Tagged: client management Toggle Comment Threads | Keyboard Shortcuts

  • Jane Klein 10:53 pm on March 20, 2014 Permalink |
    Tags: client management, , file storage, magical overview, Marketing Analysis, master keyword document, mindmap, , ,   
    Categories: MM and Report Writers | Project Coordinators ( 19 )

    New Protocols and Responsibilities for PCs, Writers, etc. 

    PCs and Writers, here is the protocol for how knowledge is transferred and who is responsible for what aspects of a project. Please review this carefully!

    1. STWP Purchase
    2. Meagan creates new project in LGED (or check to see if one already exists & rename it)
    3. Magical Overview Form – Becky fills out
    4. Becky uploads Magical Form to Files folder in LGED (and notifies PC via LGED)
    5. When Pre Kickoff form is submitted, Meagan will add to LGED & notify the PC via LGED
    6. If Mktg Analysis, Meagan emails Jane MA form.
    7. If Mktg Analysis, Jane uploads Word doc + video link, subsequent versions to LGED / Files
    8. If CSM, PC will confirm availability then invite Jane and client via Google Calendar.
    9. If CSM, Jane uploads mindmap + subsequent versions to LGED / Files
    10. If CSM, PC uploads meeting notes to LGED / Files
    11. Before Kickoff or CSM, PC skims Mktg Analysis if there was one.
    12. Before Kickoff PC consults Master Keyword document.
    13. After kickoff meeting, the PC knows the page names.
    14. Established STWP procedures kick in here, whether writer needed or not.
    15. If MM will be written, PC emails Jessie, using following convention in email title: ASSIGN WRITER: Client Name
    16. Jessie assigns writer and emails writer and PC to inform that they are working together.
    17. Jessie inputs info into the Writer Status Google Doc
    18. PC creates Task for writer in LGED for each individual MM. In the Task, PC provides Page Names, and focus keyword for each page.
    19. Writer spends 10-15 minutes skimming Mktg Analysis and/or Mindmap if they exists. If not please review client’s current/old website for 10 minutes. Writers skims Magical Overview Form.
    20. Writer is directly in touch with client.
    21. Writer sends MM to Jessie for edits, utilizing this convention EDIT: Client Name, Page Name.
    22. Writer gets final version from client sign off.
    23. Writer goes to Site Access doc, finds page in cwdevel site or practicebook, pastes in text, does SEO
    24. Writer completes Task in LGED, PC is informed
    25. PC formats web page to match + adds links

     

     

    • Becky DeGrossa 11:06 pm on March 20, 2014 Permalink | Log in to Reply

      Jane – can you edit item #4, to add UNLESS PROJECT ALREADY EXISTS?

      We have a problem now where we have double projects created in LGED for same client, and I want to prevent that.

      Move #8 up after modified #4 to say, If project already exists in LGED, Meagan will….

      Thanks.

    • Becky DeGrossa 11:10 pm on March 20, 2014 Permalink | Log in to Reply

      Also, Jane, there are no tags in this.

      Please include several:

      Magical overview form, assigning writers, file storage, master keyword document, MA, CSM, mindmap, MM

      We need these posts to be findable or they won’t be usable when needed! Tag, tag, tag…

      Thanks.

    • Juliette Cook 3:41 am on March 25, 2014 Permalink | Log in to Reply

      thanks for doing this Jane. for #23, formatting text, we will need to have a workshop on the formatting standards and show everyone how to add links to text and how to format text on the dashboard.

    • Deborah Kelly 3:28 am on March 26, 2014 Permalink | Log in to Reply

      I got this by email, but this seems like it’s been updated a bit. Thank you for clarifying processes. I’m looking forward to getting even more clarity in the meeting next week.

  • Meagan Vitek 6:54 pm on December 6, 2013 Permalink |
    Tags: client management, , ,   
    Categories: Project Coordinators ( 113 )

    How much do we charge clients per hour? 

    Answer from Becky:

    • STWP clients are $50 per hour.
    • Older sites had a contract that included a defined set of work for a certain price, and then anything beyond that was $60/hour. We will be glad to move beyond that old contractual amount.
     

    • Becky DeGrossa 2:35 pm on December 18, 2013 Permalink | Log in to Reply

      Keep in mind that STWP is a special discounted price — for the whole package. If old clients ask for one-off little projects post site development, our standard rate is $60 / hour. AND, we may be increasing that in 2014.

      Bottom line, you should always defer to me on cost conversations with clients!

  • Becky 3:01 am on November 17, 2013 Permalink |
    Tags: client management,   
    Categories: Project Coordinators ( 113 )

    Theme Discussions with Clients 

    Sent to me from Dave: (Note — this client wasn’t a STW client, but I think the convo is useful for other high maintenance clients!)

    <Client name> is going to be a handful. She wants an overview of the Chameleon theme so she can understand all the possibilities. Not sure how to respond to that….

    My answer:

    Dave – I see that you’ve already had 3 1-hour calls with Susan on themes. Wow. Her SOW states that we’ll do 2 1/2-hour calls (total of 1 hour) discussing theme changes, etc. So… please let her know that we’re going to be billing her for the extra 2 hours of phone calls on themes. That will hopefully bring this issue to a head.

    Re how to answer her question on the the chameleon theme — I’d show her some of the sites we’ve implemented with it, and tell her that these are our recommended page layouts — that we use them because they are best from a marketing perspective.

    Sites include: thecouplesdoc.com, adam klein’s site (as you know). There may be more – you could ask Juliette.

    If she wants to know more, she can look at the page templates on this page: http://www.elegantthemes.com/demo/?theme=Chameleon

    But that we’re already charging extra for the time spent on the theme discussions and will keep charging as we factor only an hour into the price of the website for this as stated in her contract.

    If she gets [nasty] and wants to end with us, I’m probably fine with that. I’m NOT willing to lose money on her.

    We are totally willing to create sample pages for her and to have tons more discussions with her, but they’ll be billed at $xx/hour.

     

     

  • Becky 5:13 am on November 16, 2013 Permalink |
    Tags: client management   
    Categories: Project Coordinators | Wordpress Developers ( 113 )

    Browser Issues 

    What if your client is seeing different things that you are, because they are using a different browser, but you can’t replicate it or see what they’re seeing?

     

    • Becky 5:28 am on November 16, 2013 Permalink | Log in to Reply

      Usually if they can tell us the browser and whether they’re on a pc or mac, we can reproduce it.

      In fact, there’s a tool that will display a site on different browsers: http://browsershots.org/

      I need to come up with a new correlation for “this is the game we’re in and we’re spending this time on YOUR site, not on ours” so that no one can bitch about being charged time for stuff like this. If any of you can think of a good way to say that, let me know.

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