Our clients save 25% on average when swapping to our payment processor. Start Saving today!
Our clients save 25% on average when swapping to our payment processor. Start Saving today!
In the coming days you will meet several members of our team. Each has been commissioned to execute on the strategic plan that will be put in place for your business. You will also receive a few emails that will help maximize the efficiency of onboarding you to our firm. Please be on the lookout for those emails and respond as promptly as possible. Our intention is to make this new journey very smooth and highly beneficial to your business, and the next few days will set the pace for our combined success together.
Complete Your Onboarding Questionnaire
Tell us about your business and provide us with detailed information. More is better to help us best understand how best to strategize and implement on behalf of your business.
Setup your billing preferences
Our Billing team will connect with you to get your billing information and preferences set.
Schedule your kickoff meeting
Your Brand Manager will be in touch with you to schedule this important meeting. In it, we will review your questionnaire, strategic marketing plan, as well as your relevant personas.
Share all your essential login information through LastPass
As we get going, we need you to securely share essential information with us to get you scaling! For this, we use LastPass, a secure encrypted password storage system.
Accept Loomly invite to review and approve social media posts (link to Loomly tutorial)
For social media creative content approvals, we use Loomly, a creative content approval and collaboration tool that provides you with the ability to see all your social media posts on one shared calendar, insert comments to provide feedback, suggest edits, and provide your approval in one place.
Reference all marketing system tutorial videos
A video is worth a thousand emails, so reference the system tutorials to learn how to best navigate the systems we will be using together.
Attend your kickoff meeting and get ready to grow!
This meeting will launch us into executing on behalf of your brand. Come ready with questions and any helpful information or suggestions to best help us support you in growing your business.
We exist to help businesses grow.
