Client Onboarding Portal
Welcome to Your Onboarding!
Welcome to Your
Onboarding Process
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. The last system update was 02/22/2021.
The onboarding process takes around 50 minutes and requires some research, please leave adequate time for this.
It may take 50 minutes, but once it’s done… it’s done. No back and forth emails or stumbling for passwords further down the line.
What To Expect In The Next 50 Minutes
Saving Time & Faster Results
Click the button down below to watch the 1st step of the process.
What We Expect Out Of You
Our Approach
Click the button down below
to watch the 2nd step of the process.
Pay Invoice & Sign Contract
Confirming Your Spot
Click the button down below to watch the 3rd step of the process.
Download Your Onboarding Forms from Onboarding Email
Please check your email for your specific onboarding project forms. Download them and fill them out to complete this step.
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.
Book Your Onboarding Call
Let's Review Your Onboarding Forms
Click the button down below to watch the 6th step of the process.
Just Some Final Words
Welcome to the All Approach Family!
Click the button down below to watch the 7th step of the process.
Join Our Slack Workspace
Our Client Communication Platform
Click the button below to join our Slack Workspace.
You Have Officially Completed
Your Onboarding Process!
Hope this was a very smooth and simple process, and always remember authenticity always wins!