1. What is the primary goal of the website?
2. What type of assets are they showcasing?
- At this point I want to be clear whether your primarily looking to drive sales, generate leads, or attract visitors. I recommend that we select a design direction to achieve that goal.
- If I find my client needs to communicate who they are visually, we will take a close look at Gallery pages and Blocks. If you need to communicate who you are through copy, we will pay particular attention to how Page collections can be laid out to break up text and create more compelling designs.
Client Deep Dive
We take the time to learn about our client’s brand and business, their goals for their website, and their aesthetic sensibilities. Having a deep understanding of our client’s needs and wants before beginning to build goes a long way in avoiding miscommunications.
- We need to get clear on our client’s strategic goals, the services and products they offer, and their ideal customer.
- We need to take a deep dive into our client’s business. Get the lay of the land and find out how they want to be seen in their industry.
- We ask your clients about the nitty gritty: Who needs access to the website? What assets do they already have? What assets will need to be created?
Create An Agreement
Conversations are a great place to start, but written agreements are easier to reference after we begin building. Having an organized document explaining your process, fees, and expectations is invaluable.
- Website will be built on a CMS.
- Project timeline, including allotted time for rounds of revisions.
- Providing training, include specifics about format, number of hours, and number of trainees.
- Additional costs for additional assets or subscriptions (stock photography, Google Apps, etc.). We detail the approval process for purchasing additional assets.
- What services will continue beyond launch of the website and, if so, the nature, and cost of those services.
- What additional services will be include - (copywriting or search engine optimization (SEO) research and implementation).
Make A Sitemap
A solid outline acts like a framework to support the buildout of the website itself. Summarizing our client’s website in an outline not only refines their vision, it doubles as a convenient checklist to use while building. Once the outline is approved, we will not change the quantities of pages or order.
Here’s an example of a simple outline.
The best way to keep a project on schedule is to collect assets at the beginning. The more organized we are, the easier it will be for design reduced and our client to work together. Our recommendation is to create a shared folder with sub-folders that track your client’s website page structure and content requirements (Dropbox and Google Drive are both great options).
We will share the folder with our client, talk them through it, and let them upload on their own time. If our client is missing assets, decide whether you have enough to move forward, and create a plan to develop or purchase the missing pieces.