LeftTurn Welcome Hub

Welcome, and a hearty thank you for trusting your business with our capable team! Together, we’re poised to turn your goals into gold. But before we dive in, let’s take care of a little housekeeping. That’s right, onboarding time!

At LeftTurn Strategy, we believe onboarding shouldn’t feel like pulling teeth—it should be as smooth as your favourite glass of wine. Think of us as your friendly guides, here to make sure you feel right at home from the get-go. So relax, we’ve got this covered, and we’ll have some fun along the way! Cheers to a hassle-free start!

Before our kick-off call, we’ve compiled a handy list of “to-do’s” for you to check off. If you have any questions or need a hand, don’t hesitate to contact Ann-Marie or Tanya. We’re here to make this as easy as possible, and we’re excited to get started!

1. WELCOME LETTER + SIGNATURE

Before we begin, we ask that you please read, fill in and sign the LeftTurn Strategy Welcome Letter for all new clients. It outlines important details about how we work and our commitment to you.

2. Welcome Survey

We’ve gathered some core questions to understand your company and its needs. This info will help us make the most of our first session. If you’re unsure about any questions, don’t sweat it—we’ll cover everything in detail later.

3. Marketing Assets

Before we dig into your business to understand your brand, personas and industry. If you have any MARKETING documents created, we would appreciate that you share them with us. They can be sent to analytics@leftturnstrategy.com.

Some examples include:

Business Plan
Brand Book
Marketing Strategy
Organizational Chart
Marketing Campaign Results

4. Technology access

To truly understand your goals and give the best recommendations, we need access to some of your systems for more details about your digital ecosystem.

Here are our general requests. If you don’t have all the technologies listed, no worries—just provide what you have.

analytics + search

Google Analytics – please provide Admin access to analytics@leftturnstrategy.com. If you do not use Google Analytics, we would still appreciate access to your analytics platform if you have one.

Google Search Console – if you have Search Console and it has not been connected to your Google Analytics account, please provide Delegated Owner access to analytics@leftturnstrategy.com.

social media

Meta (Facebook/Instagram) – Please add LeftTurn Strategy’s business account id: 240514140232036 to your Meta Business Suite so we can view your profile insights and content performance

LinkedIn – Please add KATIE TURTON as an Admin – Analyst to your page so we can view and export your analytics from LinkedIn.

YouTube – Please add analytics@leftturnstrategy.com as a Manager to your page so we can view and export your paid and organic analytics.

IF you have a social media posting tool that aggregates all of your social media insights and data in one place, you can provide us access to the tool as opposed to providing individual access to each platform.

email / crm

Mailchimp – If you use mailchimp, we will request a ‘Client Connect’ for the duration of the project. Depending on how you use MailChimp we would require access to reporting and analytics as well as journeys if you use journeys

Other Platforms – If you use any other email platform (klaviyo, omnisend, ActiveCampaign etc), you can either provide us with our own login if you have a seat available for the duration of the project or provide us your username and password following the kick-off call.

ecommerce

Shopify – if you use Shopify we will request collaborator access, following the kickoff

WordPress – if you use WooCommerce, please provide analytics@leftturnstrategy.com access to your wordpress / woocommerce reporting platform

Other Platforms – If you use any other ecommerce platform (BigCommerce, Magento, Square etc), you can either provide us with our own login (analytics@leftturnstrategy.com) if you have a seat available for the duration of the project or provide us your username and password following the kick-off call.

If you need support to providing access to any of the platforms listed above, please reference our Technology Access Guide.

LeftTurn Welcome Hub

1. WELCOME LETTER + SIGNATURE

2. Welcome Survey

3. Marketing Assets

4. Technology access

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