WELCOME!

Let’s get this party started.

We are so incredibly excited to welcome you to the DOT family. We are not just your Client Account Managers — we are your friends, colleagues and partners in crime. We’re here to make your life easier and ensure your clients are happy and taken care of.

To ensure we have everything we need for success, we’ve put together a comprehensive on-boarding system below. We ask that you take some time to go through this page before attending your kickoff call with your Client Account Manager.

If at any time you have questions or concerns, please reach out. We’re here to help!

~ With love from the DOT team.

Watch our Onboarding Series!

Our Department Managers walk you through what it's really like to work with us, none of the fluff, all of the reality of what to expect so you can prepare.

Your Onboarding Checklist:

Step 1

You’ll receive a few housekeeping items via email from us. Please start by taking care of these at your earliest convenience, if you haven't already.

An agreement/ammendment for digital signature
An invoice for your first month with us

Step 2

Please ensure your first day kick-off call is booked with your new CAM! On this call, your CAM will go over all things onboarding, including: what to expect working with us, diving more into your agency and overall goals of working with our team, access to platforms, meeting the team and next steps.

If you have some time between now and your onboarding call, free to create an email for your DOT CAM & start to share access to platforms/documents.

Step 3

Now let's get into the good stuff–learning more about your agency and how you operate! Please take a few minutes to fill out the form below. The answers here will be shared directly with your CAM, and are invaluable to us hitting the ground running on Day 1.

Step 4

Last, but certainly not least, please review THESE PERKS of working with DOT. There are many freebies and heavily discounted services that you can take advantage of to continue growing your agency! Any questions, let us know!

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