Option 1: Add to cart and during checkout specify payment type:

• Credit Card
• Bank Transfer
• Mailed In Check

Option 2: Request more information and invoice first and then pay using:

• Credit Card
• Bank Transfer
• Mailed In Check

1. Initial Welcome & Orientation

• Deliverables: Introduction to your team, project timeline, and next steps.

• Best Practice: Use a branded PDF or web-based welcome packet summarizing services, communication channels, and project milestones.

2. Discovery & Strategy Session

• Deliverables: 60–90 minute kickoff call or Zoom session.

• Best Practice: Conduct a deep dive into the client’s business goals, audience segments, sales process, existing tools, and key differentiators.

• Output: A discovery brief used to guide all design, content, and marketing strategies.

3. Asset Collection & Intake

• Deliverables: Branded intake form or client portal for uploading:

  • Branding assets (logos, photos, brand guides)

  • Product/service info

  • Current website access (if applicable)

  • Marketing materials

  • CRM or email lists

   

• Best Practice: Provide examples and file format preferences to reduce delays.

4. Project Plan & Timeline

• Deliverables: Customized project roadmap with deadlines for:

  • Website and store build

  • Branding updates

  • Marketing setup

  • Content delivery

   

• Best Practice: Use shared tools like Notion, ClickUp, or Trello to track progress and client approvals.

5. Branding & Messaging Alignment

• Deliverables: Review or creation of Brand Identity Kit and Target Marketing Guide.

• Best Practice: Validate tone of voice, value propositions, and target personas before building assets or writing content.

6. Platform Setup & Integrations

• Deliverables: Set up hosting, CMS, CRM, email platform, and analytics tools.

• Best Practice: Use this stage to configure user roles, security, backups, and foundational SEO.

7. Content Planning & Approvals

• Deliverables: Page outlines, blog strategy, email sequences, ad copy.

• Best Practice: Provide clear deadlines for content approval and use collaborative tools (e.g. Google Docs with comments enabled).

8. Initial Design Mockups

• Deliverables: Homepage and key page designs shared for review.

• Best Practice: Use Figma or Adobe XD to present responsive mockups and gather feedback early.

9. Build & Test

• Deliverables: Full site build, store functionality, blog setup, CRM and automation workflows, email platform, and reporting dashboards.

• Best Practice: Use staging environments and QA checklists. Provide a detailed walkthrough video before review.

10. Review & Revisions

• Deliverables: One or two rounds of feedback across major deliverables.

• Best Practice: Guide clients on what to review and set clear deadlines for approvals to maintain momentum.

11. Launch Preparation

• Deliverables: Launch checklist including DNS updates, email marketing opt-ins, legal disclaimers, and performance monitoring.

• Best Practice: Schedule a launch date and communicate final expectations.

12. Go Live

• Deliverables: Final migration, live environment checks, post-launch QA.

• Best Practice: Monitor the first 72 hours and remain on standby for urgent support.

13. Training & Handover

• Deliverables: Live walkthrough sessions, training guides, and system SOPs.

• Best Practice: Record sessions for future team use and offer short follow-up check-ins.

14. Ongoing Support Setup

• Deliverables: Outline support availability, maintenance terms, and options for future campaigns.

• Best Practice: Present options for continued services like SEO, ads, blog content, or technical upkeep.