Getting Started

Hello friend,

On behalf of the team here at Blue Surge, we’re excited to begin working on your project. As mentioned in the proposal, we want to use this opportunity to set expectations to ensure the success of this project.

Please save this page as it covers everything you need to know to get started, including how to reach us, how to submit content, and anything else we need to get started.

How To Reach Us

Emails and phone calls are our methods of communication.

Emails that require a direct reply are generally responded to within 3 – 5 business days (M-F).

While you’ll often receive a reply within a shorter window, this helps streamline requests in a timely manner.

To call us directly, please click and save this Calendly link to schedule a phone call.

There is a buffer of at least 6 hours before you will be able to have a scheduled call (i.e. If you click our calendar on Monday at noon, the earliest time slot available will be Monday at 6 PM).

Please include notes in the scheduling form so we can prepare for your call.

Please reserve text messaging for quick, urgent communication such as website/server down, a major error on published content on social media, etc…

What We Need From You

1. LOGIN INFO

Please send us your login information via email or through a secure 3rd party tool. The sooner we have all of this info, the faster we can begin. If you have 2 Factor Authentication (2FA) enabled, please notify us as we will need to schedule a time together to access your account.

With 2FA, a code will be sent to your phone to confirm you are allowing us access to your account. 2FA is a common feature of most platforms today, including but not limited to:

  • GoDaddy
  • Instagram
  • YouTube
  • MailChimp
  • Teachable
  • Klaviyo

If we need to log into any of the above accounts, we’ll need to coordinate an exact time where we are both available so you can send us the code while we try to login.

Alternatively, you can temporarily disable it until we’ve logged in.


2. LOGO

Please send us your logo in both vector AND raster format in the highest quality possible. Acceptable vector formats include AI (Adobe Illustrator), PDF, SVG, and EPS.

Raster formats include JPG and PNG. 

We offer logo redesign & upgrade services if you are in need of a format.


3. CONTENT

For most clients, we create a custom Google Drive folder. There you can upload all of your content, including:

• pictures
• links to videos
• copy (the actual text that goes on each web page)

Large files up to 2 GB can be sent via WeTransfer


4. STYLE GUIDE

Please send your style guide. Your style guide should contain your logo in various formats, your brand colors (min. 4), typography, voice, tone, and taglines. If you’re not sure what a style guide is, follow this link

*While this is most relevant if we’re working on your website project, it’s still helpful to send us exactly how you want your brand to sound online. Learn more about brand voice here.


5. VIDEOS

Videos that you want on your website should be first uploaded to YouTube or Vimeo as either public or unlisted. Then, share the link with us by uploading it the Google Docs folder.

Please review your proposal for project deadlines and deliverables.

For additional help, head over to our Frequently Asked Questions page.

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