WordCamp Kent 2018 presentation

1. 6STEP PROCESS
TO KEEP YOUR PROJECT ON TRACK

3. HELLO!
I am Lee Drozak
I’m a digital strategist
who knows design and development
You can find me at
@LeeDrozak
#wckemp2018

4. INTAKE AND ONBOARDING

6. INTAKE PROCESS
GRAVITY FORM to collect information
ACUITY to auto-schedule
ZAPIER to add name to CRM
BETTER PROPOSAL for proposal and contract
FRESHBOOKS for invoicing

7. DISCOVERY AND PLANNING

9. THE Strategy
INTAKE and discovery form
KICK OFF CALL with video
WEB STRATEGY framework
PROJECT MANAGMENT space setup
WISHLIST and web plan

10. Design THE EXPERIENCE

12. The SPRINTS
1. WIREFRAME or theme choice
2. REVEAL and feedback
3. ADJUSTMENTS and approvals
4. ASSIGN roles and gather essentials

13. DEVELOP AND BUILD

15. Time To Create
CREATE your development space
ADD theme and essential plugins
ASSEMBLE and add all relevant collaterals
TEST and test and test some more

16. LAUNCH REVEAL

18. GATHER final feedback
MAKE final edits and changes
OBTAIN final launch approvals
PREPARE the server
SCHEDULE live launch and training
Success Roadmap

19. Send off and beyond

21. The Sendoff
1. SCHEDULE a training call
2. SEND a Goodbye Packet with the details
3. FOLLOW-UP with a thank you
4. PRESENT options for maintenance
5. ASK for the referral

22. QUESTIONS AND COMMENTS
support@leedrozak.com