Getting Started Checklist

To get started as quickly as possible and avoid any delay, we will need:

  1. Accept our formal project bid.
    • We will begin work on the website once you have accepted our project bid, signed the agreement, and paid the deposit. Complete this step here. Complete the agreement soon so we can start right away and avoid unnecessary delay.
  2. Access to domain registrar/DNS records
    • Such as Google Domains, Namecheap, Bluehost, GoDaddy, Network Solutions,, HostGator,, etc.
    • DNS records are usually managed by the domain registrar, but can also be managed on the website hosts nameserver. Granting us access to both the domain registrar and the website hosting (item 2) will almost always guarantee we have access to modify the DNS records.
    • We can find out where your domain registrar/DNS records are if you aren’t sure. Look up your domain, or try finding a receipt. You are most likely paying $8-$13/year for this service. Try searching in your email for “domain” or “domain registration” to find a bill.
  3. Access to the website hosting (web login or FTP credentials)
    • Such as Bluehost, GoDaddy, private server, etc.
    • This is something you are usually paying a monthly or annual fee, so you should have billing statements. Your hosting is often hosted in the same place as the DNS records.
    • We should be able to find out where your website is being hosted if you aren’t sure
  4. Admin access to the current WordPress dashboard
    • Accessed via []/wp-admin
  5. Login access to an organization email (such as [email protected][] or [email protected][])
    • This is not required but will enable me to quickly receive verification codes and verify domain ownership if necessary
  6. Access to an organization-related Google account, if available
    • This enables me to quickly create reCaptcha keys to reduce spam and make websites more secure
  7. To know which phone number to use for receiving account verification codes
    • Preferably someone who 1) will be with the organization long-term, 2) is fairly tech-savvy, and 3) can be reasonably responsive to requests for verification codes.
  8. Access to your newsletter mailing platform
    1. Do you send out newsletters or promotional emails? We need to be able to integrate this into the website.
  9. Access to your Payment Gateway
    1. Stripe, PayPal,, etc. We need to be able to integrate your organization’s payment system with the website.
    2. If you use a third-party platform to collect donations, we can also embed the form(s) without needing access to the system—so long as we are provided the HTML code for the form(s).
  10. Your organization’s Style Guide
    1. What are your brand colors and fonts?
    2. Are you using any premium (paid) fonts? Please send the font files.
  11. Media Assets
    1. Any necessary images and icons that should be used on the website.
    2. Podcasts, videos, audio files.
  12. Team/Board member information
    1. Board & staff members
    2. Names, biographies, contact info, high-resolution headshots, position titles, etc.
  13. Organization contact information
    1. Primary organization email, phone, address, etc.
  14. Social media links
    1. Facebook, Twitter, Instagram, YouTube, etc.
  15. Website content
    1. Pages, posts/articles, podcasts, product information, etc.

Managing passwords and other important login information well is critical to running a secure website. We strongly recommend setting up an account with LastPass (or some other reputable password manager). As we build and manage your website, we will share passwords and other information with you that will need to be kept secure.

As a general rule of thumb, if you can remember your password, it’s probably not a good password. Using a password manager will help you save complex passwords and other security information.