Mastering Client Website Projects with a Four-Step Process

Introduction to Effective Client Project Management

Managing client projects, especially in web design, can be daunting. Yet, with a structured approach, you can streamline the process, ensure timely payments, and prevent project delays. This guide outlines a proven four-step method tailored for web designers using platforms like Squarespace, though it's adaptable to others like WordPress or Wix.

Step 1 - Starter Kit and Initial Deposit

After your initial discovery call with the client where pricing and project scope are agreed upon, the first step involves sending out a 'starter kit'. This kit typically includes a simple Word document that helps gather all necessary information such as logos, color schemes, and content from the client. It's crucial at this stage to also arrange for the initial payment. This not only secures financial commitment but also sets professional boundaries early on.

Key Actions:

• Send an email with the starter kit.
• Include instructions for the initial payment.

Remember, no work should commence until both the starter kit is returned filled and the initial deposit is made. This ensures that you have all you need to start the project effectively.

Step 2 - First Draft and Major Revisions

Upon receiving the required materials and deposit, review them thoroughly before proceeding. Aim to send your client the first draft within an agreed timeframe (typically two weeks). It's common during this phase for clients to delay providing content which can set back timelines significantly.

Communication Tips:

• Use tools like Loom to create walkthrough videos of the draft site for clarity.
• Clearly communicate why certain design choices were made to align them with business goals.

Once the draft is reviewed by the client, they should send back their feedback documented in a structured format (like a Word or Google Doc) listing changes per page. This helps in maintaining clarity and efficiency in revisions.

Step 3 - Implementing Feedback and Minor Revisions

After receiving client feedback on the first draft, make necessary adjustments. It's essential here to differentiate between major revisions (done previously) and minor tweaks to avoid scope creep. Set clear expectations about what types of changes are feasible at this stage without additional costs or extended timelines.

Efficiency Tip:

• Schedule revisions carefully; quick turnarounds might imply simplicity of task which can undervalue your work.

Step 4 - Final Payment, Launch, and Training

The final phase involves securing final payment before transferring full control of the website to the client. Once payment is confirmed:

1. Launch: Coordinate with your client on timing especially if replacing an existing site to minimize downtime.
2. Training: Provide basic training on managing their new website which could include editing text or images; record this session so they can refer back if needed.
3. Post-Launch Support: Offer guidance on how they can handle their site moving forward including tips on SEO enhancements like connecting Google Search Console or updating sitemaps.

Final Steps: The process concludes with ensuring that everything runs smoothly post-launch which includes confirming SSL security setups and finalizing any pending configurations. The structured approach not only simplifies managing web design projects but also enhances client relationships by setting clear expectations from start to finish.

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