Getting Started

Here is where you'll learn what we need to get you started in our process together and how to track your project progress.

1) What We Need For Kickoff

The items listed below are required to kickoff your project. If you have any questions please feel free to reach out to us and we’ll be happy to help you.

If you are a current client, your special schedule link can be found
in your personalized Client Lounge


Logos (PDF, EPS or high res JPEG or PNG if possible) and all images (High Def Quality to ensure crisp visuals).


Your hosting account login and/or Cpanel username and password.


An administrator login to your current WordPress site. (*Note: This is for if you have one up already)

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You must complete your intake & branding questionnaire so that the process can be smooth.


Page content and any updated verbiage/information for the site.


Brand style guide, colors or any specific design requirements.

2) The Client Lounge & ASANA

The Client Lounge & Asana will be the online platforms for communication and project management. We’ll be using this to send messages, share files and track progress during the process. This will help alleviate content and images being lost in long email threads. Everyone loves email threads…right?! (Don’t worry you can still use your email. The messages will post directly to Asana!)

Once your project is underway, you’ll receive an email to set up your Asana profile and we’ll be off and running! There is also a mobile app that we advise you to use to help you track while on the go.

Please create your Asana account here & let us know your username so we can connect.

3) G Suite

G Suite has been a great way for us at Bklyn Custom Designs to create, collaborate, edit, & share document files with our clients. This would allow word documents, PowerPoint presentations, and Excel sheets to be tracked and made easily accessible for everyone connected to your project. I will set up a folder for the project and will share this folder with you via email. You can upload all text files there.

If you don’t already have one, please click here to create a Google Account.


4) pCloud

pCloud is a great online image/file sharing platform. This isn’t necessary for every project, but if you have images and word documents to share with us, we will use pCloud for that. We can also use this to share important logins and credentials instead of sending through email. I will set up a folder for the project and will share the folder with you via email. You can upload all images and files there.

You should be able to access your project folder without having to create an account but if you want, you can create your pCloud account here.

5) LastPass

LastPass is one of the secured ways in which we prefer to share login information to your various social media accounts, email clients, hosting services, and website installations. As your information would be used by myself and up to two members of my team, LastPass keeps your information secured while allowing us access quickly and without delay.

Please create your LastPass account an let us know when you’re complete.

6) The Design Process

Designing a website, no matter how big or small, is an extensive process that can be overwhelming. To better help you understand what to expect during the design and development, I’ve outlined my process into 3 steps:

research, collection, & planning

A large, and time consuming, part of designing a website is in the planning and layout stage of the process. All projects will have a prototype created so you can see the concept sketched out before development begins. For large website projects, I’ll create the sitemap of the website for approval first, then I’ll design the home page and all requested pages (or more upon request) for approval.

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Once the project layout and design is approved, my team & I will move forward with the designing the entire project and add all functionality along the way. We’ll make sure your project looks great and your websites function beautifully across all devices and web browsers before moving to the final step.


Once the project is ready for final review, you’ll be able to review the final product and you have two opportunities to request revisions to content design & link updates (layouts are not included in revisions) we can make detailed edits until the site is revised completely. We ask that you please review ALL parts of the projects to make sure all content formatting, website URLs, and information are correct before going live. Unless our team created the content, we are not responsible for spelling & grammar checks, you are.


Once your project is ready to go live, all unnecessary content, images and backend files will be removed. The new site will be backed up and saved locally for 30 days, should you need it restored. For websites, once live, it may take between 24-48 hours for the new website to pull up on some devices. Some computers will need to be refreshed in order to see the new website, though most computers will see the new site immediately.

Your website logins and all credentials will be sent to you via Asana and listed in The Client Lounge insuring the security of your passwords. Though your logins and passwords will be saved by me locally for up to 30 daysPLEASE SAVE ALL LOGINS FOR YOUR RECORDS AS WELL. Upon completion, you’ll receive a link to my “Moving Forward” page where you’ll receive tips and tricks on what to do with your new project. You will also receive information on our Maintenance/Security Plan which I highly recommend for all my clients, but this is not a requirement to work with us.

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