Step 01 of 09

Onboarding

A strong website project starts with fewer unknowns. Your client portal keeps the brief, files, access, milestones, project tracking, approvals, and requests in one place before strategy or design work begins.

What this stage produces

Clear outputs before the next step.

  • A confirmed scope, timeline, and decision-maker
  • Brand assets, content, technical access, and existing analytics gathered
  • One client portal for files, project tracking, approvals, and requests
  • Known dependencies documented before they become delays

Set the working relationship

We confirm who approves the work, where feedback belongs, and when decisions are due. The client portal gives you one place to follow tasks, review progress, approve work, find files, and keep project conversations together.

This matters because scattered feedback and unclear ownership create more delay than design or development itself.

Gather the right inputs

Brand files, current website access, analytics, photography, legal requirements, integrations, and available copy are collected early. Missing items are turned into visible tasks with owners and dates.

If content or branding is incomplete, we decide whether it needs to be created, refined, or removed from the first release.

Leave onboarding with a usable brief

The output is not another presentation. It is a practical project brief that records the goal, scope, audience, constraints, responsibilities, milestones, and known risks.

That brief becomes the reference point for Discovery and every decision that follows.