Our Onboarding Process: What To Expect When You Work with Us
A discovery call
Reaching out to a new marketing partner takes trust. We want to make that easy.
After you submit an inquiry and book a call, we'll spend time getting to know your business — what you're working on, where you're stuck, and whether we're a good fit for each other. This isn't a sales pitch. It's a conversation. Here’s what we typically cover:
What brought you to us, and the help you're looking for
Your business — where it's at, who it serves, and what makes it different
Your marketing situation: what's working, what's not, and what you've already tried
Timeline, budget, and how decisions get made on your end
After the discovery call
If there's mutual interest in moving forward, we'll have you complete a short intake questionnaire. This helps us understand your brand strategy foundation and business basics before we put together a proposal — so our recommendation is grounded in your actual situation, not assumptions.
Once we receive the questionnaire responses, we'll be back in touch about timing for delivering a proposal.
Our services proposal
Our proposals include a summary of your business and marketing needs, followed by custom service recommendations and pricing. Every proposal is scoped to where you are — not a one-size package.
Our services fall into three areas:
Branding Essentials
This is the foundation everything else depends on. It includes brand strategy, brand identity, and messaging work. If your marketing feels scattered or hard to hand off, this is usually where we start. We also offer a self-directed brand strategy option for owners who prefer to do the work themselves.
Digital presence
Getting found online now means more than traditional SEO. We cover website design and optimization, SEO and generative engine optimization (GEO), online business listings, and customer relationship management (CRM) — so your business is visible, credible, and set up to actually use the leads you're generating.
Ongoing marketing
For clients who want sustained support, we offer flexible retainers that can include content, email, social, local SEO, partner marketing, and more. Every ongoing engagement starts with a marketing strategy consult so we're focused on the right things from day one.
Not sure which service makes sense first? This article walks through how our services fit together based on where you are.
Kickoff Call
Once you've reviewed and approved the proposal and signed the Letter of Agreement, we'll schedule a kickoff call. This is where we walk through all project components and milestones, get aligned on communication and workflow, and schedule future check-ins.
We use Google Meet for calls and Google Drive for shared documents. We'll walk you through anything you need during kickoff — it's usually pretty quick.
From there, work follows the project timeline, with check-ins, reviews, and approvals as needed.
Ready to see if we're a fit? Start with a free discovery call. Or if you're still figuring out where to begin, this article can help you get oriented.
