Creating a WordPress website for a business client can be a rewarding experience. It's a chance to showcase your skills, help a client achieve their goals, and build a strong working relationship.
What's the website’s primary purpose? This could be anything from showcasing products and services, generating leads, driving online sales, or building brand awareness.Who is the target audience? Knowing who the client is trying to reach will help you tailor the design and content to their preferences.What are their specific goals for the website? Do they want to increase website traffic, boost sales, or improve customer engagement?Do they have any existing brand guidelines or assets? These can help ensure consistency in the website’s visual identity.
Website type: Different website types require different hosting options. For example, a simple blog website might need a shared hosting plan, while an e-commerce store might require a more robust VPS or dedicated server.Budget: Determine the client’s budget and choose a hosting plan that fits their needs and financial constraints.WordPress compatibility: Make sure the chosen hosting provider is fully compatible with WordPress, including plugins and themes.Security: Look for hosting providers that offer robust security features like SSL certificates, automatic backups, regular software updates, and access management.
What is your client’s vision for the website? Do they have any specific brand guidelines or assets? Do they have any website examples they want to reference? Will they want to integrate email marketing or social media platforms? What is the estimated size of the website? Is it a simple five-page website or a complex e-commerce platform with multiple product categories?What functionality will be included on the website? What is the timeline for completing the project?
Grant your client the “Administrator” role: This gives them full control over the website, including content management, settings, and plugins.Add a new user: Go to your WordPress dashboard, navigate to “Users,” and click on “Add New.”Set up the user profile: Fill in the necessary information, create a strong password, and select the “Administrator” role from the drop-down menu.
List all major pages: Start by listing all the primary pages on the website, like the homepage, about page, contact page, and any other key sections.Include subcategories: Add any subcategories within those primary pages.Calculate click depth: Determine how many clicks it takes to reach each subcategory from the homepage.
Develop a mood board: Use your client’s answers from step 3 to gather inspiration and create a mood board that reflects the desired website style.Define key design elements: This includes selecting fonts, colors, icons, buttons, and overall layout.Choose a visual style: Consider factors like the target audience, brand identity, and website’s purpose.Ensure responsiveness: Ensure that the website adapts to different screen sizes, making it accessible on desktops, laptops, tablets, and mobile devices.
Select core plugins: Some essential plugins to consider include:SeedProd: A drag-and-drop theme builder for easy website customization.AIOSEO: An automated tool to optimize website SEO.MonsterInsights: Connects your website to Google Analytics.WPForms: Creates forms and surveys for your website.WooCommerce: A popular e-commerce plugin for building online stores.WordFence: Enhances basic website security.
Choose the perfect theme: When selecting a theme, consider:Budget: Premium themes often offer more features but require a fee.Website type: Select a theme designed specifically for your client’s website type.Brand aesthetics: Choose a theme that aligns with the client’s brand identity.Performance: Ensure the theme is responsive, customizable, accessible, and has positive reviews and reliable support.
Project description: Include details about the website’s purpose, target audience, and goals.Front-end functionality: List all essential website features and include wireframe templates.Back-end functionality: Explain how to log in to the website, edit content, and manage settings.Design considerations: Provide information about brand identity, fonts, color palettes, images, videos, and overall website style.Contact information: Include your contact details for future questions or assistance.
Proofreading and error checking: Thoroughly review the website’s text for any errors or typos.Functionality testing: Test all buttons, forms, and website features to confirm they work correctly.Backup policies: Establish a clear backup policy for website data.Payment and invoicing: Ensure all invoices are settled.Provide login credentials: Give your client the necessary login information, including WordPress admin credentials, hosting account details, and domain registrar access.Remove your own admin account: Once the client has been added as an administrator, remove your own admin account to ensure they have full control.
Discuss service options with your clients: Clearly define the scope of your services to avoid any misunderstandings. You can offer three main service options:Website creation only: You build the website locally, and the client handles hosting and publishing.Website creation and online publishing: You build and publish the website, then hand over ownership.Website creation and hosting: You manage both website creation and hosting.
Utilize a WordPress staging site: A staging site is a copy of your live website where you can test changes before applying them to the live version. This is essential for preventing website downtime or data loss.Encourage clients to choose their own domain: The domain name is crucial for brand recognition and online presence. Help your clients choose a domain that aligns with their brand identity and target audience.Employ a migration plugin for website transfer: Migration plugins automate the transfer process, ensuring a smooth transition without data loss.
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