My complete Squarespace website design client process checklist
When starting out in your own entrepreneur venture there is a LOT to figure out.
Website, payment processing system, email marketing platform, project management system, design processes, payment terms, policies, contracts and more!
It’s a bit of an under taking to launch a business (but oh so worth it I’ll have you know!)
I remember back to when I got started I loved seeing the processes and systems of others in a similar line of work. It greatly helped me learn how others ran the backend of things, and that influenced how I designed my own processes and systems.
I’ve spent the past 2 years honing my web design process, and have it pretty well down to a science now.
In past posts I often talk about the 2 week web design process I use, and why both myself and my clients love it. I’ve had questions from other designers often regarding what exactly the backend of the process looks like, how I’m able to turn things around so quickly, and keep projects on schedule.
In that spirit, I decided to give you a peek of my web design process checklist.
When a client inquires, I create them their own checklist, to ensure I hit every bit of the process and don’t forget any vital pieces.
I have two demo checklists, one for each of my packages. I have both a web design process & a web design and branding process. When a new client inquiries, I copy & paste them their own checklist, and begin working my way through it, checking boxes complete as I go.
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From inquiry > booking
Create contract & invoice
Send contract & invoice
Client signs contract and pays invoice
Change availability on website
Make Google Drive folder & Google Doc
Send Welcome PDF & Google Drive/Doc links
Build a BoxFox & send
From booking > project start
Follow up 1 week prior to start date to remind of Pinterest board & design questionnaire due
Follow up 2 days prior to start to remind of content due
Email to set up a call time on first day of design period
Get domain details
Ask for SEO terms want to rank for
Go over inspiration websites
Discuss content and images provided
Ask questions related to brand, style & vision
Begin domain transfer if necessary
Make mood board + color palette
Send mood board + color palette
Client okay’s mood board + color palette
Design full website
Send website live link for feedback
Client sends edits
Implement client feedback (repeat as needed)
Link up external services/programs
Do site finishing checklist
Set up 1.5 hr lesson call time
Send over lesson plan
1.5 hr lesson
Complete lesson plan
Get to pay remainder 50%
Thank & tell will follow up with Farewell PDF
Monday after design period
Follow up with items used in design (backgrounds, optimized images, logo files, etc.)
1 week after design period
Follow up to ask if have any site questions
That's it! That exactly the checklist behind my 2 week website process.
I hope that this checklist can help guide you in the creation of your own. Of course you'll need to tailor your checklist to your specific projects & processes, but the starting foundation is right here for you!