Here’s something to help sweeten the deal this fall.
We’ve created a six-step onboarding process to ensure that everyone on your team and external vendors are always working towards your ultimate marketing goal with your vision in sight.
We take stock of what you have, don’t have, and wish you had.
We send out our surveys the week you sign on as a client. How quickly you complete them is entirely up to you, but generally, this step takes 1 week.
After we’ve reviewed your answers internally, we’ll research and take notes on what we think will take your marketing to the next level. On our kick-off call we’ll discuss and evaluate our suggestions on:
We need 10 days minimum to research your audience on our end.
Step two lets us know the destination you envision, so in step three, we can create guidelines to remain consistent in everything we do going forward.
Step four we create your accounts based on your style guide, set up your project boards, evaluate your current website and documents, build ad accounts, and develop your ad plan.
Every client receives the items with the checkmarks. Items with dots are delivered depending on your service selection.
Step five we review everything we’ve created on a call with you.
We do not move forward with production until your accounts & templates are finalized.
Now that we’ve developed your foundation we move into content creation or website production and show you how to review and approve content in our project management tool, monday.com,
You can opt to combine this with step 5, but we’ve found doing it all at once can feel overwhelming. Instead, we show you how to use Monday.com at the same time your first month of content is ready for your review.
We do offer our onboarding and setup as a standalone service.
Why not schedule a call with Kalli to learn more?
We’re offering 50% off onboarding & setup to the first four advisors who sign up for one of our Full Monty services during the months of September and October.