Web Design Client Process (One Week Turnaround 🤯)

Summary

In this video, Megan shares her updated website design process, highlighting her new service, 'Website in a Week.' She walks viewers through each step, starting with a discovery call and proposal creation, followed by an efficient onboarding process. Megan emphasizes the importance of client communication and the use of tools like Dubsado for proposals and invoicing. She details her design and development workflow, utilizing Figma for mockups and discussing platform choices like Showit and WordPress. The video concludes with Megan offering insights on client support and her courses for aspiring web designers, making the process transparent and accessible.

Takeaways

• 😀 Megan's website design process is streamlined into a one-week service called 'Website in a Week.'
• 📞 The first step is a Discovery Call to understand the client's needs, budget, and project fit.
• 📄 After the Discovery Call, Megan creates a customized proposal based on the client's preferences.
• 💰 Installment payment plans are offered to make the investment in website design more manageable for clients.
• 📋 Onboarding involves sending a preparation form to gather necessary information and assets from the client.
• 🎨 The design process kicks off with a focus on creating a framework and mood board for the website.
• 🖌️ Megan uses Figma for website mockups, allowing for easier edits and a collaborative experience with clients.
• 🔧 Development occurs on Wednesday, where the design is built into a functional website using platforms like Showit or WordPress.
• 📱 Thursday is dedicated to optimizing the website for mobile devices and ensuring all integrations work properly.
• 🎉 Launch day is Friday, which includes sending celebratory materials to clients and providing tutorial videos for website management.

Q & A

What is the first step in Megan's website design process?

The first step is the Discovery call, where Megan gets to know the client, understands their needs, and determines if the project is a good fit.

How does Megan customize her proposals for clients?

Megan customizes her proposals by incorporating details discussed during the Discovery call, ensuring that clients feel heard and understood.

What is Dubsado, and how does Megan use it?

Dubsado is a tool Megan uses for forms, proposals, invoicing, and scheduling during her onboarding process with clients.

What does the onboarding process involve?

The onboarding process involves sending clients a preparation form to gather necessary information and ensuring smooth communication throughout the project.

What does Megan do on the first day of the 'website in a week' project?

On the first day, Monday, Megan focuses on designing the homepage and may create a simplified branding mood board if the client does not have existing branding.

Why does Megan prefer to use Figma for her designs?

Megan prefers Figma because it allows her creative freedom, facilitates collaboration with clients, and makes it easier to edit designs compared to building directly on a website platform.

How does Megan ensure client feedback is incorporated into the design?

Megan sends the initial homepage mockup by 2 PM on Monday, allowing time for feedback before moving on to other pages, ensuring clients can communicate their desired changes.

What happens on launch day of the website project?

On launch day, Friday, Megan celebrates the project's completion with the client, ensuring everything is working well, and provides tutorials to help them understand how to manage their new website.

What additional support does Megan provide after the website launch?

Megan offers a full week of support to clients after the launch, allowing them to ask questions and clarify any uncertainties about using their new website.

How does Megan handle clients who may need additional services like copywriting or branding?

Megan discusses these needs during the Discovery call and offers recommendations for copywriters and branding services, understanding that this may delay the start of the project.