Note – All links open a Google doc and open in a new tab
- DEVELOPMENT VISUAL OVERVIEW
- Client Checklist
- Drive Folder with All Documents for Development Phase– Use [email protected] email address to access all of the “Development Phase” documents
Tasks
- ⭐ ⭐ ⭐ IMPORTANT – This starts the emails. Add AC Tag – Go to https://radiatewp.com/ac/ (must be logged in) and add the client’s email and then click the Client Project Stage: Development.
- Development Kick-Off Call with Client – Use this template
- Set a content deadline with the client – have the open their calendar and have the client choose the date based on what their calendar looks like. When you have the client select their own deadline, it makes them want to keep their own deadline.
- Go to Asana and add a task called, “Client Content Deadline” and add that date.
Emails
- Project Process Reminder – AC
- Site Details, Author Bio and Social Media – AC
- Set Up a Gravatar – AC
- WordPress Videos – AC
- Website Security – AC
- Reviewing the Demo Site – AC
- What Website Approval Means – AC
- Preparing for Launch – * Then AC sends a notification to [email protected] that this email automation has been completed.
- Schedule Launch Planning Call – HelpScout Saved Replies
- Reminder to schedule Launch Planning Call – HelpScout Saved Replies (Send only if they do not schedule)
