 或 amoCRM 之間做選擇，以及對整合商說明需求。
包含內容
- 您會收到的內容CRM 需求，含銷售管道與階段、欄位清單、角色與權限、觸發條件、整合與報表；進階版另附使用者故事與驗收標準。內容以格式化文字呈現，可貼入文件或寄給開發人員；任何時間或費用數字都只是粗略參考，並非報價。
- 銷售管道與階段每個階段附有出口規則
- 欄位適用於交易、聯絡人與公司
- 角色與權限誰能查看、編輯與匯出什麼
- 觸發條件與任務階段變更時會發生什麼
- 整合與報表網站表單、電話系統、電子郵件、儀表板
服務流程
- 1需求說明由您說明銷售流程
- 2對應我們規劃銷售管道、欄位與角色
- 3需求我們撰寫 CRM 需求
需要您提供的資料
您目前如何銷售、一筆典型交易的步驟、團隊規模與角色、潛在客戶的來源、您使用的工具，以及主管需要的報表。
我們會詢問您：
- 一筆典型交易從潛在客戶到付款是什麼樣子？
- 有多少人使用 CRM？分別是什麼角色？
- 哪些工具必須連接？
- 您已經選定 CRM 了嗎？
比較方案
付款保障
下單時付款，但只有在驗收成果後，款項才會撥付。
- 固定價格付款後，方案價格不會變動。
- 款項先行保留付款時，金額只會先保留，在您驗收後才會撥付給服務。
- 交付前檢查每份成果在交到您手上之前都會經過品質檢查，您也可以在驗收前於訂單頁面查看成果。
- 免費修改在需求說明範圍內，可依方案允許的次數提出修改。
- 3 天後自動驗收若您在交付後 3 天內未驗收也未提出修改，成果將自動驗收。若您在交付後於訂單聊天室留言，訂單會暫停自動驗收；我們回覆後，可能會重新起算 3 天，並會在聊天室中告知。
- 重新製作或全額退款若成果不符合您的需求說明且修改後仍未改善，或製作時間超過交付期限的兩倍，請在訂單聊天室留言：我們將重新製作，或全額退還款項。
常見問題
你們會設定 CRM 嗎？
不會。您會收到需求文件，由您的團隊或整合商來設定。
我該選哪個 CRM？
我們可以依您的需求比較各種選項，但決定之前請先試用。
可以涵蓋從試算表搬移資料嗎？
可以。我們會說明哪些欄位對應到哪些 CRM 欄位。
沒有找到您要的答案？
