Project Kickoff & Handover to Project Manager

Subject: Web Design Project Kickoff - Action Required

Dear [TEAMNAME],

We're launching our new web design project, and I'm excited to have you on board. Please review the following information to begin the onboarding sequence:

Project Overview:

- Client name: Simon Wong Ming Keong
- Phone: +60 16-723 0519
- Email: ___
- Company name: WMK Cold Room Refrigeration Sdn Bhd
- Additional contacts, if any: _____

Critical Timeline:

- Deposit paid date: 15th July 2024
- Expected to launch by: end of August 2024
- Send Onboarding sequence within 2 days: _____
- Other key milestones or deadlines, if any: ______

Company Background:

• based in KK but sell to entire Sabah

• company sell cold storage trucks - e.g.Hong Seng, Sinaran Ais, most of the cold storage trucks in KK

• got 3 main competitors in KK only

• main services:

  • cold truck manufacturing

  • cold room container

  • one-stop part supplier

Purpose of the Website:

• company portfolio, also list down what products they have

• need to establish trust online

• engaged by owner’s son too, Mr Simon Wong

Competitor Sites:

• https://www.fareastref.my/en/  = can refer but client say the website is too 随便

• https://www.weller.com.my/  = like this website but a bit too 复杂, which means we can build something more simple.. in terms on the sitemap and navigation menu. because the content too much jargons, not first-time user friendly (need further clarification with the clients)

Relevant Notes For This Client:

• Client conversation get from Evernote
• Quotation and Proposal PDF (what we promised client, and sitemap etc) get from Freshbooks
• Agreed-upon timelines and deliverables. (insert link) get from conversation
• Leads Enquiry Form (person in charge those etc) get from Gmail

The Client Purchased These Service Package:

✅Website Design Package (page count: ____)
✅License & Website Care
✅Domain Name
❌Web Hosting
❌OnPage SEO
Language Translation
Staging Site
WordPress Website Management
Custom Enquiry Function
Email Hosting by Google Workspace
Meeting & Presentations
Express Service
Google Ads Setup & 6 Months Care
E-Commerce Setup
Setup Payment Gateway

Features

✅ WhatsApp
❌ Anychat
❌ CRM
❌ Bit Integration
❌ Booking form

Budget Allocation (PM please take note)

Standard package (up to 10 pages) = 20 working hours
Please notify Daniel if total working hours exceeds. 

Next Steps:

1. Send WELCOME EMAIL & ONBOARDING FORM IMMEDIATELY
2. Set kick-off meeting on the date _____. Please come prepared with any questions or concerns.

Looking forward to a successful project!

[Your Name]

Send to Slack channel "project-kickoff" 

1. Paste to the channel, tag the assigned project manager
2. Add shortcut to channel's bookmark