LedgerFlow SaaS Website Discovery and Brand StrategyLedgerFlow SaaS Website Discovery and Brand Strategy
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The first thing I created for LedgerFlow wasn't a screen.
It was a set of questions.
I'm kicking off a new concept project: **LedgerFlow, an accounting and financial management SaaS platform for small businesses, freelancers and independent business owners.
The goal is to design a website that helps visitors understand what the product does, how it helps their business, and why they should book a demo.
But before opening Figma, I needed to understand the business.
So I created a website discovery and brand strategy questionnaire.
It covers:
→ Brand vision and business goals.
→ Target audience.
→ Website goals and user experience.
→ Branding and visual direction.
→ Services and offers.
→ Project direction and logistics.
I want to understand things like:
Who exactly are we designing for?
What problem does the product solve?
What makes it different from traditional accounting software?
What should visitors understand within the first few seconds?
And what would make them confident enough to book a demo?
Because the answers will influence the website's messaging, content, visual hierarchy and calls to action.
You can't design a clear experience when you don't understand what the business needs to communicate.
LedgerFlow is a concept project, but I'm treating the process like a real client engagement.
I'll be sharing the journey from discovery to website structure, UI design and Webflow development.
And if you're building a SaaS product or need a website that communicates your business value clearly, I'm open to website design and Webflow projects.
Let's talk about what you're building. 🤝
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Alexander's avatar
Founders and business owners, here's something I'm curious about:
When someone visits your website for the first time, what's the ONE thing you want them to understand immediately?
Alexander's avatar
Designers, do you also use discovery questionnaires before starting a website project?
What is one question you always make sure to ask before opening Figma? 👀
Muhammad Umais's avatar
Starting with questions instead of screens is the right call, most SaaS sites skip that and just list features. The hard one for me is what makes it different from normal accounting software, that's where most concepts get fuzzy. If that answer is clear the rest of the site gets easier.
Ivan's avatar
Starting with a discovery questionnaire instead of a screen is how good briefs begin, and "explain what LedgerFlow does in the first seconds" is the right goal to design around. Will the answers become a one page brief?
Alexander's avatar
that's the goal to understand the business so has to design the landing page around that,Yes it becomes our brief
Ivan's avatar
Nice, a brief built from the founder's own answers keeps the design honest. Do you show it to the client before you open Figma?
Alexander's avatar
yh,i send them a document of simple questions and they feel it with ther answer and business goal.
Vansita's avatar
Good place to start.
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