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Client Onboarding.

Our simple guide trough the process.

1) Understanding the issue

  • Goals, audience, timelines, scope of the budget.
  • References: links, boards, script.
  • Constraints: brand rules, specific client asks.

2) Concept & draft

  • We come up and propose set deliverables, and a delivery timeline.
  • Sign an agreement around the specific deliverables and services to be provided.
  • Start with a draft version based on the project needs.

3) Execution

  • We work on the project and the client has full overlook over the progress trough a shared folder and digital roadmap, communication stays open all the way trough.

4) Delivery & sign-off

  • Agreed-upon deliverables are handed off to the client.
  • A short feedback request to help us improve our customer journey.