Client Onboarding Process and FAQs
Getting Live Has Never Been Easier
✅ Go Step by Step
✅ The faster you complete, the faster we get you live
✅ Clickable section links right below too
STEPS:
Step 1
Introduction
Details and Deliverables:
✅ 2 minute run-time
✅ Who the heck is TIP
✅ How to use our website/client portal
✅ How to reach TIP
✅ Feel free to share with your team members
STEP 2
Questionnaire
Why?
✅ Takes 2-10 minutes
✅ Tells us all about your business
✅ We use all of it online and in branding
✅ Required to move forward
Contact Us
We will get back to you as soon as possible.
Please try again later.
Step 3
Share Logos
Details and Deliverables:
✅ Used in all marketing and brand review
✅ You can upload them all from computer or phone
What if I don't have a Logo?
Email us this update, we'll create it, optimize it, and walk you through the verification process. You'll get live in 1-5 business days.
Step 4
Google Business
Details and Deliverables:
✅ 1 minute run-time
✅ Give us access to GBP
✅ We'll optimize it in 24-72 hours
What if I don't have a GBP?
Email us this update, we'll create it, optimize it, and walk you through the verification process. You'll get live in 1-5 business days.
Step 5
Facebook Access
Details and Deliverables:
✅ 2 minute run-time
✅ Give us access to Facebook Profile
✅ We'll optimize it in 24-72 hours
What if I don't have a FB page?
Email us this update, we'll create it, optimize it, and get live and online in 24-72 hours.
Step 6
Yelp Access
Details and Deliverables:
✅ 1 minute run-time
✅ Give us access to Yelp Business Profile
✅ We'll optimize it in 24-72 hours
What if I don't have a Yelp page?
Email us this update, we'll create it, optimize it, and get live and online in 24-72 hours.
Step 7
LinkedIn Access
Details and Deliverables:
✅ 1 minute run-time
✅ Give us access to Yelp Business Profile
✅ We'll optimize it in 24-72 hours
What if I don't have a Yelp page?
Email us this update, we'll create it, optimize it, and get live and online in 24-72 hours.
Step 8
Google Ads Access
Details and Deliverables:
✅ 2.5 minute run-time
✅ Give us access to Google Ads Account
✅ We'll optimize it in 24-72 hours
What if I don't have a Google Ads Account?
Email us this update, we'll create it, optimize it, and get live and online in 24-72 hours.
Step 9
Google Console
Details and Deliverables:
✅ 1.5 minute run-time
✅ Needed for Website
Step 10
General Summary
This is general information about meetings, contact, invoicing, and the use of video to help you save time and get faster results.
How to Contact Us
✅ Text, Call, if a small 5 minute issue
✅ Text us for a longer meeting invite
✅ One 45-minute video call per month
Reporting
✅ We record 8-12 minute video summaries each month
✅ Watch them when you want, respond as you see fit
Invoicing:
✅ Video recap and invoice sent out to you 3-5th
✅ Invoices due paid in full no later than the 10th
