1. Call (or chat/email)
A quick chat about your goals and focus. We hash out expectations and vision for the project. We make sure you get the most out of your investment and that we enjoy the process. We determine what you need: design week only, added pre-design/ramp-up strategy, copywriting, or something else…
Though most people prefer to speak on the phone, others prefer one quick email/online chat and filling out an intake form.
→ to Booking
If we fit and decide to work together, I'll send an invoice and you’ll pay your non-refundable deposit. This secures your spot in my calendar/queue, leaving time beforehand for prep. Your project time is not confirmed until I receive your deposit.
From there, I'll send a Confirmation of Engagement and some further project info. I'll set up a Google drive folder and a private client page or blog, for all your project details, materials, and links throughout the project. (We can communicate in a blog via comments.)
→ to Prep
4. Design (My Work)
Once I receive your payment, I'll prep and send a schedule, details, and prep tasks. There are a handful of tasks, including things like filling out questionnaires and creating/curating your content. This is your time to shine, and your major contribution to the success of our work together.
You do the prep and collect your content. I provide info to guide you through this phase. Finishing this step (on schedule) is a huge part of your contribution to the collaboration.
→ to Design (My Work)
5. Design (Us, Part 1)
I look through all your content, your moodboard, and your questionnaires to ensure it’s all there and ready, and to get a sense of you.
I create a plan/structure, figure out logistics, and make choices about featured content. Next, I design and create your color palette, typography (and, depending on the project, a variety of other customizations) around your content. And do the site layout and design.
→ to Design (Us, Part 1)
6. Design (Us, Part 2)
Once the site is ready for viewing, I send you a password protected link to your site. You weigh in with notes (I’ll send a feedback guide for info about optimal noting). Depending on your project package, you will get one or more rounds of revisions. Your prompt feedback is important to maintain our project schedule (and avoid delay fees).
While I await notes, I continue to add functionality to any links and forms, work on your SEO, etc. Do not be alarmed if those things evolve.
→ to Design (Us, Part 2)
I send a Squarespace billing permission link, and ask that you pay promptly for your account through that link. I also send you instructions for connecting your social media accounts, when necessary (if I place an Instagram or Twitter feed somewhere, for example). I do not do this for you, for your privacy.
Training (if part of your package) is completed. I send your final invoice when the design is finished or just prior to the agreed upon latest final payment date, whichever comes first. Payment is due immediately upon receipt.
→ to Launch
8. Wrap Party
Invoice paid, I will point your domain and launch your site on (or before) the agreed upon launch target.
It can take up to 72 hours for your domain to propagate and the SSL certificate to generate. I have no control over this, though it’s generally on the faster side.
→ to Wrap Party
I send you exit paperwork, including basic site admin instructions.
You provide launch promotion and engagement with your audience, getting new eyes on your finished project. If we've completed custom work, I'll send you any design elements.
We high five. (Virtually.)