Onboarding: Helping You Find Time

Welcome to a streamlined, results-driven onboarding process designed to help you save time and focus on what matters most—your business. Together, we’ll create strategies and solutions tailored to your unique goals and challenges.

The first step is understanding what you want to achieve.

What You’ll Do:

• Share information about your business:
  • Business name, industry, and services.
  • Your goals (e.g., website refresh, increasing visibility, launching campaigns).
  • Any challenges you’re currently facing.

What I’ll Do:

• Review your input to identify opportunities and areas for improvement.
• Begin developing a high-level roadmap based on your goals.

Onboarding form

Once I have your initial details, we’ll schedule a one-on-one consultation to explore your goals and challenges further. This call will help me create a strategy that’s perfectly aligned with your needs.

What You’ll Do:

• Join the call ready to discuss:
  • Your current marketing or operational setup.
  • Any existing assets like your website, social media accounts, or branding materials.
  • Your immediate priorities and long-term vision.

What I’ll Do:

• Ask thoughtful questions to better understand your business.
• Offer initial insights and recommendations during the call.
• Outline the next steps to bring your goals to life.

👉 Schedule Your Call

Great strategies are built on solid foundations. To ensure your campaigns are effective, I’ll need to collect and organize key materials. Don’t worry—I’ll guide you through every step.

What You’ll Provide:

• Access to:
  • Website platforms (e.g., WordPress).
  • Social media accounts or profiles that need to be set up.
• Branding materials:
  • Logos, style guides, and photos.
• Content or ideas:
  • Existing materials for your website or campaigns.

What I’ll Do:

• Organize all your assets for easy implementation.
• Identify and fill any gaps with custom designs, copy, or recommendations.
• Ensure all materials are cohesive and aligned with your brand.

Based on our discussions and the materials provided, I’ll develop a detailed, actionable strategy designed specifically for your goals.

What You’ll Do:

• Review the proposed plan, which may include:
  • Website updates or redesigns.
  • Social media strategies and content calendars.
  • Campaign ideas for paid ads or email marketing.
• Share your feedback or suggest adjustments.

What I’ll Do:

• Fine-tune the plan based on your input.
• Ensure the strategy aligns with your goals and timelines.

With your approval, I’ll put the plan into action. This is where your ideas come to life, and you can focus on running your business while I handle the details.

What You’ll Do:

• Approve initial drafts, such as website designs or campaign creatives.
• Provide feedback during scheduled check-ins.

What I’ll Do:

• Execute your campaigns across platforms, including social media, email, and ads.
• Optimize performance using advanced tools like Google Analytics and Power BI.
• Keep you updated with progress reports and insights.

Successful marketing is an ongoing process. I’ll provide regular updates, track performance, and adjust strategies to ensure your goals are consistently met.

What You’ll Do:

• Stay engaged by reviewing updates and sharing feedback.
• Participate in monthly check-ins to discuss progress and new opportunities.

What I’ll Do:

• Monitor results and adjust strategies based on data insights.
• Suggest new ideas to keep your business growing and evolving.
• Ensure your campaigns remain aligned with your goals and the latest market trends.

This onboarding process is designed to save you time while delivering real results. My approach focuses on:

• Tailored Solutions: Every recommendation is based on your specific goals, challenges, and industry.
• Seamless Collaboration: You stay informed and involved without being overwhelmed.
• Measurable Impact: From website traffic to campaign ROI, you’ll see the value of every effort.