New Website Onboarding
Hello! My name is ______ I will be your Account Manager (AM) for this project.
We are very excited to get the ball rolling on your new website! Before we do we want to go over some of the information our designer and developer will require. Please make sure you understand the process, how to submit a ticket and how to use the project portal.
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The Kickoff Process
Step 1) Fill out any required forms
Step 2) Look for an email from your PM granting you Partner Portal access.
Step 3) Check off any "Assigned Task" to you inside the Portal
a) Fill out forms if you haven't already.
b) Add branding assets to the "Brand" file
c) Keep an eye out for assigned tasks such as "Sitemap Approval Required".
Kickoff Forms
To get started we need you to fill out the following:
1) Creative Brief
Tell us what you like, content you require, pages you need & more
2) Account Access
We will need to access to Registrar, Current site, etc.
3) Required Transfers (Hosting, Domain, Email)
If you plan to transfer anything we'll need specific permissions and account accesses to do so.
Understanding The Partner Portal
The key to any partnership is transparency. Our Partner Portal will allow you to communicate with the team, stay up-to-date with tasks assigned to you and much more.
VIDEO
Overview
Find your AM contact information & Schedule meetings & more.
Video Time: 20 sec
Task View
The task view is the most important view. It's depth allows for us to organize any task.
Video Time: 39sec
Files
View files and documents important to your project. We can use this system or Google Drive.
Video Time: 39sec
Invoices
View invoices directly from the portal
Video Time: 39sec
Schedule A Meeting
Schedule meetings portal with your AM
Video Time: 39sec
Conversations
Create conversational topics about aspects of your site in an organized manner.
Video Time: 39sec
Submit A Ticket
Schedule meetings from the portal directly to your AM, If they are not available someone will respond asap.
Video Time: 39sec
Wiki
Keep all your ideas, plans, goals etc. organized. Basically, it can be anything want it to be.
Video Time: 39sec
Contract & Proposals
View your contracts and proposals directly from within the portal.
Video Time: 39sec
We hope this helped!
Want to go over something?
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