INTRODUCTION

Every client who works with us starts with onboarding. It's our process for learning about your business, gaining access to your accounts, and us setting up an effective marketing campaign.

Throughout this process, we will: 

  • Learn about your business, services, and the area you're located in.
  • Collect information from you about your company, your priorities, and what might benefit campaign performance.
  • Conduct business-specific research on your company, creating a foundation for data-based decision-making.
  • Takes ownership over and begin the management of your social media and local listing accounts.
  • Build your new website and write new content about your business for high-ranking pages.
  • Assign you a campaign launch date, which also marks the official launch of your website, PPC campaigns, and billing.
Once onboarding is complete, your company's campaign will begin running on a monthly schedule.

THE PURPOSE OF ONBOARDING

As excited as we are to start work on client campaigns right away, a solid base of research and preparation yields better long-term results for your company's marketing campaign.

From social media to PPC and SEO, 5 Fold Marketing does the research in advance to make your campaign shine. We also build a new website to serve as the foundation for the campaign.

Of course, onboarding also gives you a chance to get acquainted with us and learn more about how we'll be working on your campaign.

KICKING OFF THE ONBOARDING PROCESS

A signed contract kicks off the onboarding process. Shortly after that point, while your contract is processing, your 5 Fold sales representative will reach out to you about the onboarding form.

PROCESSING YOUR CONTRACT

We begin processing your contract on the same day you sign. Depending on your form of payment, this process may take between several days and a week to complete. You'll receive email and phone communication from us about this and if we encounter any issues along the way.

FILLING OUT THE FORM

There's no need for you to fill out the form. Instead, your 5 Fold sales representative will schedule a meeting with you to go through this form over the phone. This process will take about 1 hour to complete.

HOW TO PREPARE FOR YOUR CALL

  • Gather business information: 
    • Phone numbers
    • Addresses for locations
    • Lists of services offered
    • Contact Information
    • What holidays you are closed for
    • What payment options you accept
  • Gather lists of usernames and passwords:
    • Twitter
    • Domain (e.g., GoDaddy)
    • Yelp
    • Any other accounts
    • LinkedIn
    • Google AdWords
  • Confirm that you have access to your business' Facebook and Google+ pages
    • Learn more here
  • Create a list of any current promotions you're offering, and the fine print that goes with each
  • Create a short list of any competitors in your area
    • We will also research this.
  • Find a .png or .psd version of your company's logo
  • Gather up any photos you can send us

AFTER THE CALL

Once you and your 5 Fold sales representative has finished filling out the onboarding form, we'll kick off our internal onboarding process. This may involve further follow-up, and we'll be contacting you regularly to:

  • Request access to your Facebook and Google+ accounts
  • Run website designs past you for your approval
  • Run website content past you for your approval

ONBOARDING TIMELINE

Every onboarding is different. Once the onboarding form has been submitted, we usually complete the onboarding process within 5-10 business days. Variables include the size of the website we are building and any difficulty we encounter getting access to Google+ or Facebook accounts.

Your 5 Fold sales representative will keep you appraised throughout the process.

YOUR NEW WEBSITE

During your onboarding process, your 5 Fold sales representative will work with you to help you select a website template. These templates function identically: all you will be selecting is your preferred design style for the site.

The end result will be a personalized site within that template that incorporates your company's logo, colors, images, and content. You will be sent an email with a link to the unpublished site for you to review.

You have 48 hours to let us know about any changes you might have.

AFTER ONBOARDING

At the conclusion of onboarding, your billing starts and we launch into our monthly work on your campaign.

QUESTIONS?

If you have any questions before, during, or after the onboarding process, talk to your 5 Fold sales representative.