Untitled-27 Back to Project

Getting Started Untitled-27

Your Tasks Untitled-27

Useful Resources Untitled-27

Add-Ons Untitled-27

3. Communication ContractReview and sign the project agreement.
  • 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.
  • 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.
Untitled-20 Upload your assetsYour logo and any brand assets you'd like us to use.

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.
  • 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.
  • 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.

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.

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.

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.
  • 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.
  • 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.

How we work

This page covers how we run a project: the steps, how we keep in touch, and how feedback works. None of it is complicated. It’s here so you always know what’s coming and what we need from you.

The shape of a project

We talk through goals, scope, and timeline, and agree what a good result looks like.

What we need from you: Your time for the call, and the questionnaire filled in beforehand.

We dig into your brand, your audience, and what is and isn’t working now.

What we need from you: Access to anything useful: analytics, existing files, examples you like.

We design in rounds and share work as we go, so nothing is a surprise at the end.

What we need from you: Feedback within a few days of each share, to keep momentum.

We turn the approved design into the real thing and test it properly.

What we need from you: Final content, and sign-off on the design before we start.

We go live, check everything twice, and hand over what you need to run it.

What we need from you: A final review, and a launch date that works for you.

How feedback and revisions work

We design in rounds. Each project includes two rounds of revisions at the design stage, which is plenty for most projects. If it looks like we’ll need more, we’ll talk it through rather than spring a surprise on you.

A few things that make feedback easier for everyone:

🗂️ Gather it in one go rather than in a trickle.
One clear message beats ten small ones.

💡 Be specific.
“The header feels heavy” is more useful than “I’m not sure about it.”

🧠 Tell us the why where you can.
If something needs to change, knowing the reason helps us fix it properly.

👩‍💻 Loop in anyone whose opinion matters before you sign off.
So we’re not redoing approved work later.

We’d rather ask a question than guess. If a brief is unclear, we’ll check before we build, not after.

How we keep in touch

ChannelBest forWhen to expect a reply
SlackQuick questions and day-to-day chatSame day, within working hours
EmailAnything related to project admin (invoices, contracts, etc.)Within 1-2 working days
This portalFiles, tasks, and project documentsAlways here 24/7
CallsBigger conversations and the kickoffBooked in advance

We work Monday to Friday, roughly 9 to 5, UK time. We don’t reply at weekends, which keeps us fresh for your project during the week.

What we ask of you

To keep things moving:

  • Reply to feedback requests within a few days.
  • Get us assets and content by the dates we agree.
  • Tell us early if something changes on your side. Timelines shift, and that’s fine. We just need to know.

If you need anything…

If anything is ever unclear, or you’re not happy with something, tell us early. Most things are easy to sort when they’re small. Jamie is your point of contact for anything at all.