When it comes to starting a new client facing website project, there's often an overwhelming amount of ground to cover to really get the project rolling. Over the years, my agency (APEX Web Solutions) has amassed a checklist that works well for us to help optimize scoping, onboarding, and go-live processes. These of course aren't the only tasks and check-lists as those are tailored to the needs of each project in real-time.
We work in Basecamp and invite our clients into each Basecamp project. It makes it incredibly seamless for us because everything is really focused and centralized in that client's project, and for the client they don't even need to login to Basecamp if they don't want to. They can just respond to emails from Basecamp directly, they'll be notified as we have questions via tags, and then as we complete tasks they're notified instantly.
While this checklist is probably not perfectly applicable to you, hopefully you can glean some points off what we do to optimize your own process.
This is the Onboarding Checklist broken up into different sections.
Planning & Strategy
As a bonus, here are the Kickoff Call Questions we ask clients. These calls are done via Zoom so we can record them and transcribe the answers for use in website copy and notes for our team to get the website dialed in exactly as the client needs.
History of the company
High level goals
Overall website strategy
Key Products and Services
Quick overview of the industry and competitors
Develop ICP (first iteration)
Common Pain Points
What situational trigger compelled your personas to start looking for information, products or services?
When arriving on the site, where is your persona and what devices are they using to access information?
At each stage if the buyer’s journey, what question/s are pulling your personas to seek information?
How are they finding that information today? What’s missing from what they are using today?
How do current internal teams leverage the website to progress their responsibilities?
What is the ultimate action your visitor should take while on your site?
How long is the journey from first touch to satisfied customer?
How can the website help speed that up?
How does your internal team use the website?
How do you measure success for your business and in what time frame?
Who is the decision maker responsible for final approvals?
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