Client onboarding Step 1 of 5
Video 1: Welcome
A quick hello from me, Charles, and a look at what happens next.
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There are 5 short videos in total. Watch them in order, and press Next after each one.
Client onboarding Step 2 of 5
Video 2: What to Expect
Your first 9 weeks, how we stay in touch, and what I need from you.
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Week 1 is setup, week 2 we build, week 3 we go live, and results start to show around weeks 8 to 9. We talk in Slack and on a weekly call, and nothing gets posted until you approve it.
Client onboarding Step 3 of 5
Video 3: Intake Form
The access, files and goals I need from you to get started.
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The form takes about 10 minutes. Have your brand files, account logins and goals for this quarter ready. The more you fill in, the sooner I can start.
Open the intake form (opens in a new tab)Client onboarding Step 4 of 5
Video 4: Schedule a Strategy Call
A 45-minute call to turn your answers into a plan.
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Pick a date and time that works for you. Come with your goals for this quarter and a few accounts whose content you like.
Client onboarding Step 5 of 5
Video 5: Final Remarks
You're all set. Here's what happens from here.
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That's everything on your side. You'll get your Slack invite within one business day, and that's where you'll get updates, share files and reach me directly.