What’s the Client’s Business Name?

What Team Members Are on the Account?

The team members you select will show on the client’s kickoff page.

What Services Did the Client Sign Up For?

Open the client’s contract and add each service, fee, frequency, and deliverables below.

Department Introductions

Select each department relevant to the client’s campaign.

Success Timeline

Add 2 to 4 milestones for the first 30 days.

Add 2 to 4 milestones for days 30 to 60.

Add 2 to 4 milestones for days 60 to 90.