A Warm Welcome
After checking out all the competition and weighing up your options, you’ve finally arrived at a decision and realised we’re a great fit. Sit back, take a breath…and let the real work begin.
The Most Important Part
The onboarding process is crucial to getting your project off the ground and enables us to get it right the first time.
It’s where we set expectations, lay down the boundaries, and put down the foundations of your successful marketing campaigns.
By investing the time at this early stage, and carefully planning the project, we save time later and generate the best results for your business.
Discovery
Before any proposals are put forward or agreements signed, we’ll have an initial discovery video call over a coffee.
Here we’ll find out what your objectives are, learn about your business and get an understanding of your customers.
It’s at this stage we’ll work out whether we’re a good fit for each other before we both invest our time.
The Onboarding Process
The stages of onboarding when you decide to join us.
Discovery
An initial call to see if we’re a good fit.
Proposal
An outline of ideas, then a formal proposal.
Agreement
The scope of services we will provide and what we need in return.
Set Up
Setting up your successful marketing campaign or project.
Execution
Executing the plan and launching your project.
Proposal
If we do decide we want to work together, we’ll put together an outline proposal of how we think we can help.
This basic outline gives ideas on the strategies, tactics and channels we think will work well for your business, and we’ll give an indicative cost to see if it is feasible for your business, before progressing to the next phase.
If you’re happy, then we’ll provide you with a more formal proposal, including specific pricing and budgets.
Agreement & Scope of Services
Once you’ve agreed and signed our formal proposal, we’ll draw up a written agreement. This will outline the exact services we will provide, as well as the full scope of what we will be doing on your behalf and the payment schedule for our fees. We’ll also send over a Non-Disclosure Agreement (NDA) if we haven’t done so already.
Once you’ve electronically signed this document, we’ll send you a direct debit mandate and work will begin once this has been actioned.
Set Up
This is where the fun begins!
All of the relevant team members will sit down and discuss the project and collaboratively plan its execution. We’ll use our project management tool to scope out the work that is required, and provide you with deadlines for each milestone.
We’ll also request access to the accounts, tools or collateral that we require and set up your area on our customer portal, so you can keep track of where we are up to.
Ongoing
Now that we’ve launched, it’s time to test and adjust. We will continuously optimise your campaigns for performance, keeping you up to date with regular check-ins and a monthly report.
You’ll also have access to your area on our customer portal to keep up to speed with the tasks we are performing and the key metrics of your campaign, with custom dashboard and reports that feed back in near-realtime.
