Somebody grab the wine!
So happy you're here!
We want to give you a big, warm & loving welcome! Sol Co. Studio is so excited to begin working with you on your design project. We absolutely love what we do, and we want to make sure you enjoy the creative process as well. To keep things as stress-free as possible we’ve created this Welcome page to include things to prepare before our Strategy Meeting and what to expect during our time creating together.
P.S. Bookmark this page for future reference!
On this page, you'll find:
- Next steps
- Feedback guidelines
- How to navigate Moxie & Asana
- What to prepare before the project begins
- Communication & business hours
01 – Project Management in Moxie & Asana
Now that your project is booked, we’ll start managing the project in Asana coupled with your client portal in Moxie! To access your client portal via Moxie, please click here (Sign in with magic link).
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 managing projects through email, nothing gets lost or forgotten in Asana/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 we will also go over how to navigate this tool during our first meeting.
02 - Prep work before project
Please click Pinterest to locate your board (under your business name). The invite to join your board has been sent to the email on file. Please add design inspiration such as websites and branding that resonate with what you envision.
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:
- Website copy
- Brand photos
- Brand design assets (if not being designed by Sol Co. Studio)
If you do not have these items, please be prepared to complete these items before week 3. This will give roughly 2 additional weeks to get these items.
If you do have these items, share them in the appropriate task of Asana.
03 - Communication
During our project, we will use Asana to communicate in one central location. Moving forward, our email usage will be minimal as to avoid long email threads and risk losing track of our deadlines, files and to-dos. *Asana does provide email notifications.*
When presenting designs or going through revisions, you will receive a link, made available in the respective Asana tasks. Within the link, there is an option to provide feedback in the form of comments.
Weekly client meetings will be held on Google Meet.
*Please note that any messages or request shared outside of normal business hours will be responded to on the next working day. *
04 - Feedback Guidelines
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. We 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.
- Try and use bullet points to break up your feedback.
- Use headers to organize your feedback.
- Read over your feedback to make sure it’s clear and check that you’ve answered any questions I may have asked.
- Post your feedback as a comment on the relevant milestone.
- If you have team members that would like to add their feedback, I kindly ask that you gather the feedback into one message. This minimizes confusion.
Please provide feedback on your designs within 2 business days of receiving them. We really appreciate your effort to provide files and feedback on time. Timeliness from both parties will help us get your project complete so you can move on to the next exciting task on your to-do list!
05 - Tools we will use
- Asana is a collaborative project management tool that helps teams organize, track, and manage their work efficiently. It allows users to create tasks, set deadlines, and monitor progress, ensuring everyone stays aligned and on track.
- Moxie is the client portal that includes meeting links, request board, link to client Asana profile, Agreements (invoices & contracts).
- Google Meet. We will use Google Meet for all of our meetings.
- Google Drive. At the end of the project, we will send share a link to download project files and store them in a safe place as the link is only available for 60 days after the project ends.
What's next?
Please schedule your Strategy Meeting. This meeting is required to be scheduled on Week 2.
We are so thankful to be on this journey with you!