Client Quick Links


⬤ – Completed

⬤ – In Progress

⬤ – Not Yet Started

Howdy! Welcome to your Client Portal. Here you are be able to view your project roadmap, track the current status of your project(s), as well as quickly link to important documents and assets.

💥 PROJECT KICKOFF

☑ Project Contract Approved

☑ Project Deposit

☐ Collect Initial Client Assets (via Dropbox)

☐ Kickoff Meeting – Project Roadmap

✏️ BRANDING

☑ Branding Questionnaire

☐ Branding Strategy Session

☐ Market Research

☐ Tagline Development (v1)

☐ Tagline Revisions (v2)

☐ Tagline Approved – Approved by Jon Smith 00/00/2022

☐ Mission Statement (v1)

☐ Mission Statement Revisions (v2)

☐ Mission Statement Approval (v2) – Approved 00/00/2022

☐ Sales Deck (v1)

☐ Sales Deck Revisions (v2)

☐ Sales Deck Approval – Approved 00/00/2022

☐ Brand Guidelines (v1)

☐ Brand Guidelines Revisions (v2)

☐ Brand Guidelines Approved – Approved 00/00/2022

✒️ CONTENT IMPLEMENTATION

☐ Collect All Existing Client Content

☐ Collect All Existing Client Photography and Brand Imagery

☐ Share Client Content Document

☐ Source Any Stock Images (If necessary)

☐ Implement All Content into Beta Website for Review

🖥 WEB DESIGN (Phase 1)

☐ Web Design Questionnaire

☐ Existing Website Audit

☐ Site Map (v1)

☐ Site Map Revisions (v2)

☐ Site Map Approval – Approved 00/00/2022

☐ Web Wireframes (v1)

☐ Web Wireframes Revisions (v2)

☐ Web Wireframes Approval – Approved 00/00/2022

🖥 WEB DESIGN (Phase 2)

☐ Web Design Mockups (v1)

☐ Web Design Mockup Revisions (v2)

☐ Web Design Mockup Revisions (v3)

☐ Web Design Mockups Approved – Approved 00/00/2022

☐ Project Deposit Received

🖥 WEBSITE DEVELOPMENT

☐ Stye Sheets

☐ Web Templates

☐ Custom Post Types

☐ Content Implementation

☐ Beta Site Review #1

☐ Client Review Meeting

☐ Beta Site Revisions (1 Round of Revisions)

☐ Client Review Meeting #2

☐ Beta Site Approval – Approved 00/00/2022

🚀 WEBSITE LAUNCH

☐ Collect Client Credentials (Hosting, Domain, etc)

☐ Request SEO Terms / Descriptions

☐ Google Analytics

☐ Client Approval for Launch –

☐ Launch New Site! 🚀

☐ Google Index

☐ Final Project Invoice

☐ Schedule Client Walkthrough

☐ Complete Client Walkthrough