Client Onboarding and Project Setup

We use a Project Workspace to communicate and collaborate with you, to make sure we all stay on the same page. Emails go awry, if someone forgets to reply all, missed information never helps a project run smoothly.

The portal still sends emails, it just helps to 'connect' and track them as 'threaded' messages.

  • Invoices and payment plan setup
  • Project Workspace Setup
  • Team members added to project workspace portal
  • Your invitation and welcome to this workspace
  • Shared Sync folder setup (if required with portfolio images)
  • Onboarding call
  • Rules of Engagement

FAQ

How to respond/reply to email notifications?

Click on the word 'message' in the email (Just under our logo) and it takes you directly to that message 'thread' online.

Here's a video showing you exactly what we mean >
https://www.loom.com/share/2db83442c4e5476ebc560d7e3433ca9e

How to log in to the workspace portal?
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