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Before starting work

A short memo to deal with the task of the site and prepare for the conversation.

Here is the most important thing about the goals, materials, access and order of work. You can just read, leave the answers below or discuss the questions at the first meeting. It is not necessary to answer everything and understand in technical terms in advance. “I don’t know yet” is also a useful answer.

Look at the contract before starting work

Samples for development, support, SEO and design. In each - the order of work and the application for volume, timing and payment.

Samples of contracts

If you want to leave answers

Enter the phone so that I associate the comments with your address. If you have not yet addressed, you can introduce yourself here and start filling. After the application, the phone will be filled itself.

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About Business and Customers

Let’s not start with the color of the buttons, but with who you help. It is enough to explain in your own words: what you sell, where you work and why you choose. There is no need to prepare a professional technical task in advance.

  • What products or services are the most important for business?
  • Who is your buyer: private person or company? In which city or region?
  • How do you usually make a purchase decision and what is asked before the appeal?

It is useful to describe one typical client and his situation. For example: “The warehouse manager is looking for a contractor for repairs, compares the timing and wants to get a calculation.” If the site already exists, add its address and briefly tell what is satisfied now, and what prevents.

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Objective and specific objectives

Choose the main result: receive appeals, show the assortment, explain a complex service, accept records or simplify the work of employees. “Modern site” is a wish for a view, but not yet an understandable task.

  • What action should the visitor do first?
  • What prevents him now: an incomprehensible proposal, an inconvenient catalog, form errors, little information?
  • On what signs will we understand that it is better?

For example: “On the phone you can choose a service and send the application that comes to the manager.” To promote, it is important to know where visitors are coming from and whether there are statistics. Search settings in themselves do not guarantee positions or sales: the result also depends on demand, supply and further work. If there is no data yet, write so.

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Volume and priorities

Divide wishes into “need to run” and “can be later.” This helps not to inflate the first stage and to allocate the budget to a useful result. The new site, a separate page, finalization of the form and regular support are different in terms of the scope of the task.

  • What pages, services or categories should be at the start?
  • Do I need a directory, filters, calculator, record, payment or CRM communication ?
  • Is there a launch date and what is it related to?

For each non-standard function, describe a simple chain: what a person enters, what a person gets and where the result comes. If we are talking about a catalog, the number of products, options and the presence of a table for download are important. The platform will be selected for these tasks and the convenience of further update, and not vice versa.

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Materials and Design

Gather in one folder what already exists: description of services, current prices, photos, logo, examples of work, contacts and branded materials. It is not necessary to bring everything to the ideal to the first conversation - it is important to understand what is ready and what is still to be prepared.

  • What materials are relevant and who can confirm the facts and prices?
  • Is there a ready-made layout in Figma or do you need a design?
  • What two or three sites like and what exactly is convenient in them?

The example is more useful to accompany with an explanation: “understanding service card”, and not only “want the same”. For texts, you need real features of business, for the portfolio - confirmed works. If you need new texts, photos or image processing, we will separately determine the composition and the responsible. Other reviews and fictional advantages do not use.

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Access and external services

It is enough to list where the site and related services are located. Domain is the address of the site, hosting is its location; these can be different companies. If you don’t know who manages what, note it, let’s figure it out in the steps.

  • Who has a domain registered and has access to site management?
  • Are mail, analytics, advertising rooms, forms and CRMs connected?
  • Who owns the accounts and pays for the extension of the services?

Passwords, login codes and bank details in the answers do not specify. If possible, give separate access with the right rights. If you need another method, we will agree on a safe transfer separately. Before transferring or significant changes, we will specify a backup copy and dependent services: the launch of the site should not accidentally disable mail or lose previous addresses.

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How will we work

First, we clarify the task and the initial data. Then fix the composition, result, cost and timing. Depending on the task, the structure, design, seal, setup and verification go further. Not every project needs all of these stages.

  • Who makes decisions and collects general feedback?
  • How is it more convenient to discuss the work and how quickly you can check the intermediate result?
  • Who will update the information after launch?

Comments are better to collect with one list: a link or a screen, what is wrong and what result is needed. For example: "The phone in the form does not show the send button." Before publication, we check the agreed scenarios, including forms and transitions. New wishes that change the volume are evaluated separately until they are fulfilled. Support after launch and further promotion are also discussed separately, rather than imply automatically.

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Budget and documents

Specify a comfortable budget or range. This is not an obligation to spend the entire amount, but a benchmark for choosing a realistic volume. Calculator on the site gives a preliminary assessment; the final conditions are fixed before the start of work.

  • We work under the contract with the agreed composition and result.
  • Payment by bill: 50% before start and 50% after execution and acceptance of the agreed work.
  • Upon completion, we draw up closing documents.

For registration later you will need the details of the party to the contract; here they are not necessary. Subscriptions of platforms, domain, hosting, paid services and advertising budget should not be mixed with the cost of work: in advance, we will check what is paid separately, to whom and with what frequency. If you need a regular format, we will separately agree on its volume and payment. The very acquaintance with the material and sending answers do not oblige to order anything.

The answers will only go by pressing the button, not during input. Do not specify passwords, access codes and details.

Automatically translated. Russian original. Firefox Translations · Mozilla.