YOUR GO-TO ONBOARDING GUIDE
We are so excited to work with you! To ease the onboarding process, review the videos below prior to your Intro Call.
YOUR GO-TO ONBOARDING GUIDE
We are so excited to work with you! To ease the onboarding process, review the videos below prior to your Intro Call.
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Utilizing Slack
Learn how to use Slack, a free app/web browser that allows you to communicate with our team in real time.
Accessing Google Calendar & Google Meet
This video shows how to utilize Google Calendar to join Google Meet calls with your Account Manager. Learn how to screen share while on the call.
TSA Brand Kit
As your agency partner, we want to ensure we’re speaking your brand language, which is why we create a customized brand kit within the first 2 weeks of onboarding. This brand kit will ensure that all creatives are developed to match your brand aesthetic & tone and consistent across all platforms.
Client Content Approval Sheet
Overview of our google spreadsheet where we log all existing image and video content for your brand, as well as provide final assets ready for review. You will need to mark content as approved, partially approved, or not approved for use in ads.
Navigating Client Content Folder
Shared Google Drive where we store onboarding call notes and other resources that are crucial for successful onboarding. These resources will be introduced to you during onboarding calls. This is also where you’ll be uploading all existing brand assets.
Access to Facebook Business Manager
This video talks you through granting partner access to our Agency’s FB Business Manager and granting admin access to your Account Manager.
Granting Google Analytics Admin Permissions
If you have an existing GA account, we require that you provide us with admin permissions. This video talks you through how to grant admin permissions to the following email addresses:
reporting@thesnowagency.com, reporting2@thesnowagency.com
Granting Shopify Partners Collaborators Access
We require full collaborator permissions on Shopify Partners in order to manage your brand. This video talks you through how to grant the necessary permissions.
GoVisually
When our internal team creates a landing page for your brand, you will use GoVisually to provide any revisions before the page goes live.
The Onboarding Timeline:
Week 1
- Intro Call
- Access to Shared Google Drive
- Client Content Approval Sheet
- Client To-Do Checklist
Week 2
- Market Research
- Content Brief
- Website Audit
- TSA Brand Kit
- Touchpoint Call
Week 3
- Slack Update
Week 4
- Ads for Review
- Ad Launch
Week 1
- Intro Call
- Access to Shared Google Drive
- Client Content Approval Sheet
- Client To-Do Checklist
Week 2
- Market Research
- Content Brief
- Website Audit
- TSA Brand Kit
- Touchpoint Call
Week 3
- Slack Update
Week 4
- Ads for Review
- Ad Launch