Hi, we're delighted to be working with you! We'd like to send you this email to give you a little bit of an orientation on what we need and how we work.
1.The Paperwork. I've sent you our Statement of Work and Master Service Agreement, as well as an invoice for your records. If there's anything you'd like changed or explained in any of the documents, please don't hesitate to message or call me back.
2. The Deposit. As soon as you pay your deposit, we can let you know when we can start with your project. Our projects start each Monday. We are very passionate about our work and want to make sure that everything runs smoothly for you, which is why we only start a few new campaign builds per week.
3. The Intake Document. Before we start a new campaign, we'd like to get to know you in more detail so we have a checklist with some questions that we walk you through. We've got questions about your social media, your brand, who to contact when we need something, etc.
I'd like to schedule an appointment with you to go through our Intake Document — here's a copy you can fill in yourself if you like (for any of the questions that are easy to do). We will also review it together so that I can make sure I understand how your business works and the best way for us to get you more exposure. I'll send you a few dates/times, and we can spend about 45 minutes and go over that document.
4. The Weekly Meeting. We also want to keep you informed every step of the way, so during the onboarding phase, let's set up a weekly 15-minute meeting so we can keep you updated. Let's schedule that in for the next 6 weeks.
5. The Access. We will also need to log into a few of your digital assets. Those are things like your social media or your analytics, etc. We'll be sending you an email shortly with more details.
And one final tip that helps us communicate with you better. During the onboarding phase, Rich Martens from my team and I will request information from you via email. We will be sending you several emails with the subject [action required] that we need you to watch out for so that we can keep things moving on schedule.
We know that you're busy, so sometimes we'll follow up with a gentle reminder when we really really need the information or approvals, and that might look like this:
[2nd request- action required]
During this entire process, if at any time you feel like we should communicate MORE with you, please don't hesitate to reach out. Sometimes, we get so busy creating amazing things for you, we forget to look up and let you know all the great things we're working on. We want you to know how much we care about you and about making sure everything looks great for your business — it's important for us to have open communication. Please always feel welcome to have an open and honest conversation with me or anyone on my team.
Thanks so much.
Dafne - Spartan Spark
403-460-5077 Ext 3
“Spartan Spark’s general CRM system and their entire platform was a complete game-changer for management of contacts, management of leads. Their entire system for web presence and digital marketing was why we hired them in the first place.”” -Kimberley Simonson, Marketing Manager, One Eye Industries.