Website Project Kickoff

Start delivery of a won website project and collect the content you need from the client.

#Purpose

Set up the project and gather client materials so the team can build.

A smooth start to delivery with everything the team needs.

Detail	Value
Estimated time	1–2 hours setup
Departments involved	Operations, Delivery
Business modules used	Projects
AI departments used	Operations Agent (summarizes operations)
Required permissions	Project creation and management
Prerequisites	A won deal / active client.

Create project

For the won work.

Break into tasks

Plan the build.

Request content

From the client.

Track intake

Manage what arrives.

Create the project

Set up a project for the website with an owner.

Break it into tasks

Plan the build as trackable tasks with owners and dates.

Request client content

Ask the client for copy, images, and assets you need. Files are shared as links/metadata today; direct file storage is reserved for a future update.

Track what comes in

Manage incoming content against your tasks.

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

What you should see

The website project is set up with tasks and you are collecting client content.

If this happens	Try this
Client content is delayed	Track outstanding items as tasks and follow up.
I cannot upload a large file	Direct file storage is reserved for a future update; share links/metadata for now.