Gathering content from clients is a huge bottleneck in many digital agencies. This post is meant to be a first step in eliminating that problem. You’ll find a checklist that can be used as a template for gathering website content from your clients on time.
Why use a template for gathering website content?
Let’s answer that with a question we can all relate to.
Which of these sounds easier?
Your client sends you homepage content, so you start building their site.
You create the about and services page, but realise the images they’ve provided are watermarked with a stock image site logo. So, you send off an email to get the right ones.
Ten minutes later you’re building the contact form and realise you don’t know which email the contact form should go to. Off goes another email.
In the footer there are some social media links. You dig through 30 emails to find them, but they aren’t there. Another email.
You create the home, about and services page using the content and web ready images the client gave you. When building the contact form you drop in the correct email from the content checklist you prepared earlier
Moving on to the footer, you copy and paste in all the social media links, collected upfront with the rest of the content.
The choice is obvious
So why do we end up in this position?
There are many reasons, but usually it’s because we’re in a rush or something slips our mind at the start of a project. Later, we pay for it dearly in lost time and not being able to finish the job because we’re waiting on something from the client all over again.
To avoid crappy situations later:
Content needs to be tightly woven into your processes.
If your process currently looks something like “email client, ask for 5 pages of content and social media profiles,” you’re in trouble. As much as we’d like to think that clients will think of every detail to give us for their website, the chances of that actually happening are slim.
This post is all about a content checklist for your clients – and you’ll find that a bit further below. But first we need to cover something important.
To get content from clients on time, you’ll need more than just a checklist.
There’s one thing we’re passionate about: Getting accurate content on time, without endless email trails. That means minimal editing, less time digging through emails and fewer mistakes.
For that, we’ve got a bunch of different resources for you:
- Content Snare – This is our tool which helps you create a content process that keeps projects moving and gets you paid. There’s a 14 day free trial which you can get HERE.
- How to get content from clients – A handy guide and video series on everything we’ve learned to get content in record time
- A 5 day challenge to help you not only get content faster, but improve many of your processes in just 5 days.
Your content process
With Content Snare, you’ll have your content process done ASAP. The built-in content templates and wireframes enable your clients to provide great content, on time. In fact, the entire checklist in this post and the downloadable content templates are all built in.
Try it out for yourself with 14 days on us.Start your trial here
Now let’s get on to the checklist.
One of the most important parts of gathering content is to provide a thorough list of everything you need upfront. The easiest way to do that is have a master template which you can quickly scan through, delete the parts you don’t need and send that off to the client.
Obviously, some jobs are highly complex and need their own list, but many jobs will fall into a fairly standard template.
Below is a list of everything you’ll need from your clients for most website jobs.
Or, just grab our Google Doc templates by signing up below.
General & Global
- Footer widget options
- Social feed
- Page list / mini menu
- Legal links
- Contact info
- Recent posts
- Certifications & Memberships
- Call to Action
- Brief about
- Opt in
- Sidebar widget options
- Opt in
- Recent posts
- Contact block
- Social media profile links
- Favicon (or create one from their logo)
- Header/Hero Image
- Main headline
- Headline for SEO
- Site description
- Header button text
- Main content & images
- Call to action
- Main content
- Team photos
- Team bios
- Team social media
- Certifications & Memberships & Partners & Accreditations
- Call to action
- Author Bio
- Author Image (gravatar)
- Several initial posts with featured image
- Phone number(s)
- Email address(es)
- Email to send form to
- Contact form fields
- Map address(es)
- Mail address(es)
- Supporting text
- Areas serviced
- Business numbers or license numbers if required
- Premises photos
- Testimonials including images
- Client images/logos
- 404 page content & links
- Downloads & Resources
- Video embed code (client to upload)
- Target keywords
- CRM/autoresponder credentials
- Lists to add subscribers to
- Tags to add
- Opt in
- Headline and/or subscribe text
- Button text
- Fields (optional/required)
Tracking & Scripts
- Facebook pixel code
- Live chat script
- Reviews embed code
- Dimensions & Weight (if calculating shipping)
- Shipping method(s) & costs
- Payment method(s) and credentials
- Terms and Conditions or other legal info
- Custom copyright
Taking this to the next level
Having a list is a step in the right direction. If you want to make it even easier, you’re better off providing your client a document with areas for them to add all of this info directly in. Drop your email in below to get our template.
The next level is to use a tool like Content Snare to ensure your clients provide content, images and links in the right format. If you’d like to gather content from clients in the most efficient way possible, start a trial today.