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.
Month 1: Design Implementation
- Supply logos in vector format preferably, hi-res bitmap otherwise (beginning of month 1)
- Supply corporate identity guidelines or examples of marketing materials (beginning of month 1)
- Supply original site design files (Illustrator, Photoshop or similar) (beginning of month 1)
- Supply original css, js, and html if available (beginning of month 1)
- Contact bank to setup merchant account or create account with Stripe.com
- Begin populating 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)
- Specify email address associated with domain name registration for SSL authorization
- Supply "products-default" and "product_formats" templates for review
- Supply cover and spread images per TitleLeaf naming convention
- Supply PDF ebooks per TitleLeaf naming convention
- Supply headlines, reviews, testimonials, custom pages for review
Month 3: Data Setup and Testing
- Ingest populated data templates (with assistance)
- Supply change requests (4 weeks prior)
- Setup temporary Authorize.net or Stripe.com user account for website development team
- Provide access to domain registrar for DNS zone file changes