Thank you for your time on the phone for our strategy session. We’re really excited to be working with you and look forward to getting started. In order for a smooth onboarding process, there are a few things to tick off the list before we can move forward. Below is a standard list of access that we usually request from our clients. Please read it and action carefully as there is a lot of detail.

To keep track, use these tick boxes as you complete each item.

Password Sharing

We recommend the use of LastPass (a free security management and sharing tool owned by LogMeIn / Citrix) to share any passwords securely. Please share with hello@joshwhite.com.au ensuring that the password visibility and sharing is ticked as we may also share this securely with team members or partners that we work with.

Website

Digital Marketing

SEO

Digital Marketing

SEO


Finally, you will receive the first invoice in a separate email. We ask for your prompt action on this so we can get started.
Also below is a link to our Service Agreement. We ask that you please review this so you are aware of the terms of engagement.



I understand there is a fair bit to action above, and the sooner we can have this taken care of, the sooner we can get access to everything that we need and get started working on your account. And in the meantime, we will do as much work as we can on the strategy and setup for your business.