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Your project will have its own unique course, depending on a number of variables such as custom features that are requested, how readily available your product data is, and your responsiveness to our emails. However, your project will follow the following course.

Sign up / Contract

When considering signing up for a Punchmark website, very often the first question is “What would be my next step?”

The first step is generally to sign the contract that is provided via Docu Sign. If you have any questions about your contract, terms involved, or are having trouble with the functionality, please contact Punchmark’s Sales Representative, Thomas Cossuto, thomas@punchmark.com

Submit Store Information

…

Gain Platform Access

…

Kickoff Meeting

To get the ball really rolling you will meet with your assigned project contact, who will be a member of the Customer Success team. These meetings are typically 20-40 minutes, depending on the specifics of your project.

During this meeting, they will explain a general overview for your project, what to expect as well as any dates that are upcoming.

Onboarding Checklist

When you have your onboarding meeting, you will be asked to provide the following information.

  1. Choose Your Product Data Source
    You will need to determine where your products will be pulled from. We are capable of pulling from The Edge POS, via CSV spreadsheet, or from Premium Vendor products.

  2. Selling Online
    You will need to decide if you wish to enable e-commerce checkout. If you DO, you will need to set up your Merchant Gateway, checkout options, and shipping options.

  3. Select your brands
    When you select which brands you carry, if they happen to be a Premium Vendor you can import their products as well.

  4. Choose Additional Product Features
    …

  5. Choose Ring Designer Brands
    We offer Stuller’s ring settings and/or Overnight Mountings to use for your Engagement Ring Designer.

  6. Choose Diamond Vendors
    We offer 15 different diamond options, which you will be able to choose from. We require clients who wish to use the engagement ring designer to have at least 1 diamond vendor.

Catalog Configuration

  1. Install / Subscribe to Brands

  2. POS Integration Setup

  3. Diamond Search Setup

  4. Build a Ring Setup

  5. E-Comm Setup

  6. Management Walkthrough

Design Process

  1. Creative Kickoff (or CSA)

  2. Gather Assets

  3. Begin

  4. First Review

  5. Revisions

  6. Approval

Development

Finalization Meeting

  1. Launch Checklist Items

  2. Digital Marketing Conversation

Quality Control

After everything has been approved, we do one last Quality Control sweep, or “QC”. This process entails clicking every button and link on mobile and desktop, and viewing every page to ensure it all looks and works the way we intend. Inevitably some changes will need to be made during QC or immediately after launch.

Schedule Launch

If there is a date that you absolutely need your site launched by, we prefer to launch a few days ahead of time to ensure a smooth launch. Please be sure to communicate this clearly to your Customer Success team point of contact.

Your website is composed of many thousands of lines of code, so a little polish is usually required upon launch.

Introduction to Account Manager

At this time, there will be a pass off to your Account Manager. This will be another member of the Customer Success team, and they will be your new point of contact at Punchmark.

Launch

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