PART 1

Getting Started

Start here. Get to know how we work and what to expect

1. General WelcomeA two-minute walkthrough of how this portal works.
Untitled-11 How we workOur process, communication, and revisions, in brief.
PART 2

Your Tasks

The bits we need from you to get started. Work through them in any order.

3. Communication ContractReview and sign the project agreement.
27 Apr
3. Communication ContractReview and sign the project agreement.
Due on 27 Apr
  • Review and sign your contract http://contact-link
    Open
  • Download a copy http://contract-download-link
    Open

Setup note:
Client Portal links to your contract. It doesn’t do the signing, so keep using whatever tool you already trust. This is just where your client finds it.

  • Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the “Review and sign your contract” button so your client signs in their browser.
  • Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.
1. General NDAA simple mutual non-disclosure agreement to sign.
27 Apr
1. General NDAA simple mutual non-disclosure agreement to sign.
Due on 27 Apr
  • Open the NDA http://nda-link
    Open
  • Download completed NDA http://nda-link
    Open

Setup note:
Client Portal links to your contract. It doesn’t do the signing, so keep using whatever tool you already trust. This is just where your client finds it.

  • Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the “Review and sign your contract” button so your client signs in their browser.
  • Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.
2. Design – Office About your businessA few questions to get to know you.
Untitled-20 Upload your assetsYour logo and any brand assets you’d like us to use.
0
Untitled-20 Upload your assetsYour logo and any brand assets you’d like us to use.
0 files uploaded

Setup note: Use the Client Upload module to allow your clients to upload any useful assets.

Please note in this example it is a public portal, so the Client Upload feature is not displayed.

You cannot upload files to a public portal.

Untitled-18 Book your kickoff callGrab a time that suits you and we’ll get started.
Untitled-18 Book your kickoff callGrab a time that suits you and we’ll get started.
  • Book your kick-off call http://call-link
    Open
  • Book a review http://call-link
    Open

Setup note: Link your scheduling tool (Calendly, SavvyCal, and others all give you a link) so clients can book without the back-and-forth.

Financial InvoicesView and pay your project invoices.
Financial InvoicesView and pay your project invoices.
  • View and pay your outstanding invoices http://invoice-link
    Open
  • Download your invoice receipts http://invoice-link
    Open

Setup note: Link this to wherever you invoice. You can drop in a payment link (Stripe and most invoicing tools give you one), or upload a PDF of each invoice.

PART 3

Useful Resources

Ways to reach us and a few things to make the project easier.

3. Communication Join our SlackThe quickest way to reach us day to day.
3. Communication Join our SlackThe quickest way to reach us day to day.
  • Your private Slack workspace http://slack-link
    Open
  • Join our public channel http://slack-link
    Open

Slack is best for quick questions and day-to-day updates. For approvals or changes to scope, please use email so we have a clear record.

Help and FAQAnswers to the questions clients ask most.
1. General Recommended toolsThe handful of tools we use to work together.
1. General Recommended toolsThe handful of tools we use to work together.
  • Figma http://figma-link
    Open
  • Loom http://loom-link
    Open
  • Notion http://notion-link
    Open
  • Google Drive http://google-link
    Open

These are the tools we use day to day. You don’t need an account for all of them, but a free Figma and Loom login makes feedback much easier.

PART 4

Add-Ons

Optional extras you can add to your project at any point.

Untitled-12 Website care planUpdates, backups, and small tweaks, handled monthly.
Untitled-12 Website care planUpdates, backups, and small tweaks, handled monthly.
  • Learn more http://more-info-link
    Open
  • Subscribe to a care plan http://purchase-link
    Open

We keep your site updated, backed up, and secure, and include a set allowance of small changes each month. Billed monthly, cancel any time.

1. General Landing page teardownA recorded, page-by-page critique of one landing page.
1. General Landing page teardownA recorded, page-by-page critique of one landing page.
  • Learn more http://more-info-link
    Open
  • Purchase a teardown http://purchase-link
    Open

Send us a URL and within three working days you get a 15 to 20 minute screen recording walking through the page, plus a prioritised list of changes to lift conversions. One-off, fixed price.

Untitled-14 Power hourSixty focused minutes on whatever is most pressing.
Untitled-14 Power hourSixty focused minutes on whatever is most pressing.
  • Learn more http://more-info-link
    Open
  • Book a power hour http://purchase-link
    Open

Book a single hour and we’ll spend it on a screen-share fixing, changing, or planning whatever you need most. Useful between projects or when something comes up.