Client Onboarding

A clear, structured process designed to set your project up for success

👉 Book a Free 30-Minute Discovery Call

No pressure • No obligation • Clear next steps

At SynchroEcom, we believe great results start with a clear onboarding process. From our first conversation to project execution, every step is designed to ensure alignment, transparency, and efficiency.

Our Onboarding Process

Step 1: Discovery Call (30 Minutes)

We begin with a focused discovery call to understand:

  • Your business goals
  • Your platform needs (Website, Shopify, Amazon)
  • Your timeline and expectations

This call helps ensure we're the right fit before moving forward.

30 minutes

Step 2: Proposal & Agreement

After the discovery call, you'll receive a detailed proposal outlining:

  • Recommended services
  • Project scope and deliverables
  • Timeline
  • Investment

Once approved, you'll receive our service agreement. Work begins only after the agreement is signed and the initial payment is received.

Step 3: Kickoff & Access Setup

After onboarding is confirmed, we:

  • Send you a project questionnaire
  • Request required assets and platform access
  • Confirm communication channels and milestones

This step ensures we have everything needed to move efficiently into execution.

Step 4: Project Execution & Updates

We execute the project based on the approved scope and timeline. You'll receive:

  • Progress updates at key milestones
  • Clear feedback checkpoints
  • Direct communication with a single point of contact

Step 5: Final Delivery & Handover

Once the project is complete:

  • Final walkthrough is provided
  • Access and documentation are handed over
  • Remaining balance is completed
  • Optional next steps or ongoing services are discussed

Typical Project Timeline

While each project is unique, here's a general timeline of what to expect when working with SynchroEcom. Timelines vary depending on project scope and client responsiveness.

Typical Project Timeline

Week 1
Agency Discovery, agreement, payment, kickoff
Weeks 2–3
Agency Design, setup, and development
Week 4+
Agency Review, revisions, and final delivery

Payment & Project Start

Documents & Information We'll Need

Business Information

  • Business name, address, and contact information
  • Mission statement and company values
  • Target audience and customer personas
  • Unique selling propositions
  • Key competitors in your space
  • Short and long-term business goals

Brand Assets

  • Logo files (vector formats preferred)
  • Brand style guide (if available)
  • Color palette with HEX/RGB codes
  • Typography/font information
  • High-quality product images
  • Brand voice guidelines

Access & Credentials

  • Website hosting login credentials
  • Domain registrar login information
  • Current CMS access (Shopify, WordPress, etc.)
  • Google Analytics and Search Console access
  • Social media accounts (if we're managing them)
  • Amazon Seller Central access (if applicable)

Content Requirements

  • Product descriptions and specifications
  • About Us content
  • Service/offering details
  • Team member bios and photos (if needed)
  • Testimonials and case studies
  • FAQs about your products or services

Frequently Asked Questions

How long does onboarding take?

Onboarding typically takes 5–10 business days, depending on how quickly information and access are provided.

What if I don't have all the required information?

That's completely fine. We'll start with what's available and clearly identify anything missing that could affect timelines or deliverables.

How do we communicate?

Communication is handled through:

  • Email and shared documents
  • Scheduled video calls for reviews
  • A single point of contact for clarity
What if I want to change the project scope?

Any requests outside the agreed scope require a written scope update and approval. Timeline and pricing adjustments may apply.

Will I receive training?

Yes. We provide walkthroughs and basic documentation relevant to your project to ensure you're confident managing your platform after delivery.

What are your payment terms?
  • 50% upfront payment required to begin work
  • Remaining balance due before final delivery or launch
  • Monthly services are billed on a recurring basis

Service-Specific FAQs

Shopify Development FAQs

What's included in Shopify development?

Store setup, theme customization, product setup, payment configuration, and launch support.

Do you provide custom design?

Yes, Shopify builds are customized to your brand using Shopify best practices.

Can you work with an existing store?

Yes, we can redesign or optimize existing Shopify stores.

Amazon Seller Services FAQs

Do you guarantee Amazon sales?

No. We focus on structured setup, optimization, and best practices — not guarantees or risky tactics.

Do you manage Amazon PPC?

We provide PPC basics, including setup and initial optimization.

Is monthly management required?

Monthly management is optional but recommended for ongoing optimization and performance tracking.

Our goal is to make this simple.

We guide you through every step, clearly communicate progress, and keep the process straightforward from start to finish.

Ready to Get Started?

Our streamlined onboarding process ensures a smooth start to our working relationship. Contact us today to begin your journey toward digital success.

👉 Book a Free 30-Minute Discovery Call

No pressure • No obligation • Clear next steps