Who Are You?
How'd You Come to This?
Relationships / Family
Needing a Website
Not doing it yourself
Dave Video Showed to Prospect on Live Discovery Call?
Website Development Process
Annual Support Plans
List of All Websites
Most Successful Clients
Reviews on Google, Wix, Clutch
Current List of Clients
Timeline = Size of Project
Quality Control Checklist
Every Page Checked
Mobile Looks Beautiful
Basic SEO - Indexed by Google
All Team Members
Project Management: ClickUp Milestone List & Client File
Communication: Loom, Gmail, Zoom & Calendly
Platforms: Wix Editor, Wix Studio, Wix Apps, Velo Code & Integrations
Designer Tools: Shutterstock, Storyblocks, Noun Project, Canva
Discussed on the call using Pilot.AI to record call and get solid notes
Your Business Overview
Your Design & Function Needs
Your Existing Assets
Your Process Preferences
Website Design Process: SHOW OUR PROCESS PAGE to explain and educate the prospect.
List of Best LDYS Sites: SHOW 3-5 WEBSITES - the design standards & capabilities of LDYS by showing live on Zoom 3-5 of our best websites (or websites within their field)
Quote Tool: SHOW SCREENSHOT QUOTE TOOL to give a price based on client needs, and use the high number of the range
Quality Control Checklist: SHOW EXAMPLE CHECKLIST to highlight it shows quickly that the website will look great on mobile and list properly on Google
Scope of Work (SOW) - SHOW EXAMPLE SOW and explain it’s a custom-built list of tasks that fully represents your project. The list, if performed, will fulfill what you need for your website. Our SOW exhaustive, so if there is anything you do not see, you will need to have us add it. This Scope doubles as a Quality Control list at the end of your project.
Invoice - SHOW EXAMPLE INVOICE
Content Doc - SHOW EXAMPLE FILLED OUT CONTENT DOC
Design Questionnaire - SHOW EXAMPLE FILLED OUT QUESTIONNAIRE
Another Dave video to show on the live call
Your Scope of Work
Your Design Questionnaire
Your Content Doc
Your Kickoff Call
Jenn's Post Kickoff Call Email:
Dear NEW CLIENT,
I hope this email finds you well. First and foremost, I wanted to extend my heartfelt gratitude for choosing Let’s Design Your Site as your partner in crafting your online presence. It was an pleasure speaking with you during our recent Zoom call, and I'm genuinely excited about the journey ahead.
During our conversation, we covered several key points that I'd like to recap:
Project Collaboration: We're all about teamwork here at LDYS. I'm thrilled to share that we have set up a shared Google Drive Folder for your project. This will serve as a central hub where you can easily upload any images, copy, or materials you'd like us to reference or incorporate into your website. Feel free to add anything you think would be helpful to kickstart our creative process.
Design Team Engagement: As soon as we wrapped up our call, I reached out to our design team and set up a meeting to give them a detailed briefing on your needs and website expectations. They're eager to get started and are already brainstorming ideas to bring your vision to life.
Homepage Draft: Our designers will be hard at work on the initial homepage draft, which typically takes 7-10 business days to complete. Rest assured, we'll ensure that every detail aligns with your preferences and goals.
Client Review & Approval: Once the homepage draft is ready, we'll promptly send it your way for your review and design approval. Your feedback is invaluable, and we're committed to making any necessary adjustments to ensure it's precisely what you envision.
Throughout this process, please don't hesitate to reach out to me with any questions, concerns, or comments you may have. We're here to make this journey as smooth and enjoyable as possible for you.
Our aim is not just to build a website but to create a digital presence that truly reflects your brand's essence and helps you achieve your objectives. We're thrilled to embark on this journey with you and can't wait to bring your vision to life.
Once again, thank you for putting your trust in us! We're excited about what lies ahead and look forward to exceeding your expectations.