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First tab
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HOW IT WORKS
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CLIENT INTAKE QUESTIONNAIRE
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PROJECT TIMELINE
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FIRST ONBOARDING
COPYWRITING
CLIENT ONBOARDING TEMPLATE
How it works
We’ve set up this type of resources to provide a framework and clear path for success in your first month and beyond.
Client Intake Questionnaire
Questions during the meeting.
Project Timeline
Schedule of timeline throughout the process.
First Onboarding
Agendas for First Onboarding Call
HOW IT WORKS
Welcome to Elivated Websites!
Hey - we’re honored that you’ve chosen to work with us. It’s our utmost priority to ensure you have an excellent experience with our Website Build Service and team from day one, so we’ve set up this type of resources to provide a framework and clear path for success in your first month and beyond.
Inside this page, you’ll find:
An introduction to our team and your points of contact at Elivated
A client’s intake form
A timeline of the entire service
Links that might help throughout the process of building your site with us
Meet Your Team
Below, you’ll find your key points of contact at Elivated
Jobel Ash (Project Manager) | Eli Hochberg (Founder, CEO) |
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If you have any concerns about the service you may contact Jobel at any of these support channels: Email: [email protected] Phone: 443.203.8079 Livechat: https://elivated.com/
CLIENT INTAKE QUESTIONNAIRE
To be answered during our first meeting
We’ll answer these questions together on your first call on [Insert Date/Time of First Call].
Company Fundamentals & Contacts
1. Explain your brand or organization in several sentences. Please describe the core products or services you provide.
2. How many employees do you have?
3. How many employees do you expect will be interfacing with Elivated? Please provide a list of the key team members who you expect will be meeting with us on a regular basis and their email addresses.
Company & Team Objectives
1. What are your company’s key goals? In other words, how does your company define its success?
2. What are your team’s key goals?
Challenges
1. Who are your biggest competitors?
2. What are the top three obstacles your company faces?
Previous Setup
1. Prior to signing on with us, how was your team [Insert key activities that your product/service enables -- e.g. “approaching paid advertising” or “generating new leads every month”]?
Expectations
1. What are you hoping to achieve by working with Elivated? List any goals that come to mind.
2. Why did you choose us over other service providers?
If you have any concerns about the service you may contact Jobel at any of these support channels: Email: [email protected] Phone: 443.203.8079 Livechat: https://elivated.com/
PROJECT TIMELINE
Below, you’ll find a schedule of our time together throughout the process.
Here’s a detailed outline of what we’ll be covering throughout the process, from our calls together to the early steps we will take to get up and running with your Website Build service. These can be done sooner than the dates that they’re due -- these are simply guidelines to ensure that we have enough time to get through everything we need to get the website done.
Date to Complete | Task | Objective(s) |
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EXAMPLE July 12 Duration: 15-30 mins | First Meeting | Meet our CEO Gather information (This includes, what type of site you need, tone of the business, sections you want on the site, etc...) |
EXAMPLE July 13 Duration: 1-3 days | Draft Web Layout | Finish the website layout |
EXAMPLE July 14-15 Duration: 2-3 days | Review the layout | You will review the layout before we start building it out |
EXAMPLE July 16 (If applicable) Duration: 1-2 days | Draft Revision (if there's any revision, if none we'll move to the development phase) | Finish the draft revision based on your feedback |
EXAMPLE July 19 Duration: 3-5 days or more than that depending on the site structure | Site Development | Finish the development based on the web layout you have approved |
EXAMPLE July 23 Duration: 1-3 days | Website Review | You will check the development of the website. If everything looks great to you we will proceed in launching your website |
EXAMPLE July 23 Duration: 15-30 mins | Final Review with the Team (if there's any revision to be made) | We will have another set of meeting in case you have any changes you'd like to make on the site before we launch it. |
EXAMPLE July 24 Duration: 1 day | Site Launch | Check if everything is working on the site. Then, proceed to actual launch. |
If you have any concerns about the service you may contact Jobel at any of these support channels: Email: [email protected] Phone: 443.203.8079 Livechat: https://elivated.com/
FIRST ONBOARDING CALL SAMPLE AGENDA
Agenda
1. Introductions
1. Introduce yourself
2. Onboarding Overview
2. Set expectations around timeline and goals
1. Fill out the Customer Intake Questionnaire
2. Explain your role as CEO and who will be their main point of contact
3. Overview of Service Resources
1. Explain who should they contact if they need help
2. Show them any help documentation you have available so it is easier for them to get the help they need
4. Customer Processes/Goals
1. Ask about the customer’s business goals (if B2B) or their personal goals (if B2C)
2. Get an overview of the processes they’re currently using to do what your service will do
1. Take note of what motivates them
2. Review the notes that your Sales member left on their signing up decision
3. What results do they want to see with your service?
3. Set goals
1. Run through suggested timeline, walking through Timeline section of the page
5. Next Steps
1. Review and assign the tasks
2. Schedule the next call (if applicable)
If you have any concerns about the service you may contact Jobel at any of these support channels: Email: [email protected] Phone: 443.203.8079 Livechat: https://elivated.com/