The Client Welcome Package contains information about your point of contact with us and what to expect from our agency. This short guide will help your team set expectations and understand the process. You can view and download the Client Welcome Package by clicking the link in the email titled “Welcome to DCE Clarity 🎉”.

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 Groundbreaking Meeting.

Information needed: 

• Key facts about your company
• Key contacts in your company (HR, Accounts Payable)
• Information about your current and past marketing
• Company goals and expectations

Your Services Questionnaire is a comprehensive form where we gather information about your requirements, message focus, expectations and goals for each service. Please not that this form DOES NOT allow you to save your progress – depending on your browser settings – so we suggest looking at all the pages and questions of the form to make sure you have all the information you need before starting. Please be careful and intentional with your answers, as we will use them as the guiding pillars for our Groundbreaking Meeting.

Examples of information needed: 

• Facts about company financials and operations
• Examples of branding and websites you like and dislike
• Links and passwords to your social media accounts
• Domain name and password for your website domain admin panel
• Requirements for email marketing, SEO or Digital Ads

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

Once you’ve completed all the steps above, you will receive a link to schedule your Groundbreaking Meeting from your account manager. It’s crucial to complete all the previous steps before scheduling the meeting, as we need all information readily available for discussion. To ensure a productive meeting, please:

• Allow 1-2 hours: This will provide ample time to discuss all submitted information.
• Include all key decision-makers: Ensure everyone involved in approving materials is present.
• Invite everyone involved in the project: This includes those who will execute or approve the work.