GETTING STARTED ON THE RIGHT FOOT…
It’s time to get started! As we are getting ready to start this journey together, I wanted to be sure that you have everything you needed to work with us. This page outlines most (because I might have forgotten a few) of deets you’ll need for our time together.
You should receive a separate email(s) that contain your agreement (or company T&Cs), payment link, meeting scheduling link, an invitation to our project management system, request for resources, and access to any systems we may need as it relates to the service we are providing. Please be on the lookout.
Save this page for future reference just in case you need it as we work together. While we understand that part of entrepreneurship is a bit about breaking, bending, and creating your own rules, we do have a few of our own and we do enforce them when necessary. Just like we are sure you do with your clients as well.
Alrighty, let’s get started!
One of the great things about being the boss is the flexibility to set your own working hours. With that in mind – Most days we are at our desk from 9am – 3pm EST, Monday through Thursday. But sometimes life happens and we have to switch things up a little and work when our schedule best accommodates.
Due to the nature of our services, it’s very possible that we are at our desks working and still be unable to communicate with you outside of scheduled meeting times.
HOLIDAYS AND TRAVEL
We are closed and non-responsive on all Federal Holidays. We are also closed the week of Thanksgiving and the 2 weeks surrounding Christmas and New Year’s Day. Those exact dates will be communicated with you at the appropriate time so we can make plans for your project and service deliverables.
In case of vacations or travel that may affect your project(s) or services being rendered, you will be informed at minimum a week before your point person is out of the office so the appropriate plans for your project and service deliverables can be made.
The majority of our communication will happen via email or our project management system. We are not always able to respond to unplanned texts, telephone calls, or direct messages on social media in a timely manner – and we prefer that direct messages on social media NOT to be a method of business communication.
While we may be friends on social media, please refrain from using messenger for “big” conversations.
We ask for a 48 hour (2 business days) response window for emails and messages within our project management system. Often times these messages require “work” on our end that needs to be performed before responding. This is to ensure that we are as accurate as possible with our answers.
Project updates are provided via email. Our project management tool, Asana will give you a basic overview of your project, allows all of us to request feedback or additional resources. Please note that the faster you are able to provide us with the information needed, the faster we are able to move forward with your project.
We want to make sure you feel connected and have the most accurate conversation. Most services come with a complimentary 30-minute bi-weekly project update call. Please email us directly at firstname.lastname@example.org for the direct scheduling link.
Most clients will work with us using a project management tool called Asana. This is where we’ll store your project data, conversation, and action steps. You will use this to communicate with us through the chat and share resources we’ll need to get the job done. You will need to sign up for a free Asana account if you don’t already use this system.
Most clients will likely receive a shared Google Drive folder link to store shared materials.
We like to make working with us as easy as possible. When you received your contract, you were also giving a payment link that outlines the payment terms agreed to. We use a recurring payment system, so your account will automatically be drafted according to the terms of our agreement.
We understand that sometimes life happens, with that in mind if by chance your automated payment doesn’t go through after a week of attempts, we will contact you to make alternate arrangements.
A large amount of the work we do requires that our team members be visible online. With that in mind, we that ask while you may see us “visible” that we are not always “available”.
FEEDBACK OR CONCERNS
If at any point in our relationship you are unhappy or would like to voice concerns about our services please don’t hesitate to reach out. You can schedule a call with us or send us an email at email@example.com. We are always happy to address any concerns that you have, modify projects, and discuss with you what needs to be improved. We would rather that you share with us any concerns or disappointment and allow us to address them than leaving our relationship dissatisfied. Please give us the opportunity to work with you on the best solution!