Offboarding Page

June 11, 2020

congratulations! Your project is done!

WOO HOO! I can’t wait for you to get more traction, customers, and fans!

On this celebration page you will find a few helpful resources I have compiled for my clients to give them their best foot forward.
Cause launching is a BIG deal and we want to make it the best possible launch we can!

 

Enjoy my office/laundry room 😉

 

I have gone on to get more sales than ever. I can’t thank Melissa enough.

— Shawna Beckmann, Heyheyshawnamay.com

It was so comforting knowing I could spill my vision out and she could ‘roll with it’ with very little oversight. It’s been one of my BEST and useful investments in my business… hands down!

— Nicole Smith, Her Own Happy

 

what you can find here

This page is meant to be a helpful tool for you to as we close out our time and contract together.

 

1. squarspace website training Videos

short video tutorial on how to use and edit your new squarespace website!

*make sure you save the link to this page and the password somewhere safe so you can access the videso much later on if you ever need to!

2. info on our referral program

past clients hold a special place in my heart and my business thrives on referrals. if you want a chance to make $100, be sure to read about out program below.

3. the perks of being a past client

not only do we have an amazing referral program, but past clients of mine get a major hourly work discount that you can read about below.

4. file type breakdowns and how to keep your brand consistent

you know all those files I gave you? how do you use them as you move on in your business creating graphics and stuff? i’ll tell you all you need to know below!

5. SEO Checklist

6. Blogging Checklist

7. Launch Checklist

8. access to our resource library

 


  1. project management

 

Now you’re booked in my schedule, we’ll stop using email to have our conversation and we’ll start using my project management tool, Asana.

A project management tool is a secure space online where we have have conversations, share files, set reminders, and create to-do lists.

Whereas files often get lost when I’m managing projects through email, nothing gets lost or forgotten in Asana. It’s the simplest way to keep your project organized and make sure it goes as smoothly as possible!

Don’t worry – you won’t need to pay for this tool and it’s not hard to use. Click the button to watch a 2-minute tutorial on how to use it!

 

2. Here’s what I need to get the project started

 

1. Create a Pinterest board

On Pinterest, create and fill a public board with inspiration for your project. If you get stuck, feel free to watch this video for tips on how to do this and what to pin.

Send me the link to your board (in Asana) when you’re done so I can see it! (You can delete the board once your project is complete). Watch the video above in the ‘Project Management’ section of this page to see how to do this.

 

2. Complete your questionnaire(s)

Below are links to the questionnaires I may need you to fill out. It will help me understand your goals and needs for this project and help me design strategically for your ideal audience.

**YOU ONLY NEED TO FILL OUT THE ONES THAT APPLY TO YOUR PROJECT.

For example, if you are only a brand client, no need to fill out the website design client questionnaire and visa versa.

3. Send me your website content (for web design projects only)

In order to stick to timeframes and deadlines set, I will need all the content for your website before I start the project. If you would like help copywriting, you can add on a copywriting service fee for an extra charge (if you have not done so already). I have created a Google Document to help you fill out the content that will be needed for most general websites if you are writing the copy by yourself.

You will need to provide the text for all pages and supply your logo (if I’m not doing your branding!) and any particular photos you want to be used on the site. You can upload these files to the ‘Homework’ task in our Asana project. (See the next Project management section of this page to understand how to do this.)

 


3. feedback guidelines

  

I really appreciate simple and straightforward feedback. It helps me clearly understand your thoughts and make the right changes to your project.

Here are a few tips on providing awesome feedback:

  • Try and use bullet points to break up your feedback.

  • Use headers to organize your feedback.

  • Read over your feedback to make sure it’s clear and check that you’ve answered any questions I may have asked.

  • Post your feedback as a comment on the relevant Asana discussion instead of emailing me directly. Back and forth emails can get tiring but communicating in Asana is a breeze!

  • If you have team members that would like to add their feedback, I kindly ask that you gather the feedback into one message. This stops everyone from getting confused and keeps the project organized.


Triple M Studios.jpgTriple M Studios.jpg

 


4. Timelines

To help keep your project on track to finishing on time, please provide feedback on your designs within two business days of receiving them. 

I really appreciate your effort to provide files and feedback on time. Timeliness from both of us will help us get your project done on (or even before!) the deadline so you can move on to the next exciting task on your to-do list and I can cheer you on.

 

General Information

 

Payment policy

A non-refundable 35% deposit is due to book your spot in my schedule.

35% is due the day before we start your project.

30% is due when the project is complete but before I hand over your final files.

As outlined in my contract, if your first 35% payment is late, I can put your project on hold. We can restart the project at a later date but a rescheduling fee will be charged.

Your final payment is due 14 days upon receipt. If payment has not been made by the 14th day, a 1.5% interest will be added every day until your payment has been completed, starting on the 15th day.

  

Communications and Timelines

My work hours: The beauty of owning a business from home is being able to work flexible hours. I do not work a traditional 9-5 schedule because my family comes first. But I am typically in the office every afternoon and every evening working away!

Communication hours: MONDAY – THURSDAY, 1pm – 4pm CST

Meeting Days: MONDAYS AND WEDNESDAYS To help keep your project on track to finish on time, please provide all feedback within 2 business days of hearing from me. 

I really appreciate your effort to provide files and feedback on time and to communicate within the times and days outlined above. Timeliness from both of us will help us get your project done on (or even before!) the deadline so you can move on to the next exciting task on your to-do list and I can cheer you on.

Get exclusive access to workbooks, worksheets and trainings designed to help you build a brand that connects and website that converts!

Get access to this + lots of other
freebies in our resource library!