Client Onboarding · Karen Lewis Creative

◈

Our Branding Process

Here's how we work through this phase together

Discovery Call

We connect to learn about your business, goals, and long-term vision.

Brand Strategy Workbook

You complete our workbook to define your positioning, messaging, and audience.

Brand Identity Design

We craft your logo, color palette, typography, and brand voice guidelines.

Brand Guidelines Delivery

You receive a comprehensive guide to keep your brand consistent everywhere.

✎

What We Need From You

There's no such thing as too much detail — the more you share, the better!

Business name

Business tagline

Describe your business in one sentence

Mission statement — why does your business exist?

Core values (e.g. integrity, creativity, community)

Describe your ideal client in detail — age, lifestyle, challenges, desires

Three words that describe your brand personality

Brand voice — how should your brand sound?

3–5 brands whose visual style inspires you, and what you love about each

Colors, fonts, or design elements you love

Colors, fonts, or styles you absolutely do NOT want

◈

Our Design Process

Here's how we work through this phase together

Project Kickoff Meeting

We align on scope, timeline, and review your completed Project Planner together.

Project Planner Review

Your detailed questionnaire becomes the blueprint for every design decision.

Design Review Meetings

Three dedicated sessions to refine and approve every element of your site.

Final Approval & Go-Live

You give the green light and we officially launch your new website.

✎

What We Need From You

There's no such thing as too much detail — the more you share, the better!

What best describes your current situation?

I have no website — starting from scratch

I have a WordPress site that needs a redesign

I have a Wix / Weebly / Squarespace site to migrate to WordPress

Other

Short-term business goals (3–6 months)

Long-term business goals (3–5 years)

Describe your dream website — what it looks like, what it does, what it automates for you

Links to 3 websites closest to your vision

Design style you love (e.g. rustic, minimalist, illustrative, photo-heavy, colorful)

Anything you definitely WANT on the site

Anything you definitely do NOT want on the site

Social Media Profiles

Facebook Page / Group

Instagram

YouTube

Other (Twitter / X, TikTok, Podcast, etc.)

◈

Our Development Process

Here's how we work through this phase together

Functionality Review

We map out every feature, integration, and automation your site needs.

Website Development

Your site is built, all integrations connected, and functionality tested.

Quality Assurance

Thorough cross-device and cross-browser testing before anything goes public.

Go Live & Handoff Call

We launch your site and walk you through managing and updating it going forward.

✎

What We Need From You

There's no such thing as too much detail — the more you share, the better!

Note on login credentials: Usernames and passwords for your domain, hosting, email, and payment accounts will be shared securely through a separate method — please do not include them here.

Domain name

Hosting provider

Business email address

Email list provider / CRM

Shopping cart (if applicable)

Payment processor

Customer Journey

Tell the full story of how someone goes from discovering you to becoming a paying client

How do you plan to drive traffic to your website?

What happens after a client makes a purchase?

Refund policies and purchase terms & conditions

0 of 3 sections started · You can submit whenever you're ready

This opens your default email app with everything pre-filled.
If it doesn't open automatically, email hello@karenlewiscreative.com directly.