PROC-003

Client Requires Changes to Their Website

Questions to ask the customer:

  • What specific sections need to be updated?
  • What is the exact change requested (text, images, layout, buttons, forms, products, pricing)?
  • Is this change urgent or tied to a campaign deadline? If yes, what is the deadline?
  • Do you have the new content ready (final text, images, links), or do you need us to create it?
  • Should the change be applied to desktop only, mobile only, or both?
  • Do you want the changes to go live immediately or at a specific date/time?

Procedures:

  • Confirm scope: list the exact sections and the exact edits needed (one message summary to avoid misunderstandings).
  • Collect assets: request final text, images, files, links, brand guidelines, and any references (screenshots/examples).
  • Check access: confirm we have working access to the website platform (WordPress, Shopify, Webflow, etc.) and the required permissions.
  • Estimate effort: classify the request as small, medium, or large. If it is outside the plan, share the cost/time estimate before starting.
  • Implement changes in a safe way: apply edits in staging or during low-traffic hours if possible. Create a backup before major edits.
  • QA checklist: verify desktop + mobile, links/buttons, forms, speed, and that nothing else broke.
  • Approval and go-live: share preview link/screenshots for approval when needed, then publish and confirm completion.
  • Document the update: record what was changed, when it was changed, and where the new assets are stored.

Priorities:

  • High (1h): Critical issues affecting sales/leads (checkout, forms, broken CTA, wrong pricing) or changes tied to a live campaign.
  • Medium (1 day): Standard content updates (text swaps, images, small layout tweaks) without an immediate deadline.
  • Low (2 days): Non-urgent improvements (minor styling, new sections without deadline, optimization requests).