Somebody grab the wine!
I want to give you a big, warm & loving welcome! I am so excited to begin working with you on your design project. I absolutely love what I do, but I want to make sure you enjoy my creative processes as well. So, to keep things as stress-free as possible I’ve created this welcome page to include things to prepare before our kickoff call and what to expect during our time creating together.
P.S. I recommend bookmarking this page for future reference!
01 – Project Management in Moxie
Now that your project is booked, we’ll stop using email to have our conversations and we’ll start using Moxie. To accept the invite to Moxie, check your email inbox/spam OR access your board below.
A project management tool is a secure space online where we have conversations, share files, set reminders and create to-do lists.
Whereas files often get lost when I’m managing projects through email, nothing gets lost or forgotten in Moxie. It’s the simplest way to keep your project organized and make sure it goes as smoothly as possible!
Don’t worry – you don’t need to pay for this tool and it’s not hard to use. I’ve created the following how-to video, but I will also go over how to navigate this tool during our first kickoff call.
On Pinterest, I will create a public board for you to add design inspiration to your project. This gives me an idea of the things you like and want to envision most in your brand. In the next tab of this section you can access your Pinterest board by searching for your company name. You will already have an invite to the Pinterest board ahead of time.
If you get stuck, feel free to pin it from my other design boards.
In order to stick to the timeframes and deadlines set, I will need all the content for your website before I start the project.
You will need to provide:
To submit these items, navigate to your project board in Asana and submit these files under the ‘Pre-work’ section’s appropriate task.
During our project, we’ll use Asana to track of all our tasks, deadlines and communication in one central location. This means from now moving forward, we’ll stop using emails to avoid long email threads and risk losing track of our deadlines, files and to-dos.
When presenting designs or going through revisions, we will jump on a Google Meet call to go through the presentation and answer questions live – I’ve found that this really helps the project to progress faster and effectively!
Business Hours
I only work with up to 2 clients at once to ensure a good balanced working relationship and workload. My business hours are Monday – Thursday from 10 AM – 4 PM CST.
*Please note that any messages or request shared outside of those hours will be responded to on the next working day.
At different stages throughout the project, you will be asked to provide feedback on design concepts, colors, fonts, etc. Providing feedback can be hard, but it’s important to make it constructive to ensure the project can move forward smoothly. I really appreciate simple and straightforward feedback. It helps me clearly understand your thoughts and make the right changes to your designs.
Keep your ideal client in mind
This project is of course very close to your heart but it’s important to always keep your ideal client top of mind and not get caught up in personal preferences. Therefore, instead of sharing what you like/dislike personally, try to view it from your ideal clients point of view and think about how would they react to the design. Remember, at the end of the day, this project is all about them!
Vague or contradicting feedback can create confusion, therefore try to be as specific as possible when providing feedback. Focus on one element at a time and try to explain why you like/dislike something and provide a suggestion on what you envision the outcome to be. For example, instead of saying “I don’t like this color”, try “I don’t think this color will appeal to our audience because […]. Perhaps we could try a warmer color?”
My design process is very intentional and I always ensure that each element is built with purpose. So while I will do my best to walk you through my thought process, don’t hesitate to ask questions if you’re unsure about something. This also helps show that you value my opinion and trust my expertise.
Please provide feedback on your designs within 2 business days of receiving them. I really appreciate your effort to provide files and feedback on time. Timeliness from both of us will help us get your project complete so you can move on to the next exciting task on your to-do list and I can cheer you on!
By this point you should have already scheduled your first kickoff call, but if not, please do so below. Once the pre-work is completed we will strategize and then create.
I’m so thankful to be on this journey with you!