Designer and Client Site Build Checklist
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To use this checklist, please log into your Google account, then go to "File" -> "Make a copy", and use that copy.
Or you can download the file to Excel through File -> Download As.
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Designer and Client Site Build Checklist
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0/69 completed
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DateTask
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Access Information
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WordPress admin area login (if there is an existing site)
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Hosting account login
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sFTP account login (if you have it, or we can reset or make a new login from the hosting account)
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Content Information
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Sitemap - outline of the page hierarchy
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Content for those pages in a Google Doc format. Include file names of photos used within the content so we know where they go.
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Privacy Policy for GDPR & CalOPPA compliance
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Browsers used by people who will be reviewing the site. Send as many links as needed - have each user copy the link from the field to the left of the green button here: https://www.whatsmybrowser.org/
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Design Files
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If sending the assets:
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Logos, graphical elements, small photos
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2x sized - 2x is so we can display the image at half the size (real viewing size) with twice the pixels in the same space. This ensures that the image is sharp on mobile.
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Format in png with transparent backgrounds
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Compressed
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Photos
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These don’t have to be 2x if they’re large background images or meant to be displayed at full width.
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Format in jpg if no transparency needed
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Compressed
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Ideally 2000px wide if they will be used for full width backgrounds.
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For smaller images used in content, no wider than 1200px. It is best if they are sized for the size and space they will be used in to minimize the data load time, especially for mobile visitors.
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If sending an Illustrator file:
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Elements not grouped together where they need to be exported as assets
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Masking - if masking elements, set the pathfinder crop step before setting the transparency. The reverse order removes the transparency when exporting and it will need to be reset for each asset when transparency is used.
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Label layers with descriptive names - this helps with finding the right asset
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If sending a Photoshop file:
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Label layers with descriptive names
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Include logos and graphical elements as vector smart objects, or send separate 2x sized assets
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Logo file
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If not already included in the design files, we’ll need a version of the logo that is at least 180px x 180px in order to make a high quality browser tab icon (favicon) and Apple Touch icon for phones.
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Breakpoints (responsive design variations)
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If you have specific design requirements for mobile or tablet layouts, we need to know this ahead of time. Otherwise we will flow the content responsively as the screen size changes.
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Fonts
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Style guide - guidance on heading sizes, paragraph sizes, font usage, logo usage, etc.
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For Google fonts, provide font name and weights
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For web fonts, we’ll need one of the following:
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Web font files
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Typekit or other similar embed code
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Typekit or other similar account information
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Links to web fonts if you would like us to purchase them on your behalf
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For Desktop fonts, we’ll need a licensed copy of the font files so we can generate web font versions from them
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Include desired line height and letter spacing
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File Structure for Design Files and Assets
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Suggested folders:
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Images (Any photos that will be displayed on the website, separated into topical folders if necessary)
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Icons (Vector images, logos, and icons)
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Fonts
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Content (Copy and text)
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E-Commerce
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If the site will have an online shop, we’ll need this general information:
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Physical address of store location where products will be shipped from. If they will be drop shipped or shipped from multiple locations, please note and include all addresses.
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Sales tax rate - one flat tax rate or city level sales tax calculations
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Payment processing method - PayPal, Stripe, others?
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Shipping
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Will you ship worldwide, or just North America, or just the 48 continental states, or?
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Which method(s) - UPS, USPS, FedEx, Local pick up?
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Calculated by weight, dimension, both, or neither?
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Handling fee?
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Any special circumstances such as drop shipping, no shipping charge for some items, additional handling for some items, etc.?
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Do you want to offer coupons?
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We enable guest checkout by default - let us know if you would prefer to require an account.
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What email address(es) should receive notifications of new orders?
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Do you want to track inventory? If yes, do you want to allow backorders if something goes out of stock or prevent further ordering? Who (email address) should be alerted about low inventory?
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Do you need to integrate with social media? Facebook, Instagram, or Pinterest?
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Do you need to integrate with another database/CRM?
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Then we’ll need product information:
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About how many products will the store have? Send two representative products for us to add to the store as examples and we can demonstrate how to add more, or add the rest for you
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Product titles
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Description
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Pricing
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Any special pricing (bulk discounts, extra charge for X additional option)
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Weight (if relevant to shipping)
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Dimensions (if relevant to shipping)
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How many available (if you do want to track inventory)?
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Forms/Marketing/Email Database
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If the site will have web forms or marketing integrations:
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Do the web forms need to integrate with another database/CRM/email provider?
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Who should receive email notifications of submissions? What email service do you currently use for sending out email (Google, Outlook online, through your website hosting account?)
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Mailchimp login, or the login for a similar email subscription list or CRM system
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