Getting Started

Here’s an overview of what I need from you to get started, as well as a guide for you to be confident in the web design process as we move along. Feel free to email me with any questions at



I’m excited and honored that you have entrusted me with your Web Design Project! I’ve created this Getting Started page to help guide you through the process so we can make the most of our opportunity to improve your online presence and move your business forward.

STEP 1:  Download your WELCOME PACKET by clicking here. Or simply click the image.

This document will provide you with important helpful details such as communication policies, how & when to reach me if you have questions, timelines, office hours, etc.

Welcome Packet

STEP 2:  Please provide Admin Access to the following: 


Where your domain was purchased, ex Namecheap, GoDaddy, etc


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


Your hosting account login and/or Cpanel username and password ex Siteground, Flywheel etc


Your username and password for your Google account.

For your security I recommend you use a platform such as LastPass.  Create your free account by clicking “Get started for free” here on Lastpass. (no credit card required)  For your convenience here is a helpful article: “How to Use LastPass to Share Passwords”

QUESTIONNAIRE DUE IN 1 WEEK (or sooner if you’re able) 

This questionnaire will collect the details we need to get going! 

Note: We can plan a strategy call to discuss these questions if needed, especially if you prefer discussion over writing.

STEP 4: Upload all copy/images to your secure GOOGLE DRIVE (or DROPBOX) here

ALL CONTENT DUE IN 2 WEEKS  (or sooner if you’re able). Remember the project will not start until all content is submitted.

Google Drive and Dropbox are great online image/file sharing platforms. We can also use either of these for content sharing. to share important logins and credentials instead of sending 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.


High res JPEG or PNG if possible.


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.


Brand style guide, colors or any specific design requirements.


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:



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.


Once the site layout and design is approved, I’ll move forward with the 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.



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. We ask that you please review ALL pages to make sure all spelling, grammar, addresses and information are correct before 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 secure email insuring 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 (currently under construction) 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 (free for the first 2 months!)