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Build Agency Client Sites

Repeatable workflow for agencies building client websites. Fast delivery, clean handover, and satisfied clients.

Build client websites faster with a repeatable process. This guide covers the workflow from kickoff to handover — designed for agencies and freelancers.

The Agency Workflow

  1. Kickoff — Gather requirements, set expectations
  2. Generate — Create initial site with AI
  3. Refine — Client feedback rounds
  4. Polish — Final details and QA
  5. Handover — Export or deploy, train client

Step 1: Kickoff Checklist

Before starting, gather:

Brand assets:

  • [ ] Logo (SVG preferred)
  • [ ] Brand colors (hex codes)
  • [ ] Typography preferences
  • [ ] Existing brand guidelines

Content:

  • [ ] Business description
  • [ ] Services/products list
  • [ ] Team bios (if needed)
  • [ ] Testimonials
  • [ ] Contact information

Technical:

  • [ ] Domain name
  • [ ] Hosting preference
  • [ ] Third-party integrations needed
  • [ ] Analytics requirements

Project scope:

  • [ ] Pages needed
  • [ ] Key features
  • [ ] Timeline
  • [ ] Budget

Step 2: Generate the Base Site

Create a comprehensive initial prompt:

Create a website for [Client Business Name], a [business type]
serving [target audience] in [location if relevant].

Brand:
- Logo: [will upload]
- Primary color: [hex]
- Secondary color: [hex]
- Style: [modern/classic/playful/professional]

Pages needed:
- Homepage: [describe sections]
- [Page 2]: [describe]
- [Page 3]: [describe]
- Contact: form with [fields]

Features:
- [Feature 1]
- [Feature 2]
- [Feature 3]

Footer with:
- Address, phone, email
- Social links
- Quick links
- Copyright

Pro tip: Save templates for common client types (restaurant, salon, contractor, etc.).

Step 3: First Review

Share the initial version with the client:

  1. Publish to a preview URL
  2. Record a Loom walkthrough
  3. Send with structured feedback request

Feedback request template:

Here's your website preview: [URL]

Please review and note:
1. Overall impression — Does it feel right for your brand?
2. Homepage — Any sections to add, remove, or reorder?
3. Content — What text needs updating?
4. Images — Which placeholders need real photos?
5. Other pages — Notes for each page

Please prioritize: What's most important to fix?

Step 4: Iteration Rounds

Process feedback efficiently:

Round 1: Structure

  • Page layout changes
  • Section additions/removals
  • Navigation updates

Round 2: Content

  • Text updates
  • Image replacements
  • Contact info

Round 3: Polish

  • Color tweaks
  • Spacing adjustments
  • Mobile optimization

Batch similar feedback:

Make these text updates:
- Hero headline: "[new text]"
- Services section title: "[new text]"
- CTA button: "[new text]"

Replace these images:
- Hero image: [upload new]
- About page team photo: [upload new]

Step 5: Quality Assurance

Before final delivery, check:

Functionality:

  • [ ] All links work
  • [ ] Forms submit correctly
  • [ ] Mobile menu works
  • [ ] Images load properly

Content:

  • [ ] No placeholder text
  • [ ] No lorem ipsum
  • [ ] Client info is correct
  • [ ] Phone/email clickable

SEO:

  • [ ] Title tags set for all pages
  • [ ] Meta descriptions written
  • [ ] Images have alt text
  • [ ] Sitemap generated

Performance:

  • [ ] Lighthouse score 90+
  • [ ] Images optimized
  • [ ] No console errors

Step 6: Handover Options

Option A: Pagesmith Hosting

Client keeps the site on Pagesmith:

  1. Add client as project collaborator
  2. Transfer ownership (if on their account)
  3. Connect custom domain
  4. Train on basic editing

Train the client:

  • How to edit text
  • How to update images
  • How to publish changes
  • Who to contact for help

Option B: Export Code

Client takes ownership of the code:

  1. Export the Astro project

  2. Document the setup:

    • How to run locally
    • How to deploy
    • Key files to edit
  3. Deliver via:

    • GitHub repository
    • ZIP file
    • Direct to their host

Include a README:

# [Client] Website

## Quick Start
npm install
npm run dev

## Deployment
npm run build
# Deploy 'dist' folder to any static host

## Key Files
- src/pages/ — All pages
- src/components/ — Reusable components
- public/ — Images and assets
- src/content/ — Blog/docs content (if any)

## Support
Contact: [your email]

Step 7: Post-Launch

Documentation

Create a client handoff doc:

# [Client] Website Handoff

**Live URL:** https://example.com
**Admin access:** [login details if applicable]

## Making Changes

### Simple text edits
[Instructions]

### Adding blog posts
[Instructions]

### Updating images
[Instructions]

## Technical Details

**Hosting:** [where it's hosted]
**Domain:** [registrar]
**Analytics:** [setup]
**Forms:** [where data goes]

## Support

For questions: [your contact]
For emergencies: [your phone]

Maintenance Packages

Offer ongoing support:

  • Monthly updates
  • Content changes
  • Performance monitoring
  • Security updates
  • Priority support

Scaling Your Process

Create Templates

Build starter templates for common clients:

Agency templates to create:
- Restaurant (menu, reservations, gallery)
- Service business (services, testimonials, booking)
- Local business (location-focused, Google Maps)
- Professional (case studies, team, services)
- E-commerce-lite (products, inquiry form)

Standardize Prompts

Save your best prompts:

Restaurant prompt:
Create a restaurant website with...

Contractor prompt:
Create a contractor website with...

Reusable Components

Build once, use everywhere:

  • Header/footer patterns
  • Contact forms
  • Testimonial layouts
  • Pricing tables

Pricing Your Work

Per-Project

  • Simple site (5 pages): $1,500-3,000
  • Standard site (10 pages): $3,000-7,000
  • Complex site (features, integrations): $7,000+

Retainer

  • Basic maintenance: $200-500/month
  • Active management: $500-1,500/month

Time Savings

With Pagesmith vs traditional development:

  • Initial build: 80% faster
  • Revisions: 60% faster
  • Handover: Simpler

Common Issues

Client wants endless revisions:

  • Set revision limits in contract
  • Batch feedback into rounds
  • Charge for additional rounds

Client can't provide content:

  • Offer copywriting add-on
  • Use AI to generate drafts
  • Set content deadlines

Client breaks the site:

  • Version history saves you
  • Provide training documentation
  • Offer support retainer

Next Steps

  • Export — Code export details
  • Custom Domains — Domain setup
  • Prompt Engineering — Faster client builds
  1. The Agency Workflow
    1. Step 1: Kickoff Checklist
    2. Step 2: Generate the Base Site
    3. Step 3: First Review
    4. Step 4: Iteration Rounds
    5. Step 5: Quality Assurance
    6. Step 6: Handover Options
    7. Step 7: Post-Launch
    8. Scaling Your Process
    9. Pricing Your Work
    10. Common Issues
    11. Next Steps
  • Build a SaaS Marketing Site
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  • Build Documentation & Blog
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  • Build Content Sites for SEO