Client Onboarding Process

Seamless, Simple & Built for Growth

At NattiHive Marketing, working together should feel easy, exciting, and built for real results. Our process is designed to be smooth, stress-free, and—most importantly—effective.

We start with a conversation to get to know your business, your goals, and your vision. Once you’re ready to move forward, you’ll get access to your secure client portal, where everything is organized in one place for a seamless experience.

From there, we’ll walk you through each step—signing the Terms of Service & Privacy Policy, filling out your intake questionnaire, and submitting any key assets we need to bring your strategy to life. After our kickoff call, we’ll put together your custom proposal and contract, making sure every detail aligns with your needs before we get to work.

With clear timelines, full transparency, and open communication, you’ll always know what’s happening next. We’re here to keep things moving, adjust as needed, and make sure everything stays on track. And when your project wraps up, we’ll chat about what’s next—whether that’s hourly support, project-based work, or an ongoing retainer, we’re here to keep your momentum going.

Let’s make magic happen!

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Initial Consultation & Discovery

  • Fill out our inquiry form or schedule a discovery call.
  • Discuss your business goals, pain points, and marketing needs.
  • Determine the best pricing model: Hourly, Project-Based, or Retainer.
  • If you’re ready to move forward, the next step is to create access to your secure client portal. An invitation with a unique access link will be sent to the email you provide. Simply follow the link to set up your account and log in.This ensures a seamless start to your project and gives you access to all the tools and resources you’ll need.
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Client Intake & Strategy Development

  1. Receive Your Welcome Email

    • Get your client portal invitation and set up your account.

  2. Complete Your Onboarding Flow (Inside your portal)

    • Sign the Terms of Service & Privacy Policy.
    • Fill Out the Intake Questionnaire (business details, branding, audience).
    • Submit Required Assets (logins, branding materials).
    • Schedule & Attend Your Kickoff Call to discuss goals and expectations.

  3. Review & Sign Your Project Documents

    • After the kickoff, receive your custom contract and tailored project proposal for review

This streamlined process ensures a smooth and efficient start to your project.

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Proposal & Agreement

After your kickoff call, I’ll craft a detailed project proposal and custom contract, tailored to your specific needs and goals. These documents will outline the project scope, deliverables, timeline, and key terms to ensure we’re fully aligned.

Here’s what happens next:

  • Review Your Proposal – This is your roadmap! It lays out everything we’ll accomplish together.
  • Sign Your Contract – This finalizes our partnership and gets us ready to roll.
  • Submit Your First Payment – Once the agreement is signed, the initial payment is required to officially kick off the project.

With everything in place, we shift into action—bringing your vision to life with a clear plan and strategy!

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Execution & Collaboration

With your signed contract and first payment complete, we’re ready to bring your project to life! This phase is all about turning strategy into action while keeping you informed and involved every step of the way.

Here’s what you can expect:

  • Project Kickoff – Work begins based on the agreed timeline and deliverables.
  • Client Portal Access – Track progress, access important documents, and communicate seamlessly—all in one place.
  • Ongoing Communication – Stay updated through regular check-ins, progress reports, and feedback opportunities.
  • Collaboration & Adjustments – Your input matters! We’ll refine and optimize as needed to ensure everything aligns with your vision.

With a clear strategy and an easy-to-use portal, we’ll execute your project efficiently while keeping everything transparent and streamlined!

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Reporting & Ongoing Optimization

Success isn’t just about launching—it’s about continuous improvement. Through regular tracking, reporting, and strategic adjustments, we ensure your project stays on course and delivers real results.

Here’s what to expect:

  • Performance Reports – Receive clear insights on key metrics, milestones, and project impact.
  • Client Portal Updates – Track progress, access deliverables, and stay informed—all in one place.
  • Strategic Adjustments – Using data and feedback, we’ll refine and optimize for maximum effectiveness.
  • Ongoing Support & Growth – Whether it’s scaling, tweaking strategies, or planning the next phase, I’m here to help.

With a data-driven approach and open collaboration, we’ll keep everything running smoothly and ensure long-term success!

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Continuing Our Partnership

Once your project is complete, we’ll discuss the best way to maintain momentum and continue growing your brand. Depending on your needs, we can explore:

  • Hourly Support – Ideal for small updates, consultations, or ongoing guidance.
  • Project-Based Work – Perfect for new initiatives, campaigns, or expanding your digital strategy.
  • Retainer Services – Ongoing, long-term support to ensure consistency and sustained growth.

Whatever your next steps, I’m here to support your success and keep your business moving forward!

Let's Get Started!

Our Commitment to You: Collaboration, Security, and Growth.

Once everything is set, we’ll dive right in and start bringing your vision to life. We’re here to work closely with you, and your feedback is essential every step of the way. We believe in collaboration, so you’ll have a set number of revision rounds to ensure the work aligns with your vision. If any changes arise, we’ll make adjustments together until everything feels just right. When it comes to sensitive information, we want you to feel completely confident in our care. Your privacy and data security are a top priority. Whether it’s account access, confidential business details, or any other personal information, we handle everything with the highest level of security and discretion. You can trust us to protect your business as if it were our own. We’ll set clear, achievable goals and keep you updated on progress, whether it’s improving SEO, managing social media, or running ads. Throughout our partnership, you’ll always know what’s happening next, and we’ll be right by your side, making sure everything goes smoothly. Together, we’ll create something that truly reflects your brand and helps you grow in ways that matter most to you.

Curious About Terms of Service & Privacy Policy? TAP THE BEE!!

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