Please complete all of the instructions on this page to complete your onboarding phase.
What is Slack?
Slack is a workplace messaging and collaboration platform that reduces email and inbox clutter. It is similar to Microsoft Teams, Google Chat, or instant messaging.
Blue Surge Marketing Agency uses Slack to keep in touch with you about your project. You can learn more about the platform here: https://slack.com/.
How will Slack benefit you:
Slack is available for free download via:
>>> CLICK HERE TO DOWNLOAD SLACK <<<
Do you have to use Slack?
No. Using Slack is optional but highly recommended for the best client experience.
If you decide not to use your Slack channel, you can still reach us by:
If you change your mind later, we can always reactivate your Slack channel.
How to use Slack
Slack is a relatively easy tool to use. I’ve included several links below that will give you a tutorial of the app.
What else should I know about using Slack with Blue Surge?
We’ll send you an invitation to join us on Slack within 24 hours. Please check your inbox for your invite. If you don’t see it, check your spam or promotions folder.
You’ve got 4 ways to reach our team:
A lot has happened between our first call to now.
Our priority is to schedule a kickoff meeting with you to ensure our relationship is a success.
If your project is about:
Otherwise, keep reaching…
If we are working with you on an ongoing basis for digital marketing services or (re)designing a website for you, we will need to collect content from you to start your project.
Our project manager will send you a Content Request Form to your inbox.
It will look like this in your inbox:
If you’ve completed this step already, congrats!
If not, please check your inbox (and promotions or spam folder) for your invoice. It should be titled “Invoice #XYZ from Blue Surge Marketing Agency.”
Once fulfilled, we can officially begin your project. If you haven’t received one after 24 hours, please notify us.
We’ll send you a full agreement/proposal that outlines your project’s:
Please review and sign it at your earliest convenience. A PDF will automatically be available for you to download after we’ve both signed the document.
Within the next 48 hours, you’ll receive a notification in your inbox titled “Invitation to Collaborate.” Please open this email to access a custom Google Drive folder we’ve created for you. Your folder will contain a series of documents with instructions you must follow to know how to proceed.
If you’re not familiar with Google Drive, it is a file storage and synchronization service by Google. It is analogous to Microsoft OneDrive and Dropbox.
Inside this folder, you can upload different types of content, including photos and videos, and share them with our team versus sending files via email. Why?
If you’re not already familiar, click the links below to learn how to use Google Drive:
Use your Onboarding Starter Guide as a quick handbook for learning about our agency.
Don’t you hate it when you’re waiting for an important email, and it ends up in spam?
If we had a gift to send you, where should we send it?
Send us your mailing address via Slack or click the link below to email it to us.