Teamwork Projects: Template - Project Discovery Meeting

	A	B	C	D	E	F	G	H	I	J
1	TASKLIST	TASK	DESCRIPTION	ASSIGN TO	START DATE	DUE DATE	PRIORITY	ESTIMATED TIME	TAGS	STATUS
2	Discovery Meeting
3		Send welcome/ our Process email (to schedule kickoff meeting)								Active
4		Schedule 1-2 hour Discovery / Kickoff Meeting								Active
5		Send Getting Started email for Kickoff Meeting	Congratulations and Thank You Hi {{ first_name \| fallback: "there" }}, Congratulations on taking the first step towards a website that accurately represents your business to the world. We are excited to meet with you for our discovery process and take the first step towards helping you achieve your online marketing goals. Sites You Like and Dislike In order to prepare for the meeting, please send us a list of about 3-4 sites you like. These can be direct competitors or they can be in a completely different industry. Be prepared to explain what you like about each site and how you think that would be helpful for your new website. Also include 1-2 sites from your direct competitors that you do NOT like. Again, think about specific reasons why. Hosting/Registrar Info We also need some information about your current website. Please send us the following: Name of your hosting company (e.g. GoDaddy): User name/number: Password: Name of your domain registrar (if different from above): User name/number: Password: We will also need admin level access for the backend of your WordPress site. User name: Password: If you have an FTP account, please include that log-in info as well. This is going to be a lot of fun and we're really looking forward to making something amazing for you!							Active
6		Prepare for Discovery Meeting	Print out questions, bring example sites to discuss.							Active
7		Save notes to Teamwork Notebook								Active
8		Get keyword seed list from client								Active
9		Verify live site's credentials work and place them in LastPass								Active
10		Create internal team schedule								Active
11		- Create delivery schedule								Active
12		- Send schedule to client								Active
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100