Business intake
Services, service area, target customer, current website gaps, and preferred calls to action.
Client onboarding
Turn scattered website details into a launch-ready rebuild.
Onboarding gathers the information needed to rebuild the website and connect the first launch basics: business context, website assets, service details, access boundaries, form destinations, and launch criteria.
Launch flow
A setup process clients can actually follow.
The handoff is organized around phases that keep access, copy approval, and launch testing visible before anything customer-facing goes live.
Website and contact map
Domain, hosting, forms, inboxes, phone links, booking links, and the current response owner.
Access plan
Minimum safe access, named users where possible, and no passwords in forms.
Launch gate
Website copy, form destination, analytics, test submissions, and client handoff.
Onboarding packet
Send the details needed for the first website launch.
The packet can route into the onboarding queue when the backend bridge is connected. It stays process-focused: send business context, not passwords.
Access standard
What we need, and what we avoid.
The launch process should use least-privilege access, named users when possible, and a clear record of what was connected.
Add Workflow Systems where possible instead of sharing personal passwords.
Grant the minimum access needed for website setup, forms, testing, analytics, and launch.
No website copy, images, forms, or customer-facing page should launch without business approval.
Website, hosting, domain, inbox, analytics, and form connections should be documented.