Our Sales Process

Apply For A Consultation

The first step is to apply for a free consultation.  You can fill out a brief form to enter the sales process.

Consultation Approval

We will review your application, budget, company information, and other factors, and see if it makes sense for us to have an initial meeting. If your application is approved you will receive and automated email notifying you that your application has been approved. This email will have a Calendly link to book your initial meeting in self serve fashion.

Sales Meeting(s)

In our initial meeting we will provide you with a company overview and talk about the current state of your sales and marketing efforts and your goals for the future. Additional meetings scheduled as necessary to complete the discovery process and put together the right proposal for you.

Due Diligence

Before providing you with a proposal we may request minimal access to certain systems to conduct a due diligence exercise on your website, analytics, ad accounts, or other involved platforms.  This helps us scope out the right offer for you.

Proposal

Next we will provide you with a proposal and a Master Services Agreement for your review.  We are happy to answer any questions or walk you through the proposal as needed.

Contracts & Deposits

If you choose to accept our proposal the next steps will be to get contracts signed and deposits paid.  We use Docusign to collect electronic signatures with a copy of all contracts provided to you upon signature. We use Quickbooks Electronic Invoicing with credit card and bank transfer options for payments.

Onboarding

Once contracts are signed and deposits are paid, it's off to the races!  We will begin work on your account promptly. The activities involved with your onboarding will vary based on the nature of your proposal.