Initial Call Checklist

WooCommerce Initial Call Checklist

    Greeting Jump to Section

  • Introduce yourself and the company
  • Read Call Disclosure
  • Validate Customers Account
  • Welcome the customer to the team in a friendly/excited way
  • Set phone call time frame expectation

    • Plan Breakdown Jump to Section

  • Explain what comes with the plan they purchased
  • Explain Initial Build Time Frame
  • Marketing Services Customers only: Review Marketing Services

    • Business Consultation Jump to Section

  • Zoom share
  • Review business information on Basics tab
  • Ask if they have an existing website
  • Existing Site Customers: Add business information from website to Basics tab with customer
  • New Site Customers: Complete business information questions from the Basics tab.

    • Store Consultation Jump to Section

  • Ask customer about the functionality they need on their store
  • Ask customer about the types of products they will be selling
  • Review GD Payments

    • Reference Websites Jump to Section

  • Ask customer if they have any webstores they like
  • Review WDS Gallery or Store Home Pages if needed

    • Website Design Jump to Section

  • Ask if they have a logo
  • Ask if they have branding materials
  • Offer Business Personality quiz
  • Review Colors choices (from Branding, Logo, or Personality Quiz)
  • Review Fonts choices (from Branding, Logo, or Personality Quiz)

    • Site Elements Jump to Section

  • Review Header
  • Review Hero Image
  • Assist customer with any Stock Library instructions/questions
  • Review footer

    • Logo Consultation Jump to Section

  • Logo Design Customers: Complete Logo Consultation

    • Gathering Content

  • Ask the customer about the pages they want to include on their site
  • Ask the customer about content for each page and offer copywriting services
  • Review copywriting question for items not discussed in consultation
  • Ask customer about Do's and Don't for the website

    • Next Steps + Wrap Up

  • 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!

Greetings

  • Before we get into things, I want to let you know that this call will be recorded and retained for quality and training purposes.
Call Disclosure

Plan Breakdown

WooCommerce Store:

  • Up to 7 pages and 5 blog posts
  • 70 images
  • 25 simple products, or 15 products with variation
 
Woo Plan Specs
Plan Spec Sheet(opens in new tab)
Marketing Services(opens in new tab)

Business Consultation

If the customer has an existing site:

  • Pull up site in zoom share
  • Ask probing questions about their current sites and notate here.  Include what they like, and also what they don't like.

  • Review business information (business name, address, phone number, and other questions from the basic tab)
  • If the existing site has the accurate information, add "Copy from site (or Home Page, About Page, etc) and fill in any missing information

Existing Site Customers

Store Consultation

Functionality Form(opens in new tab)

Reference Websites

Reference Site Design

Ask the customer questions to help our builders understand why the customer likes a website. 

  • Sometimes it's about the design and they'll use words like these!

Reference Site Functionality

Don't forget that customers may also provide reference sites that show us how they want their new site to function. 

Examples include:

  • Search
  • Blog/news
  • Gallery
  • Forms
  • Booking
  • Membership
  • ...and more!

For areas that need a worksheet (including blogs) don't forget to review the plugin requirements through the functionality form!

Reference Websites
WDS Gallery(opens in new tab)

Website Design

Brand Personality(opens in new tab)
Plugin and Modules(opens in new tab)

Site Elements

WDS Stock Photos(opens in new tab)
Pexels Stock Photos(opens in new tab)
Unsplash Stock Photos(opens in new tab)
Pull up the Appointment ticket and input the answers of the next questions as you are asking the customer.
  • I have your business name as [FROM BASICS TAB] is this how you also want it to appear on your new logo? [PAUSE for response/discussion]
  • We chose [COLORS FROM BRANDING TAB] Do you want to use this option for your logo, too? [If yes, get the HEX codes for all colors] [PAUSE for response/discussion]
  • For your business name, do you want to use [FONTS FROM BRANDING TAB] for your logo font? [PAUSE for response/discussion]
  • Do you have any logo examples you like, or would you like for our designers to choose for you? [PAUSE for response/discussion]

[IF CUSTOMER COULD BENEFIT FROM SEEING EXAMPLES]

  • How about I show you some examples of logos we’ve created in the past, and that way you can get an idea — we’ll share screens in a few, so we can do that then! [Reference ourlogostudio.com]
  • Based on what we discussed today, we’ll create three logo options and email them to you -- those will be ready on [5 business days from now]. Once you get that email, reply and let us know which one you like the most! We’ll use that one for your website, and you’ll have a chance to give feedback on it on our next call, too.
Logo Consultation