Onboarding is structured and proceeds in two clear phases.
First, we work with you to establish your Strategic Marketing Plan (SMP). This phase defines:
- The overall marketing approach
- Implementation priorities
- Success criteria and milestones
- A realistic rollout timeline
Once the SMP is finalized and agreed upon, we move into implementation. From there, setup follows a guided, step‑by‑step process with clear communication about what is being handled for you and where your input or approval is needed.
The goal is to eliminate guesswork while keeping the process efficient and predictable.
