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WordPress Customized
Website Process / Procedure
www.isocialdesign.com
Never wonder what
you are paying for
or what we are doing
We keep you in the KNOW the entire
process:
Customized VS Custom Built Websites
CUSTOMIZED
 2- 3 Week Process
 Customized Genesis Child Theme
 2 Home Page Samples
 Low to Medium Involvement
 Need All Content Upfront
 1 Person Completing Project
CUSTOM BUILT
 4 - 5 Week Process
 Custom Built Genesis Child Theme
 6 Home Page Samples / 5
Revisions
 Medium to High Involvement
 We Help With Your Content
 A Team of 2 - 3 completing Project
Customized WordPress Website Process :
Investment $1,200 - $1,800*
2- 3 Week Process
20 – 25 hour project process
Select Genesis Child Theme
1 Person Assigned To Project
Need all content upfront
Phone, email, communication
Low to medium
correspondence
One Time Content Revision
2 Mock-ups / 2 Revisions
Who It is a Customized Website For?
Businesses on a small budget
Clients who have logo & all content
People who need low correspondence
Clients who have existing website
People who need a quick turnaround
Those who like available Genesis Themes
Custom Built WordPress Website Process
:
Investment 2,500 - $4,000+
4 -5 Week Process
50 – 55 hours project total
Custom Built PSD to Genesis
2 – 3 People Assigned To
Project
We help create content /
images
Phone, email, & screen share
Medium – High correspondence
Additional Content Revisions
3 Stages of Mock-ups /
Revisions
Who It is a Custom Built Website For?
Businesses with a flexible budget
Clients who need help with content / images
People who need frequent correspondence
Clients who are starting a brand new website
When quick turn-around is NOT needed
Clients who desire a completely custom look
Customized Genesis WordPress Website
Process Step-By Step Break Down
Interest and Proposal Process
Initial Contact
Address Current Standing
Address Goals and Needs
Select Desired Genesis
Theme
Project Estimate / Proposal
Collect all content / images
Determine Good Fit
Decide To Move Forward
1.) Initial Contact
Online Form
Phone Call
In Person
Referral
Social Media
Website Estimate Form
2.) Assess Where You Are Right Now
Your Web Hosting
Domain Name Registration
Logo and Style Guide
Website Content / Pictures
Multimedia Content
3.) Address Your Goals and Needs
What are your business goals?
Desired Style : Modern, Vintage, Etc.
Need sales, leads, traffic, or subscribers?
What is the MAIN goal of your website?
Who is your target audience?
Will you have a blog?
Sales
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
4.) Select Your Desired Genesis Theme
Theme Selection Based On
Your Website Goals and Needs
P
Based On Your Goals & Needs, We Help You
Select The Right Genesis Child Theme
5.) Project Estimate / Proposal
Detailed Project Approach
Estimated Project Investment
Estimated Time Frame
Communication Options
Project Management Tool
Cover Maintenance plans
6.) Provide All Your Content Upfront
NO EXCEPTIONS
Smoother Process
Need All Pictures / Text
Need Multimedia
Edits already completed
We DO NOT
Build Empty
Box Websites
You MUST have all content
& Pictures To Begin Process.
7.) Determine if it is a good fit
Compatible Communication Style
Clear project scope / expectations
Timeframe and Investment
Common goals and direction
Both parties decide to move forward
WordPress Website Initiation Process
Sign Online Agreement
2 Home Page Samples
Planning and Organizing
Forms of Communication
Level of involvement
Set expectations & Timeline
Outline Home Page
Domain and Hosting
Provide Logo, branding,
colors
Site Map and page outline
Agree on final home page
1.) Agreement To Move Forward
 Sign Online Contract
 Submit First payment
 Timeline Outline
 Set-Up File Sharing
 Set-Up Project Management Tool
 Provide Home Page Preview
 Agree on overage hourly fee
Communication IS KING
Procedure for Email & Phone Calls
Screen share when needed*
Have a SET Day to touch base
Use Project Management Tool
Clear expectations / availability
Determine Your Level Of Involvement
High Involvement
o Frequent Communication
o Regular meetings and calls
o Ongoing progress reports
o Very specific requirements
o * Additional Time /
Investment
Low Involvement
o Moderate Communication
o Occasional meetings and
calls
o Weekly progress reports
o Flexible & open to
suggestions
o * Less Time / Investment
Outline Expectations & Timeline
Week 1 Process
Week 2 Process
Cover
Customization
Process
Week 3 Process
Cover
Final
Process
Cover
Initiation
Process
Know What To Expect & When To Expect It
Domain and Hosting Information
 Hosting / FTP Account Details
 Domain Account Details
 Need All Page Content
 Need All Pictures
 Need All multimedia
What we need from you in order to move forward
Need Logo, Colors, and Branding
Logo in AI, PSD, or PNG
Format
Specific Website Colors
Specific Branding
Requirements
Style Guide / Mood Board
Industry Specific Regulations
2.) Provide 2 Previews of Home Page
 Two Home Page Sample
Previews
 Based on Selected Genesis
Theme
 Home page layout / organization
 Specific Colors, Fonts, Headings
 Flexible to make revision requests
 Communication / Feedback Time
4.) Create Site Map and Navigation Order
Home
About
Service
s
Contact
Create Website Site Map
Main Navigation Order
Sub-navigation Order
Custom Post Types
Blog Categories
Portfolio / Gallery Locations
5.) Agree on Final Home Page Preview
2 Rounds of Revisions
Communication / Feedback
Desired Style an Design
Agree on FINAL Home Page
Look
 Sign Off to begin Implementing
Customization: Behind The Scenes
Process
Set-Up demo website
Populate images / content
Theme customization
Completion and meeting
Reviews & Requests
Perform updates / changes
Audit site & prepare for launch
Warning!
Expect Period Of Silence & Less Communication*
Meanwhile you can focus on your business,
and let us take care of setting everything up.
It May seem like we are doing nothing . . .
Do not worry, It just means we are hard at work, and
beginning the process of creating your website . . .
1.) Set-Up Demo Website
Set –Up Website Staging
Area
Add Countdown if desired
Fresh WordPress Installation
Install Selected Genesis
Theme
Add Pages and Navigation
2.) Populate all Images and Content
Upload All Media Files
Add Content To All Pages
Configure Needed Plug-
ins
Set-Up Galleries / Videos
 Approve All Content
3.) Theme Customization &
Personalization
Apply desired fonts & colors
Theme / Functionality edits
Apply page layouts and styles
Responsive Elements
Match final home page look
4.) Completion and Meeting Notification
Upload All Media Files
Add Content To All Pages
Configure Needed Plug-
ins
Set-Up Galleries / Videos
 Approve All Content
5.) Review Site & Make Revision Requests
Review each individual page
Review all images / files
Review all media & galleries
Review Theme Functionality
Review overall design
6.) Allow Time for Updates, Edits, Changes
Allow Time for updates
Period of low communication*
Making progress
Receive Notification when all
reviews are completed
Client final site review
7.) Audit Site and Prepare for Launch
Audit site with our checklist
Test any website forms
Test all functionality
Test browsers / devises
Move site to proper domain
Ready For Launch!
Finalizing The Website Process
Launch Website
One-on-one Training*
Maintenance Plans
Additional services*
One week follow up call
Satisfaction survey
Recommend and refer
1.) Launch New Website
Launch Your Website
Final Payment Due
Give Access to WP Admin
Provide Full Site Back-Up
Cover Maintenance Plans
Optional One on One Training
o WordPress 1 Hour Training
o Learn how to log-in to WP
o Cover your specific questions
o Cover WordPress Basics
o Cover best practices
o Importance of Maintenance
2.) Flexible Maintenance Plans
Flexible Monthly, Bi-monthly, quarterly
plans
Ongoing support and communication
Consistent Back-ups and security scans
WordPress Core & plug-in updates
Email or phone support available
Keep your site running smooth all year
Optional Social Media Design*
Social Media Design to Match Your Site
Promotes brand awareness & consistency
Your Brand will be recognized instantly
Build social proof and authority
Leverage social channels for traffic
Grow your audience and fan base
Optional Content Strategy Service*
o Effective Content Strategy
o Tailored to your audience
o Blog frequently and grow
o Drive Consistent Traffic
o Monthly or Quarterly Options
3.) One Week Follow Up Phone Call
o Check that everything is running
smoothly
o Answer any questions you may have
o Additional feedback and suggestions
o Suggest Additional services
o Cover maintenance plan benefits
4.) Satisfaction Survey
o We welcome your honest feedback
o Let us know how your experience was
o How can we make it smoother?
o Help us serve you and others better
o Consistent improvement is our goal
Recommend and Refer
Recommend
 Social media endorsements
 LinkedIn Recommendations
 Website Testimonials
 Available as references
 Be open to possible case studies
Refer
 Refer your friends or colleagues
 Ask us about our referral bonus
 Best compliments are referrals
 Help us help small businesses
 Keep us top of mind for future needs
Keep In Touch
o Keep in touch through phone or email
o Feel free to call with questions
o We are here for additional support
o We are happy to provide further
technical assistance
Phew! All the Work That Goes into a
Website
Initiation Process
Customization Process
Closing Process
Learn More About Our Services
www.isocialdesign.com
Request An Estimate on Your Website
Interested In a Customized WordPress
Genesis Framework Website?
Visit This Page For An Estimate.
http://www.isocialdesign.com/genesis-customized-websites/

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WordPress / Genesis Customized Website Process & Procedure

  • 1. WordPress Customized Website Process / Procedure www.isocialdesign.com
  • 2. Never wonder what you are paying for or what we are doing We keep you in the KNOW the entire process:
  • 3. Customized VS Custom Built Websites CUSTOMIZED  2- 3 Week Process  Customized Genesis Child Theme  2 Home Page Samples  Low to Medium Involvement  Need All Content Upfront  1 Person Completing Project CUSTOM BUILT  4 - 5 Week Process  Custom Built Genesis Child Theme  6 Home Page Samples / 5 Revisions  Medium to High Involvement  We Help With Your Content  A Team of 2 - 3 completing Project
  • 4. Customized WordPress Website Process : Investment $1,200 - $1,800* 2- 3 Week Process 20 – 25 hour project process Select Genesis Child Theme 1 Person Assigned To Project Need all content upfront Phone, email, communication Low to medium correspondence One Time Content Revision 2 Mock-ups / 2 Revisions
  • 5. Who It is a Customized Website For? Businesses on a small budget Clients who have logo & all content People who need low correspondence Clients who have existing website People who need a quick turnaround Those who like available Genesis Themes
  • 6. Custom Built WordPress Website Process : Investment 2,500 - $4,000+ 4 -5 Week Process 50 – 55 hours project total Custom Built PSD to Genesis 2 – 3 People Assigned To Project We help create content / images Phone, email, & screen share Medium – High correspondence Additional Content Revisions 3 Stages of Mock-ups / Revisions
  • 7. Who It is a Custom Built Website For? Businesses with a flexible budget Clients who need help with content / images People who need frequent correspondence Clients who are starting a brand new website When quick turn-around is NOT needed Clients who desire a completely custom look
  • 8. Customized Genesis WordPress Website Process Step-By Step Break Down
  • 9. Interest and Proposal Process Initial Contact Address Current Standing Address Goals and Needs Select Desired Genesis Theme Project Estimate / Proposal Collect all content / images Determine Good Fit Decide To Move Forward
  • 10. 1.) Initial Contact Online Form Phone Call In Person Referral Social Media Website Estimate Form
  • 11. 2.) Assess Where You Are Right Now Your Web Hosting Domain Name Registration Logo and Style Guide Website Content / Pictures Multimedia Content
  • 12. 3.) Address Your Goals and Needs What are your business goals? Desired Style : Modern, Vintage, Etc. Need sales, leads, traffic, or subscribers? What is the MAIN goal of your website? Who is your target audience? Will you have a blog? Sales 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
  • 13. 4.) Select Your Desired Genesis Theme Theme Selection Based On Your Website Goals and Needs P Based On Your Goals & Needs, We Help You Select The Right Genesis Child Theme
  • 14. 5.) Project Estimate / Proposal Detailed Project Approach Estimated Project Investment Estimated Time Frame Communication Options Project Management Tool Cover Maintenance plans
  • 15. 6.) Provide All Your Content Upfront NO EXCEPTIONS Smoother Process Need All Pictures / Text Need Multimedia Edits already completed
  • 16. We DO NOT Build Empty Box Websites You MUST have all content & Pictures To Begin Process.
  • 17. 7.) Determine if it is a good fit Compatible Communication Style Clear project scope / expectations Timeframe and Investment Common goals and direction Both parties decide to move forward
  • 18. WordPress Website Initiation Process Sign Online Agreement 2 Home Page Samples Planning and Organizing Forms of Communication Level of involvement Set expectations & Timeline Outline Home Page Domain and Hosting Provide Logo, branding, colors Site Map and page outline Agree on final home page
  • 19. 1.) Agreement To Move Forward  Sign Online Contract  Submit First payment  Timeline Outline  Set-Up File Sharing  Set-Up Project Management Tool  Provide Home Page Preview  Agree on overage hourly fee
  • 20. Communication IS KING Procedure for Email & Phone Calls Screen share when needed* Have a SET Day to touch base Use Project Management Tool Clear expectations / availability
  • 21. Determine Your Level Of Involvement High Involvement o Frequent Communication o Regular meetings and calls o Ongoing progress reports o Very specific requirements o * Additional Time / Investment Low Involvement o Moderate Communication o Occasional meetings and calls o Weekly progress reports o Flexible & open to suggestions o * Less Time / Investment
  • 22. Outline Expectations & Timeline Week 1 Process Week 2 Process Cover Customization Process Week 3 Process Cover Final Process Cover Initiation Process Know What To Expect & When To Expect It
  • 23. Domain and Hosting Information  Hosting / FTP Account Details  Domain Account Details  Need All Page Content  Need All Pictures  Need All multimedia What we need from you in order to move forward
  • 24. Need Logo, Colors, and Branding Logo in AI, PSD, or PNG Format Specific Website Colors Specific Branding Requirements Style Guide / Mood Board Industry Specific Regulations
  • 25. 2.) Provide 2 Previews of Home Page  Two Home Page Sample Previews  Based on Selected Genesis Theme  Home page layout / organization  Specific Colors, Fonts, Headings  Flexible to make revision requests  Communication / Feedback Time
  • 26. 4.) Create Site Map and Navigation Order Home About Service s Contact Create Website Site Map Main Navigation Order Sub-navigation Order Custom Post Types Blog Categories Portfolio / Gallery Locations
  • 27. 5.) Agree on Final Home Page Preview 2 Rounds of Revisions Communication / Feedback Desired Style an Design Agree on FINAL Home Page Look  Sign Off to begin Implementing
  • 28. Customization: Behind The Scenes Process Set-Up demo website Populate images / content Theme customization Completion and meeting Reviews & Requests Perform updates / changes Audit site & prepare for launch
  • 29. Warning! Expect Period Of Silence & Less Communication* Meanwhile you can focus on your business, and let us take care of setting everything up. It May seem like we are doing nothing . . . Do not worry, It just means we are hard at work, and beginning the process of creating your website . . .
  • 30. 1.) Set-Up Demo Website Set –Up Website Staging Area Add Countdown if desired Fresh WordPress Installation Install Selected Genesis Theme Add Pages and Navigation
  • 31. 2.) Populate all Images and Content Upload All Media Files Add Content To All Pages Configure Needed Plug- ins Set-Up Galleries / Videos  Approve All Content
  • 32. 3.) Theme Customization & Personalization Apply desired fonts & colors Theme / Functionality edits Apply page layouts and styles Responsive Elements Match final home page look
  • 33. 4.) Completion and Meeting Notification Upload All Media Files Add Content To All Pages Configure Needed Plug- ins Set-Up Galleries / Videos  Approve All Content
  • 34. 5.) Review Site & Make Revision Requests Review each individual page Review all images / files Review all media & galleries Review Theme Functionality Review overall design
  • 35. 6.) Allow Time for Updates, Edits, Changes Allow Time for updates Period of low communication* Making progress Receive Notification when all reviews are completed Client final site review
  • 36. 7.) Audit Site and Prepare for Launch Audit site with our checklist Test any website forms Test all functionality Test browsers / devises Move site to proper domain Ready For Launch!
  • 37. Finalizing The Website Process Launch Website One-on-one Training* Maintenance Plans Additional services* One week follow up call Satisfaction survey Recommend and refer
  • 38. 1.) Launch New Website Launch Your Website Final Payment Due Give Access to WP Admin Provide Full Site Back-Up Cover Maintenance Plans
  • 39. Optional One on One Training o WordPress 1 Hour Training o Learn how to log-in to WP o Cover your specific questions o Cover WordPress Basics o Cover best practices o Importance of Maintenance
  • 40. 2.) Flexible Maintenance Plans Flexible Monthly, Bi-monthly, quarterly plans Ongoing support and communication Consistent Back-ups and security scans WordPress Core & plug-in updates Email or phone support available Keep your site running smooth all year
  • 41. Optional Social Media Design* Social Media Design to Match Your Site Promotes brand awareness & consistency Your Brand will be recognized instantly Build social proof and authority Leverage social channels for traffic Grow your audience and fan base
  • 42. Optional Content Strategy Service* o Effective Content Strategy o Tailored to your audience o Blog frequently and grow o Drive Consistent Traffic o Monthly or Quarterly Options
  • 43. 3.) One Week Follow Up Phone Call o Check that everything is running smoothly o Answer any questions you may have o Additional feedback and suggestions o Suggest Additional services o Cover maintenance plan benefits
  • 44. 4.) Satisfaction Survey o We welcome your honest feedback o Let us know how your experience was o How can we make it smoother? o Help us serve you and others better o Consistent improvement is our goal
  • 45. Recommend and Refer Recommend  Social media endorsements  LinkedIn Recommendations  Website Testimonials  Available as references  Be open to possible case studies Refer  Refer your friends or colleagues  Ask us about our referral bonus  Best compliments are referrals  Help us help small businesses  Keep us top of mind for future needs
  • 46. Keep In Touch o Keep in touch through phone or email o Feel free to call with questions o We are here for additional support o We are happy to provide further technical assistance
  • 47. Phew! All the Work That Goes into a Website Initiation Process Customization Process Closing Process
  • 48. Learn More About Our Services www.isocialdesign.com
  • 49. Request An Estimate on Your Website Interested In a Customized WordPress Genesis Framework Website? Visit This Page For An Estimate. http://www.isocialdesign.com/genesis-customized-websites/