Project kickoff information + questionnaires

So it sounds like we’re thinking of working together – that’s awesome news! An informed client is a happy client, in my experience, so here’s the general flow of my process. Please don’t hesitate to drop me a line with questions that aren’t covered here.

STEP 1: initial call

We’ve probably already done this, but this is where I get to know you and what you’re up to, and you learn a bit about my background in design and how I work.

step 2: website questionnaire

We probably talked about this on our call, but I create Squarespace-based websites.

Why do I love Squarespace? A few reasons – first, they prioritize design at every turn, with beautiful template options and baked-in design best practices. Basically, if you can’t do it in Squarespace, you shouldn’t really be doing it. Second, it allows me to create a gorgeous website, then hand the keys over for you to manage its day-to-day operation, blog, etc. (though I can stay on and manage it if you prefer). Third, and best of all, it is a stable but ever-evolving, up-to-date platform with rock star customer service. Added bonus – I’m a member of Squarespace Circle, Squarespace’s professional organization, and as such you get 20% off your first year of hosting. Nice!

Sound good? Let’s learn more about your website needs.

What is your site's URL? Have you purchased it yet?

What is the primary purpose of your website?

What is the mission of your business? What sets you apart from your competition?

Please share a few websites that you love. What do you love about them?

What feels cliché and overdone in the typical website within your industry?

If you're redesigning an existing site, what isn't working about your current site? What is working?

Please list the pages that you'd like to include in your website (home, about us, etc.).

What is your site description (a short piece of text that describe your site's content)? This is an important part of your site's SEO, so be sure to include all relevant search keywords for your business.

What color(s) are you drawn to?

What color(s) do you just hate?

Will you be providing images, or will I be searching for stock images and/or illustrations?

Will you be providing copy, or are you planning on working with a writer?

Will you need me to edit your photos/imagery?

yes

maybe

Will you need me to edit your copy?

yes

maybe

Is there any special functionality that you envision needing on your site (e-commerce, booking, email collection, forms, etc.)?

What's your timeline / deadline for this project?

Is there anything else that you'd like me to know?

step 3: estimate + contract

Once I have your responses to the above questionnaire(s), I’ll create an estimate that covers the scope of work that we’ve discussed, and also describes the order that I’ll work on it and the overall timeline.

If that all looks good, I’ll send a contract that summarizes everything we’ve discussed along with all of the nitty gritty details. Once that’s signed, we’re off to the races.

step 4: design direction(s)

I’ll start by generating design direction options including but not limited to color palettes, typefaces, site templates, photography and illustration styles. Your prompt and clear feedback on these design direction goes a long toward making sure the final design implementation flows smoothly.

step 5: design implementation + finishing touches

Once we’re solidly on an aesthetic path that everyone feels great about, I’ll proceed with additional rounds of finished design. You’ll continue to give clear and prompt feedback so we can move forward within our agreed-upon timeline. When those rounds conclude and everyone is happy with the finished design, I’ll submit final artwork or we’ll go live with your website, depending upon the project type.