{"id":12234,"date":"2017-10-11T04:15:50","date_gmt":"2017-10-11T04:15:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-website-design-project\/"},"modified":"2024-02-28T20:45:02","modified_gmt":"2024-02-28T20:45:02","slug":"new-website-design-project","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-website-design-project\/","title":{"rendered":"New Website Setup Instructions"},"content":{"rendered":"
\n

Basic Setup of New Website (Fresh WordPress Install) <\/h2>\n
\n

Things to check first  <\/p>\n<\/p><\/div>\n

\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Check if Client has email accounts linked to the domain name\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Setup Email Accounts (If yes) This is PRIORITY\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 3\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n How long is the domain registered for?\n <\/div>\n<\/li>\n<\/ul><\/div>\n
    \n

    Is the Domain name currently in use? If NO continue below - If YES please skip to step 3. <\/p>\n<\/p><\/div>\n

    \n

    Does the Client have a an email server setup? e.g Gmail or Microsoft 365<\/p>\n<\/p><\/div>\n

    \n
      \n
    • \n
      \n
      \n 1\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Login to the Domain Name Registrar Account for e.g Crazy Doamins\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 2\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Change name servers to point to Pixler Server (See Below)\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 3\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Ensure email accounts are setup\n <\/div>\n<\/li>\n<\/ul><\/div>\n
      \n
        \n
      • \n
        \n
        \n 1\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Login to Cpanel Account\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 2\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Install WordPress\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 3\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Change MX records if needed (Email Accounts)\n <\/div>\n<\/li>\n<\/ul><\/div>\n
        \n

        WordPress Theme Setup Steps <\/p>\n<\/p><\/div>\n

        \n
          \n
        • \n
          \n
          \n 1\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Login to WordPress \/wp-admin\/\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 2\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Delete All Plugins, Pages, Posts\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 3\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Install Theme & Demo Content if required\n <\/div>\n<\/li>\n<\/ul><\/div>\n
          \n
            \n
          • \n
            \n
            \n 1\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Follow the theme setup instructions (If needed)\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 2\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Change permalinks under settings to (post type\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 3\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Change Username & Password of admin and SAVE on file\n <\/div>\n<\/li>\n<\/ul><\/div>\n
            \n

            Install SSL Certificate (Cloundflare)- HTTPS <\/p>\n<\/p><\/div>\n

            \n
              \n
            • \n
              \n
              \n 1\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Visit Cloudflare\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 2\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Add New Domain\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 3\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Login to Domain Registrar and change Name Servers (Supplied by Cloudflare)\n <\/div>\n<\/li>\n<\/ul><\/div>\n
              \n
                \n
              • \n
                \n
                \n 1\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Make sure Cloudflare has connected to the domain\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 2\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Visit SSL Tab and create new origin certificate\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 3\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Login to Domain Registrar and change Name Servers\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                \n
                  \n
                • \n
                  \n
                  \n 1\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Make sure Cloudflare has connected to the domain\n <\/div>\n<\/li>\n
                • \n
                  \n
                  \n 2\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Visit SSL Tab and create new origin certificate\n <\/div>\n<\/li>\n
                • \n
                  \n
                  \n 3\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Login to Domain Registrar and change Name Servers\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                  \n

                  Part 2 SSL Setup <\/p>\n<\/p><\/div>\n

                  \n
                    \n
                  • \n
                    \n
                    \n 1\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Login to Cpanel Account\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 2\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Go to SSL\/TSL tab\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 3\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Click generate new CSR\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                    \n
                      \n
                    • \n
                      \n
                      \n 1\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Enter the details of the domain name\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 2\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Copy the CSR and paste it into Cloudflare\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 3\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Copy Origin Certificate\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                      \n
                        \n
                      • \n
                        \n
                        \n 1\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Go to Cpanel and click SSL\/TSL\n <\/div>\n<\/li>\n
                      • \n
                        \n
                        \n 2\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Click upload new Certificate\n <\/div>\n<\/li>\n
                      • \n
                        \n
                        \n 3\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Enter the BUNDLE Certificate found here: https:\/\/support.cloudflare.com\/hc\/en-us\/articles\/218689638-What-are-the-root-certificate-authorities-CAs-used-with-Cloudflare-Origin-CA-\n <\/div>\n<\/li>\n
                      • \n
                        \n
                        \n 4\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n It will take 5-12 hours to activate\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                        \n

                        Part 3 SSL Setup <\/p>\n<\/p><\/div>\n

                        \n
                          \n
                        • \n
                          \n
                          \n 1\n <\/div>\n<\/p><\/div>\n
                          \n
                          <\/div>\n<\/p><\/div>\n
                          \n Login to wordpress\n <\/div>\n<\/li>\n
                        • \n
                          \n
                          \n 2\n <\/div>\n<\/p><\/div>\n
                          \n
                          <\/div>\n<\/p><\/div>\n
                          \n Click settings \/ general\n <\/div>\n<\/li>\n
                        • \n
                          \n
                          \n 3\n <\/div>\n<\/p><\/div>\n
                          \n
                          <\/div>\n<\/p><\/div>\n
                          \n Change domain from http to https\n <\/div>\n<\/li>\n
                        • \n
                          \n
                          \n 4\n <\/div>\n<\/p><\/div>\n
                          \n
                          <\/div>\n<\/p><\/div>\n
                          \n You are DONE\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                          \n

                          MUST Have Plugins to Install <\/p>\n<\/p><\/div>\n

                          \n
                            \n
                          • \n
                            \n
                            \n 1\n <\/div>\n<\/p><\/div>\n
                            \n
                            <\/div>\n<\/p><\/div>\n
                            \n SEO Yoast\n <\/div>\n<\/li>\n
                          • \n
                            \n
                            \n 2\n <\/div>\n<\/p><\/div>\n
                            \n
                            <\/div>\n<\/p><\/div>\n
                            \n Wordfence\n <\/div>\n<\/li>\n
                          • \n
                            \n
                            \n 3\n <\/div>\n<\/p><\/div>\n
                            \n
                            <\/div>\n<\/p><\/div>\n
                            \n Jetpack - Turn OFF the SEO Settings - Login username: smilewebsolutions pw: dproctor03\n <\/div>\n<\/li>\n
                          • \n
                            \n
                            \n 4\n <\/div>\n<\/p><\/div>\n
                            \n
                            <\/div>\n<\/p><\/div>\n
                            \n WP Rocket - Caching\n <\/div>\n<\/li>\n
                          • \n
                            \n
                            \n 5\n <\/div>\n<\/p><\/div>\n
                            \n
                            <\/div>\n<\/p><\/div>\n
                            \n User Roles\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                            \n

                            SEO Setup + Final Steps <\/h2>\n
                            \n

                            Submit to Google + SEO Yoast <\/p>\n<\/p><\/div>\n

                            \n
                              \n
                            • \n
                              \n
                              \n 1\n <\/div>\n<\/p><\/div>\n
                              \n
                              <\/div>\n<\/p><\/div>\n
                              \n Google Submit to google and make sure to enter the domain name\n <\/div>\n<\/li>\n
                            • \n
                              \n
                              \n 2\n <\/div>\n<\/p><\/div>\n
                              \n
                              <\/div>\n<\/p><\/div>\n
                              \n Create Google Business Listing\n <\/div>\n<\/li>\n
                            • \n
                              \n
                              \n 3\n <\/div>\n<\/p><\/div>\n
                              \n
                              <\/div>\n<\/p><\/div>\n
                              \n Ensure YOAST Plugin is setup correctly us keywords\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                              \n

                              Client Follow Up Automation Checklist <\/h2>\n
                              \n

                              Xero Accounting <\/p>\n<\/p><\/div>\n

                              \n
                                \n
                              • \n
                                \n
                                \n 1\n <\/div>\n<\/p><\/div>\n
                                \n
                                <\/div>\n<\/p><\/div>\n
                                \n Setup Annual Hosting + SSL Invoice\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                                \n

                                Pipe Drive <\/p>\n<\/p><\/div>\n

                                \n
                                  \n
                                • \n
                                  \n
                                  \n 1\n <\/div>\n<\/p><\/div>\n
                                  \n
                                  <\/div>\n<\/p><\/div>\n
                                  \n Mark Off as DONE\n <\/div>\n<\/li>\n
                                • \n
                                  \n
                                  \n 2\n <\/div>\n<\/p><\/div>\n
                                  \n
                                  <\/div>\n<\/p><\/div>\n
                                  \n Add all passwords to Pipedrive - Except WordPress\n <\/div>\n<\/li>\n<\/ul><\/div>\n
                                  \n

                                  Monthly Maintenance Setup (If required) <\/p>\n<\/p><\/div>\n

                                  \n
                                    \n
                                  • \n
                                    \n
                                    \n 1\n <\/div>\n<\/p><\/div>\n
                                    \n
                                    <\/div>\n<\/p><\/div>\n
                                    \n Setup Xero Invoice\n <\/div>\n<\/li>\n
                                  • \n
                                    \n
                                    \n 2\n <\/div>\n<\/p><\/div>\n
                                    \n
                                    <\/div>\n<\/p><\/div>\n
                                    \n Setup Nab Transact\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

                                    Basic Setup of New Website (Fresh WordPress Install) Things to check first   1 Check if Client has email accounts linked to the domain name 2 Setup Email Accounts (If yes) This is PRIORITY 3 How long is the domain registered for? Is the Domain name currently in use? 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