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Getting Started

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

1) What we 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 this is a redesign of the WordPress site)

Images & Pictures

Current and/or new images and 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, colors or any specific design requirements.

These items can be uploaded to your preferred project management account or uploaded to a secure DropBox folder. Alternatively, other options are available. Agenda, Cirkus and Quire as examples. There are several Paid and Free versions and we are happy to advise you on the options available to suit your needs.

2a) Agenda

Agenda’s unique approach of organizing notes into a timeline helps to drive your projects forward. While other apps focus specifically on the past, present, or future, Agenda is the only note-taking app that tracks them all at once, giving you the complete picture.

Agenda is integrated with iCloud, so your notes are kept in sync across each of your Macs, iPhone and iPads. Add a note on one and within seconds it will appear on the others. Wherever you go, you always know what’s on the agenda.

Agenda is FREE, with no time limits. You can use it forever, at no cost.

2b) Cirkus

Cirkus is a SaaS task and project management solution built to reflect and adapt to the way teams actually work together while improving collaboration and efficiency. 

Teams and collaborators use Cirkus to make collaboration simple and complete. Those with complex workflows and large teams find Cirkus to be especially rewarding as it really shines in offering premium features for free.

Cirkus has plans to suit all size budgets and teams. Cirkus accommodates all devices and is available on macOS, iOS, Android and as a web app. 

2c) Quire

Claimed to be the best collaborative project management software for breaking down goals in hierarchical lists.

Central to most task management software is a conventional to-do list that stores all conceivable tasks. But a to-do list was never meant to handle the intricacy hidden in tasks which warrants the governance of a task management system. This application is currently free until mid-2019.

2d) 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, we can use Dropbox. We can also use this to share important logins and credentials instead of sending through email. If chosen, we can set up a folder for the project and share the folder with you via email. You can upload all the images and files from there.

3) 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, We’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. We’ll create the sitemap (Page/Menu hierarchy) of the website for approval first, then weI’ll design the home page and a sub page (or more upon request) for approval.

2) Development

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

4) 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 to be 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 basecamp 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

If you have any questions, feel free to call or email and if you haven’t had a chance to, please fill out our-

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