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After signing a contract, please complete ALL steps below 👇

Onboarding Deliverables

onboarding board

We know starting a new partnership can feel overwhelming, but we promise it will be worth it! To kick things off smoothly, we need a few essential items from you.

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IMPORTANT:

ALL STEPS below must be completed BEFORE your kick-off call.

Onboarding Step 1:
Pre-Kick-off Deliverables

1. Watch the 4 Non-Negotiables

This video outlines some key points to get us started.

2. Fill Out the Marketing Agreement (Package)

Complete the marketing agreement to finalize your package selection.

3. Make Your Payment

Ensure payment is processed to secure your onboarding.

4. Fill Out the Onboarding Form

Take a moment to provide us with your business details. This helps us learn more about your business. Your answers will be reviewed during the Onboarding Call.

5. Schedule Kick-off Call

Choose a time that works best for you so we can connect and discuss everything.

6. Upload Images & Videos

Please upload all digital assets to your shared Google Drive Folder. If you haven’t received access before your call, contact us at (314) 470-1180.

Required Media Assets:

  • Media — Provide any media you have available today.
  • Logo— A high-resolution logo of at least 1000px (smallest dimension) or in a vector format.
  • Headshots — Share headshots of your key team members to help us build trust with your audience.
  • Business Plans, Marketing Materials, or Customer Documentation — Please upload printed materials, paperwork, or any documentation you provide to customers. Examples include flyers, door hangers, pre-project checklists, and warranty paperwork.

Onboarding Step 2:
During the Kick-off Call

Note: We recommend completing these steps before the kick-off call. However, if that’s not possible, we can go through them during our call.

1. Google Account Access

We will assist you in creating accounts for any services you don’t have access to. This is crucial as it allows us to integrate digital marketing tools, ensuring everything is connected and functioning smoothly from the start.

2. YouTube Channel Access

If you don’t have a YouTube Channel, we will create one for you. If you do, please grant us Manager access at [Insert URL]. Having access to your YouTube Channel enables us to manage content effectively, optimizing your video marketing strategy to reach your audience more efficiently.

3. Domain Name Access

We need access to your domain for website migrations, audience-building, retargeting, and reporting. This access is essential as it helps us track website performance, make necessary updates, and implement strategies to improve your online presence. Please provide access at: [Insert URL].

Unsure who your domain is registered with? Click here to look up your domain registrar.

4. How-to Guides

INSERT HOW TO GUIDES HERE

Onboarding Complete 👍

Thank you for completing these steps. We appreciate your cooperation and look forward to working together! If you have any questions or need assistance, please feel free to reach out. We’re here to help!

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