The following checklist outlines client responsibilities during the TitleLeaf setup process if an existing site design is being migrated to TitleLeaf. It is a supplement to the TitleLeaf Setup agreement. The typical site setup procedure lasts 13 weeks, concluding with site launch.
Month 1: Design Implementation
- Supply logos in vector format preferably, hi-res bitmap otherwise (beginning of month week 1)
- Supply corporate identity guidelines or examples of marketing materials (beginning of month week 1)
- Supply original site design files (Illustrator, Photoshop or similar) (beginning of month week 1)
- Supply original css, js, and html if available (beginning of month week 1)
- Contact If using Authorize.net as a payment gateway, contact bank to setup merchant account or create account with Stripe.com(week 2)
- Begin populating “product” and “product_formats” data templates
- Consider migrating user data
Month 2: Design Implementation (continuation)
- Define number of pages for excerpts (end of month 2)
- Define necessary library processing settings and steps (end of month 2)
- Define shipping settings including rates for other countries (end of month 2)
- (week 2)
- Begin organizing product images, ebooks, and teaching guides (week 2)
- Provide feedback on initial design (week 4)
Month 2: Design Implementation (continuation)
- Supply "products" and "product_formats" templates for initial review (week 5)
- Supply cover and spread images per TitleLeaf naming convention (week 5)
- Supply PDF ebooks per TitleLeaf naming convention (week 5)
- Supply headlines, reviews, awards, testimonials, teaching guides for review (week 6)
- Supply copy for home page, about us page, and custom pages (week 6)
- Define number of pages for excerpts (week 7)
- Define library processing settings and steps (week 7)
- Define shipping settings including rates for other countries (week 7)
- Supply "products" and "product_formats" templates for final review (week 8)
Month 3: Data Setup and Testing
- Ingest populated data templates (with assistance)Supply change requests (4 weeks prior) (week 9)
- If using Stripe.com as a payment gateway, create an account (week 9)
- Setup temporary Stripe.com or Authorize.net or Stripe.com user account for website development team (week 9)
- Provide access to DNS zone file or contact with access to domain registrar for DNS zone file changes(week 10)
- Supply final change requests (week 10)
- Indicate Google Analytics ID for TitleLeaf SEO settings (week 13)