Welcome To The Onboarding Process
Please Watch The Video Below.
Allow 60 - 90 mins for the following tasks. If you get stuck, we'll be having follow up Video calls to make sure everything is in order.
Step 1: Business Info and Meta Business Suite Access
We'll gather some basic business info so we can create the CRM account and show you how to give us access to your Business Manager.
Step 2: Client Offer Survey
This is a comprehensive survey so we can learn more about your target client, your business and previous marketing. One of our Copywriter, will have a video to show you how to fill it in.
You can Save this form if needed
a) Scroll to the bottom and click "Save"
b) Choose the bottom option
c) enter your email address
Step 3: 2x Video Calls
Once you have completed both the above Survey's, we will reach out in Slack to arrange 2x Video calls.
One will be with our Technician to make sure the CRM/Business Manager is set up correctly.
The second will be with our Copywriter to go through any details he needs for the Offer Creation.