Getting Started

The complete guide to beginning your website project with the Blue Surge team.

To Whom It May Concern,

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.

I also recommend “whitelisting” our emails so that they will always enter the ‘Primary’ tab in your inbox (especially if you’re using Gmail). If you’re unsure how to whitelist an email, here’s a helpful guide we made. After all, we can’t help you if you’re not getting our emails, right?

How To Reach Us

A) Email

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.

B) Phone

To reach us via phone, please use this newly created Calendly link: calendly.com/thebluesurge/20min.

NOTE: This is a different link exclusively for clients and is different than one you may have previously been provided with.

There is a buffer window of 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 urgent communication such as website/server down, a major error on published content on social media, etc..

Text conversations that don’t fit this criteria will be moved over to an email channel.

What's Next

1) Fulfill Your Invoice

If you’ve completed this step, congrats. If not, please check your inbox (and spam folder) for an 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.

2) Access Your Google Drive Folder

Within the next 48 hours, we’ll create a private Google Drive folder that only you, I, and your approved staff will have access to. This folder will contain a minimum of 8 documents, which include step-by-step instructions on how to submit content for your site.

You will be notified from Google when this folder has been created. If you don’t see this email after 48 hours, visit the ‘Shared with Me’ section of your Google Drive to find your folder.


Do you have staff, partners, or members who will be directly involved in the website design process? If so, forward them this email as well.

What We Need From You


Follow the instructions in the Google Drive folder. 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.


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.


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


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.


Videos that you want on your website should be first uploaded to YouTube or Vimeo. 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 the Client Portal.

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