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Custom theme services

Run a custom theme project for a client from discovery to handover - phases, deliverables, reviews, quality gates and the ownership question - so the result is a maintainable Exponential theme extension.

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Address: https://doc.exponential.earth/exphelp/viewer/help/designers/sales/custom-theme-services.md

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Custom theme services

This page is for designers who build themes to order. A custom theme is a project; treat it like one.

The phases

PhaseDeliverableEnds when
DiscoveryA short brief: audience, goals, pages, content classes, languagesThe client confirms it
Design draftsDrafts of the key pages, light and dark if in scopeThe client approves them
BuildA theme extension with its own repository (Theme extensions: start here)All templates exist
ReviewRounds of feedback on a test siteAgreed rounds used or approved
QualityAccessibility, CSP, widths and zoom checked (Checklist: the theme extension is ready)Checklist passed
LaunchThe theme on the live siteLive
HandoverDocumentation, an editor session, the repositoryAccepted

The ownership question

Decide before you start, and write it in the contract (Contracts and terms):

  • Who owns the design (the look) and the client-specific assets?
  • Is the code GPL, and may you reuse general parts in other themes?
  • May you show the work in your portfolio, and may you name the client?

Step by step

  1. Run discovery and send the brief.
  2. Quote the project (Pricing a custom theme project).
  3. Build in a repository the client can access.
  4. Test on a staging site that mirrors the live one.
  5. Hand over with a README, an editor guide and the maintenance offer.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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