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Client Onboarding

This page covers the information-gathering process for new clients before development begins.

First meeting checklist

1. Basic business info

  • [ ] Business name (commercial name)
  • [ ] Slogan
  • [ ] Short description (for SEO / social media)
  • [ ] Detailed description

2. Contact information

  • [ ] Physical address
  • [ ] Contact email
  • [ ] Landline phone
  • [ ] Mobile / WhatsApp number
  • [ ] Business hours

3. Social media

  • [ ] Facebook
  • [ ] Instagram
  • [ ] LinkedIn
  • [ ] YouTube
  • [ ] Twitter / X
  • [ ] Other relevant platforms

4. Visual assets

  • [ ] Logo (.svg and .png formats)
  • [ ] Favicon (32×32 png, 16×16 png, 180×180 apple-touch-icon)
  • [ ] Social sharing image (1200×630)
  • [ ] Brand color palette (if they have one)
  • [ ] Corporate fonts (if they have them)

Note

CSS Custom Properties (design tokens for colors, fonts, spacing, buttons, etc.) are requested later when development starts. Cursor will prompt for them at that point.

What this data enables

With the above information we can configure:

  • Initial site setup and structure
  • SEO configuration
  • Schema markup (structured data)
  • Meta tags and Open Graph
  • Contact sections and WhatsApp integration
  • Footer and social links

Google / analytics accounts setup

The client creates each account and adds us as administrator. We handle the integrations.

Required for all projects

Service Client action Our action
Google Tag Manager Create account, add us as admin Set up tags and triggers
Google Analytics Create account, add us as admin Connect with GTM
Google Search Console Create property, add us as owner Submit sitemap, monitor indexing
Microsoft Clarity Create account, add us as admin Connect with GTM

Required for ad campaigns

Service Client action Our action
Google Ads Create account, add us as admin Connect with Analytics
Google My Business Create account, verify location Connect with Analytics

Info

Google My Business location verification can take 1–2 weeks (physical mail). Start the process as soon as possible.

E-commerce only

Service Client action Our action
Google Merchant Center Create account, link to Google Ads, upload products Verify site ownership

After the meeting

  1. Save all visual assets in an organized folder.
  2. Define primary and secondary colors.
  3. Define site structure and preferred component styles.
  4. Run the project creation script (for SPAs) or clone the e-commerce template (for stores).
  5. Apply the gathered configurations.