Get the startup document to content team to get their content together
SEO Dept
Fill out startup document with content, send back to Customer Support Rep
Customer Support Rep
Assign document to Design Coordinator
Coordinator
Schedule meeting and contact customer
Fill out design portion of startup document
Get design wants
References to things they like
Anything else once that document gets reworked
Get all design materials the company has
Logos (high res, preferably svg/ai files of the logo
Any branding material, like a design guide
Any additional design material, like brochures, postcards, etc.
Pictures!!! Pictures of their van(s), team, owner, etc. These are instrumental for the website
Create the task attached to the primary ticket for the Startup: Additional changes may require additional tasks down the line
Design Mockup
Design Audit
Design Changes
Build HTML
SEO audit
Live Prep
Assign the "Design Mockup" task to the graphics dept
Designer
Create a figma mockup of the homepage design (Time: 40 work hours or less)
Design Mockup
Visit customer’s exiting website, and material provided for the customer's branding
Check company's competitors to make sure your design is not the same
In the file server, under "Customers" > "Customer Files", if there is not one already, make a folder called "[company name] [CID]", in there, create a new folder, title it "Graphics" (Any graphics you get/use/purchase should be copied into this folder)
In Figma, create a new design file under "Drafts", name the file "[company name] 2025 Design Mockup"
Use the figma design template to as a reference of screen sizes required (1920px wide) with other tools, including what sections to design for on the global layout
Design Mockup accordingly (Desktop & Mobile versions of both the homepage and subpage):
Use company branding!
Use/Make color palette from company logo/branding materials
Pull/Match fonts from logo/branding materials
Prioritize using photos provided by customer of jobs and locations
If financing is provided, make sure is on the site somewhere
Homepage
Header & Hero Section
Company Logo
Phone Number
Menu
H1
CTA (At least one obvious button like "Schedule Service")
Body
Create sections according to design document
Primary Services should be close to the top
Each section does not have to be full width
Footer
Company Logos
License Number
Company Hours
Address(es)
Social Media
Schedule Service link
Payment Options
Primary Service links, and other important links (like promotions, guarantees, employment, email us)
Global Layout
Header
Company Logo
Phone Number
Menu
Page Title
CTA (At least one obvious button like "Schedule Service")
Subpage Elements
ssButton
CTA Bar
Service Boxes
Wide CTA Bar
Bullet List
FAQ
(optional) section headings
Footer
Same points for the homepage footer, majority of the time, it's the same footer, but if you want a unique subpage one, look for the same above points
Once the mockup is built in figma, post a figma link to the coordinator, and have them send the design audit task to the design auditor.
Coordinator
Send the figma link to the design auditor in the "Design Audit" task. Assign it to the designer when the audit is received back from the auditor. Make sure the link has the subpage design on it
Designer
Make tweaks and adjustments according to the design audit, note the changes completed or otherwise in the audit task. Marking it as complete after commenting @ the auditor and the coordinator about the changes. Also if it hasn't been shared already, make sure a preview link to the figma mockup, both the desktop and mobile are on the task (the global layout is not needed).
Coordinator
Double check the design audit and make sure all the points presented were appropriately addressed
Design coordinator gets approval from customer then hands it to designer.
Designer and coordinator may have to go back and forth a few times making adjustments as the customer deems necessary.
New changes to the design should result in new tasks created under the main ticket to be assigned to the designer, or design team is that designer is unavailable.
Any changes to the content given in the google document should be noted if the customer changed/removed any of it.
Once customer has final approval, assign the "build HTML" task to the design team.
Designer
Once approved to build, build the homepage in HTML (Time: 40 work hours or less)
Switch the site from foundation to bootstrap, and make sure to save the layout before start building so the bootstrap CSS is compiled
I would advise adding this CSS to both the homepage and global layout. I makes the font behave more like it does in figma: html body{-webkit-font-smoothing:antialiased;}
Hompage Layout
Header block with the header or hero section of the design
Body block of just "<#Page>"
Footer block with the footer content in
Name it "Homepage"
Build the mockup in HTML using the existing homepage, making sure works appropriately at all screen sizes
Zoom out too, it doesn't have to be fantastic, but the content should still be accessible, and the backgrounds should not cut off on the sizes up to 4k, and the content should stay away from the sides of the pages.
Purchase any stock images necessary
Make sure all the images and files related to the design are in the design folder set up in their customer folder earlier
Makes sure img practices are in place:
loading="lazy" on all img tags (or eager in the header)
Run lighthouse for mobile on your homepage design, take care of any further optimizations that you can
Make sure all the images and files related to the design are in the Graphics folder set up in their customer folder earlier
Once the HTML site is built in its entirety and checked, comment @ the coordinator with a link to the homepage and the test subpage, and assign the task to them.
Coordinator
In the "SEO Audit" task, link the homepage and test subpage, and assign the task to the SEO team to audit the content. Make sure any customer changes to the content has been noted in the google document with all the content.
SEO Dept
SEO department runs their audit on the mockup, making sure content is satisfactory, in-text links are added (with their hrefs) and bolding/underlining is added.
Coordinator
Once the audit is returned, pass it to the designer to make any appropriate changes.
Designer
Designer ensures that the design still looks good with the current optimizations. If something absolutely cannot be reworked, then designer is to contact SEO to discuss potential changes.
Once everything is optimized and tweaked, and SEO changes are approved, it is then given to design coordinator and marked as complete.
Coordinator
Double check that the SEO audit is satisfactory, and double check all the website is satisfactory.
Contact customer for final approval of the HTML mockup, setting a date to go live (should give a few days for the designer to be able to prep for live)
Assign the "Live Prep" task to the designer with the date, having contacted them to find the date suitable for that
Designer
Prep for live (Time: 1 Work Day)
Make sure your global layout is updated to reflect any design changes, and homepage layout is also established
Add your CSS, javascript, and other site options to each layout in the Site Template Layout
Make sure there are settings for the headings and links in the STL for the global layout
Double check there is the ssButton class available in the global layout
Create social media Graphics (You can find the templates in the file server under "Graphics" > "Designers" > "social media graphics"):
Logo (name "2025 Startup Logo")
OpenGraph (name "2025 Startup OpenGraph")
Google (name "2025 Startup Google")
Bing (name "2025 Startup Bing")
Facebook (name "2025 Startup Facebook")
Create Social media welcome graphic (You can find the templates in the file server under "Graphics" > "Designers" > "Social Media Announcements")
All social media graphics should be added in the customer folder > "Graphics" > "Social Media" as both .png files and .psd files (if it's not there, create it)