New Client Onboarding

From “Yes” to Fully Onboarded

We set up the business side, communication tools and request workflow first — so once creative work begins, everyone knows exactly what to do.

01 Agreement
02 Billing
03 Workspace
04 Request System
05 First Project
1

Agreement + Service Plan

We begin by confirming your selected service plan, scope and service agreement. This makes sure both teams understand what is included before projects begin.

Service Plan Agreement Scope Expectations
2

Billing Setup

We confirm who handles billing, where invoices should be sent and any administrative information needed to keep your account current.

Billing Contact Invoices Account Details
3

Choose Your Primary Contact

One person becomes our main communication point. Other team members can participate, but having one primary contact keeps approvals, priorities and feedback clear.

Primary Contact Backup Contacts Approvals
4

We Build Your Client Workspace

Your organization receives its own Trello workspace where projects, conversations, drafts, revisions and completed files can be tracked from one place.

Trello Access Project Tracking Team Visibility

Every Project Moves Through the Same Workflow

Submitted → Queue → In Progress → Review → Completed
5

We Build Your Custom Request Form

Instead of asking you to create project cards manually, we create a request form tailored to the types of work you may need.

The form is conditional, so you only see questions that apply to your request.

Graphics Video Print Web Social Other

How to Fill Out Your Request

The form does more than tell us what you want. It gives our team the information needed to begin work without unnecessary back-and-forth.

Who is requesting it? So we know who owns the project and who to contact with questions.
What is the project? Use a short, recognizable project title so your team can find it easily later.
What are the confirmed details? Dates, times, locations, copy and links should be approved before production whenever possible.
What do you actually need? Select the deliverables you know you need now. More can always be added later.
What should it look or feel like? Give us references, colors, mood, imagery or creative direction whenever available.
Do you have files or references? Upload them or provide a link upfront so the project can begin without waiting on assets.
When would you like the first draft? This helps us organize your project against everything else currently in production.
How important is it? Priority helps us understand what your team wants us to focus on first.
Why do we ask for so much upfront? Because missing copy, assets, approvals or direction usually creates more delay than the design itself. Complete information lets us spend our time creating — instead of chasing details.

✓ Before You Submit

  • Confirm the information internally
  • Gather copy, links and assets
  • Decide what deliverables are actually needed
  • Provide creative direction when possible
  • Put projects in realistic priority order

→ After You Submit

  • Your request becomes a Trello project
  • We review it and place it into production
  • Questions stay inside that project card
  • Drafts are shared for review
  • You approve or request revisions there
6

Your First Project Becomes the Training Run

Your first few projects help both teams learn the workflow together. We learn your style and preferences while your team becomes familiar with requesting, reviewing and approving work.

7

We Establish Recurring Workflows

If something repeats weekly or monthly, we can build a recurring workflow instead of making your team submit the same project from scratch every time.

Weekly Graphics Video Announcements Social Content Newsletters Recurring Media
8

We Set Your Communication Rhythm

New clients usually begin with more frequent check-ins while the workflow is being established. As everything becomes familiar, meetings can move from weekly to biweekly, monthly or simply as needed.

Onboarding Complete

Now Your Team Knows Exactly Where Everything Goes.

New project? Use the request form. Questions or revisions? Use the Trello card. Large assets? Send the link. Priorities change? Tell us which project comes first. From there, we keep the creative work moving.