Getting Started

Here’s an overview of what we need and an overview to help guide you along before we begin!

What I need to get started?

Hosting Credentials

Your hosting account login and/or C-panel username and password

Wordpress Login

An administrator login to your current WordPress site (if you have one already)

Domain Registrars Login

Your domain registrars login and password (The place where you purchased your

Branding Guide

We’ll need a copy of the branding guide you likely received when your branding was completed. Colours, Typography and any specific design requirements

Your logo

High res JPEG or PNG if possible. Colour, B&W, transparent background – all helps to create variable styles online

Content & Images*

Page content and new images you’d like to use on your new site.
* A document will be sent to you separately to guide you with this

These items can all be uploaded into your Trello project account, or uploaded to your secure dropbox folder; both of which I will set up for you.

What is Trello?

Trello is an awesome online platform for communication and project management. We’ll be using this to send messages, share files and track progress during the process.

This will help alleviate content and images being lost in long email threads. Everyone loves email threads…right?!

(Don’t worry you can still use your email. The messages will post directly to Trello!)

Once your project is underway, you’ll receive an email to set up your Trello profile and we’ll be off and running!

What is Dropbox?

Dropbox is a great online image/file sharing platform. This isn’t necessary for every project, but if you have more than 15-20 images for your website or if they’re too big to send through email or post on Trello, we can use Dropbox.

I will set up a folder for the project and will share the folder with you via email. You can upload all images and files there.

The Design Process

Designing a website, no matter how big or small, is an extensive process that can be overwhelming.

To better help you understand what to expect during the design and development, I’ve outlined my process into 3 steps:


1) Layout and design

A large and time consuming part of designing a website is in the planning and layout stage of the process.

I’ll create the sitemap (Page/Menu hierarchy) of the website for approval first, then I’ll create a wireframe design for your approval, then finally will move on to the homepage and a sub page (or more upon request) for approval.

2) Development

Once the site layout and design is approved, I’ll move forward with the designing the entire site, pages and add all functionality and plugins.

We’ll make sure your site looks great and functions nicely across all devices and web browsers before moving to the final step.

3) Feedback, Edits and Revision

Once the site is ready for final review, you’ll be able to review each page and we can make detailed edits until the site is revised completely.

We ask that you please review ALL pages to make sure all spelling, grammar, addresses and information are correct before going live.

Wrapping up and going LIVE!

Once the site is ready to go live, all unnecessary plugins, pages, images and backend files will be removed. The new site will be backed up and saved locally, should it ever need restored. Once live, it may take between 24-48 hours for the new site to pull up on some devices.

Some computers will need to be refreshed in order to see the new site, though most computers will see the new site immediately depending on the wifi connection and where they are in relation to the location of server that the website is on.

Your website logins and all credentials will be sent to you via your Handover document that I will provide you with.  Although your logins and passwords will be saved by me locally, PLEASE SAVE ALL LOGINS FOR YOUR RECORDS AS WELL.

Upon completion, you’ll receive a link to my “Moving Forward” and “Client Resources” pages where you’ll receive tips and tricks on what to do with your new website.  It’ll also teach you how to make simple edits to your site, and also information on our Maintenance/Security Plan which I highly recommend for all my clients.

Any Questions?

There’s a lot to think about, and a lot to mentally process, so if you need to ask a question or need anything clarifying, you can contact me and I’ll be happy to help!

My office hours are Monday – Friday, 9am – 5.30pm and I will respond to any messages, questions or queries within 24 hours during the workweek.  (Usually I respond much quicker).


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