Once you've signed on, we kick things off with a welcome call to align our goals and get you set up in your personal client portal. This is where we’ll gather all your assets and track project milestones, ensuring a smooth and collaborative start from day one.
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Once the proposal is signed, we roll out the welcome wagon and get everything in motion. This is where the partnership really comes to life, and we set ourselves up for a smooth and successful project.
The Kick-Off Call
Think of this as our official project launch. It’s a chance for all of us to sync up, confirm goals, and make sure we’re aligned on the vision before we dive in. We’ll run through the project scope one more time to ensure it’s still relevant, especially if some time has passed since our first chat. On the call, you’ll typically meet the core team—usually Chris and Ross—and we’ll clarify who your main point of contact will be. Our goal is to keep things efficient, so we find working with a single decision-maker or a small group of 2-3 is the best way to keep the project moving forward.
The Client Portal
During the kick-off call, we’ll give you a tour of your own personal Client Portal. This is your central hub for the entire project. From here, you can:
📈 Track Progress
See a visual overview of your project timeline, from onboarding to handover, and know the status of every stage. Check out an example of a live project dashboard and a detailed project view.
🔔 Get Updates
We post all updates and notes in the portal, so you have a single source of truth for all communication.
📅 Book Meetings
Easily schedule your review calls right from the project timeline.
The Onboarding Form
After you sign the contract, we’ll email you an onboarding Google Doc. This is our checklist for gathering all the essential assets we need to get started. It covers:
🎨 Brand & Content
Your logos, brand colours, fonts, and any existing copy or photos.
💡 Inspiration
Links to competitor or industry sites you admire to help us nail the design.
🖥️ Technical Details
Info about your domain and hosting setup.
All your files can be uploaded to a dedicated Google Drive folder, which we’ll link directly from your client portal.
Don’t worry if you don’t have all the answers or assets right away! The kick-off call is the perfect time to go through the document together and fill in any blanks. The sooner we can gather these materials, the sooner we can move into the creative phase without delays.
We organised for Ross & the team to pop over to the office as we needed some up to date headshots for our websites. The whole process from start to finish was so easy and professional. They made the whole experience calm and light hearted which helps when trying to get those perfect photos. Thanks guys.
Chris Mills
Director, Voyage Financial Planning
Getting Started
The Project Lifecycle
Launch & Aftercare
General Policies & Guides