Onboarding Process
We are excited to work with you!
#1 Customer Information
To get started we need to take some information from you for our records and to get started. The information we take will be secure and protected. We never sell your information and will only use for purposes of offering you our services/products.
Part of this process is ensuring that you make the relevant payment(s) as per discussion with us and your proposal and/or invoice. If you haven’t received already it should follow this part of the process.
#2 Onboarding Information
When we start any work for our customers we need to understand some information about what we are doing for you. This document will help us to understand everything and give us a good start.
Please complete as much as you can, only relevant information is all we need.
Click relevant project type
- Website onboarding
- Online Store onboarding
- Social Media onboarding
- Design onboarding
#3 Client Portal
Our work is transparent, we want you to be able to see what is happening and the process steps. You will be able to use our portal to:
- Project Management
- Upload images, logos, and information
- Send us support requests
- and more
Our team will send you an invite for our client portal after the first few steps.
#4 Content and Revisions
The last steps will be to supply us with:
- Information
- Images
- Logos & Brand information
- Content
- Videos
- Documents
- documents or any other information
This information is what we will need to produce the services/products for you. As mentioned these can be uploaded to our portal once you have access.
#5 Other information
So this is everything. Just in closing we want to let you know that we use the following ways to communicate while we are working with you:
- WhatsApp (Click to download)
- Phone (Click to view numbers)
- Client Portal messaging
- Book a support call (Click to book)
You've finished. Now the fun begins!
Need help?
Not sure what to do next? Still need some help…you have options!
Are you a customer and needs some help or support with your product or service?
