Getting Started

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

1) Getting Started


Keep an eye on your inbox. Once you’ve reserved your spot, you’ll be getting two emails from me.

In the first email, you’ll find a link to a questionnaire to provide the following information.

In the second email will be a link to a Google Drive. Anything that doesn’t fit in the questionnaire can be added to the google drive (images, policy content, etc) 

Your Logo & Style Guide

PDF, EPS or high res JPEG or PNG if possible. Brand style guide, colors or any specific design requirements.

Images & Content

Images, pictures, and page content you’d like to use on the new site.

Hosting/Wordpress Login

If your site is currently located on another hosting service, you’ll be asked to provide your hosting account logins and admin login to your current WordPress site

Google Drive is where we’ll share files during the design 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 message me with questions!)  

Once your project is underway, you’ll receive a link to access your Google Drive folder and we’ll be off and running!

HoneyBook is the project management system I use for managing client web design projects. The questionnaire you receive will be located in HoneyBook and you’ll also have access to the client portal where you can access all of the documents related to your project – quotes, contracts, invoices, and questionnaires.

It’s also where you’ll send messages and questions about your site and service to our team (please no DMs or direct emails!)

You can also access the portal through the link in the menu of my website.

Feel free to bookmark the page for quick access during your site build.

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 into 3 steps:


1) Layout and 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) Build & Develop

Once the site layout and design is approved, I’ll move forward with the designing all site pages and implementing all functionality and plugins.

We’ll set up and connect your domain email, if needed.

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 ready for launch. We 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. Your browser may need to be refreshed in order to see the new site and though most will see the new site fairly quickly after the launch.
  • Your website logins and all credentials will be sent to you via 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 I’ll share my suggestions on launching your new site. Also, if by this point you haven’t chosen a hosting and care plan, you’ll receive information on how to keep your site safe and updated, which I highly recommend for all my clients.