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Brand Guide

8

Introduction
About the Brand
Voice & Style
Brand Logo
Brand Colors
Typography
Brand Collateral
Closing

Initial Website Set-Up

11

Buy staging domain name
Update domain’s DNS
Create the site’s account in server (WHM)
Email server admin to set up SSL
Send the client a “Getting Started” email
Request StoryBrand wireframe copy for homepage
Add Google SPF TXT record
Install WordPress in cPanel
Set-Up WordPress account
Find new site design
Send request for initial website built to developer

Website Build

9

Request custom post type for website (if applicable)
Footer bar copyright info
Add Privacy Policy page
WP Simple Pay
Set favicon
Send StoryBrand copy for final edits
Send final StoryBrand copy to incorporate into homepage
Send new website prototype to client
How To Set Up Google Captcha

Pre-Launch

5

Send request for mobile optimization to developer
Convert all forms to Wufoo
Full site quality check
Prepare 301 redirect spreadsheet and send to server admin
Send request to server admin to launch

Launch

7

Adding Essential Plugins
Setting Up Scheduled Backups
Adding Website To Google Analytics
Adding Website To Google Search Console
Mobile optimization
Final edits
Update Wufoo stylesheet link

Onpage SEO

2

Client Survey
Client Check-Up

Site Maintenance

1

MainWP Maintenance

ClickUp

2

How To Make a Quick Search in ClickUp
Introduction to ClickUp

ShiftWeb Internal

3

Stripe 2FA: Setting up Authenticator App
Stripe: Adding Team Members to Account
Creating Content with AI

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Convert all forms to Wufoo

Convert all forms to Wufoo

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Updated on January 22, 2023