Business operations
Business operations
Running the business
Tools for building and managing Hardt Web Development itself — not tied to any single client project.
8-Week Launch Plan
Master task tracker for launching Hardt Web Development. Four phases from foundation to first client.
Tool
WordPress & Kadence Skill Map
Learning roadmap across 20 skills — Kadence, local SEO, CSS/JS/PHP, design, copywriting, and advanced differentiators. Sequenced Weeks 1–4 through Month 12.
SOP
Tech Stack
Registrar, DNS, and hosting reference — Namecheap, Cloudflare, Kinsta — plus the domain ownership policy and core tool list.
Tool
Tax & financial planning
Coming soon — expat CPA notes, FEIE, Budapest transition
Virginia LLC formation
Coming soon — entity structure, registered agent, operating agreement
Legal documents
Legal
Contracts & clauses
Full contracts by niche and individual clauses for Bonsai. All plain text — copy directly into Bonsai or Notion.
Contract — Medical & Wellness
Full project contract for medical and wellness clinic clients. Paste into Bonsai.
Contract
Contract — Alternative Health
Full project contract for alternative health practitioners. Includes FTC and scope of practice clauses.
Contract
Contract — Nonprofit & Church
Full project contract for nonprofit and faith community clients.
Contract
Contract Clauses SOP
All 8 clauses in one document — copy buttons for direct paste into Bonsai. Includes working notes and handoff emails for HIPAA and health claims.
SOP
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Client pipeline
1
Pipeline stage
Prospect
You have found a lead. Write the outreach email, run the audit, price the scope.
Email Outreach Sequences
4-email sequences for medical, nonprofit, and church niches. Templates, send timing, and Claude prompts.
SOP
Audit Process SOP
How to run a complete audit in 60 minutes. Tools, benchmarks, scoring guide.
SOP
Website Audit Report
Fill in findings, grade each dimension, save as PDF. This is your outreach hook.
Report
Pricing Calculator
Sense-check the scope and fee before committing time to outreach on a prospect.
Tool
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2
Pipeline stage
Discovery
Prospect replied and booked a call. Open the script before the call, the brief immediately after.
Discovery Call Script
7-question framework with live notes template. Open before every discovery call.
SOP
Project Brief Template
Fill in within 10 minutes of hanging up. Generates the Claude proposal prompt at the bottom.
Template
Call Follow-Up Email
Send within 2 hours of hanging up. Mirrors their goals back, sets proposal date, builds momentum.
SOP
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3
Pipeline stage
Proposal
Writing and sending the proposal. Confirm the numbers, generate the copy, send through Bonsai.
Project Brief — Claude Prompt
Use the Generate button at the bottom of the brief to produce proposal copy for Bonsai.
Template
Pricing Calculator
Finalize the project fee and confirm the 50/25/25 payment schedule before sending.
Tool
Proposal Follow-Up Email
Send day 3 if no reply. Low-pressure check-in that surfaces objections without chasing.
SOP
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4
Pipeline stage
Onboarding
Deposit received. Send the questionnaire, review answers, start the Kadence build.
Medical Questionnaire
44 questions, 8 sections. HIPAA, booking tools, insurance, patient demographics, compliance.
Questionnaire
Alternative Health Questionnaire
9 sections covering credentials, FTC compliance, Virginia licensing, IV therapy, supplement sales.
Questionnaire
Nonprofit Questionnaire
47 questions, 9 sections. Mission, programs, donors, volunteers, board, compliance, timeline.
Questionnaire
Project Brief Template
Review with the client at kickoff. Confirms scope, goals, and content responsibilities before build begins.
Template
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5
Pipeline stage
Build
Active project in progress. Reference the SOP and work through the pre-launch checklist as you go.
Kadence Design SOP
Step-by-step build reference. Keep this open in a tab throughout the project.
SOP
Genesis to Kadence Migration
Step-by-step migration from Genesis framework to Kadence. Content, styles, and widget transfer.
SOP
Wix / Squarespace Migration
Migrate content, images, and SEO from Wix or Squarespace to WordPress. Redirect and DNS checklist included.
SOP
Late Payment Emails
Day 7 reminder and day 14 pause notice. Firm, professional, no blame.
SOP
Project Pause Notice
Send day 21 of no response. Formally documents the pause and protects your schedule.
SOP
Scope Creep Response
Acknowledge the request positively, route to change order. Send within 24 hours.
SOP
Monthly Maintenance Retainer
Recurring maintenance checklist. Updates, backups, uptime, and security — run every month per retainer client.
SOP
Local SEO Setup
Google Business Profile, local citations, on-page SEO, and schema markup for Hampton Roads clients.
SOP
Performance Optimisation
Kinsta-first performance stack. Image optimisation, caching, Core Web Vitals, and PageSpeed 90+ checklist.
SOP
Google Analytics 4 Setup
GA4 property creation, event tracking, goal configuration, and Search Console linking.
SOP
Booking Tool Integration
Embed and configure Calendly, Acuity, or Jane App. Medical and wellness booking flows covered.
SOP
Plugin Inventory
Authoritative plugin decisions for all HWD builds. What to install, what to exclude, and why — by category.
Reference
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6
Pipeline stage
Launch
Site going live. Final checklist pass, then fill and deliver the handoff document.
Medical Pre-Launch Checklist
Run a final pass on every item before flipping the DNS. Nothing ships with a Critical unchecked.
Checklist
Alt Health Pre-Launch Checklist
Final QA pass before launch. Compliance and scope of practice items are especially critical.
Checklist
Nonprofit Pre-Launch Checklist
Final QA pass before launch. Donation flow and 501(c)(3) disclosures especially.
Checklist
Website Handoff Document
Fill in credentials, record PageSpeed scores, send to client at launch. One per project.
Template
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7
Pipeline stage
Post-launch
Site is live. Document the results, request a referral, build the case study at 30 and 90 days.
Case Study Template
Fill in at 30 and 90 days when results are measurable. Generates portfolio, proposal snippet, and LinkedIn post.
Template
Referral Request Workflow
When and how to ask. Four trigger points, four email templates, Notion tracking guide.
Workflow
30-Day Check-In Email
Send on day 30 after DNS transfer. Surfaces wins, retains the relationship, plants the retainer seed.
SOP
Monthly maintenance
8
Ongoing
Monthly Maintenance
Recurring tasks for active retainer clients. Run every month without exception.