Onboarding

Plan your project, prepare your team, and work toward your first site launch.
AT A GLANCE
Role-based learning
1

Get started

All roles
Role-based learning
2

Set up and plan

Project lead
Role-based learning
3

Train the team

All roles
Role-based learning
4

Build your site

Builder roles
Role-based learning
5

Prepare to launch

Project lead

Follow these steps from the beginning or jump to the one you need. Your team can work on several stages at once, and teammates will use different parts of this guide at different times.

1

Get started

All roles

Learn what onboarding involves, know where to get help, and confirm your team’s initial site setup.

INTRODUCTION

Watch the Enterprise orientation

See what onboarding involves, which resources and support are available, and where to focus in your first month.

HOME BASE

Bookmark the Enterprise Support Portal

The Enterprise Support Portal is your starting point for support and account requests, and the services available to your team.

Open the Enterprise Support Portal
Enterprise Support Portal overview page with the Quick actions menu open, showing options such as Purchase request, Enable SSO, and Get Pathfinder implementation guidance.
YOUR WORKSPACE

Add your site and complete Enterprise setup

Your team needs to add a site before Webflow can apply its Enterprise Site plan. If you’re starting fresh, create the site now so Support can complete setup. You can plan and build it in the stages that follow.

  1. Access your Enterprise Workspace. Look for an email confirming your Workspace has been provisioned and is ready for you to access. For first-time access, sign in or create a new account using the same email address. Confirm your Workspace is configured with your chosen plan and add-ons.
  2. Add your site if it isn’t there yet. Create a new site for your build or migration. If you have an existing Webflow site in a different Workspace, reach out to your account team or Support to get it transferred.
  3. Review your initial site configuration. Before you plan your build, review the site name, description, and settings.

Refer back to these instructions in this Help Center article:

Help doc
What happens after you purchase Webflow Enterprise?
Here to help

Get familiar with your resources

Use these resources throughout onboarding. Each one serves a different purpose.

Before you move on

Confirm you’ve added a site for your team to move into and that it’s provisioned with your Enterprise site plan and features. Identify any needed site setup and who is handling it.

2

Set up and plan

Project lead
Workspace admin

Plan how your team will work, what your site needs, and who will help bring it together. Involve the people responsible for design, content, IT, and connected systems.

Roles and permissions

Set up team access

Map out who will build, manage content, review changes, and publish. Match each person’s seat, role, and access to those responsibilities.

Need custom roles? Use the Custom Role Configuration Tool to help plan permissions. Then invite teammates to the appropriate Workspace and sites and assign their access.

Work at scale

Plan for AI agents

Teams can scale their work with AI agents in Webflow during implementation and beyond. Decide what they’ll help with, who will manage their access, and who will review their work. Include any setup needs or dependencies in your implementation plan.

Explore our learning path for guidance:

Scope

Define your project scope

Review your sitemap and project goals with your team. Consider these decisions:

  • What’s changing? Identify the pages, content, designs, and functionality you’ll keep, change, remove, or create.
  • What belongs in the first launch? Agree on what needs to be ready and what can follow later.
  • When does it need to launch? Note your target date and whether it’s fixed or flexible.
Details

Identify requirements

Note the requirements and open questions that could affect your plan:

  • CMS: What content types and relationships does your site need? What existing content will you migrate?
  • Design system: Which shared styles, components, and layouts do you already have? What needs to be created or adapted?
  • Integrations: Which systems need to connect to your site? What information will they exchange, and who owns those systems?
  • SEO and AEO: What search requirements should guide your content and site structure? If you’re migrating, which existing URLs need to be preserved or redirected?

You don’t need every answer yet. Capture the decisions and questions to bring into planning.

Optional learning

Put it Together

Develop your implementation plan

Bring your scope, requirements, and questions to Pathfinder for personalized implementation guidance. Use it to explore your approach and identify next steps.

TOOL
Plan with Pathfinder

Agree on milestones and owners. Allow time for training, design, building, migration, integrations, review, and launch preparation as needed. Share your target launch date and dependencies with your Webflow contact, where applicable.

Before you move on

Confirm which site your team will move into and who is handling any remaining setup. Planning and learning can begin while that work is coordinated.

3

Train the team

All roles

Give teammates time to learn before they need to contribute. Choose learning for the work each person will do, and build it into your project timeline.

Explore the recommended learning for your responsibilities and access. If your work spans multiple roles, you may find more than one resource helpful.

If agents are part of your plan, choose who will connect them, what work they can support, and how the team will review their changes.

Before you move on

Each teammate knows which learning to start with and when they’ll need those skills. Continue learning as the build progresses.

4

Build your site

Designers
Developers
Marketers

Put your plan into practice. Establish your shared foundations, then use them to build pages, content, and connected functionality. Test a small sample before expanding the build.

Design plan

Prepare for the build

Gather the styles, layouts, assets, and component designs your builders need. Agree on how layouts and interactions should work across screen sizes.

Review Design handoff in the Build & launch checklist to confirm your designs are ready for the build.

Resource
Design handoff checklist
Building blocks

Build your design system in Webflow

Create or adapt the variables, classes, components, and style guide your team will use. Test them in representative layouts for accessibility, responsive behavior, and different content lengths before building out the rest of the site.

Use the design system checklist to guide the work and identify what still needs attention.

Resource
Design system checklist
Track success

Prepare for testing and measurement

If your team plans to use Webflow Optimize or Analyze, include setup in your build. Review Optimize’s build requirements before finalizing components and page structures. Agree on what you’ll measure, assign setup owners, and configure tracking and consent settings before launch.

Bring it to life

Build pages, content, and functionality

  1. Set up your CMS structure and content. Create the Collections and connections in your plan. Test a sample of migrated or new content before adding the rest.
  2. Build pages with your shared foundations. Include static pages, Collection page templates, and utility pages. Follow your planned URLs and check layouts across screen sizes.
  3. Connect the required systems. Test forms, integrations, tracking, and consent behavior with the people responsible for those systems.
  4. Apply accessibility and search requirements as you build. Check content structure, navigation, media, metadata, and redirects for changed URLs.

Work through Site build in the Build & launch checklist. Include any additional requirements from your organization.

Resource
Site build checklist
Before you move on

The agreed launch scope is built, sample content and connected workflows have been tested, and remaining issues have owners. Continue resolving them during launch review.

5

Prepare to launch

Project lead

Review your site, resolve launch-blocking issues, and coordinate go-live with your team. Start these checks early enough to leave time for fixes.

Test it

Review your staged site

Publish to your staging environment and review content and links, layouts across screen sizes, accessibility, performance, and SEO and AEO requirements. Test forms, integrations, consent settings, and tracking with the people responsible for them.

Record issues and assign owners. After fixes, repeat the affected checks and confirm that anything blocking launch has been resolved.

Review the Pre-launch section of the Build & launch checklist.

Resource
Pre-launch checklist
Let’s go

Coordinate domains and go-live plan

Confirm who will update domain settings, publish the site, and approve launch. Agree on the timing of changes, any expected downtime, and what the team will do if something goes wrong.

Review the Launch section of the Build & launch checklist.

Resource
Launch checklist
Plan ahead

Plan the first checks after launch

Assign someone to check important pages, redirects, forms, integrations, and tracking on the live site. Decide what results you’ll monitor, who will review them, and when.

Want to understand your visibility in AI search? Explore the AEO analytics overview to help decide what to monitor.

Help doc
AEO analytics overview

If you’re using Analyze or Optimize, confirm that tracking, consent settings, and goals are ready for launch. For Analyze, review how to set up site goals. Agree on when you’ll review results and use them to plan improvements.

Before you move on

Validate that your team has completed its checks, resolved any launch-blocking issues, and agreed on go-live and follow-up.

Launch your site

Publish to your production domain when your team is ready. Then, work through the live-site checks you planned before launch.

Congratulations, your new Webflow site is live!