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Onboarding Workshop

Thank you for choosing Starry Eyes as your creative agency!

We enjoy meeting new thinkers, crafters, change-makers, and entrepreneurs. Getting to learn about new industries and business processes is truly one of the most fun perks within our business. Speaking of processes, by the way, you might be wondering how we'll take your project from concept to reality. Before working with our team, many of our clients had never worked with an advertising or creative agency. That's why we've put together this Onboarding Workshop, which outlines what you should expect, how to navigate our Account Portal, and what we'll need from you to stay on schedule and yield the most stellar results.

The Important Part

The Main Takeaway Of This Onboarding Workshop

Depending on your project scope, there are many details and files we'll need from you. Please keep in mind that your project will be on hold until we receive your completed Onboarding Questionnaire, located on the Questionnaire tab. If you intend to use hosting services other than our own for a website we're building for you, we will also need you to complete the Third-Party Hosting Worksheet before we can proceed with your project.

Accessing Your Account

The Account Portal is an important part of your project. It allows you to see where we are in your project completion, access invoices, submit support tickets, and more. Each time we update you on your project or support ticket, you’ll receive an email notification that you can use to navigate to your dashboard in the Account Portal quickly. Simple!

Logging In

Project Monitoring

Billing

Support

Step 1. Onboarding

Onboarding is the period in which we take care of preliminary matters such as our making sure we have all your account details, orienting you on how to navigate the Account Portal, and having a Project Kickoff Meeting. To avoid project delays, it is imperative that you complete the Onboarding Questionnaire as soon as possible. Please note, at this point, if you want to make any additions to your project scope or expectations, additional charges may apply.

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Your Tasks

  1. Completed questionnaire(s)
  2. Relevant files + info
  3. Project Kickoff Meeting

Step 2. Development

During development, we'll first be focused on planning your project, dedicating time to discuss ideas, concepts, and individual assignments at our creative meetings. Once we have a plan, depending on your Project Scope/type of project, we might need your sign-off on the project plan we developed for you before we can proceed. This is especially true of website projects.

While planning, there's a strong possibility we may need more info or files from you that we didn’t initially anticipate needing. We will need you to provide us with any additional requested information and files before we begin working on your project. and at your earliest convenience, send us the requested materials.

Once planning is out of the way, we’ll begin designing, writing, coding, photo editing, and all the other fun stuff we need to do to build out the deliverables for your project.

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Your Tasks

What We'll Need From You

  1. Additional files + info
  2. Project Development Plan sign-off

Step 3. Review & Refinement

Once the designer or developer heading up your project finishes, our team will review and double-check the work. Next, we'll send you an email to schedule a time for you and your team to review your project with our Project Manager, Lissa. This next meeting is the Project Review Meeting. The goal is to get your team's feedback, which you'll provide us via a quick and easy questionnaire. The questionnaire gives you the ability to approve or deny one or more components of your project, and we'll need you to submit it within two weeks following your Project Review Meeting.

To keep your project on schedule and flowing smoothly, we've assembled a quick overview of how to provide us with the best feedback to get the most out of our services. We'll discuss that in the next section, but please keep in mind that your project has an allotted number of revision requests and overall revision time. To avoid going over budget, we recommend following our revision request guidelines. For a recap on the number of revisions and other project specifics, please take some time to review the Deliverables outlined in the Project Scope section of our submitted proposal.

s

Your Tasks

What We'll Need From You

  1. Project sign-off or clear feedback for revision requests

Step 4. Launch & Handoff

Once you've approved the latest concept for your project, we'll move forward with finalizing the individual components in your project. In the final project development stage, you'll also receive any other deliverables described in your Proposal's Project Scope, such as finalized files. In the case of a new website, we'll launch the site and provide you with any specific training or resources outlined in your Project Scope. For printed collateral projects, we'll move forward with sending your final artwork to print production.

s

Your Tasks

What We'll Need From You

  1. Payoff any remaining account balance
  2. Schedule training date(s), as needed

Make Time To Respond & Meet

In order for your project to stay on schedule, it's imperative that you make a point to respond to our questions and file requests promptly. We try to offer a reasonable amount of time to respond. Still, considering we're likely managing other projects besides yours, with their own particular deadlines, we must stick to the timeline as closely as possible. As such, after not hearing back from you for a week, we'll have to take your project out of our work queue and off our schedule. If we hear back from you within a week of pausing your project, we'll work with you to figure out when we can get your project back on schedule once you've given us the originally requested feedback or information,

Keep Your Project On Track By:

  • Making sure we have everything we need from you so we can get started on your project
  • Giving us feedback and direction to exceed your expectations and build your deliverables

Project Delays Will Result From:

  • Not responding promptly to our requests for the information and files to begin your project
  • Not responding promptly to our requests for approvals to complete your project

Review And Thoroughly Proofread The First Round

Inspect everything carefully the first time you review concepts, especially when any text is involved. The goal is for you to catch each thing needing tweaked, added, or deleted in one pass so we can make the changes and complete your project. Please review your Project Scope for more details on allotted revision requests and time.

Keep Your Project On Track By:

  • Polling your team/decision makers for their feedback or approvals before communicating your direction to us
  • Triple-checking pricing, dates, names, and spelling of all text within presented concepts

Project Delays Will Result From:

  • Requesting separate numerous minor changes that could be requested in one round
  • Changing your mind about prices, products, names, etc. during the revision process 

Giving Objective Feedback & Avoiding Vagueness

Although it goes without saying, when someone only says, "The menu doesn't have everything on it," or, "I don't like the font," without any other context, it's hard to come up with a solution. What may sound like detailed direction to you might be an encoded alien scrawling to someone outside of your industry and expertise. Please explain your feedback, offering the solutions and information we need to complete any requested revisions

Keep Your Project On Track By:

  • Providing concise direction on what's missing, what needs changing, and what information needs to removed
  • Being consistent in your terminology and naming conventions for your products, processes, and other business details

Project Delays Will Result From:

  • Being unclear and subjective in your feedback
  • Being indecisive and wanting to experiment with unnecessary style changes

Organizing & Managing Your Group's Feedback

It's not uncommon for us to work on projects with teams that have multiple people invested in the decision-making process. It makes perfect sense in many cases and organizational structures, and we're happy to accommodate. In the case where your team has more than one person signing off on our work, we ask that you establish a single account contact for your team to communicate with our team. Doing so will ensure everyone is on the same page and your team has a consensus before proceeding with giving us direction.

Keep Your Project On Track By:

  • Getting consensus amongst your team/decision makers by polling for their feedback or approvals before communicating your direction to us
  • Establishing a designated contact person for your account to communicate on your team's behalf
  • Using the Account Portal's Project Discussion feature to communicate about your project

Project Delays Will Result From:

  • Individuals from your team sending separate unfiltered requests to our team instead of your account contact sending a singular polled list to the Project Discussion
  • Adding contradictory notes from different decision-makers on the same list of feedback
  • Sending emails about project updates to the Project Manager or someone else at Starry Eyes instead of using the Project Discussion in our Account Portal

More Specifics

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Our website development team has experience in two different content management systems: Drupal and WordPress. Of the two, WordPress is far superior...

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Your Info - Step 1 of 4

Let's Get Started

First, let's get your basic info so we can match your worksheet with your project.

Every Website Needs A Host

Are we building a website for you? If so, you'll need to make a final decision on where your site will be hosted.

Starry Eyes Hosting

Fast, Reliable comprehensive website management solutions

Fully-Managed Hosting Solutions

Who better to host and manage your newly launched website than the company that built it in the first place? Beyond convenience, our comprehensive website management and hosting options include more than just hosting, such as on-call support and development, software update management, domain management, uptime monitoring, search engine monitoring, and more.

Alternate Hosting

I want to host my new site elsewhere

Hosting Worksheet Required

If we're building a website for you and you'd like to host that site on a server other than ours, we'll need you to complete our Third-Party Hosting Worksheet before proceeding. We've developed this tool to help you determine if the host you've selected is compatible with and can adequately power your new WordPress website. Please note that your project will be on hold until you complete the worksheet.

Thank you for choosing Starry Eyes as your creative agency!

We enjoy meeting new thinkers, crafters, change-makers, and entrepreneurs. Getting to learn about new industries and business processes is truly one of the most fun perks within our business. Speaking of processes, by the way, you might be wondering how we’ll take your project from concept to reality. Before working with our team, many of our clients had never worked with an advertising or creative agency. That’s why we’ve put together an Onboarding Workshop, which outlines what you should expect, how to navigate our Account Portal, and what we’ll need from you to stay on schedule and yield the most stellar results. What you’re seeing now is just a brief summary of our Onboarding Workshop. Open this page on a desktop or tablet device to see the whole guide.

The Important Part

The Main Takeaway Of This Onboarding Workshop

Depending on your project scope, there are many details and files we’ll need from you. Please keep in mind that your project will be on hold until we receive your completed Onboarding Questionnaire, located on the Questionnaire tab. If you intend to use hosting services other than our own for a website we’re building for you, we will also need you to complete the Third-Party Hosting Worksheet before we can proceed with your project.

Your Onboarding Roadmap

Step 1. Onboarding

Onboarding is the period in which we take care of preliminary matters such as our making sure we have all your account details, orienting you on how to navigate the Account Portal, and having a Project Kickoff Meeting. To avoid project delays, it is imperative that you complete the Onboarding Questionnaire as soon as possible. Please note, at this point, if you want to make any additions to your project scope or expectations, additional charges may apply.

s

Your Tasks

  1. Completed questionnaire(s)
  2. Relevant files + info
  3. Project Kickoff Meeting

Step 2. Development

During development, we’ll first be focused on planning your project, dedicating time to discuss ideas, concepts, and individual assignments at our creative meetings. Once we have a plan, depending on your Project Scope/type of project, we might need your sign-off on the project plan we developed for you before we can proceed. This is especially true of website projects.

While planning, there’s a strong possibility we may need more info or files from you that we didn’t initially anticipate needing. We will need you to provide us with any additional requested information and files before we begin working on your project. and at your earliest convenience, send us the requested materials.

Once planning is out of the way, we’ll begin designing, writing, coding, photo editing, and all the other fun stuff we need to do to build out the deliverables for your project.

s

Your Tasks

What We'll Need From You

  1. Additional files + info
  2. Project Development Plan sign-off

Step 3. Review & Refinement

Once the designer or developer heading up your project finishes, our team will review and double-check the work. Next, we’ll send you an email to schedule a time for you and your team to review your project with our Project Manager, Lissa. This next meeting is the Project Review Meeting. The goal is to get your team’s feedback, which you’ll provide us via a quick and easy questionnaire. The questionnaire gives you the ability to approve or deny one or more components of your project, and we’ll need you to submit it within two weeks following your Project Review Meeting.

To keep your project on schedule and flowing smoothly, we’ve assembled a quick overview of how to provide us with the best feedback to get the most out of our services. We’ll discuss that in the next section, but please keep in mind that your project has an allotted number of revision requests and overall revision time. To avoid going over budget, we recommend following our revision request guidelines. For a recap on the number of revisions and other project specifics, please take some time to review the Deliverables outlined in the Project Scope section of our submitted proposal.

s

Your Tasks

What We'll Need From You

  1. Project sign-off or clear feedback for revision requests

Step 4. Launch & Handoff

Once you’ve approved the latest concept for your project, we’ll move forward with finalizing the individual components in your project. In the final project development stage, you’ll also receive any other deliverables described in your Proposal’s Project Scope, such as finalized files. In the case of a new website, we’ll launch the site and provide you with any specific training or resources outlined in your Project Scope. For printed collateral projects, we’ll move forward with sending your final artwork to print production.

s

Your Tasks

What We'll Need From You

  1. Payoff any remaining account balance
  2. Schedule training date(s), as needed