Follow Up With

🎨 Marketing and design agencies template

Website project kickoff template

A website kickoff checklist for web designers and agencies: logo files, brand guidelines, page content, photos and account access to collect from the client before design and development begin.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"Website project"
Usually repeats
As needed

Ask the client for

  • Logo files (SVG or high-resolution PNG)

  • Brand guidelines, colors and fonts

  • Written content for each page

    Home, about, services and contact at a minimum.

  • Photos and videos to use on the site

  • Three websites they like and why

  • Domain registrar login or DNS access

  • Hosting account access

    Only if they already have hosting.

  • Sign-off on the sitemap

Your steps

  • Design homepage concept

Tips

  • Add the notes the assistant needs to answer "what format?" questions, like image sizes and file types.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job for any client in one click. The list is ready; you just pick who it's for.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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