FAQ's
Frequently asked questions for Marketing Boss Members
How will my projects be managed?
During your onboarding session, we will discuss project management for your specific account. We recommend using a project management software that your vendors and our team can access so we can collaborate on projects. During your onboarding meeting, we will ask you to add specific members of our team to your software. You can also go ahead and start by adding communications@marketing-boss.com as an admin so our team can add users and guests as needed. If you do not have project management software, don't worry. You can set up an account at ClickUp CLICK HERE and share your access with us, and we will set everything up for you. We can also simply add your projects to our ClickUp account so be sure to tell us what you prefer when we have our onboading call with you.
How can I communicate with the team day to day?
During your onboarding session, we will introduce you to the team that is working on your account. They will share their contact information with you. However, for day-to-day communications, we recommend that you reach out via Slack for real-time communications. You can expect to receive an invitation to Slack from us or one of our preferred vendors if your plan includes a vendor credit with a preferred vendor that has a Slack account. You can also invite us to your Slack. With Slack you can communicate with us directly via Direct Message or with the team to collaborate on projects and share ideas.
How can I communicate with the team when I want to share files or feedback on a project?
We recommend using your project management software for communications related directly to specific tasks, especially if you want to share attachments, provide instructions, feedback, etc. If it's a timely communication you may also want to send a Slack message to alert the team that you shared something time-sensitive in the project management app. You can also use Slack if you are not comfortable with the project management software yet. In some instances, you may want to share large files through a link to a shared drive like drop box or google drive. You can use the project management software or Slack just make sure that you tag the project manager for your account and/or the team member who needs the files etc.
What if my files are too large for Slack or email?
For large files or a large quantity of media assets like photography and video, you can use software like drop box or google to upload your media and share via a link. If you don't have a shared drive for your business, we can provide you with limited storage on ours. Just ask your project manager for a link you can use.
If I am not familiar with Slack or project management software, can I just communicate through email?
We understand that Slack and Project management may require a bit of a learning curve so if you are not familiar with these platforms yet and prefer to email us, you can certainly do that. However, our team is constantly on top of tasks, and your message may get buried or missed if it comes in via email, so if it's something important or time-sensitive, it helps if you also text us to let us know. You can text the team directly to the personal numbers they provide you with or text the team at (404) 751-3594. You can also CC multiple people on each email you send to ensure that someone catches it. For example, if you send an important email, you can always CC communications@marketing-boss.com and the company admin will receive a copy and will help alert the team on Slack or ClickUp on your behalf.
Will the team ever send me communications through email?
Our team will send you regular updates via email and provide you with important items or things to review and approve, especially if you are not as active on Slack. We will also CC you and expect to be CC'd on emails that are exchanged with potential or existing vendors we may be collaborating with on projects for your account. You will note that in most emails generated by us or that we participate in, there are usually multiple people CC'd to help ensure that we stay on top of things as a team for you.
Should I take meeting notes?
You are encouraged to take notes at each meeting to jot down important tasks and insights. However, we record and transcribe most meetings and save them for 90 days. In addition, we will ensure that the tasks and deadlines discussed are reflected in your project management software.
How will I be billed?
Payments are drafted automatically each month according to your monthly plan using your card on file. To set up or update your card on file, simply CLICK HERE You can use this same link to update it at any time.
What should I do if I want to change the payment card on file?
If, for any reason, you want to update or change the credit card that you put on file with us, you can CLICK HERE You can use this same link to update it at any time.
What is the best way to request a task from a Marketing Boss or a vendor that you manage for me?
While you are getting acclimated to project management best practices and even after you become a pro, we want to encourage you to send us quick task requests using a simple task request form CLICK HERE which helps us track a running list of tasks you need us to complete/manage. Any requests that you submit through this form will be routed to our project managers so they can assign it and track it for you. You can also use Slack to send us a quick note or draft an email if it's something complex or you want to CC multiple people. Make sure that you use Task Request in the subject so our team can easily flag it and route it for you.
If my monthly package includes coaching sessions that I do not use, do they roll over to the next month?
Coaching session credits do not roll over, so if you do not use your monthly sessions with your CMO, PM, Mindset Coach, or other Marketing Boss Coach in your plan, they will not roll over or accumulate for use in future months. We do make exceptions to this rule so if you have extenuating circumstances, please discuss them with us at your next check-in meeting with our team.
How can I share access to my platforms and dashboards?
During your onboarding session, we will review all of your platforms and walk you through how to share access with us and our team. You can use a secure password management system like Last Pass to share passwords with us securely however many platforms will require more complex steps that. For example, sharing a login and password to your Godaddy account with us will likely not work. There are double authentication features that will block our team from gaining access even if we have the correct login and password. It's the same with Instagram. You can click HERE to learn more about how to give us access to platforms or set up a time with one of our experts who can walk you through the steps.
What do I need to do if my contact information changes?
If your contact information changes at any time, please let us know as soon as possible. You can use our data entry form to update your contact information anytime. You should use it to make sure that we have:
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Your cell phone so we can text you important information
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Your birthday so we celebrate you on your special day
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Your mailing address so that we can send you postcards and gifts
It takes a few minutes to fill out the form.
What resources are included with my monthly CMO service?
You can refer to your service agreement for a complete list of what is included in your package. Most monthly services clients that have a CMO package can expect to receive:
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Access to the Marketing Boss APP: Full access to the resources and courses available in the marketing app. To request access for yourself or anyone on your team (this can include employees or external vendors), you can contact your project manager with the list of people you want us to add. Make sure you include their First Name, Last Name, Title, Email, and Cell Number. You can also use this form to request user access. Click HERE.
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Strategy Support: Your CMO (Chief Marketing Officer) is available either monthly, weekly, or biweekly, depending on the package you subscribed to talk about strategy, brainstorm ideas, and offer feedback regarding marketing metrics and performance. Make sure you schedule regular meetings with your CMO according to the frequency outlined in your service agreement.
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Quality Assurance Support: Your CMO (Chief Marketing Officer) and PM (Project Manager) are marketing experts who will help ensure that your team and vendors manage projects and tasks efficiently and in a timely manner. We will provide support and insights during check-in with you and directly with your team and vendors. We will also spot-check deliverables and completed tasks to assure quality as much as possible and request corrections on your behalf. In the event that a project or task contains errors that were missed despite these checkpoints, we will investigate to see if it was a technical error, a human error and take steps to ensure that any underlying issues are addressed. If the issue is technical, we will do our best to troubleshoot it with your existing team and vendors and let you know if the issue requires support from any specialists when appropriate. If the issue was a human error, we will take steps to request make-goods from vendors.
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Data Analytics Support: Your CMO (Chief Marketing Officer) and PM (Project Manager) will be reviewing KPIs that are important to your business on a regular basis. We will use the data analytics tools you provide, which can include access to dashboards like Google Analytics and CRM tools and, in some instances, create custom reporting dashboards to analyze your data. We can only analyze data that we have access to, so it's important that you and your team give us access to as much data as possible so we can review it and give you the best insights we can about how your marketing is working.
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Mindset Coaching: We include at least 1 mindset coaching session with our Marketing Mindset coach in most packages. We believe that by working with a mindset coach, business owners can unlock their full potential, overcome obstacles, and cultivate a mindset that fosters success and growth. Session credits do not roll over, so if you do not use your monthly session, it will not roll over to the next month.