CLIENT ONBOARDING PORTAL
WELCOME TO THE ALL APPROACH FAMILY!
Welcome to Your
Our founder, Kevin Miller, will be guiding you step by step on what exactly to do in order to facilitate your client onboarding process for a better experience for us both.
This process will be updated regularly due to any major updates or changes in our system. Last system update was 9/07/2020.
The onboarding process takes around 70 minutes and requires some research, please leave adequate time for this.
It may take 70 minutes, but once it’s done… it’s done. No back and forth emails or stumbling for passwords further down the line.
Download Your Onboarding Forms
Download Your Onboarding Forms Below
Click the button down below to watch the 4th step of the process.
Please only select the appropriate onboarding forms below for your specific projects. Specific instructions are below.
Tell Us About Your Project Vision
Email Us Your Completed Onboarding Forms
Click the button down below to watch the 5th step of the process.
Please make sure that your google drive folder is editable by anyone with the link before emailing us your completed onboarding forms as direct email attachments. For instructions please watch the video here.
Book Your Onboarding
Let's Review Your Onboarding Forms & Get Started
Click the button down below to watch the 6th step of the process.
Please only schedule your Zoom onboarding call once you have properly emailed us your onboarding forms. We will review your onboarding forms together on our onboarding call.
Book your Zoom onboarding call here.
DOWNLOAD ONBOARDING FORMS
If you ordered a Starter, Plus, or Popular package, please download the following 3 forms above; web design, logo design & online listings onboarding forms.
If you ordered the All The Works package please download the following 4 forms above; web design, logo design, online listings, & social media onboarding forms.
*If you ordered the Popular Package please email a word doc copy of your resume and the login username and password to your LinkedIn account. Please also tell us when you would like your virtual assistant to start in the same email thread.
*Please note per the instructions in your invoice, if you ordered a package that includes paid advertising on Facebook or Google, your remaining payment, paperwork, & onboarding for your paid ad campaign will be handled separately by our strategic affiliate.
Please email all completed onboarding forms as direct email attachments to before your scheduled strategy session. In the same email please also include an editable link to your created client google drive folder. For instructions on how to make your google drive folder editable by anyone please watch the video here.
Our team will manually add your onboarding forms to your client google doc and provided google drive folder. Sometimes when you try to add your own documents to your google drive folder before emailing us a link to your google drive folder, your files get corrupted or your google drive folder isn't actually editable by our team. Please email your onboarding forms as document direct attachments so we can avoid this potential issue.
This process allows our team to effectively review and track our project progress together.
Reminder: If You Haven't Already Join Our Team On Slack
All client project communication has been streamlined and will be primarily conducted via Slack instead of email after your onboarding is completed. Slack gives you the opportunity to build your network and grow your business alongside other All Approach clients. We have over 15+ active clients who are all going through the same thing you are! Join our private All Approach Slack channel and connect with our other clients and global team members. We also like to give away monthly prizes, resources, and much more! Say hello via our #everyonewelcome Slack channel once you join our Slack community.
Join Our Referral Program
Want to get paid to refer your network to All Approach? We have over 15+ active clients and what makes us special is that we deliver the right product at an equitable price. Which is why a lot of small business owners want to work with us. We choose who we work with. We only work with brands who want to help others in a positive way.
You Have Officially Completed
Your Onboarding Process!
Hope this was a very smooth and simple process, and always remember authenticity always wins!