Before starting a web project, it is crucial to gather all relevant information and materials from the client. This saves time, prevents misunderstandings, and ensures the project can be executed efficiently, professionally, and legally compliant.
1. Domain & Hosting
- Desired domain: To reserve the URL early and avoid naming conflicts.
- Already registered domain: Check if it can be taken over or needs new registration.
- Existing web host: Information on server resources and CMS compatibility.
- Hosting login credentials: For CMS installation, shop software, SSL, and backups.
2. Email & Communication
- Desired email addresses: Setting up business emails (e.g., [email protected]).
- Email server access: For setup or migration of existing accounts.
3. Content & Image Material
- High-quality logo (.eps, .ai, .svg): For scalable use on website and print materials.
- Corporate fonts: Consistent typography across all channels.
- Employee photos: For team pages or "About us" sections.
- Stock photos or custom images: Ensure professional appearance.
- Images from previous projects: For portfolio or references.
- Opening hours: For contact pages and local SEO.
- Topics, services, products: Basis for structure, navigation, and SEO.
- Texts: Provided by client or created by the developer.
4. Social Media & Online Presence
- Access to social media channels: For integration, feeds, or sharing features.
- Login/authorization: To enable social media widgets and adjustments.
5. Shop / E-Commerce
- Shop functionality: Clarification of products, categories, payment methods, and shipping options.
- Product information: Texts, images, prices, variants.
- Legal info: Terms & conditions, privacy policy, imprint.
6. Website Functionalities
- CMS preferences or special features: Blog, newsletter, membership area, booking system, etc.
- Integration of existing tools: Newsletter, CRM, analytics, tracking, payment providers.
- Access for external services: Google Search Console, Analytics, Ads accounts.
7. Project Structure & Approvals
- Contacts & responsible persons: Who approves design, content, and technical adjustments?
- Approval process: Feedback loops, deadlines, and iterative changes.
- Priority pages: Homepage, contact, product pages for initial launch phase.
8. Legal & Branding
- Legally relevant documents: GDPR-compliant privacy policy, cookie banner, imprint.
- Corporate Identity / Corporate Design: Colors, logos, fonts, style guidelines.
- Brand guidelines: Consistent representation across all media.
9. Technical Requirements
- Server requirements: PHP version, MySQL, SSL, security settings.
- Backup strategy: Regular website data backups.
- Performance check: Verify large images, videos, or scripts.
10. Miscellaneous
- References or inspiration sites: For design preferences and style direction.
- Target audience & personas: For UX design, tone, and SEO strategy.
- Special requests: Animations, interactive elements, microsites, newsletters, SEO focus.
Conclusion
The more information and materials the client provides in advance, the more efficiently and professionally a web project can be executed. At aurelix, I ensure that all data is collected in a structured manner to optimally align design, technology, and content.
Image: freepik.com