Website Development Client Onboarding Checklist

SeriousMindz AI - Web Terms Helper Form

Use this guide while completing your onboarding checklist. Each term is explained in plain language so you know exactly what is being requested.

All items in this section must be completed BEFORE development begins.

Primary Contact: The main person we communicate with
Domain Registrar: Where your domain name was purchased (GoDaddy, Namecheap, etc.)
2-Step Verification: Extra security code when logging in - needs to be disabled temporarily for us to access
Credentials: Username and password for accounts

Primary Contact

Domain Registrar Access

Hosting/Server Access (if replacing existing site)

DNS Provider Access (if different from registrar)

IMPORTANT: Client agrees NOT to change passwords or re-enable 2FA until SeriousMindz confirms site launch is complete.

Primary Domain: Your main website address
Subdomains: Additional addresses like blog.yourdomain.com
Domain Status: Whether your domain is active, parked, or not yet registered
Auto-renew: Automatic payment to keep your domain active

Domain Information

Current Domain Status

Google Workspace: Google's business email and tools (Gmail, Calendar, Drive)
Resend: Service for automated emails from your website
MX Records: DNS settings that route emails to your inbox
SPF/DKIM/DMARC: Email security settings to prevent spam/spoofing
Brand Assets: Logo files, colors, fonts that represent your brand
Tagline: A short phrase describing your business
Target Audience: The people you want to reach with your website
Current CMS: Your current website platform if you have one (WordPress, Wix, Shopify)

Company Profile

Social Links

Brand Assets

Website Requirements

Existing Website (if replacing)

Stripe/PayPal/Square: Payment processing services
Calendly/Acuity: Booking and scheduling tools
CRM: Customer relationship management (GoHighLevel, HubSpot)
GA4/Google Analytics: Website visitor tracking
Meta Pixel: Facebook/Instagram ad tracking code

Payments & Ecommerce

Calendars & Booking

CRM, Forms & Automation

Email Marketing & Lists

Analytics & Tracking

Privacy Policy: Legal document about how you handle user data
Terms of Service: Rules for using your website
HIPAA/GDPR/CCPA: Data protection regulations
ADA Compliance: Accessibility requirements for websites

Legal Documents

Compliance & Accessibility

Project Sign-Off

Client Acknowledgments

By submitting this form, client confirms they have:

Next Steps

Schedule an Implementation Call to review your information and proceed with your project

Schedule Implementation Call