Welcome ! - Let's get started!
On this page, you'll find all the information you need for your project to run smoothly.
Please have a careful read through it to see how this process will work and what I'll need from you before your project begins.
I'm always available by email if you need help so please free to contact me!
Email address : firstname.lastname@example.org
- Asana : The project management tool I use to organise your project.
- Your pre-work / homework : A few important things I need you to complete before your project starts.
- The process : My step by step process so you know what to expect at every stage of your project.
- Feedback guidelines : Tips to help you provide really helpful feedback.
- Boundaries : Notes to bear in mind to keep things ticking over.
Thanks... now let's get the ball rolling!
To help me organise your project smoothly and simply, I use a project management tool called Asana.
Asana is a project management tool/app that is a safe, and, secure space online where we can keep track of your project progress.
It can also be used to keep all files and conversations related to your project.
I have already created a Project Checklist for your project and will have added you to this already. If you haven't recieved an invitation to join then please do let me know!
Also, if you would like a quick tour of Asana, then please do let me know - I'll be more than happy to give you a walk through! It's really straight forward once you get the hang of it!
Your pre-work / homework
Before I start your project, I need you to complete the following tasks. Note: I have inlcuded this list on your Asana Project Checklist as well as below.
Once each task is complete please mark them as complete in Asana, attaching or providing any relevant details to the relevant task.
If you have any questions at any stage, do not hesitate to ask.
1 | Create a Pinterest Board
- Log in to Pinterest. Create and fill a board (it can be secret if you wish)
- Pin a minimum of 5 logos, 5 colour palettes, 5 patterns/wallpaper prints and 5 website designs (Note: keep this relevant to your project!)
- Once you have filled out the board, go through each pin and leave a comment on why you have pinned this item. (Note: Describe what you like and/or dislike about it)
If you need any help or get stuck, feel free to browse my design boards or take a look at the board I create for my brand and website:
- KSD Pinterest brand and website board : Take me there!
- Blog post : Using Pinterest for Client Homework
2 | Fill ouT your Design WorkBook
You will find I have emailed you an editable PDF document. Please complete the tasks within this document, fill in the answers to the questions, save it and send it back to me!
This document will help me understand your requirements so please answer every question with as much detail as possible.
3 | Send me your website Content
I need you to send me your website content. I will have already created a folder in Google Drive and have shared it with you (please let me know if you haven't received this).
- Upload your content which contains all the website text (for every page or section) and images at least 1 week before I start your project.
- You can rename the folders to reflect your pages so that it is easier to understand.
- Please include headings and button text within the document and clearly outline where things should go.
Here's how your project will go...
1 | Consult call
Before your project begins, we will have a 30-minute consult call. If you have any last-minute questions or queries, now would be the perfect time to ask them. We will discuss and refine your homework and make sure everything is in place. By the end of the call, we'll both be crystal clear on what we're trying to achieve together, and you can be rest assured that we are both on the same page.
At this point, I will share a specific Project Page on my site which will act as the "home base" for your project.
Everything from forms, drafts, revisions and final design work will be placed here for you to reference, as well as final files for you to download in the future.
Asana will be used to keep track of the project progress. If you would like a quick tour of Asana, then please do let me know - I'll be more than happy to give you a walk through! It's really straight forward once you get the hang of it!
2 | Moodboard
The design process starts by me creating a moodboard which will summarise your brand aesthetics. The moodboard will include a colour palette and a look into the style of font you like. It will be created using the information you provided in your homework and inspiration will be taken from your Pinterest board. The moodboard is the first step to creating your brand, logo and website so it is important to get this right, that is why you get one revision round.
3 | Logo design
Once the moodboard is signed off, it's time to create your logo. I will create 3 logo concepts and you will choose the one you like best. I will then refine it and make any requested changes over two revision rounds. Once your main logo is complete, we can move onto creating your brand board!
4 | brand board
Your brand board will include the other brand elements listed in your package. These are logo variations, sub mark, patterns and fonts. All these elements will be placed on one brand board for you to use and maintain brand consistency.
5 | Collateral branding - social media and business card design
This is the time to create your collateral, so your branded graphics for Facebook and Twitter, and your business card design. I will use the logo, fonts and colours to create a cohesive and seamless look across all pieces.
6 | Website design
I will create design mockups of the layout for your website pages based on the Squarespace template you choose. You have two rounds of revision to request and changes. Once the layout is approved, I will transform the designs into your working Squarespace site! You get one round of revision to make sure it looks spot on.
7 | Final payment
Before I hand over your final files and website, you will need to complete final payment. I will then update your Project Page to contain linkable assets you can download. I will also send you a link to a Dropbox folder containing all your finalised brand files and I will hand your website over. During the month after your project ends, I will continue to support you and be available via email to answer any questions you may have about your brand and website.
8 | Website walkthrough
Fear not, I won't leave you in the lurch to figure out how to use your website. We will set up a 1 hour long consult call where I walk you through how to use and update your site.
9 | Party time
After everything is complete, and your branding and website are live, it's time to let everyone know. I'll help promote your new brand and website by sharing it on social media and on my blog. After all, sharing is caring!
I really appreciated well structured and thought through feedback. It helps me understand your thoughts and make the right changes to your designs.
Here are a few helpful tips on providing me with fab feedback:
- Use sections/headers to provide feedback
- If possible, provide separate bullet points for each feedback point
- Read your feedback thoroughly to make sure you haven't forgotten anything, and answered any questions I may have asked
- If you have team members/colleagues that would also like to add their feedback, I kindly request you gather all the feedback and provide it all in one message. This will help to keep things organised.
Boundaries are good for both of us!
It's important to make sure our working relationship is clear and simple so we can make the most of your project and avoid any bumps in the road. So, I have listed some details below, most of which are stated in my contract, but I like to include them here too, just in case.
Payments have due dates based on what stage of the project we are in. If you are late with providing payment then I reserve the right to withhold project delivery until all outstanding project fees and assessed penalties are paid in full.
Payments that are not received within 14 days of the date stated on the invoice will incur a late fee of 5%, starting on the 14th day. A 5% late fee will apply every 7 days after the 14th day until payment has been made.
What if you are not satisfied with your design?
My process involves sets of revisions for designs. At each revision point, you review the design and request any changes made. If you use up all your revisions and need more, don't worry, it's not a problem, Extra revisions are billed at my hourly rate of £38. Becuase I have this in place, no client has ever walked away unhappy and with a design they do not like.
If you delay the project for any reason, I will unfortunately put it on hold and resume at the first available slot in my schedule. This
isn’t to be mean, it’s to avoid a hectic schedule impacting other projects.
I've done what you have asked....Now what?
After you have completed everything on your pre-work/homework list, we are all set to get this show on the road and start your project!
I'll contact you soon and set up a 30-minute consult call where we can discuss your homework and I can answer any last-minute questions you have.
Can't wait to start working with you!