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What is Onboarding?

Learn what to expect during our onboarding process and why it's crucial for your success

Onboarding is the process where we gather all the information and access we need to successfully market your law firm. Think of it as the foundation we build before launching your marketing campaigns.

Why is Onboarding Important?

  • Faster Launch: Proper preparation means we can start your campaigns weeks sooner
  • Better Results: Complete information leads to more targeted, effective marketing
  • Avoid Delays: Missing access or information can delay your campaigns by weeks
  • Save Money: Efficient setup means lower costs and faster ROI

What We'll Discuss During Our Call

Business Overview

Your practice areas, locations, team, and unique value propositions

Brand Review

Your visual identity, messaging, and brand guidelines

Technical Setup

Website access, analytics, and technical requirements

Marketing Goals

Target audience, budget, and campaign objectives

Account Access

Setting up proper access to all necessary platforms

 

⚠️ Common Delay Causes

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Most campaign delays happen because clients don't have the right access ready. Use this help center to avoid these issues!
 

Why is Onboarding Important?

  • Faster Launch: Proper preparation means we can start your campaigns weeks sooner
  • Better Results: Complete information leads to more targeted, effective marketing
  • Avoid Delays: Missing access or information can delay your campaigns by weeks
  • Save Money: Efficient setup means lower costs and faster ROI

What We'll Discuss During Our Call

Step 1: Business Overview Your practice areas, locations, team, and unique value propositions

Step 2: Brand Review Your visual identity, messaging, and brand guidelines

Step 3: Technical Setup Website access, analytics, and technical requirements

Step 4: Marketing Goals Target audience, budget, and campaign objectives

Step 5: Account Access Setting up proper access to all necessary platforms

 

 
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