welcome to the client portal for

phase-2

about:

The client portal is a central hub for files, drafts, workflows, notes, documents and feedback for you to reference throughout the development of your project. The purpose of this page is to create an organized location to store relevant information, updates and current project phases. 


contracts & admin:

Payment for your final invoice ($197.50) will be required before you receive your final files.

CONTRACT LINK


project mgmt. tools:

Below are a list of the tools I use to manage client projects (including links to access yours).

If you haven't used Asana before, no fear! It's simple and free! I've created a quick tutorial to show you how to use this nifty little project management tool. An invite to join has been sent to your email address.

Step-by-step instructions to sync your Asana tasks with Google cal, iCal or Outlook can be found here.


client onboarding:

ONBOARDING CALL

The Onboarding Brief outlines the purpose, expectations and goals of the project and helps to ensure that we’re both on the same page. This meeting will take place via Skype (1 hour). 

ONBOARDING BRIEF CALL NOTES


phase 1: brand inspiration

INSPIRATION BOARD

inspiration-board-1.jpg

BRAND STYLE GUIDE


phase 2: content creation

STEP 1: WEBSITE QUESTIONNAIRES

Please complete the following questionnaires. Some of the information may seem redundant, but please try your best to answer each question to help you get clear about how you want your website to be structured and the content you want to be included on your site.

LINK TO WEBSITE QUESTIONNAIRE
LINK TO CLIENT WORKFLOW WORKSHEET

STEP 2: CREATE A FILE/FOLDER STRUCTURE (+ Tutorial)

FOLDER/CONTENT STRUCTURE CHEAT SHEET

STEP 3: CREATE COPY/CONTENT

To help guide you and provide inspiration for your content and copy, I've created a few guides to help you if you're stuck and don't know what to include. Please note, this is just a guideline (a starting point) to help you along. Feel free to include/exclude anything to fit your needs. 

HOME PAGE COPY/CONTENT GUIDE
ABOUT PAGE COPY/CONTENT GUIDE
OFFERING PAGE COPY/CONTENT GUIDE


next phase

phase-3

Contact Details

 
krista-bauer.jpg

krista bauer, life coach &VA

EMAIL: krista@happylittlehummingbird.com

SKYPE: kristajbauer

OFFICE HOURS: 9am-2pm, M-Th (MST)