Welcome Aboard! Let’s Get Started
Our mission at ConnectAd is to grow your nonprofit’s impact using digital marketing. As we work together towards that goal, we want you to know what you can expect from us. Here is a brief primer.
The Role Of Your Account Manager
Your Account Manager, or AM as we call them, is critical to the success of your digital marketing. They’re responsible for two key functions.
Communication
As your main point-of-contact, you can connect with your AM on matters like new digital marketing tasks, how your campaigns are performing, or questions about billing.
You can expect to hear back from your AM within 1 business day.
Completion of Tasks
All our AMs are experts in multiple fields of digital marketing. That means whether it’s a new Google Ad campaign, or a landing page, often times they’re the ones creating it.
On occasion, your AM will bring in a specialist on the team to assist.
The Next Steps - Onboarding
Schedule The First Call
Once we pair you with an AM, they’ll reach out to coordinate an onboarding call with you. It’s usually a 30-minute meeting to introduce themselves, and gather some information from you.
Build Your Custom Roadmap
On the call, your AM will put together a custom roadmap to outline what we need to set up. While we do as much of the heavy lifting as possible, sometimes we need your help (like sharing account access with us, or making changes on your website). The quicker you can do that, the sooner we can get you benefiting from our work.
Discuss Strategy
On the first call, your AM will also lead you through some strategic planning. We’ll be discovering what your goals are, what success looks like to you, and discussing how to best work together.
About The Task Hour Model
The task hour model was designed for transparency. It’s meant to provide clarity to you & your AM on how much work can be delivered.
Your service package determines the number of task hours you can use each month. Those hours can be used for a variety of tasks, but keep in mind that certain tasks require more hours to complete. Let’s show you an example of what we mean.
Example Starter Package Month (4 Hours)
How The Billing Portal Works
To make it easier to grab your payment receipts, securely update your credit card info, or change your contact info, we set up a billing portal where you can self-manage all of the above. To access it, click on ‘Billing Portal’ at the top of the website’s navigation.
Your username is the email you used when you signed up for our service. Don’t remember it? No problem, just ask your AM. If you’ve forgotten the password, you can reset it.
On behalf of the ConnectAd team
Thank you once again for joining us. We love being involved with meaningful organizations like you, and look forward to working together!
Simon Choy
Founder
