How Do I Start a uWebsite 2.0 Project for a Client?
Create a Contact: Add your client as a contact in your dashboard, including their name, email address, and relevant details. This person/email will serve as the primary point of contact for design communications.
Add the Product: Navigate to the 'Add a Product' section for that contact and select "Website Development".
Choose a Template: Browse the library of 40-50 available website templates. Preview how they look on desktop, tablet, and mobile devices.
Share Templates for Client Review: Share gray-labeled preview links of templates with your client. These links are branded under your agency, ensuring the client communicates through you. Copy the link for a template you like and send it to your client (e.g., via email) for feedback, explaining it’s a starting point that can be fully customized.
Discuss Feedback & Get Approval: Talk to your client about the template(s) you sent and gather their feedback on design preferences, style, and branding. Confirm which specific template they want to use.
Select the Template: Once the client approves a template, go back into the platform, find that template, and click "Select" to finalize it as the base for the project.
Set Internal Project Details: Assign an internal name for the project (e.g., "Smith Plumbing Website") for your reference. Designate who will handle the design correspondence – yourself or your end-client. All communication from the design team will remain white-labeled under your brand.
Specify Website Type: Choose whether the project is for a Business Website or an E-commerce Website, based on the client’s needs.
Provide Content & Customization Details: Fill out the project brief, providing content for each page (or indicating if generic content should be used), and specify design preferences, reference sites, branding guidelines, and links to necessary media files (logos, images, videos).
Setting Pricing, Markup & Handling Payments
When adding a product and onboarding a client, you’ll first see the wholesale cost (Umbrella’s price to you). You can then:
Apply a percentage markup (e.g., entering 100 applies a 100% markup, doubling the wholesale price), or
Manually set retail prices for each ranking tier.
Many partners start with a 2x markup as a baseline, but you're free to adjust this based on your sales strategy, the value you provide, or any bundled services or discounts.
Once you’ve set your retail pricing:
Your client’s full payment is processed through your connected Stripe account.
You receive the entire retail amount upfront, giving you full control over your revenue and margins.
The primary contact email provided during onboarding receives all design-related communications.
All communication will happen through the Inbox feature on the Umbrella dashboard. It is grey-labeled when the team needs to interact directly with the end client. The vendor uses Support@form-send.com for this communication.
Recommendation for Your First Project: Consider handling the communication for your first uWebsite 2.0 project yourself (using your details). This allows you to experience the process firsthand before deciding whether future projects should involve direct communication between the design team and your end-client.
