Standard/Premium WP Initial Call Checklist

    Greeting Jump to Section

  • Introduce yourself and the department
  • MUST READ: State call recording disclaimer
  • MUST READ: Validate account
  • Sets expectations for call time frame

    • Plan Breakdown Jump to Section

  • Explain what comes with the plan they purchased
  • Explains Overall Time Frame
  • Review Marketing Services

    • Business Consultation Jump to Section

  • Start Zoom share with customer before reviewing "The Basics" in the DCT
  • Review business information on Basics tab
  • Review if customer has an existing website and consult as needed
  • Review business Contact Information

    • Design References Jump to Section

  • Review reference websites
  • Completed Brand Personality Quiz

    • Website Design Jump to Section

  • Ask if customer has a logo
  • Determine if the customer has existing branding
  • Review Color choices and theme color
  • Review if customer has a specific font needed

    • Branding Jump to Section

  • Determine if the customer has existing branding

    • Logo Jump to Section

  • Determine if the customer has a logo

    • Color Jump to Section

  • Recommend color scheme: dark theme, light theme or designers discretion

    • Fonts Jump to Section

  • Explain designer will choose fonts unless customer has a specific font they want to use

    • Site Elements Jump to Section

  • Discuss header
  • Discuss hero image
  • Explain stock image gallery
  • Set expectation for minimum photo size
  • Discuss footer
  • Assist customer with any Photo Library instructions/questions

    • Gathering Content Jump to Section

  • If the customer has an existing site, offer to polish or rewrite existing copy and explain the benefits of utilizing the service
  • If the customer does not have an existing site, offer to create copy and explain the benefits of copy writing
  • Ask any copywriting questions that haven’t already been answered in your conversation or aren’t covered by the assets the customer is providing

    • Next Steps + Wrap Up Jump to Section

  • Outline the customer’s next steps
  • Set timeline expectations
  • Schedule your next call
  • Tee up follow-up email
  • Thank the customer and give a friendly goodbye!

Copywriting Questions by Industry

Automotive

Greeting

In order to get points, the below items must be said at the beginning of the call

Automotive
  • What types of vehicles do you typically service?
  • Are there any types of vehicles you don't service?
  • Do you only service vehicles (cars, trucks, SUVs)? Or do you also work on motorcycles, RVs, etc.?
  • What kinds of services do you provide?
  • Is there anything specifically that you don't provide as a service that you'd like us to stay away from mentioning?
  • Are there any services you provide that your competitors may not? (ex. At-Home servicing, towing services within a certain mile radius, referral discounts, warranties)
Set phone call time frame expectation

Point Breakdown (1pt)

  • State the time allotted for this appointment in minutes.

Example

  • I’m calling you for your website consultation. Our call today should take us about 45 minutes.

Health & Wellness

In order to get full points, you must both say the items mentioned in the rubric, and also properly notate the Design Consultation Tool (DCT)

Fitness
  • How would you describe what you do or the services you provide?
  • How long have you been training or practicing ______?
  • Are there any specific certifications you have received or certain leveling you have achieved? 
  • Is there a specific type of equipment or training style/technique you utilize that is different from others?
Medical
  • What areas does your practice generally focus on?
  • Do you have any specializations?
  • How long have you been in practice?
  • Are there any certifications or levels of education you'd like us to specifically mention?
  • Is there anything that you provide as part of your practice or services that may be different than your competitors?
Mental Health
Spas & Wellness

Point Breakdown (1pt)

  • Proper discussion and notation of applicable items in business contact information section of DCT.

Example

  • Let's confirm what contact information and other business details are relevant to this site.

Design Consultation

Design References and Branding

In order to get full points, you must both say the items mentioned below, and also properly notate the DCT

Review reference websites + DCT accurately notated

Review reference websites + DCT accurately notated

Complete Brand Personality Quiz (unless cloning old site)

Coming Soon

Discuss existing branding + DCT notated

Determine if the customer has existing branding. Ensure anything mentioned by the customer is uploaded.

Discuss and properly upload logo

Ask if customer has a logo + DCT filled out correctly/logo correctly uploaded

Design Elements

In order to get full points, you must both say the items mentioned below, and also properly notate the DCT

Review Color choices and theme color + DCT notated

Coming soon

Review if customer has a specific font needed + DCT notated

Coming soon

Site Elements

In order to get full points, you must both say the items mentioned below, and also properly notate the DCT

Reviews header + DCT notated

Coming soon

Review Hero section and image/style preference + DCT notated

Coming soon

Reviews footer + DCT notated

Coming soon

Content

In order to get full points, you must both say the items mentioned below, and also properly notate the DCT

Reviews the pages/content to include on site + DCT notated

Coming soon

Sets proper expectations for performance hindering features + DCT notation

Coming soon

Discuss stock images library, confirm image keywords + DCT notated

Coming soon

Reviews Do's and Don't section + DCT notation

Coming soon

Plugin Details(opens in new tab)
Worksheets Page(opens in new tab)
Available Modules(opens in new tab)
  • If the customer has strong color preferences/if you’re pulling colors from the logo, this section may not be relevant.
  • Complementing the site with the logo colors or branding is ideal; this helps the site be branded to the customers’ business colors. However, if there is no logo, or the customer is having a new logo created, simply saying, "what colors do you like" is NOT discussing the colors correctly.
  • All builds will go to a Copywriter, whether for new copy or for polishing / proofreading.
  • Pick the “if” scenario that best fits the customer’s situation. You’ll read one of the paragraphs, not all of them!
  • Think about whether the customer will need to send content and assets within the next 7 days or if we can send to build today.

DCT Specific Items

Exact replica of existing site noted properly in DCT

Coming soon

Review Hero section and image/style preference + DCT notated

Coming soon

Reviews footer + DCT notated

Coming soon

Copywriting

Offers copywriting and follows complete process

To get points for this section, you must:
Offer copywriting services

  1. If copywriting is utilized, correct category selected
  2. If the customer has existing content, go through copy goals questions + DCT accurately notated
  3. If the customer does not have existing content, go through copy writing questions + DCT accurately notated

You will also lose points if Copywriting is requested but not selected

Next Steps + Wrap-Up

The following must be said at the end of the call in order to get points

If gathering assets, sets expectation for which assets will be included in the first draft

Coming soon

Set build time frame expectation

Coming soon

Schedules follow-up call

Coming soon

Sends follow-up email

Coming soon

Pay it Forward

Took proper account notes
  1. Uses proper notes format
  2. Notes gave an accurate description of the call and included what was discussed on the call, what expectations were set, any missing items and other important details from the call
  3. Left notes in both JIRA and CRM
  4. Notes added in immediately after a call has concluded.

No notes left in account will result in an automatic needs coaching)