Welcome Kit

We are thrilled at the possibility of partnering with your business. Our clients are provided with an unparalleled experience, turning their business visions into a reality. Working together, we lay out a goal, create tasks, and ensure your business is poised for growth.

Our agency comes together to provide the individualized care needed to launch your business to the next level. In order to make our relationship as successful (and enjoyable) as it can be, we put together a quick Welcome Kit.

This Welcome Kit is a simplified way to introduce you to how the team works with our client family.

In this Welcome Kit, you’ll find

How we work
Perks of working with us
How to get started

We’re looking forward to a very successful working relationship. If you have a question at any point, please contact us at info@megan-cole.com

To our success,

Megan

HOW WE WORK

Your hours are your time. We work as a hyper-focused team to ensure that your goals are met in the time allotted.

You’ll feel the difference when our agency has got your back.

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Payment & Invoicing

All payments on service hours are paid upfront using PayPal or credit card. Invoices are sent electronically on the 1st of the month. All services are prepaid and work will commence once payment is received.

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REFUNDS

When you buy a package of time with us, we commit to having enough time available to serve you. Our commitment to you affects how we work with our other clients. For that reason, we don’t offer refunds on unused hours or allow unused hours to roll over.

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CONFIDENTIALITY

We adhere to a strict confidentiality code and no information will be divulged to a third party. All documentation sent to us will be returned upon completion + payment. We take your confidentiality very seriously.

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TIME TRACKING

All time spent on your projects is tracked to the minute. We will send you weekly progress reports to keep you updated on how our team is utilizing your hours.

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SHARING PASSWORDS

To safely exchange passwords, we use LastPass. We ask that our clients set up an account so that they can securely share their passwords with us.

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MEETINGS

Your time is valuable, and so is ours. In the event that you need to change or cancel a scheduled meeting, we require 24-hour notice. In turn, we promise to honor our appointments and be on time as well.

THE PERKS

Here at Megan Cole, collaboration is as beloved as coffee. We want to hear from our clients and keep fresh ideas rolling.

All calls and emails will be returned within 48 hours during business days (Monday to Thursday).

That means we will:

Respond to e-mail and phone messages promptly
Follow-up with clients to ask for feedback
Make recommendations and offer solutions
Go the extra mile to make our clients happy
Access to a dedicated Online Business Manager, our support team, and services
When you delegate to us, you delegate to our crew of capable, proactive Certified Online Business Managers who support your needs on a daily basis. To keep it easy, you will be paired with a dedicated Certified Online Business Manager focused on your growth and success.

Turn Around Times
Project and task turnarounds vary depending on the specific requirements. We make an effort to handle all new projects and tasks within 48 hours of receiving the required information. We always inform you of when you can expect projects and tasks to be completed. If you make changes to the original task or project, the amount of time required to complete the project is subject to change.

Project Management Tools
We are happy to work with your PM tool if you’ve already established a routine (i.e. Basecamp, Asana,etc.). We will manage your project on our side with Teamwork PM. If you do not have a project management tool, we will loop you into our Teamwork PM.

GETTING STARTED

1 | The Discovery Call
We want to learn where you are in your business. Where do you feel you’re succeeding, and where do you feel you’re lacking support? This complimentary 30-minute session is the first step towards understanding your needs and assessing whether or not our team is a good fit for your business. Book your Discovery Call now!

Based on our discovery call, our agency will send you a custom proposal and suggest the right Online Business Management package for you. The proposal will include our rough insights, pinpoint potential projects, and next-step recommendations.

2 | The Getting Down to Business Strategy Call
This one-time, 75-min strategic planning session with Megan and your dedicated Online Business Manager is mandatory for all packages to kick off our working relationship.

This is your opportunity to lay it all on the table and let us know exactly which areas of your business you want to improve, how you think your team & projects can be better managed, and what systems you want to put into place to make your business run smoothly. It is also our opportunity to evaluate your needs, your team & projects, and your overall business structure.

We are now a team. As a team, we want to identify what can be taken off your plate simply and effectively. This is your opportunity to meet your dedicated Online Business Manager, the person who will have their hands in all of the inner workings of your business moving forward. They will be maintaining a well-oiled machine, allowing you to get back to the parts of the business you love.

3 | The Audit
Suit up! This is where we get serious. During the first 90 days, we do a full audit of all your business’ processes. During the first two weeks, we look at files, procedures, and strictly observe how your beautiful business operates. The absolute earliest any implementation will occur is two weeks after the Getting Down To Business Call.

This is a time to show us examples of how you operate, introduce us to staff, and allow us to find our space.

4 | The first 90-days
We hone in on what makes your business flourish! We are also on the lookout for which sections need polishing, where money is wasted, and which processes need implementation. As masters of efficiency, we want to make sure your business is reaching its full potential and no tasks are missed.

During this time, we’ll fix immediate leaks and lay the foundations for future projects.

5 | Manage ongoing tasks
Once we have spent some time in the nitty-gritty of your business, we will help create Standard Operating Procedures (SOPs). These beautiful work-of-art documents map out exactly how to execute and automate routine tasks. The SOP is given to a staff member who takes that job off your plate so you can get back to the part of the business you love (or you can even book a vacation!).

In addition to SOPs, we will help structure social media campaigns, product launches, and anything else your online biz needs.

ONGOING

Time to get movin’! We want to set up action items and start making things happen. You’ll start seeing your company’s direction and start feeling the stress melt away. Who needs a spa day?

Our project and retainer packages are based on a combination of Online Business Management and Implementation, which can include the following:

Project & Team Management
Systems Building & Standard Operations Procedures
Monitoring Metrics & Analysis
Recruiting & Vetting Employees/Contractors
Revenue Generating Activities: Strategizing & Monitoring
Industry and Market Research
Strategy sessions and ongoing meetings (we recommend at least one monthly call)
Email Marketing Setup
Membership Area Setup
Facebook Ads Setup
Ecommerce Setup & Website Integration
Autoresponders, Sales Funnels & Marketing Campaigns
Website Design, Development & Maintenance
Sales Pages and Landing Pages
Copywriting and Editing + Graphic Design
Website Maintenance
Creating & Managing Affiliate Areas & Sales
Social Media