ONBOARDING INSTRUCTIONS
What We Need to Get Started
These instructions outline exactly what to complete so your project can begin smoothly and stay on schedule.
Please review this page carefully and complete each step in order.
STEP 1: REVIEW YOUR AGREEMENT
Before anything else:
• Review your signed proposal or agreement
• Confirm scope, deliverables, and timelines
• Note any milestone dates or deadlines
If anything is unclear, address it now before work begins.
STEP 2: SUBMIT REQUIRED INFORMATION
You will receive an onboarding form or shared document requesting key details.
Complete this fully and accurately.
Typical Information Requested
• Business or brand name
• Website URL (if applicable)
• Target audience or client type
• Core services or offerings
• Brand preferences or references
• Login access (only if required)
Incomplete submissions can delay project kickoff.
STEP 3: PROVIDE ASSETS (IF APPLICABLE)
If your project involves branding, web, media, or marketing materials, please prepare the following:
• Logos and brand files
• Existing photos or videos
• Copy or messaging (if available)
• Social media handles
• Platform access credentials (as requested)
Only share access through secure methods. Never send passwords via plain email unless explicitly requested.
STEP 4: CONFIRM COMMUNICATION CHANNELS
To keep everything organized:
• Primary communication will be handled via email or shared workspace
• Meetings are scheduled only when needed
• Feedback should be consolidated into single responses
This ensures clarity and keeps timelines intact.
STEP 5: REVIEW PROJECT TIMELINE
Once onboarding is complete, we will confirm:
• Project start date
• Key milestones
• Review and approval points
Timelines are dependent on timely feedback and asset delivery.
STEP 6: APPROVAL PROCESS
When reviews are requested:
• Provide clear, specific feedback
• Reference exact sections or deliverables
• Confirm approvals in writing when ready
Delays in approval may impact delivery schedules.
STEP 7: PAYMENTS AND BILLING CONFIRMATION
Before work begins:
• Initial payments must be received
• Billing schedules should be confirmed
• Invoices should be reviewed promptly
Work may pause if payments are delayed.
STEP 8: WHAT HAPPENS NEXT
Once all onboarding steps are complete:
• Your project officially enters production
• Deliverables are created according to the agreed scope
• Updates are shared at defined checkpoints
You can reference this page throughout the project if questions arise.
IMPORTANT NOTES
• Changes outside the agreed scope may require adjustments
• Third-party delays are outside our control
• Clear communication keeps projects moving efficiently
NEED HELP?
If you’re unsure about any step, reach out before proceeding.
Clarifying early prevents delays later.