SOCIAL

Welcome to Elivated Social!

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 social management 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 month of the service
• Links to help you in giving us access to your social channels

Also, during your first meeting with us, we’ll be gathering these following information which have mentioned in the welcome email we sent you. Feel free to send it over via email if that’s easier for you.

• Your website URL
• A high-resolution PNG version of your logo
• Which social media channels you already have
• Which social media channels you want us to run
  • We can set up new pages for you
• The login information for those channels
• Any content ideas you might have
  • If not, we’ll come up with some - for example:
    • Showcase products and/or services
    • Increase engagement
    • Educate your audience
    • You can also show us pages, ideas, or inspiration
      

Meet Your Team

Below, you’ll find your key points of contact at Elivated

If you have any concerns about the service you may contact Jobel at any of these support channels:      Email: jobel@elivated.com      Phone: 443.203.8079      Livechat: https://elivated.com/

Help Articles

1. How to give partner access to Elivated on Facebook Business Manager
2. How to accept partner request access on Facebook Page or Business Manager
3. How to give access to your Twitter Account through Tweetdeck
4. How to give content admin access on LinkedIn Company Page

Other Resources

1. How to Connect Instagram to Facebook
2. How to share Instagram, LinkedIn and Twitter Account via Lastpass
3. How to create a Lastpass account

If you have any concerns about the service you may contact Jobel at any of these support channels:      Email: jobel@elivated.com      Phone: 443.203.8079      Livechat: https://elivated.com/

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: jobel@elivated.com      Phone: 443.203.8079      Livechat: https://elivated.com/

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.

If you have any concerns about the service you may contact Jobel at any of these support channels:      Email: jobel@elivated.com      Phone: 443.203.8079      Livechat: https://elivated.com/

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: jobel@elivated.com      Phone: 443.203.8079      Livechat: https://elivated.com/