
Full Bloom Interior Design Client Portal
Everything you need to know, all in one place
Hello & Welcome
A special video just for you
Welcome to your client portal. This is your private space for all project details, updates, and resources — designed to make your experience seamless and elevated from start to finish. I’m delighted to begin this journey with you.
I put together this short video to walk you through the client portal and a few other key details. Please take a moment to watch it—it’ll help you get comfortable with everything right away!
Process
Get to know each phase of the project and your action items along the way
I’ve outlined the full process so you can see what to expect at each stage. There’s no need to memorize any of this — I’ll guide you through every step to ensure the experience feels seamless and effortless.
-
During this phase, you’ll be filling out the Discovery Questionnaire and sharing all of your brand materials with me. Your questionnaire can be found in the Project Documents section below. Instructions for how to upload your brand materials are in your questionnaire.
This phase is integral for me to learn more about your business, target audience and goals, in order to create content that accurately reflects your brand and meets your goals.
You can take care of these items at your leisure, but you’ll want to have them completed one week before your kickoff call. The website build cannot be completed without these materials so any submission delays will result in project delays.
ACTION ITEMS FOR YOU:
Complete the Discovery Questionnaire
Upload all branding assets
Schedule the time for your kick-off call
-
We’ll begin with a kickoff call on your start date to review your questionnaire responses, discuss strategy and clarify any remaining details. From there, I’ll start mapping out your site and building an initial homepage.
ACTION ITEMS FOR YOU:
Make sure that you schedule the time of your kickoff call in advance
-
By the end of the third day of our project, I’ll share an initial design of the homepage of your site for review and feedback. Once feedback is given and the direction is approved, I’ll begin building out the entire site.
To meet our two-week timeline, I ask that you please share feedback by the end of the next business day.
ACTION ITEMS FOR YOU:
Make sure to have enough time in your schedule to review the homepage
Please provide feedback by the end of the next day
-
Once the homepage is approved, I’ll begin building out the rest of your site. When the first draft is ready, I’ll send it over for review. If you have any edits, you can submit your feedback and I will make the adjustments. At this point in the process, edit requests would be minor since the initial homepage design was already approved.
After I’ve made your first round of edits, I’ll share the revised draft for review. At this point, you can still request additional edits if you’d like. If you have a second round of edits, I’ll make adjustments and send you a revised draft for review.
Please note, two rounds of edits are included in your package. If desired, additional rounds beyond the included two can be added for an hourly fee.
Once you’re happy with the website, I will send the final invoice and move on to the finishing touches of your website.
ACTION ITEMS FOR YOU:
Make sure to have enough time in your schedule to review your drafts once they’ve been shared
Please provide feedback the following day
Pay your remaining balance
Schedule a time for our call on launch day. If you’d prefer not to have a call, please let me know and I can provide an alternative.
-
After your final approval, I’ll put the finishing touches on your site: ensuring mobile optimization, making sure all the links work, activating SSL certification and confirming that everything is SEO-optimized.
Then it will be time to launch your site! Here’s what I’ll do on launch day:
Transfer the ownership of the website to you
Help you set up your Squarespace plan
Then I’ll connect your current domain to your new website— and voila! Your brand new site will be public!
ACTION ITEMS FOR YOU:
Be available for a morning call on launch day. If you’d prefer not to hop on a call, please let me know and I’ll provide an alternative.
Discovery Phase Action Items
To ensure a smooth start, please complete the following by November 21:
Complete the discovery questionnaire
You can find it in the Project Documents section below.
Upload your branding assets
Instructions on how to upload your assets are in your Discovery Questionnaire.
Schedule a time for our kickoff call
Project Documents
Find any of our documents here— no need to search through email threads
You can click on the documents below to be taken to the full version.
Discovery Questionnaire
Initial Invoice
Contract
Proposal
Reach Out
I’m here for you every step of the way
If you have questions at any point in this process, please feel free to email me! I’m in the studio Monday through Friday, excluding major holidays, and will get back to you asap!
© Taylor Roberts Studio. All Rights Reserved.