BRAND & WEB
DESIGN WORKFLOW
8 - Week Timeline
CLIENT NAME:
WEEK 0 WEEK 1 WEEK 2 WEEK 3
Inquiry & Booking Onboarding Web Planning Web & Brand Design
Email response to inquiry Send Pre-Strategy session Client finishes brand feedback WEB DESIGN
questionnaire to client & web content doc (Tue)
Create 30min intro call notes Client sends website mockup
Create Strategy Session notes Send brand proposal revisions feedback (Tue)
back to client (Thur)
Write project proposal
Have Strategy Meeting (Tue) Make a backup of client’s
Wireframe website (Tue or Wed) website (if they have a site)
Send proposal to client
Send Website Content doc Create coming soon web page
Send website mockup to client
Follow up email (if no response for review (Fri)
from client in 3 days) Send Brand Strategy & Design
Direction PDF (Fri) Add all web pages
Confirm package with client Add essential CSS
Create contract & invoice Set site styles
Send contract & invoice Lay out content on each page
Set meeting dates in calendar BRAND DESIGN
Sketching logos
Purchase & download fonts
Create digital versions of logo
concepts
CLIENT NAME:
WEEK 4-5 WEEK 6-7 WEEK 8 WEEK 8-9
Design & Review Meeting Revisions Pre-Launch Launch & Offboarding
WEB DESIGN REVISIONS ROUND 1 WEB DESIGN LAUNCH
Customizing and formatting Client sends revisions R1 doc Send launch email to client
Final check before launch
each page (Tue week 6) (send links to all files)
Make website copy doc Add favicon
Send client revisions R1 for Make site live (Thu week 8)
brand & web (Fri week 6)
Write the web copy Upload social sharing image Transfer Domain
Send email sequence &
Optimize mobile templates for review (Fri week 6) Post about client's launch on
Link legal documents
social media
Create email pop-up REVISIONS ROUND 2 Write SEO for each page
OFFBOARDING
Final checks before review Send client revisions R2 doc
(Friday week 6) Proofread entire site
Post-launch check-in
BRAND DESIGN (2 weeks later)
Client sends revisions R2 for BRAND DESIGN
Finalize logo choice brand & web (Tue week 7) Final check-in & get
Finalize all brand files testimonial (4 weeks later)
Client sends revisions for emails
Design additional brand
(Tue week 7) Create portfolio page (1-2
elements
Create and upload launch weeks after launch
Send client revised work R2 for graphics to Google Drive
Put together brand brand & web (Fri week 7)
presentation Share testimonial online
Create final brand style guide
Send client revised emails
REVIEW MEETING (Fri week 7) Upload graphics to Planoly
Export files and upload to
Host on Thursday of Week 5 Google Drive Create Pinterest graphics
Send revisions doc for round 1 Schedule pins