1.
WordPress Customized
Website Process / Procedure
www.isocialdesign.com

2.
Never wonder what
you are paying for
or what we are doing
We keep you in the KNOW the entire
process:

3.
Customized VS Custom Built Websites
CUSTOMIZED
 2- 3 Week Process
 Customized Genesis Child Theme
 2 Home Page Samples
 Low to Medium Involvement
 Need All Content Upfront
 1 Person Completing Project
CUSTOM BUILT
 4 - 5 Week Process
 Custom Built Genesis Child Theme
 6 Home Page Samples / 5
Revisions
 Medium to High Involvement
 We Help With Your Content
 A Team of 2 - 3 completing Project

4.
Customized WordPress Website Process :
Investment $1,200 - $1,800*
2- 3 Week Process
20 – 25 hour project process
Select Genesis Child Theme
1 Person Assigned To Project
Need all content upfront
Phone, email, communication
Low to medium
correspondence
One Time Content Revision
2 Mock-ups / 2 Revisions

5.
Who It is a Customized Website For?
Businesses on a small budget
Clients who have logo & all content
People who need low correspondence
Clients who have existing website
People who need a quick turnaround
Those who like available Genesis Themes

6.
Custom Built WordPress Website Process
:
Investment 2,500 - $4,000+
4 -5 Week Process
50 – 55 hours project total
Custom Built PSD to Genesis
2 – 3 People Assigned To
Project
We help create content /
images
Phone, email, & screen share
Medium – High correspondence
Additional Content Revisions
3 Stages of Mock-ups /
Revisions

7.
Who It is a Custom Built Website For?
Businesses with a flexible budget
Clients who need help with content / images
People who need frequent correspondence
Clients who are starting a brand new website
When quick turn-around is NOT needed
Clients who desire a completely custom look

8.
Customized Genesis WordPress Website
Process Step-By Step Break Down

9.
Interest and Proposal Process
Initial Contact
Address Current Standing
Address Goals and Needs
Select Desired Genesis
Theme
Project Estimate / Proposal
Collect all content / images
Determine Good Fit
Decide To Move Forward

10.
1.) Initial Contact
Online Form
Phone Call
In Person
Referral
Social Media
Website Estimate Form

11.
2.) Assess Where You Are Right Now
Your Web Hosting
Domain Name Registration
Logo and Style Guide
Website Content / Pictures
Multimedia Content

12.
3.) Address Your Goals and Needs
What are your business goals?
Desired Style : Modern, Vintage, Etc.
Need sales, leads, traffic, or subscribers?
What is the MAIN goal of your website?
Who is your target audience?
Will you have a blog?
Sales
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

13.
4.) Select Your Desired Genesis Theme
Theme Selection Based On
Your Website Goals and Needs
P
Based On Your Goals & Needs, We Help You
Select The Right Genesis Child Theme

14.
5.) Project Estimate / Proposal
Detailed Project Approach
Estimated Project Investment
Estimated Time Frame
Communication Options
Project Management Tool
Cover Maintenance plans

15.
6.) Provide All Your Content Upfront
NO EXCEPTIONS
Smoother Process
Need All Pictures / Text
Need Multimedia
Edits already completed

16.
We DO NOT
Build Empty
Box Websites
You MUST have all content
& Pictures To Begin Process.

17.
7.) Determine if it is a good fit
Compatible Communication Style
Clear project scope / expectations
Timeframe and Investment
Common goals and direction
Both parties decide to move forward

18.
WordPress Website Initiation Process
Sign Online Agreement
2 Home Page Samples
Planning and Organizing
Forms of Communication
Level of involvement
Set expectations & Timeline
Outline Home Page
Domain and Hosting
Provide Logo, branding,
colors
Site Map and page outline
Agree on final home page

19.
1.) Agreement To Move Forward
 Sign Online Contract
 Submit First payment
 Timeline Outline
 Set-Up File Sharing
 Set-Up Project Management Tool
 Provide Home Page Preview
 Agree on overage hourly fee

20.
Communication IS KING
Procedure for Email & Phone Calls
Screen share when needed*
Have a SET Day to touch base
Use Project Management Tool
Clear expectations / availability

21.
Determine Your Level Of Involvement
High Involvement
o Frequent Communication
o Regular meetings and calls
o Ongoing progress reports
o Very specific requirements
o * Additional Time /
Investment
Low Involvement
o Moderate Communication
o Occasional meetings and
calls
o Weekly progress reports
o Flexible & open to
suggestions
o * Less Time / Investment

22.
Outline Expectations & Timeline
Week 1 Process
Week 2 Process
Cover
Customization
Process
Week 3 Process
Cover
Final
Process
Cover
Initiation
Process
Know What To Expect & When To Expect It

23.
Domain and Hosting Information
 Hosting / FTP Account Details
 Domain Account Details
 Need All Page Content
 Need All Pictures
 Need All multimedia
What we need from you in order to move forward

24.
Need Logo, Colors, and Branding
Logo in AI, PSD, or PNG
Format
Specific Website Colors
Specific Branding
Requirements
Style Guide / Mood Board
Industry Specific Regulations

25.
2.) Provide 2 Previews of Home Page
 Two Home Page Sample
Previews
 Based on Selected Genesis
Theme
 Home page layout / organization
 Specific Colors, Fonts, Headings
 Flexible to make revision requests
 Communication / Feedback Time

26.
4.) Create Site Map and Navigation Order
Home
About
Service
s
Contact
Create Website Site Map
Main Navigation Order
Sub-navigation Order
Custom Post Types
Blog Categories
Portfolio / Gallery Locations

27.
5.) Agree on Final Home Page Preview
2 Rounds of Revisions
Communication / Feedback
Desired Style an Design
Agree on FINAL Home Page
Look
 Sign Off to begin Implementing

28.
Customization: Behind The Scenes
Process
Set-Up demo website
Populate images / content
Theme customization
Completion and meeting
Reviews & Requests
Perform updates / changes
Audit site & prepare for launch

29.
Warning!
Expect Period Of Silence & Less Communication*
Meanwhile you can focus on your business,
and let us take care of setting everything up.
It May seem like we are doing nothing . . .
Do not worry, It just means we are hard at work, and
beginning the process of creating your website . . .

30.
1.) Set-Up Demo Website
Set –Up Website Staging
Area
Add Countdown if desired
Fresh WordPress Installation
Install Selected Genesis
Theme
Add Pages and Navigation

31.
2.) Populate all Images and Content
Upload All Media Files
Add Content To All Pages
Configure Needed Plug-
ins
Set-Up Galleries / Videos
 Approve All Content

32.
3.) Theme Customization &
Personalization
Apply desired fonts & colors
Theme / Functionality edits
Apply page layouts and styles
Responsive Elements
Match final home page look

33.
4.) Completion and Meeting Notification
Upload All Media Files
Add Content To All Pages
Configure Needed Plug-
ins
Set-Up Galleries / Videos
 Approve All Content

34.
5.) Review Site & Make Revision Requests
Review each individual page
Review all images / files
Review all media & galleries
Review Theme Functionality
Review overall design

35.
6.) Allow Time for Updates, Edits, Changes
Allow Time for updates
Period of low communication*
Making progress
Receive Notification when all
reviews are completed
Client final site review

36.
7.) Audit Site and Prepare for Launch
Audit site with our checklist
Test any website forms
Test all functionality
Test browsers / devises
Move site to proper domain
Ready For Launch!

37.
Finalizing The Website Process
Launch Website
One-on-one Training*
Maintenance Plans
Additional services*
One week follow up call
Satisfaction survey
Recommend and refer

38.
1.) Launch New Website
Launch Your Website
Final Payment Due
Give Access to WP Admin
Provide Full Site Back-Up
Cover Maintenance Plans

39.
Optional One on One Training
o WordPress 1 Hour Training
o Learn how to log-in to WP
o Cover your specific questions
o Cover WordPress Basics
o Cover best practices
o Importance of Maintenance

40.
2.) Flexible Maintenance Plans
Flexible Monthly, Bi-monthly, quarterly
plans
Ongoing support and communication
Consistent Back-ups and security scans
WordPress Core & plug-in updates
Email or phone support available
Keep your site running smooth all year

41.
Optional Social Media Design*
Social Media Design to Match Your Site
Promotes brand awareness & consistency
Your Brand will be recognized instantly
Build social proof and authority
Leverage social channels for traffic
Grow your audience and fan base

42.
Optional Content Strategy Service*
o Effective Content Strategy
o Tailored to your audience
o Blog frequently and grow
o Drive Consistent Traffic
o Monthly or Quarterly Options

43.
3.) One Week Follow Up Phone Call
o Check that everything is running
smoothly
o Answer any questions you may have
o Additional feedback and suggestions
o Suggest Additional services
o Cover maintenance plan benefits

44.
4.) Satisfaction Survey
o We welcome your honest feedback
o Let us know how your experience was
o How can we make it smoother?
o Help us serve you and others better
o Consistent improvement is our goal

45.
Recommend and Refer
Recommend
 Social media endorsements
 LinkedIn Recommendations
 Website Testimonials
 Available as references
 Be open to possible case studies
Refer
 Refer your friends or colleagues
 Ask us about our referral bonus
 Best compliments are referrals
 Help us help small businesses
 Keep us top of mind for future needs

46.
Keep In Touch
o Keep in touch through phone or email
o Feel free to call with questions
o We are here for additional support
o We are happy to provide further
technical assistance

47.
Phew! All the Work That Goes into a
Website
Initiation Process
Customization Process
Closing Process

48.
Learn More About Our Services
www.isocialdesign.com

49.
Request An Estimate on Your Website
Interested In a Customized WordPress
Genesis Framework Website?
Visit This Page For An Estimate.
http://www.isocialdesign.com/genesis-customized-websites/