Once a client has signed up to begin working with us, there are a few things we’ll need from them. This will vary from project to project so instead of having a one-size-fits-all approach (which never fits everyone!), we create a new welcome pack document (in google docs) to send to each client.
But you don’t need to write this document each time! Simply copy and paste the ‘master’ template below into a new doc, and take out what you don’t need (and add anything that might be missing).
Ok, here’s your template:
A Warm Welcome from Wholegrain Digital
We’re really excited that you’ve chosen to work with us, and we can’t wait to get started on your website! If you need anything at all for the duration of your project, feel free to contact your Project Manager (PM) directly (details supplied but if you can’t find them, just call the team on 0207 112 8240 and we’ll remind you).
What we’ll need to get going
Hopefully you have already supplied us with details of websites that inspire you. If not, please do send a few links across as soon as possible! Then, there are a few things we’ll need before we can start creating your new website:
Vital to get started:
Your website login details
We can’t do much without this one! 😉
Domain choice and emails
Where are these sitting?
Hosting details – cPanel and FTP (link, username and password)
If you already have hosting. If not, we’ll take care of this for you.
If we don’t have this already. Please let us know whether you would like feature a slider or background (static image or video) on your homepage and if you require any special visual effects.
Copy and images for each page detailed on the sitemap
If not yet supplied
Unless we are buying this for you
If we are not taking care of this
We’ll also need to know (as soon as possible):
Links to any social media channels
And your login details if you’d like to feature any feeds on your site
Whether you’d like a form on your Contact page
…and please tell us if you also require a Mapbox of your location
Your Google Analytics tracking code
Your Google Search Console (formerly Google Webmaster Tools) details.
And we may need:
To know whether you’d like an email newsletter designed for you..
Or, if you already have a newsletter…
Your MailChimp account details for the footer/sidebar
…and whether you’d like an opt-in newsletter sign-up in addition to this
The following details of all WordPress users for your site (if more than one):
USERNAME | PASSWORD | FIRST NAME | LAST NAME | EMAIL | USER ROLE
What other services multiple users will need
… such as email, ftp access etc.
Whether you require translation
… and into which language(s)
If your project is a WooCommerce website we will need further details, which your PM will request from you directly (if you haven’t already supplied what we need).
Phew, that’s it!
We thought you might, so we’ve prepared this handy Full Fat FAQ sheet for you. If you still can’t find the answer to your question, then please contact your PM.