Getting Started

Here’s an overview of what I need and an overview to help guide you along before we begin!

1) What I need to get started

Your Logo

PDF, EPS or high res JPEG or PNG if possible.

Hosting Credentials

Your hosting account login and/or cPanel username and password.

WordPress Login

An administrator login to your current WordPress site (if you have one up already).

Images & Pictures

Current and/or new images & pictures you’d like to use on the new site


Page content and any updated verbiage/information for the site.

Style Guide

Brand style guide, colours or any specific design requirements.

These items can be uploaded to a secure Google Drive or Dropbox folder.

2) Trello

Trello is an awesome online platform for communication and project management. We’ll be using this to send messages, share files and track progress during the process. This will help alleviate content and images being lost in long email threads. Everyone loves email threads… right?! (Don’t worry you can still use your email. The messages will post directly to Trello!)
Once your project is underway, you’ll receive an email to join the Trello board and we’ll be off and running!

3) Dropbox

Dropbox is a great online image/file sharing platform. This isn’t necessary for every project, but if you have more than 15-20 images for your website or if they’re too big to send through email or post onto Trello, we can use Dropbox. We can also use this to share important logins and credentials instead of sending them through email. I will set up a folder for the project and will share the folder with you via email. You can upload all images and files there.

4) The Design Process

Designing a website, no matter how big or small is an extensive process that can be overwhelming. To better help you understand what to expect during the design and development, I’ve outlined my process in 3 steps:

0) Website Copy (optional)

What your website says is just as important as how it looks and what it does. Together we’ll complete a Brand Message Strategy. Refining this I’ll capture the best wording to attract your tribe and keep them engaged with your brand.

1) Layout & Design

A large and time-consuming part of designing a website is in the planning and layout stage of the process. I’ll create the sitemap (Page/Menu hierarchy) of the website for approval first, then I’ll design the home page and a sub-page (or more upon request) for approval.

2) Development

Once the site layout and design are approved, I’ll move forward with designing the entire site, pages and add all functionality and plugins. We’ll make sure your site looks great and functions nicely across all devices and web browsers before moving to the final step.

3) Edits & Revisions

Once the site is ready for final review, you’ll be able to review each page and we can make detailed edits until the site is revised completely. I ask that you please review ALL pages to make sure all spelling, grammar, addresses and information are correct before going live.

5) Wrapping up & going live!

Once the site is ready to go live, all unnecessary plugins, pages, images and backend files will be removed.  The new site will be backed up and saved locally, should it ever need restored.  Once live, it may take between 24 – 48 hours for the new site to pull up on some devices. Some computers will need to be refreshed in order to see the new site, though most computers will see the new site immediately depending on the WiFi connection and where they are in relation to the location of server that the website is on.

Your website logins and all credentials will be sent to you via Trello or secure email ensuring the security of your passwords. Though your logins and passwords will be saved by me locally, PLEASE SAVE ALL LOGINS FOR YOUR RECORDS AS WELL.  Upon completion, you’ll receive a link to my “moving forward” page where you’ll receive tips and tricks on what to do with your new website and also information on our Maintenance/ Security Plan which I highly recommend for all my clients.

And if you didn’t get a chance, please fill out the website strategy questionnaire that was sent you.

Scroll to Top