After Travis or Jacob has input a project into SBS, take these steps
- Who is reaching out?
a. New site = Jackie
b. Redesign = Jackie or Dakota (Jackie normally meets with any religious orders). - In the Working Sites - On Deck folder in Dropbox, copy the Z Default Folders and rename the copy to site code. If redesign add *RD and the year to the end of the folder name.
- Create a Dropbox request that links to the "Images-Provided" folder that is within the respective folder you copied.
- Visit the Details tab of the project - past the dropbox request link in the respective field
- Project moves from New to Build only AFTER a consultation has been set
a. Note dates in the Project Dates tab. Project Completion is likely 5-6 months from the consultation date - leave training and launch dates blank -
Before the meeting, review the Style Quiz Responses
-
Domain Lookup, whois.com or https://lookup.icann.org/
a. Note if the domain will stay put or transfer to our registrar, and the name of who will be the primary contact -
Input the contacts, etc, into the Domain Hopper
-
Send Client the timeline estimate at the end of the email, consider last consultation's dates, any date restrictions of the client, and the mockup / artwork timelines -
Post Consultation Email Draft --- send to main contacts, or all those attending the consultation plus all of the Solutio BS team
- After the consultation
a. A new clone can be created in FORGE. Usually we wait a month or two to allow any clone updates to be made as needed and batch multiple ones at a time. (Because the default template used can change between the consultation and build, maybe wait to install the new template. )