Code to Cloud
kevin.evans@codetocloud.io
// project kick-off
Let's get you live — here's what we need.
Welcome aboard! This short checklist is everything we need from you to build {{PROJECT_TYPE}} on time and without back-and-forth. The faster these come together, the faster you launch. Anything marked You is yours to send us; Us means we'll handle it (we may just need a quick approval). Don't worry if some items are unfamiliar — we'll walk you through them on the kick-off call.
Project
{{PROJECT_TYPE}}
Kick-off call
{{KICKOFF_DATE}}
Target launch
{{TARGET_LAUNCH}}
// the big one — access to your domain & DNS
To point your website live and verify you with Google & Bing, we need to make changes to your domain's DNS. This is the single most common thing that delays a launch — sorting it early keeps everything on track. Any one of the options below works:
Confirm your domain name
The exact web address (e.g. yourbusiness.ca). Tell us if you already own it or want us to register a new one.
Give us a way to change DNS — pick one
(a) add us as a delegate/user on your registrar, or (b) share login to the registrar, or (c) make DNS record changes yourself when we send the exact values.
Permission to update DNS records
A, AAAA, CNAME, TXT and (if needed) MX records — to launch the site and verify search engines.
Existing email on the domain?
If you send/receive email at this domain, tell us — we'll preserve your mail (MX) records so nothing breaks.
// 1 · confirm & schedule
Signed proposal & 50% deposit received
YouKick-off call booked
UsSingle point of contact named
Name, email & phone of the one person who approves decisions on your side.
Target launch date agreed
Us// 2 · brand assets
Logo
Best as a vector (SVG, AI, EPS, PDF). A high-resolution PNG works too. Don't have one? We can help.
Brand colours & fonts
Hex codes / font names if you have them, or any existing brand guide.
Photos
High-resolution images of your space, team, products or work. Or approve us sourcing professional stock.
Anything we should match (signage, cards, existing site)
You// 3 · website content
Page/section copy
The words for each part of the site. Rough notes are fine — copywriting help available if you'd like us to polish or write it.
Business name & tagline
YouServices list + short descriptions
What you offer, in plain language.
Hours, address / service area, phone & public email
You"About" / bio + any credentials or certifications
You// 4 · online store if selling online
Store account — create or invite us
We'll guide you through setting up the account in your name, then add us as staff/collaborator.
Product list
Name, description, price, photos, variants (size/colour) and stock for each product. A spreadsheet is perfect.
Shipping rates / zones & pickup options
YouPayment & bank details
Entered by you directly in the store — we never handle your banking info.
Tax settings (GST) & refund/return policy text
You// 5 · forms, booking & notifications
Email address for form / order notifications
Where enquiries and alerts should land.
Booking tool if taking appointments
Calendly, Jane, Google Calendar, etc. — create it or grant us access so we can wire in a "book now" button.
// 6 · google, bing & seo
Google account access
For Business Profile, Search Console & Analytics — create one or add us as a manager. We'll set the rest up.
Confirm exact Name, Address, Phone (NAP)
Must be identical everywhere for local SEO — confirm the precise wording.
Service-area towns & any target keywords
YouBing / Microsoft account — create & submit
Us// 7 · social media if applicable
Profile links (Facebook, Instagram, X, LinkedIn…)
YouPreferred social share image
The picture that appears when your site is shared. We'll set defaults if you don't have one.
// 8 · legal & compliance
Privacy policy & terms
Provide your own, or we add a standard starter version for you to review with your advisor.
Business number / GST registration (for invoicing)
YouMailing-list consent (CASL) if collecting emails
We'll set up compliant opt-in wording with you.
// 9 · approvals & process
Who signs off on the design
YouRevisions
2 rounds included; additional rounds at $125 CAD/hr.
Balance due on launch
You