PROJECT TEMPLATES

These are task templates saved in our project management tools but documented here.

Admin: Internal Set Up

Internal review and planning

Invite team to project

Set up Project tasks and milestones

Dropbox folders created

All accounting needs completed

Harvest project created

Customer set up in QuickBooks

Invoice milestones added to MoneyBoard or Scheduled in QB

Client Kick Off

Access to current tools

Set up meeting schedules

Kick off first meeting and meet the team

Web Strategy

Create Storybrand Content Flow

Develop SEO Redirection Plan

Screaming frog report

Capture Key Metrics from Existing Site

Plan Site Strategy

Create Sitemap

Web Design

Develop User Flow

Design Views for Multiple Pages

Desktop Designs

Mobile designs

WP set up tasks

Install F1 Core Plugins or Blueprint

Tech Brief

Core style guide

Header & Navigation

Footer

Home

Default Interior

Blog Index/Archive

Search results

404 page

WP-Admin login style

Kitchen sink template

WP QA Tasks

Brower Stack Review

Design QA

Contract QA

Client Review

WP Launch

Package theme and set Github release version 1.0

SEO 301 redirects

Link Google analytics

Set up client user admin access

Disable Dev plugins

Ensure form email to and confirmations are correct

Ensure form email to and confirmations are correct

Change factor1admin password and save in 1password

Save Permalinks

Clone to Production server

Updated on November 12, 2025
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