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On-boarding

Welcome

Contract

Invoices/Payment

FAQs

Planning

Project Overview

Client Details

Meetings

Implementation

Project Tracker

Task Manager

Deliverables

Offboarding

Feedback & Farewell

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Welcome to the [Project Name]

We’re absolutely thrilled to have you with us!


Thank you for choosing [Your Business Name]. We’re genuinely excited to collaborate with you on this journey.

We're committed to understanding your vision, bringing creative solutions to the table, and delivering results that truly make a difference for your brand.

As we move forward, know that our focus is on clear communication, thoughtful execution, and exceeding expectations at every step.

All the details about our collaboration are on this page. Don't hesitate to reach out if anything is unclear.

Let’s create something impactful, meaningful, and unforgettable together.

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Navigating This Portal


This portal is divided into 4 main sections:

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1. Onboarding

Everything you need to officially kick off our work together lives here: the Contract page, where you'll find our agreement and all other service documents, and the Invoices/Payments page, which holds the payment schedule and all invoices. We have also included a handy FAQ’s section to answer common questions as you navigate the portal.

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3. Implementation

This section facilitates project execution. You can track the progress of each project milestone ****in the Project Tracker, monitor individual tasks and their statuses ****via the Task Manager, and access your Deliverables for review as they are completed.

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2. Planning

This section contains your Project Overview, Client Details, and all Meetings, keeping us on the same page. In the Client Details section, please provide essential information like brand guidelines, access credentials, and contact preferences. The more complete this is, the smoother our collaboration will be.

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4. Offboarding

At the end of the journey, we will handover the final asset and provide any necessary training. Your Feedback & Farewell Page is here for a smooth closeout, where you can share feedback, testimonial and explore referral rewards.

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Your First Steps


We’re thrilled to have you on board! To ensure a smooth onboarding experience, we’ve outlined a few quick tasks for you. These are essential to kick off your project efficiently. Please open the task below to learn more about it. Note that it must be done during the start and end date period*.* Don’t forget to select “Person to Notify” when it’s done.

We'll soon schedule our initial meeting to assist with your onboarding and delve into your specific needs and goals.

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Meet Our Team

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Communication


Clear communication is the foundation of a successful project, and we’ve made it simple for you.

Your main point of contact will be your assigned Project Manager, but you’re always welcome to reach out through the Meetings section to schedule a check-in.

We’ve also added a Chat Feature right on the home page, feel free to drop us a quick message there anytime you need to check in, clarify something, or request a follow-up.

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Preferred Contact


Email/ Call with Project Manager

Contact No. - 987-765-7654

Email - [email protected]

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Business Hours


Monday - Friday

9:00 AM - 5:00 PM [Your Time Zone, e.g., PST/GMT]

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