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.
From inquiry > booking
- Client inquiries
- Initial call
- 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
- Add functionality
- Check SEO
- 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%
- Launch website
- Thank & tell will follow up with Farewell PDF
- Send 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!