CLIENT ONBOARDING
Welcome
Welcome to Retention For Brands.
Welcome to Retention For Brands.
We're so glad you're here! Please work your way through the action items below so we can get you set up as quickly as possible.
We're so glad you're here! Please work your way through the action items below so we can get you set up as quickly as possible.
Watch the short walkthrough below.
Your three steps
What we need from you
What we need from you
Nothing here needs a second person, and nothing takes longer than 15 minutes.
Nothing here needs a second person, and nothing takes longer than 15 minutes.
STEP 01
Complete the onboarding form
Complete the onboarding form
Everything our team needs to start sits behind this one form: access to Klaviyo, Shopify and your third party tools, your brand assets, your products, and how your customers actually buy. The more detail you give us here, the less we come back to ask for.
Everything our team needs to start sits behind this one form: access to Klaviyo, Shopify and your third party tools, your brand assets, your products, and how your customers actually buy. The more detail you give us here, the less we come back to ask for.
Have your platform logins to hand before you start.
Have your platform logins to hand before you start.
About 15 minutes · Opens in a new tab
About 15 minutes · Opens in a new tab
STEP 02
Read the client guidelines
Read the client guidelines
How we plan, build, review and ship. Asset deadlines, feedback windows, revision rounds, and how the monthly planning call works. Reading this now removes most of the friction that otherwise shows up in month one. Share it with anyone on your side who will be approving emails.
How we plan, build, review and ship. Asset deadlines, feedback windows, revision rounds, and how the monthly planning call works. Reading this now removes most of the friction that otherwise shows up in month one. Share it with anyone on your side who will be approving emails.
Share it with anyone on your side who will be approving emails.
Share it with anyone on your side who will be approving emails.
About 10 minutes · Includes a short video
About 10 minutes · Includes a short video
STEP 03
Book your onboarding call
Book your onboarding call
45 minutes on your brand, your products and your customer. This is the call the entire strategy is built from, so book it as early as your calendar allows. If none of the times work, tell us in Slack and we will open a slot within a couple of days.
45 minutes on your brand, your products and your customer. This is the call the entire strategy is built from, so book it as early as your calendar allows. If none of the times work, tell us in Slack and we will open a slot within a couple of days.
45 minutes · Book within 5 business days
45 minutes · Book within 5 business days
PLEASE COMPLETE WITHIN 48 HOURS
PLEASE COMPLETE WITHIN 48 HOURS
Your account team starts work the moment your form lands. Every day it sits, your first send date moves with it.
Your account team starts work the moment your form lands. Every day it sits, your first send date moves with it.
THE ROAD AHEAD
What happens next
What happens next
What happens next
From the moment your form lands to your first campaigns going out.
From the moment your form lands to your first campaigns going out.
01
We review and organise
Our team goes through your onboarding form and organises every asset you have shared. If you are on Shopify, you will receive a store access request from our partner portal.
Our team goes through your onboarding form and organises every asset you have shared. If you are on Shopify, you will receive a store access request from our partner portal.
02
You meet the team
You are added to your Slack channel and introduced to the people working on your brand day to day.
You are added to your Slack channel and introduced to the people working on your brand day to day.
03
The onboarding call
We sit down with you and go deep on your brand, your products and your customer. This is where the strategy is set.
We sit down with you and go deep on your brand, your products and your customer. This is where the strategy is set.
04
We kick off
The build starts straight after the call, and your first round of campaigns is with you within a week.
The build starts straight after the call, and your first round of campaigns is with you within a week.
Stuck on any of this?
Stuck on any of this?
Reach out to us via email or message us in Slack once you are added! We’re here to support.
Reach out to us via email or message us in Slack once you are added! We’re here to support.
RETENTION FOR BRANDS
CLIENT ONBOARDING