Let’s Get Started!
Tools I’ll Provide
For text, links, images, videos, PDF’s that are client created and not migrated, I will send you access to a program called, ContentSnare. This program helps eliminate back and forth emails and having to extract text out of programs like Word or PDF’s which add hours to billable time. It’s a web-based template that will reflect your site wireframe and design. It will contain fields and areas to upload an image with detailed instructions. You will upload all of content and images there. Please make sure it’s edited (unless I’m doing the editing), as I will not correct typos or otherwise. You will receive an email giving you all the instructions. It’s very easy to use.
I will send you a link to Asana, which is a web-browser based collaboration and project management tool. This is where we will communicate everything related to the project tasks. Because I’m one person, managing multiple projects and clients, I can’t track everything through email or text. Sometimes it’s difficult to break that habit, so initially you may receive a reply to an email that says, “Please document in Asana.”
What I’ll Need From You
Logos & Design Assets
Pluins & API Integrations
Credentials & Contacts
Style Guide & Legal
Open & Direct Feedback
I’m a big believer in open and direct communication. If you’re not happy, I’m not happy, so make sure you voice your opinions up front. Also, make sure your primary decision maker is available throughout the project. Relaying information through third-party contractors, vendors, or project managers or other stakeholders muddies the process and eats up billable time. If there’s anything I can do to make our project run smoother, please let me know in advance.
Deadlines & Reviews
It’s super important to stick to our agreed-upon schedule, deadlines, and reviews. That said, shit happens. Random pandemics, family emergencies, business interruptions, internet outages, whatever the case, let me know if there is a risk of missing the mark, and I’ll reschedule those delays in advance. If for whatever reason a delay is more than one week, then we’ll need to reset the schedule.
Meetings & Check-ins
I will conduct almost all of our meetings via Zoom so I can share my screen. Even if you are local, I will most likely still conduct almost all of our meetings over Zoom except for our initial kickoff. Rather than deal with technology, software, wifi logins, monitors that aren’t big enough, it’s easier and less time-consuming to set up and execute a review online. At the end of the meeting, I will not be providing notes or follow ups, so it’s up to you if you want to record the call.
For Business Processes, Billing or Scheduling
Email me: email@example.com
For Content Requests & Reviews
For content delivery, requests, and reviews, I’ll set up an account for you in content snare. (You’ll receive an email.)
For Project Management & Design Feedback
For all project feedback questions related to design or website, we’ll communicate in Asana. (If you haven’t received an email login, let me know).
Process & Feedback
This is my General process for projects. Understandably, we may start at different stages, and you may or may not have signed-up for different services, based on your budget. In almost all cases, I’m flexible. However, certain things need to happen in advance before I can move on to a different phase or stage.
Away We Go!
If you ever have questions, concerns or kudos, never hesitate to reach out to me.