welcome to the client portal for
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:
project mgmt. tools:
Below are a list of the tools I use to manage client projects (including links to access yours).
- Google Drive for file storage & sharing (click to access your project folder in Google Drive)
- Asana for project & task management (click to access your project board in Asana)
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.
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).
phase 1: brand inspiration
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.
STEP 2: CREATE A FILE/FOLDER STRUCTURE (+ Tutorial)
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.
krista bauer, life coach &VA
OFFICE HOURS: 9am-2pm, M-Th (MST)