Start your Onboarding

Review our Client Welcome Package

The Client Welcome package contains information about your point of contact with us and what to expect form our agency. This short guide will help you set expectation for your team and provide key information other team members might have missed from our previous conversations.

Complete your Client Profile

Your Client Profile Questionnaire is a comprehensive form where we gather information about your requirements, message focus, expectations and goals with your project or campaign. Please be careful and intentional with your answers, as we will use them as the guiding pillars for our Kick-Off Meeting.

 

Information needed: 

  • Facts about company financials and operations
  • Key contacts in your company (HR, Accounts Payable)
  • Information about your current and past marketing
  • Company Goals and Expectations
Complete your Service Onboarding Questionnaires
Submit your Content

You will send us some information about your company through your Client Portal:

 

  • Company History
  • General Office Images
  • Team Bios
  • Copy of your Job Application Form
  • Client Logos
  • Testimonials
  • News posts
  • Project Images (.jpg or /png) and text descriptions for Case Studies
Schedule your Groundbreaking Meeting

After all the above steps are completed, use the following link to schedule your Groundbreaking Meeting to kick things off with our team. Please allow up to 2 hours for the meeting to have ample time to discuss all the items and information submitted, and make sure that all important decision makers and parties involved in the approval of materials are present at the meeting. It’s important that you do not schedule our Groundbreaking Meeting until you have completed all the previous steps, as we will not have all the information we need. Also, make sure that everyone that will be involved in the execution or approval of our work is present at the meeting, to make the most of everyone’s time.