Welcome
You Are All Booked!
Thank you for choosing Candid Assist as your digital marketing strategist! We look forward to working together and building your business.
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We are committed to providing the very best service to you. Welcome to our family of clients, if there is anything we can do to make our working relationship better, we would love to hear from you
What's this page about...
01. HOURS + COMMUNICATION
02. PROJECT MANAGEMENT
03. YOUR PROJECT ESSENTIALS
04. NEXT STEPS
05. TOOLS WE USE
06. FAQ's
COMMUNICATION & BOUNDARIES
If you need to contact us, you can reach us in your private Slack Channel or Trello Board
We monitor them during the communication hours of Monday-Thursday 9:00-4:00 PST & Friday 9:00-2:00 PST
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Once your Slack/Trello are set up, we will stop using email to avoid long threads and risk losing track of our deadlines, files, and to-do's.
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For monthly calls and project start & wrap-up calls, we will jump on Zoom so we can share screens and ask questions live.
Here's an idea of what our process looks like...
KEEPING OUR PROJECT ON TRACK
To ensure seamless communication and organization, we're moving away from the traditional clutter of emails. Say hello to our powerful duo: Trello, our project management tool, and Slack, our communication tool.
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Trello is your virtual project haven, a secure online space where we collaborate, share ideas, files, and create to-do lists. It's like having a digital project command center at your fingertips. No more worries about lost files or forgotten tasks; Trello keeps everything in perfect order.
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Say goodbye to sharing sensitive information over personal emails! Our dedicated communication tool, Slack, allows you to ask questions, provide feedback, and stay in the loop with ease. Your personal contact information remains private, ensuring seamless and secure communication.
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Now, you might be thinking, "Do I need to pay for these tools? Are they complicated to use?" Fear not! We've got you covered. Both Trello and Slack are absolutely free, and we'll guide you through the setup and usage with informative videos. You'll be a pro in no time!
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So, let's embark on this exciting journey together. Get ready for a smooth and efficient project experience with our unbeatable combination of Trello and Slack.
TRELLO: HOW TO
SLACK: HOW TO
LETS GET STARTED: YOUR PROJECT ESSENTIALS
To ensure a smooth take-off, we just need a few key elements from you, tailored to the package you've selected:
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For Design Pieces or Videos: To bring your vision to life, we kindly ask for your brand guide, logo, and any inspiring examples you have in mind. These elements will be the building blocks of your unique project, and they'll help us understand your style preferences perfectly.
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For Audits, Strategies, or Monthly Retainers: To dive into the heart of your project, we'll need your login information and the specific platforms you want us to focus on. This valuable information allows us to curate a tailored strategy for your success.
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For Both Project Types: While we gear up to work wonders for you, having your branding guide, logo, and additional inspiration examples will add extra fuel to our creative engines. Understanding your brand identity inside & out ensures we deliver results that align flawlessly with your vision.
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Rest assured, we're here to make the process seamless for you. Once we have these essential components, we'll be fully equipped to kickstart your project journey. If you have any questions or need assistance gathering these materials, don't hesitate to reach out. We're here to support you every step of the way!
NEXT STEPS
TRELLO & SLACK
Once you have paid and booked, we will share your personalized Trello board for the organization of your project and communication.
PLATFORMS
If your project requires us to view your online platforms, please list them all out on Trello once you receive your personal board.
BRAND
Your brand is your identity. In order to preserve your aesthetic, please share any logos, branding guides, or other pertinent information.
INSPIRATION
Creating a Pinterest board or sending any examples or styles you want to emulate will help determine how we style your final drafts.
Your Checklist
After we get started, complete your checklist or 'homework' before your kick-off call. Let us know if you have any questions or need any help with any of it.
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* Book Your Kick Off Call
On this call, we can go over how Trello, Slack, and the whole process goes. We will book the dates for your strategy calls or if it is a one-time project we will book the wrap-up call.
This is also the time to get any burning questions answered, we are always here to help.
TOOLS WE USE
TRELLO
This is the main tool we will use to keep your project organized. You will be able to have a clear overview of your project at any time inside Trello.
SLACK
If you are on a monthly retainer, you will get access to a personal Slack channel. This is the main source of communication and your specialists insight.
DUBSADO
Dubsado is our go-to client management system. This will house your client portal, where you find your contract, invoices & questionnaires.
GOOGLE DRIVE
We use Google Drive to house all our project files, you will have your own view link & safe place to store docs. We will also use Google Docs.
ZOOM
We will use Zoom for our 'kick off,' 'wrap up' audit and strategy calls. This way we can "meet" and share screens if need be for live feedback.
CONVERTKIT
Convertkit is our go to for lead generation delivery and welcome email follow ups. We can create email marketing workflows and automations in this platform.
LOOM OR TANGO
For any action items or how tos that you may need more guidance on, we will create a Loom video or Tango workflow to better guide you.
FAQs
