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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 before booking your on-boarding 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:

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Step 1

You’ll receive a few housekeeping items via email from us. Please start by taking care of these!

  1. An agreement for digital signature

  2. An invoice with your first month’s invoice

Step 2

Now it’s time to create an e-mail account for your client account manager. Woohoo!

Please create your client account manager’s email with their first name + your agency’s domain, example: taylor@dotandcompany.co

 

Step 3

Next, a few more admin items to take care of. Please add and/or give your CAM access using that fancy new email to the following:

  • Access to PM software (Asana, Airtable, etc)

  • Access to client folders

  • Previous reports and directions on how to create (if applicable) 

  • Calendar invites for weekly client calls

  • Slack invite and added to proper channels - please add us as admin for future

  • Facebook Business Manager and any important ad accounts

  • Google Manager and any important ad accounts

  • Any other software or applicable platform

Step 4

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.

See Form
 

Step 5

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!

 

YOUR ONBOARDING CALL

Thank you for taking care of all of that homework. Whew!

Now it’s time to schedule your onboarding call with your client account manager. Your CAM will reach out to you to get this on the calendar.

Grab a coffee, cup of tea or a glass of wine and get to know each other. Let’s get this party started, shall we? ;)