What to Expect

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Welcome! We’re excited to have you on board.

We’re about to embark on some pretty important work together. Please take a moment with this quick guide.

We’ll walk you through what to expect as we get started together. You’ll see how our process works, what we’ll need from you, and how to keep things running smoothly.

You don’t have to memorize everything — we just want to keep you in the loop so there are no surprises.

Let’s dive in.

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Our Process & Timeline

Here’s a quick breakdown of what happens after you sign on with us. Timelines may vary depending on your service package, but this gives you a general idea:

Week 1

Setups Begin

  • Client payment of first invoice
  • Client access to Marketing Dash (for reporting & apps)
  • Client access to Shared Folder (for sharing assets)
  • Client completes Service Form(s)
  • Launch Meeting to align on project goals
  • Asset collection (logos, login credentials, etc.)
  • System setups begin

Weeks 2–3

Strategy & Preparation

  • Market research and strategy development
  • Keyword planning and audience targeting
  • Internal coordination across our team to prep your campaigns

Week 4

Asset Optimization

  • Creation and optimization of foundational assets, as applicable:
    • Website Hosting & Domain
    • Google Tracking Setups
    • Google Business Profile
    • Social Media Channels
    • Email Marketing Platform
    • Ad Accounts (Meta, Google, Bing, etc.)
  • Drafts or previews of deliverables (content, emails, ads, design)
  • Final wrap-up of Setup Phase and pre-launch checks

Month 2

Project/Campaign Launch

Projects Launch:

  • Website Builds, Landing Pages, Graphic Design Projects, etc.

Campaigns Go Live:

  • Content Creation Scheduled, Email Campaigns, Social Media, Ads, SEO Campaigns
  • Tracking begins, and review and optimization kicks in

If everything stays on track, your projects/services will be live and moving forward by this point.

Month 3

Evaluate & Optimize

  • We review performance from the first month of live activity
  • Refine strategies based on early data and feedback
  • Updates provided on website or design projects
  • Adjust pacing, creative, targeting, or messaging as needed
  • Set the course for continued momentum and growth

Ongoing

Monthly Check-Ins

  • We’ll send regular updates and check in at key milestones to make sure everything’s on track

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What We Need From You

To get the best results and keep things running smoothly, there are a few expectations we’ll all stick to. These help us stay on schedule, avoid confusion, and keep your project moving toward great results.

Timely Communication

Quick responses help us keep momentum. We ask that you aim to respond to messages, questions, and approvals within 1-2 days. We’ll do the same!

Complete Access

We’ll let you know exactly what we need — brand files, logins, past campaigns, etc. — so we can set things up smoothly and avoid delays.

Clear, Constructive Feedback

Your input shapes our work. When we send drafts or ideas, written feedback — like “too formal” or “love it, but change X” — helps us stay aligned. The more direct and descriptive, the better.

Trust in the Process

You’re hiring us for our expertise — and we take that seriously. We welcome your input and you always have the final say, but our recommendations are based on what’s proven to work. Staying open to our guidance helps us achieve the best results.

Prompt Payments

Timely payments are crucial for maintaining a healthy professional relationship. Adhering to the agreed upon payment schedule allows both of us to focus on our respective roles and keeps the project running smoothly.

Use Your New Marketing Dashboard

Our platform (Marketing Dash) brings together key stats from all your marketing platforms and gives you access to tools for social media, reviews, listings, and more. It’s often the fastest way to get answers, monitor progress, and stay informed. More on this next...

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Marketing Dash

Marketing Dash is your all-in-one client portal designed to give you full visibility into your digital marketing performance. It brings everything together in one easy-to-use dashboard — including campaign reports, website chat, reputation tools, social media management, and a built-in CRM to help you manage leads and customer relationships. Whether you’re checking results, requesting support, or exploring new services, Marketing Dash keeps you connected, informed, and in control.

In this section, all we want to accomplish is establishing your access to Marketing Dash, and showing you a couple important features.

  1. By now you should have received an email invitation to create your Marketing Dash login. If not, please contact your account manager to have this sent to you.
  2. Follow the prompts to create your login and bookmark the Marketing Dash URL for easy access:
Click Here for Marketing Dash

A Few Important Features

Once logged in, your Marketing Dash should look something like this:

  1. Shared Folder: By now we should have granted you access to a Google Drive Shared Folder where our teams can work on common documents and share large files back and forth throughout the project.

    This Shared Folder will also be linked in the left-hand menu of Marketing Dash.

  2. Executive Report: Also located in the left-hand menu, this report gives you a clear view of your marketing performance, including website traffic, Google Business Profile stats, ad results, SEO progress, and more. It shows key metrics like impressions, engagement, and leads—plus where those leads are coming from. You can adjust the date range to view specific time periods as needed.
    This is an essential tool for understanding what’s working and making informed decisions to grow your business.
  3. Invoices: Navigate to Administration / Invoices to see a full list of all DAM invoices and their current status. From here you can also print the invoices or receipts as applicable.
  4. Mobile App: You can set up the Marketing Dash as an app on your phone by following these simple instructions: digitalaspect.io/how-to-set-up-marketing-dash-as-a-mobile-app

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How to Communicate with Us

Account Manager = Main Contact

You’ll be introduced to your account manager, your main point of contact. While you may work with other team members at times, it’s best to send communication through your account manager — they’ll relay anything you need and help keep things moving.

Use Email for All Official Requests

Email is trackable and keeps everyone aligned. Avoid texting or calling individual team members directly. It may result in your request being lost or cause misalignment.

Always Reply All

When replying to an email with multiple team members included, always use “Reply All.” This ensures no one is left out of the loop and avoids delays or miscommunication.

Keep Threads Clean

Reply in the same thread for ongoing topics. Start a new email with a clear subject for new requests.

Our Response Time

We aim to respond to all messages within 1–2 business days, often sooner. If something requires deeper research or coordination, we’ll still reply to let you know we’re working on it.

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Payments, Pausing, and Policies

Auto-Pay

Monthly services are automatically charged at the beginning of each month.

Payment Method

Reach out to your account manager if you need to update your payment method.

No Contracts

Month-to-Month Flexibility. No contracts required for most services.

Pause or Cancel

with 10 business days’ written notice.

Late or Failed Payments

may result in paused services.

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What We Need From You

  • Complete your Setup Form so we have all the details about your business and goals.
  • Create your login to the Marketing Dash where you will also have access to our Shared Folder.
  • Pay your first invoice with the payment method chosen for auto-pay.
  • Schedule your Launch Meeting (if it’s not already booked.)
  • Share your website, Google and social logins using the secure Client Sheet within our Shared Folder.
  • Upload your brand assets – logos, graphic elements, images, videos, etc. for use on your project.
  • Save your Account Manager’s contact info – they’re your go-to for all communication.
  • Review the Service Expectation Sheets for any services you’ve signed up for.
  • Ask us any final questions – we want you to feel 100% clear and confident.

Questions?

If you ever feel stuck or have a question – contact your account manager!

email: as*@***********ct.io
phone: 727-249-4662 (for emergencies)

Click Here to Book a Meeting

Let’s get to work!

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