Website Design Project Onboarding

Use Case: This document outlines the website building process, including how you will communicate with the client, how the client should share their website content, the technical information and account logins required from them, and other relevant details. Use it in conjunction with the Onboarding Email Sequence.

Goals: The objective of this document is to ensure your client has a thorough understanding of what you expect from them throughout the entire project, including how to provide their website content and logins. Avoid sending numerous back-and-forth emails about the next steps and focus the client on preparing their content and locating the necessary account and login information to go live.

Personal Experience: Clients actually read the document, making the entire process of launching a website significantly smoother.