Kodell Technology - Client Onboarding & Project Process

At Kodell Technology, we pride ourselves on providing a clear, transparent, and smooth experience throughout the entire project. Our process is designed to ensure that your needs are met, expectations are exceeded, and you are supported every step of the way.

Discovery Call:

Purpose: We begin with a conversation to understand your unique needs, goals, and challenges.

What to Expect: In this initial call, we'll learn about your business, your objectives, and how our services can help you achieve your goals. This is your opportunity to ask questions and make sure we’re the right fit for your needs.

Outcome: Based on our discussion, we’ll decide if we’re a good match and agree to move forward to the next step.

Develop Scope of Work:

Purpose: We’ll tailor a specific plan to meet your needs and goals.

What to Expect: After our discovery call, we’ll create a detailed Scope of Work (SOW) that outlines the services we’ll provide, the timeline for each, and the measurable results we aim to achieve.

Outcome: You’ll review and approve the scope to ensure we’re aligned on what we’ll deliver and the desired outcome.

Agreement on Price and Terms:

Purpose: We’ll agree on a clear pricing structure and payment plan.

What to Expect: We’ll provide a transparent breakdown of the costs associated with your project and clarify the payment schedule. This will include any specific terms, such as project milestones or payment deadlines.

Outcome: Both parties will confirm the price and payment terms to move forward.

Contract Signing:

Purpose: We’ll formalize our partnership with a clear agreement.

What to Expect: After agreeing on pricing and scope, we’ll send over a contract that includes the Scope of Work (SOW), payment details, project timelines, and any additional terms. Along with the contract, you’ll receive the first invoice.

Outcome: Once signed, we’re officially set to begin, and the project moves into the execution phase.

Onboarding Welcome Call and Information Packet:

Purpose: We’ll introduce you to the team and set clear expectations for the project.

What to Expect: You’ll receive an onboarding call where we’ll introduce you to your dedicated project manager and walk you through the details of the services we’ll provide. You’ll also receive an information packet with everything you need to know about how we work together, key timelines, and points of contact.

Outcome: You’ll be fully informed about the process and what to expect from us as we move forward.

Creation of 3-Way Communication Channel:

Purpose: We’ll ensure an open line of communication throughout the project.

What to Expect: We’ll set up a communication channel (such as a group chat) with you, your project manager, and me, to ensure you have immediate access to our team and can get your questions answered quickly.

Outcome: You’ll feel confident knowing there’s always a direct line of communication for anything you need.

Execution of Services:

Purpose: We’ll implement the services agreed upon and work towards your goals.

What to Expect: Our team will begin delivering the services outlined in your Scope of Work. This may include things like marketing campaigns, website development, SEO, social media, and more. We’ll focus on providing high-quality results that align with your business objectives.

Outcome: You’ll begin seeing progress and results as we carry out the work.

Bi-Weekly or Monthly Progress Updates:

Purpose: We’ll keep you in the loop on the progress of your project.

What to Expect: You’ll receive regular updates—either bi-weekly or monthly—that include detailed reports on what has been completed, performance data, and any adjustments made along the way.

Outcome: You’ll be able to track our progress and feel confident that everything is moving in the right direction.

Weekly Check-Ins:

Purpose: We’ll ensure that everything is meeting your expectations.

What to Expect: Every week, we’ll have a check-in meeting to discuss how things are going, gather your feedback, and make sure everything is on track. If any changes need to be made, this is the time to address them.

Outcome: You’ll always have the opportunity to voice concerns or make adjustments, ensuring we’re consistently meeting your needs.

Mid-Project Review:

Purpose: We’ll assess progress and make any necessary adjustments.

What to Expect: Halfway through the project, we’ll conduct a formal review to evaluate how things are going and whether we’re meeting your goals. This is a great time to tweak the strategy if needed.

Outcome: Any necessary adjustments will be made to ensure the project stays aligned with your vision.

Final Delivery and Client Feedback:

Purpose: We’ll complete the project and ensure your satisfaction.

What to Expect: Once all deliverables are completed, we’ll send you the final package for review. We’ll gather your feedback and make any final adjustments as needed. You’ll also have a final meeting to ensure everything meets your expectations.

Outcome: You’ll receive the final deliverables and have everything you need for success. You’ll also have the opportunity to provide feedback on the process.

Post-Completion Follow-up:

Purpose: We’ll check in on the long-term results and continue to support your success.

What to Expect: After the project is completed, we’ll follow up with you after a set period (e.g., 30, 60, or 90 days) to assess how the work is impacting your business. We’ll also offer any additional services that may help your continued growth.

Outcome: You’ll feel supported even after the project ends, and we’ll explore opportunities for future collaboration.

Referral Request and Testimonials:

Purpose: We’d love to hear about your experience and grow our business with your help.

What to Expect: Once the project is completed and you’re satisfied with the results, we’ll ask if you’re willing to provide a testimonial or refer us to others who might benefit from our services.

Outcome: Your feedback helps us improve and allows us to expand our client base through word-of-mouth recommendations.

Additional White-Glove Service

Quality Control: Before we deliver anything to you, our team carefully reviews all work to ensure it meets our high standards and your expectations.

Client Education: We also provide ongoing resources to help you stay informed on the latest trends in marketing, empowering you to make the best decisions for your business.

Feedback Loop: Throughout the process, we prioritize gathering your feedback to ensure that we’re always in sync with your goals.

We look forward to partnering with you and helping your business thrive. Our process is designed to make your experience smooth, clear, and results-driven. Feel free to reach out with any questions!