Squarespace Migration or New Instance
Squarespace Overview | Timesaving Tools & Tricks | Events & Updates
Success Defined
What are you hoping to get out of working together?
For perspective, I try to outline what your 5 year goals are because when things get busy your website often becomes an afterthought.
Then we come up with a list of milestones and strategies to get there. It’s okay if this is a hobby but if you’re building a legacy, the foundation you’re building on this website takes more thought and will evolve over time.
Ask yourself: Where am I now? (Present) Where am I going? (Future)
Recent examples of websites I’ve worked on:
Nicole Sciacca: https://www.yolkedbook.com/
Erin Hunt’s Lovely Disaster: https://www.lovelydisasterbook.com/
Anas Afana and Stella Bellow: https://www.destinedtofailbook.com/
Dolly Venables: https://www.dollyvenables.com
Samantha Joy: https://www.landonhailpress.com/
Colorado Polling Institute: https://www.copollinginstitute.org/
Castlewood Partners: https://www.castlewood.co/
Nick Thompson: https://www.engagewithnick.com/
AP Unwritten: https://www.annaliesepuccini.com/
Brooke Hipp Art: https://www.brookehipp.com/
Considerations
Goals: Consider your mission/vision/purpose. What does success look like?
Budget: Every website requires time and money. I start with an initial one month retainer. After that, we can schedule additional requests by the hour. Be sure to budget for selecting a platform: Kajabi Growth vs Squarespace
Timeline: It’s easier to work backwards from your website launch date
Introduction/Initial Meeting
3 Rounds of Feedback
Launch of website (Go Live)
Note: Condensed timelines may require a higher project rate. I will be available via email for quick fixes a week after launch so please carefully review everything on our final walkthrough. After that, please book a time for any future requests for edits. Calls booked outside of my calendar are billed at an hourly rate.
Platform: Coaches love Kajabi for courses and sales funnels. Authors and creators on a budget love Squarespace because they can make DIY edits and do not need to be maintained by a developer. I’ve worked on Wordpress, Wix, and other platforms as well but Squarespace seems to be the most user friendly, often has 20% off website packages, comes with a free domain and offers the first year of Google Email/Workspace free. If you work with me, you also get a Circle Member Discount.
Domains: If you haven’t secured the website, you can search for one here: https://www.squarespace.com/domain-name-search. Squarespace acquired Google Domains in 2023.
Social Media: Try to get social media handles that match your chosen domain. Check Twitter, Facebook, Instagram, and Google. If there’s confusion now, it will only make things more difficult down the road. LinkedIn is also a great platform.
Stakeholders: I’m happy to work with others like virtual assistants with the caveat that this doesn’t slow down the timeline of the project and that they will have limited permissions until the project is complete and paid for in full.
Audience: The better you know who you’re talking to, the better you will write copy for your website. Don’t just write for the algorithm.
Keywords, Categories, and Themes: Consider these for SEO and to connect with your audience.
Look/Vibe: Consider similar peers, competitors, sources of inspiration, etc. Think about features, functionality, and layouts you like from other websites.
Story: Your website is the primary place people will get your biography. This is an opportunity to shape how people write about you and get to know you. For fun, try to Google yourself and see what comes up! What did you find? What do you love? What would you change?
Meetings, focus, and communication: We track meeting notes in a document you can keep for future reference. Anyone on your team can contribute. Please send all requests for edits via email rather than text. Need to reschedule a meeting? Life happens so no worries. I ask that I have your full attention while we’re on a zoom call.
Helpful Information for Website:
Bio / About
High Resolution Images in .jpg, .gif, or .png format (1500px-2500px wide, 20 MB limit)
Logo in with transparent background
Services Description
Testimonials from clients
Blogs
Links: Instagram, Facebook, LinkedIn, Amazon, Youtube, Spotify/Podcasts,
Assets in Google Drive
Scope of Project:
Phase One: Begin with an initial one-time project fee with a monthly retainer to include:
Meetings: One (1) Kickoff Meeting, Three(3) Meetings with Feedback, and Website Launch
Web Design: A mobile friendly layout in Squarespace that is easy to make simple DIY refinements
Permissions: Full administrative permissions granted when paid in full and website is launched
Walkthrough: Tutorial on how to use website
SEO: Search Engine Optimization (SEO) best practices are included to generate awareness and drive traffic
Analytics: After launch, we can do a review of performance, traffic, conversions, forms, and buttons
Basic CRM/Newsletters: We offer technical assistance in setting up email in Google Workspace and newsletter templates during the term of initial contract is also included.
Documentation: Progress is tracked in a single document built as a resource beyond retainer
Future Phases: After we launch, I’m available for minor edits and a walk through of your Squarespace website. You can always book more time beyond this on an hourly basis as needed here down the road: http://calendly.com/dodgeashley/
Not included: Third party subscriptions like Adobe Stock or work in Canva, Adobe Stock, Mailchimp, LinkedIn Premium, Calendly, Facebook/Instagram Ads, etc. Additional work in Canva templates, social media strategies, scheduling out newsletters, etc. outside of a retainer is billed at an hourly rate via my Calendly link.
Additional Notes:
Preferred communication: All requests outside of meetings should be in email rather than text or phone.
Cadence: Meetings will be scheduled at kickoff to get you across the finish line.
Invoice: Must be paid in full via Stripe, Paypal, cash, or check.
Ownership: All assets will be developed as work-for-hire and owned by the client. Additional resources can be found HERE.
Billing: Everything in Squarespace will be set up with your credit card so you have full control of renewals and maintenance.
Note: If you are an Landon Hail Press author, SJ has a specific timeline and process including the use of LHP logo
Squarespace Walk Through
Domain:
Purchase an available domain (.com best): https://www.squarespace.com/domain-name-search
If already purchased, go into Settings > Domain > Use A Domain I Own select “Use a domain I own” (can use multiple!)
Benefits: Squarespace has a low initial cost, renews at same rate, SSL certificates included, WHOIS privacy included, spam-free parking page, easy DNS management
Create Header for Homepage
Announcement Bar: Upcoming event, freebie, or promotional service
Site Title or Logo to help search engines find you
Social Links: Instagram, Facebook, LinkedIn, Spotify, Apple Podcast, etc.(Free SEO Boost)
Button: Contact or Calendar
Promotional Pop-Up for Newsletter Signup
Menu (Linked vs Not Linked in Pages)
404 Error Redirect: Default to Home
Social Share and SEO Sitewide: Site Description
Pages/ Sitemap Options:
Home Page:
Problem/Solution
Business Description
Calls to Action
Testimonials (use keywords to build SEO)
Headshot and Bio
Newsletter signup (Google and Squarespace campaigns)
Footer: Social links, © Copyright 2023 ALL RIGHTS RESERVED, Published by (Publisher Logo and Link)
About: More detail than on home page
Blog: Builds SEO
Contact Forms: Connect to Google and send confirmation to yourself
Other common pages: Gallery/Portfolio
Site Design: Fonts, Colors, Formatting, Buttons etc. (See Squarespace)
Marketing:
Email Campaigns: Best Practices
Templates built with merge tags - (First Name, Last Name, etc.)
Verified email in Settings, Opt-in confirmation email
Mailing List: Number of subscribers (Import Mailing List)
Metrics of sent emails on Open Rate, Clicks, etc.
Subject Lines: Use emojis and merge tags to standout in inboxes
Cost: 500 emails for $7/mo but no automation, 5 campaigns for $14/mo, unlimited automation
Alternative: Mailchimp
Promotional Pop-Up: Ex. The Kindle version of the book has launched on Amazon! Please join our mailing list for upcoming events, giveaways of signed copies, podcasts, etc.
Announcement Bar: Grab a copy of the book on Amazon and leave us a review!
Profiles: People who signed up for your newsletter
Engagement and other helpful tips:
Regularly review analytics and update and Announcement Bar from the Squarespace app
Use social media, word of mouth, and live events to drive traffic to website including links in social media bios, posts, stories, etc.
Write blogs and share them in newsletters (if long, add a CTA to website)
Share links to podcasts or streaming videos you do in blog or on home page
Crucial SEO Checklist:
Make sure it’s mobile friendly
Use diversity of headers, paragraphs, and key words
Use buttons and links in every section (CTA = Calls to Action)
If going to an external site “Open in New Window”
Connect all forms to Google and newsletter list
Add Alt Descriptions for accessibility and meta data
Analytics: Connect to Google Search Console for Analytics to see performance by traffic, geography, keywords, form conversion, etc.
Additional Squarespace Resources: Best Practices, SEO Checklist and Audit and anchor links
Squarespace Migration 7.0 to 7.
Considerations
Squarespace 7.1 came out in 2020 so anything made before then is still likely on 7.0. If you’re not sure which version you’re on, you can check HERE. There are features on the old version that are no longer supported and there isn’t an upgrade button that just brings you into the future.
Personally, I find this old interface super clunky and struggle to make small refinements for my clients that aren’t ready to make the jump.
Don’t get me wrong. I get how hard it is to make the move.
Concerns include:
Taking time to make the switch
Broken Links/URLs (negatively impacting SEO)
Losing images or copy
Before Squarespace updated options, one would simply export an XLM file from a 7.0 website, import it into Squarespace, export it from Squarespace and import it into a new Squarespace instance in 7.1. This round about process was tedious, often failed several times before it worked on that last import, and the formatting was horrible.
Squarespace says they’ll support 7.0 but I’m not sure how long it makes sense to hire someone like me to help you make edits in 7.0 when you can do this yourself in 7.1.
Project Management:
Track down logins for DNS Management
This is super easy if you use Squarespace or Google Domains
Make time for transfers if GoDaddy etc. If you’re not sure, just go into Settings>Domains>Use a domain I own
Decide what you want to keep, refresh, discard, or make new
Keep - Look at your analytics and see what pages have traffic. You’ll want to keep those pages/URLs. Blog posts are great!
Refresh - Review the copy and images. If it’s been a while, you may want to update these to match your current brand
Discard - Not everything is worth keeping. Disabled pages will be grayed out so you still have the content but the information isn’t visible to audiences or Google. Make redirect rules for pages you don’t keep.
Make New - Take the opportunity to make sure the menu makes sense to your ideal client.
Create a new Squarespace instance
Don’t create pages or demo content yet
Copy/Paste new content OR upload a xlm file.
If you upload a file, make sure you wait a day before trying again. Sometimes it looks like it is still loading or failed and then you have duplicate pages and assets.
Finishing Touches:
Any connections to newsletters like Mailchimp will need to be connected again. Code snippets might need updating as well.
Analytics will start fresh unless you know your Google Analytics ID. You can check for broken links here: https://search.google.com/search-console/about
Check Asset Libraries of both 7.0 and 7.1 to make sure they’re the same. Blogs may not have images properly migrated.
SEO Descriptions, variations of headers and other best practices will need to be updated
Squarespace Subscription
Upgrade your Subscription
Remember to contact Squarespace to cancel your old subscription
If you don’t have Google Workspace, it comes free for the first year and vastly improves open rates for newsletters