• Step 1: Welcome the Client to the Call


    Script:
    Thanks so much for joining me for our “Onboarding Call”.  Over the next 45 minutes to an hour I’m going to ask you a bunch of questions, the same questions we ask every client, and then at the end we will basically have everything we need to build your website.

    I’m basically going to interview you and then I have an internal form that I am taking notes into and then once we’re done I will give this information to our designer and they will start to work on your homepage mockup.  We’ve used this process HUNDREDS of times and so by following this process it allows us to get your website done quickly, but without compromising on the quality of your website.

    I’ll most likely answer any questions you have throughout the Onboarding Process, but feel free to stop and ask me questions if you think of anything along the way.
    With that being said, do you have any questions before we get started?
     (then wait for questions).



    Step 2: Onboarding Call- Ask for the one of two websites that they like and why

    You’re going to get their websites that they like and find out what they like. They’ve already been told to find a couple websites that they like AND that we don’t reinvent the wheel so if they can find one from somebody who is killing it online that’s even better.

    Script: Ok, so to get started you were asked to find two websites that you liked and that you kind of wanted yours to emulate.

    Did you happen to find those websites? (If they say “no” then reschedule the call. Not worth proceeding).

    Great. Can you give me the first one so I can see it?
    (then pull it up on your browser)

    Awesome. Now can you tell me what you like about this site?
    (use jing to screenshot what they like. Then also enter your notes into the appropriate field)

    Now, can you give me the other site?
    (same as before, use jing and screeenshot and take notes)

    ***If necessary, ask them which of the two they want their site to look like. They will usually tell you.

    Step 1: Please provide a couple websites that you like and that you want yours to emulate.




  • Step 2: Selecting Colors for the Website



    The first thing you’ll do is determine the background color. This is is usually white.  Feel free to go to colourlovers.com to get a color palette.  

    Script: Ok.  So now we want to get to know what colors you like for the site.  The first thing I need to know is what you want for the “background”.  This is usually white and is what will usually go behind the text on the site.  Do you know what you want for the background color?  We always encourage white because it puts more focus on the content and looks really clean.

    (Enter in the color they want..on the tool and/or just make a note)

    Step 2: Select Background color

  • Select background color
  • Script: Ok, so now we need the second and third colors for the website.  We usually don’t want more than 3 colors on the website because others it will look too busy and possibly clownish.

    Do you know what other two colors you want?  (these colors should match the logo and/or their existing site...feel free to ask them if they just want to match their existing site if they have one.  Use the color tool and make a note in the notes section.

    Step 3: Select Other colors for site

  • Select color 2
  • Select color 3

  • Step 4a: Header and Logo



    This is where we ask for the client’s logo.  If we don’t have a logo, then tell the client that we can create a quick one for them.  Go to logopond.com to find a logo to mimic.  We are also going to get the info for the upper right hand cover and a possible tagline

    Script: Ok, do you have a logo for your business?
      (If no, ok then we can create a quick one for you for free).

    Step 5: Logo:

  • Step 4b: Logo Tagline



    Script: Do you have a tagline?  Sometimes we will add the tagline just below the logo.
     (If they don’t have one then you can come up with one for them if you want.  Or just leave it blank).

  • Step 4c: Call to Action/Phone/Social Icons in the Header

    Script: Now, we will also put a call to action, phone number, and social media links in the upper right hand corner of the homepage.  Would you like us to do that for you?

    (If they say yes, then suggest a call to action like “Call Us Now” or “Free Appointment” or something like that.  Then make notes of that and post it in the notes)

  • Step 5: Gathering Company Info

    Script: Ok, so now I want to get all the contact information that will go on the website. This is obviously very important so that people can contact you when they learn about your services and want to do business with you.

    (Go through the list and ask them for all the contact info...leave stuff blank that they don’t want on there or don’t have)

    Step 5: Contact Information

  • Step 6: Getting the Client's Domain and Hosting Info

    Going to get their domain and hosting info IF THEY HAVE IT. If they don’t have it just say we can get it later. If this is a brand new website then get the URL they want to have. Double check that it's available at godaddy.com

    Script: Ok, do you happen to have your domain and hosting login and password? If not, don't worry we can always get it later.

    Step 6: Domain and Hosting

  • Step 7: Getting Social Media Links from the Client

    Going to get their social media links

    Script: Ok, we want to connect your social media pages to your website.  Do you have all the links for your social media pages or can I get them from your existing website?

    (if they are on their existing website, just write in that section “Get links from existing website and paste the website link”)

    Step 7: Social Media

  • Step 8: Fonts for the Website

    This is where you get the fonts that the client wants.  Most people don’t care or have no clue.

    Script: Ok, so now I want to see what fonts your want on the website.  Do you have a preference for fonts?  Or would you like us to use a similar font to one of the sites you told me about at the beginning of the call?

    (Usually I’ll just write in the notes “Use the same fonts as…” and then insert the link to that site)

    Step 8: Fonts

  • Enter Font Name or Font URL for Nav Menu
  • Enter Headline Font or Font URL for any headlines
  • Enter Paragraph Text Font or Font URL for paragraph text

  • Step 9: Slider or Main Image

    This is where you get the Above the Fold image and content.  MOST of the time we are encouraging people to do a static main image because those are proven to get more clicks.  

    Script: Ok, so now I’m going to ask you what you want people to see when they first hit the website.  That section is what we call “Above the Fold” and it’s extremely important that we provide the person an explanation of what you do, how you help them, and what they should do next.

    We usually put a static main image, text, and then a button prompting people to take a specific action, like download a free report, get a free consultation, etc, etc.

    If you want, we can also put rotating images that we call “a slider” but that has been proven to not get as many leads.

    Do you know if you want a static main image or a slider?

    (Based on what they say, write down what they want in the notes)

    Great, do you know what image(s) you want on that first section.  Ideally it should be a picture of your clients working with you or something that will resonate with your client and show them that you are already working with people just like them.  If you don’t have a picture then we can go to our stock image library and find one that we think will work.

    (If they have the picture have them email it to you. If not, then go to www.123rf.com and find a picture that works.  Copy and paste the url into the notes field and say that’s the main image/slider image 1).

    Ok, So now we need to get our text that will go over the image, with an irrestible offer or super strong call to action.

    (you will have to give them ideas here, then just write down what the text should say.  And for the button make sure the text on the button is also a call to action like “Get Your Report”, or “Download Now”.

    Step 9: Slider or Main Image

  • Step 10: Below Slider or Main image

    This is where we will deflect to the sites they identified. Basically you have 3-5 options. You can have a headline with text, you can do 3-4 columns with icons and text that link to other pages on the site, or you can have 2 columns, one with an image and the other with text, OR sometimes we’ll do a trust bar with logos and “As Seen On”, or a testimonials slider.
    Script: Ok, so now that we have the main image above the fold, when people scroll down below that what do you want them to see? Sometimes people in your industry will… (then make some suggestions).

    (Write down their instructions and definitely use jing if possible. Make sure you write what pages each link will connect to)

    Step 10: Below Slider or Main Image

  • Step 11: Filling in the Rest of the Homepage Content

    Basically you’ll just be populating sections for the rest of the homepage.  Just ask the questions and use Jing.  You’ll be creating and/or copying content from their site or marketing materials.

    Script: Alright so now what do you want on the homepage below that section? If you don't know let's look at the sites you gave me at the beginning and see what they do? OR I would be happy to make some recommendations

    (Just go down the page and start to fill out the other sections.  You don’t have to fill out everything.  Sometimes less is more)

    Step 11: Next Homepage Section:

  • Script: Alright so now what do you want on the homepage below that section? If you don't know let's look at the sites you gave me at the beginning and see what they do? OR I would be happy to make some recommendations

    Step 12: Next Homepage section:

  • Script: Alright so now what do you want on the homepage below that section? If you don't know let's look at the sites you gave me at the beginning and see what they do? OR I would be happy to make some recommendations

    Step 13: Next Homepage Section:

  • Script: Alright so now what do you want on the homepage below that section? If you don't know let's look at the sites you gave me at the beginning and see what they do? OR I would be happy to make some recommendations

    Step 14: Next Homepage Section:

  • Step 15: Footer Content

    Usually we do a Fat Footer with columns. The client usually has no preference.

    Script: Alright, do you have any preference for how the footer of the website looks? Usually we’ll do columns with your Contact info, page links, and then maybe a blog roll. Would that work for you?

    If no, then get what they want, if yes, then write in that section “Fat Footer Columns” and then write out what goes in each column.

    Step 15: Footer

  • Step 16: Internal Pages

  • Step 17-22 Getting Content for All Inside Page

    Now we’re going to get all the inside page content. MOST people dont have that many pages. If they know what they want but don’t have the content just say “Ok we can get that later.” and then write in the section “content to come”.

    For their “Services” section we may do drop downs so make sure you write “Dropdown menu” and then all the additional pages in a list.

    We want everyone to have an “About Us” page, “Services” page, “Testimonials”, and possibly “FAQs”.

    Keep in mind where the pages will go on the site and if they will go on the Nav Menu. We don’t want more than 8 items on the nav. Ideally 4-6 on the nav menu if possible.

    Script: So now we’re going to get all the inside pages. Why don’t we start with the “About Us” page. Do you know what you want that to be called? Some people say “Meet Us”, or “Meet the Team”, or “Our Story”, or then just “About” or “About us”.

    (Then have them send you content via email OR copy and paste it from their existing site. Do this for all the inside pages they might have).

    Page 1:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 2:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 3:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 4:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 5:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 6:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 7:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 8:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 9:

  • Drop Down Menus Included?

  • Drop files here or

  • Page 10:

  • Drop Down Menus Included?

  • Drop files here or
  • In this section you can copy and paste articles from their existing site OR just write “Copy all blog content and page urls from their existing site”.

    You can also ask them if they have any ideas for the blog posts that we will write for them and then write in those topics.

    Blog

  • If they have a specific format for the contact page put it here. Otherwise add in their contact info and have the guys create a contact form. Make sure you put the email that will receive form submissions.

    Contact Page

  • Step 25: Confirming the Nav Menu Order

    This is where you put down what will go on the nav menu.

    Script: Ok, so we’re almost done. Now I just need to get what will go on the Navigation Menu, or Nav Menu, these are the “tabs” that will go across the top of the site.

    Here is what I’m thinking:

    (then list out what you think should go there and write it down in the notes. Keep in mind we don’t want TOO many things on the nav especially if the client has LONG page names. So suggest drop downs if necessary).

    Nav Menu Order

  • Script: Ok, so believe it or not we are DONE. I now have enough information to send this over to the designer so we can start working on your website. Before I hit submit is there anything else you can think of that we didn’t talk about?

    Don’t worry, if you think of something later we can always update it. Remember that your website is never “finished” so we can always add or remove stuff as we go and that’s what you have us for.

    Well, before I let you go I just want you to know that it was an absolute pleasure to speak with you. A project manager will be working with you from here on out. Thanks so much for your time and I can’t wait to hear about your future success. Thank you and take care.

    Special Instructions:
    After you hang up, then write any other special instructions here.

    Finishing the call:
    Simply hit submit, and make sure you get Thank you page that the content was submitted. Then send an email to the project manager to take over.
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