Let’s Get Started!

The Step-by-Step Process

1. Project Intake Form. We use a detailed questionnaire to help us gauge your interests and website needs, so we can fully prepare for our discovery phone call. Please allow 20-30 minutes to complete the form.

2. Discovery Call. When you’ve read through the information on this page and submitted a complete intake form, we will contact you via email to schedule our one-hour discovery call to discuss the needs of your project and any outstanding questions from the intake.

Please Note: It is imperative for this process that the intake form be as thorough as possible. Any incomplete form submissions will delay the intake process and the start of your project.

3. Our Agreement. After our call, we’ll send you an email with a recap of our call and summary of your project. If our summary is accurate and if we both decide to move forward, we will then send a detailed agreement that includes the proposed project scope, a list of our recommended services, and the milestones necessary to complete the work. This agreement will be a legally binding contract to protect all of us as we work together.

4. Deposit and Payment Schedule. At that point, you’ll need to pay a 30% deposit to secure your place in our queue. The remaining 70% of your project balance will be divided into 2-3 equal payments, dependent on the timeline, with the final balance due upon project completion.

Please Note: Until your deposit is paid, we cannot guarantee your place in our work queue, or the tentative timeline outlined in our agreement.

5. Welcome Packet. Once your deposit is paid, we will connect you with our project manager, who will help outline the milestones and deadlines for your “homework” (tasks that will help us stay on track) via our Welcome Packet. This packet will also include important informational documents that will review our project process, our task management software (Asana), and the agreed upon financials for our work together.

6. Consultation or Coaching Call(s). Based on the information provided during the intake and discovery process, our project manager will recommend a consultation call or series of coaching calls to organize and plan the website project. This planning time will aid in mapping out the site pages and content in a way that will best benefit your vision and goals. The initial consultation or coaching call(s) will be included in our project proposal for you. If necessary, additional consults can be added to the project scope and will be billable on the final project invoice.

7. Homework. In addition to the content and functionality items provided via your homework list and Welcome Packet, our designer will also provide you with a list of questions to help guide the design process. We recommend you create a Pinterest board for design elements, other websites or logos, color palettes, and fonts that appeal to you, and our designer will use that to get started. (If you are not comfortable using Pinterest, you could provide this information to us via email.)
   
   

   Throughout the course of the project, our project manager will also work with you on any outstanding content or organizational needs and advise on any project scope changes throughout the course of our work together. It is important to provide the bulk of all site content at this initial homework stage. If you need our assistance with this step, we can connect you with our content creators and SEO specialists.

8. Design Follow-Up Call. The week before the brand and web design portions of your project begin, we’ll schedule a 30-minute call to review the design and style information provided to us. At this time, our design team will offer insight into the flow and functionality of your design as well as clarify your preferences. The purpose of this call is to resolve any outstanding questions or details related to the brand or site design, so we will limit our time and discussion accordingly.

9. Brand Design. Using the information we receive from you as well as our own research of comparable brands, we’ll provide a moodboard and 2-3 brand concepts for your review. Once you choose the concept you like best, we’ll refine it over two rounds of revisions. When your primary logo is complete and a final brand board is approved, we’ll move on to the rest of your design.*

10. Social Media and/or Print Branding. If social media or print branding is included in your project, we will design those items for you at this stage. We will create a cohesive and seamless look across your social media platforms, as well as business cards, stationery, and any other included items.*

11. Website Design. We’ll begin with 3-4 key page wireframes to outline the placement and flow of priority content in a grayscale view. Once the wireframes are approved, we’ll then create layout mockups for 3-5 key pages of your website based on the design style we’ve determined and the site map outlined. You will have one round of revisions to each wireframe and page mockup before the design is finalized.

12. Website Development. When you’ve approved the design and layout of your website, we’ll use a development website to get started turning the mockups into a new WordPress website. At this point, we’ll build in any additional website features specific to your project. After one round of minor revisions, we’ll make your new site live on your domain.

13. Final Payment. After final website approval, we’ll email for the balance on your project, which will include any project add-ons or changes to the project scope since our original agreement. When payment is received, we’ll turn over all pertinent website logins and ensure you have access to all design and brand files.

14. Project Wrap-Up. Once the website is live and final payment is processed, we will send a wrap-up email with detailed instructions for using your new online home. If included, we will also install a premium tutorial plugin to provide hours of WordPress training.

*Please Note: Some of these steps will not apply to all projects, and are determined by the package options chosen below.