Complete Web Design Checklist (SOP) - Start to Finish

Summary

This video provides a step-by-step guide to executing a complete web design project, from handling client inquiries to delivering the final website. The presenter shares a comprehensive SOP (Standard Operating Procedure) checklist, covering each stage of the process, including client management, sales calls, proposal creation, strategy development, copywriting, design, and final delivery. The video emphasizes the importance of templates, automation, and systemizing tasks to save time and increase efficiency. It also discusses outsourcing, automating repetitive tasks, and ensuring a smooth client experience through organized tools like Notion, Framer, and Stripe.

Takeaways

• 💻 The video provides a step-by-step checklist for carrying out a web design process from lead to project completion.
• 📋 The checklist includes decision boxes to help determine the next steps, making the process efficient and streamlined.
• 📧 Email templates are available for communication at every stage, including sales calls, proposals, and client responses.
• 🚀 Standard Operating Procedures (SOP) are essential for automating and outsourcing tasks, saving time and cutting project timelines in half.
• 📝 Tools like Notion, Framer, and Stripe are integrated to manage clients, design workflows, and handle payments all in one place.
• 🔄 The importance of automation is emphasized, with tools like Notion creating invoices, booking links, and organizing client folders automatically.
• 📞 The video stresses the importance of structured communication, especially during discovery calls and strategy meetings.
• 🧩 Templates and pre-made workflows are used for efficiency, from client onboarding to website content creation and copywriting.
• ⚙️ The design process includes specific checklists for each step, from home page approval to finalizing global styles and site components.
• 🎯 After the design is approved, the video covers pre-launch optimization steps and post-launch support to ensure client satisfaction.

Q & A

What is the main purpose of the video?

The main purpose of the video is to provide a step-by-step checklist for web designers to follow, from the moment they receive a lead to handing over a final website to the client.

What does the term 'SOP' stand for, and why is it important in the web design process?

SOP stands for 'Standard Operating Procedure.' It’s important because it outlines a list of steps for each stage of the process, helping to save time, reduce procrastination, and streamline tasks for easy outsourcing or automation.

What is the first step in the web design process after receiving an inquiry?

The first step is determining whether the client is a good fit. Depending on the answer, two email templates are available to either proceed with scheduling a call or to politely decline.

Why does the presenter emphasize using templates and checklists in the web design process?

The presenter emphasizes templates and checklists because they help streamline the workflow, reduce time spent on tasks, ensure consistency, and allow for automation or outsourcing when necessary.

What tools does the presenter use to manage the web design process?

The presenter uses Notion as a CRM to organize clients and projects, Framer for web design, and tools like Stripe for invoicing, Calendly for scheduling, and Google Drive for storing assets.

How does the presenter handle the client onboarding process?

The onboarding process includes adding the client to Notion, creating a discovery session, checking available project dates, adding a quote, and preparing for the sales call. Once the project is confirmed, a client portal is set up with all necessary details.

What are the steps involved after a successful sales call?

After a successful sales call, the next steps include creating a written proposal, linking the contract in a software like Dubsado or DocuSign, creating an invoice in Stripe, and preparing a Loom video to guide the client through the proposal and next steps.

What is the role of the client portal in the project management process?

The client portal acts as a central hub where all project-related information is stored, including proposals, contracts, and progress updates. It enhances client experience and keeps everything organized.

How does the presenter recommend handling delays caused by clients?

The presenter recommends following up on the due date and pausing the project if the client misses the deadline by more than three days. This ensures that the project timeline is respected.

What is the final step after the web design is approved by the client?

The final step involves either transferring the website to the client's account or keeping it in the designer’s account for ongoing maintenance. Pre-launch optimizations are then completed, followed by the website’s official launch.