Getting Started
Getting Started with Marketecs
You’ve made the decision to get help, now what?
Here’s a step by step outline of our process.
Schedule a consultation.
Schedule your consultation and review the ways we can help you.
In your message, please include details about the services you are interested in. This will help us prepare for the conversation.
Meet with Kathrine!
This is generally a 30 minute consultation, where Kathrine answers any of your questions and provides guidance regarding the services we offer, our process, and our pricing. It is very helpful if you have reviewed our FAQs prior to this meeting.
Agree to terms.
After your consultation, you will receive an email outlining the project or scope of work and a contract based on your consultation.
This contract is the legal agreement between you and Marketecs; it details terms, payment, confidentiality, and expectations of both parties.
Meet your team.
Once you have agreed to the terms, it’s time to meet your project manager and your team.
At this point, you will be granted access to our online project management system. Based on your goals, a team designed to support your particular needs will be ready to support you.
Accomplish Goals!
Simply start sending work to your new team of digital marketing professionals and automation experts. You will find you are now more productive, more effective, and less stressed.
FAQs
You do not need to know exactly which service, platform, or workflow you need before contacting Marketecs. Start with what you are trying to accomplish and where the current process is getting stuck.
We discuss what you are trying to accomplish, what is happening now, what you have already tried, and where progress is getting stuck. We may also review the tools, people, assets, and constraints involved. The goal is to determine whether Marketecs is a good fit and identify a practical starting point, not to force every possible service into the conversation.
Bring a clear description of the problem, the outcome you want, the systems or tools involved, and any deadlines or active opportunities that affect the work. It is also helpful to know who currently owns the process and what has already been attempted. You do not need a polished strategy document. An honest view of the current situation is enough to begin.
No. Many clients know something is not working but are not sure whether the answer is strategy, implementation, automation, content, training, or a combination. That is part of what we help determine. Start with the business problem and what you want to improve. We can discuss where the work belongs after we understand the situation.
The scope is based on the objective, the current state of the system, the work required, the people involved, the level of client participation, and any timing or technical constraints. Marketecs will clarify what is included, what the client needs to provide, who owns each decision, and what should happen first. A clear scope protects both progress and expectations.
Marketecs uses an organized project management system as the central place for tasks, files, decisions, and progress. Email and video meetings are used when appropriate, while important assignments and approvals are documented in writing. Clients can see what is happening without being required to learn every feature of the project system.
A primary contact or project manager coordinates the relationship, while specialists may handle content, design, automation, web, or technical work. The client does not need to decide which team member should receive every request. Internal coordination is part of the service, and responsibilities are made clear during onboarding.
The next steps include confirming the scope, meeting the primary team, gathering access and brand resources, documenting priorities, and setting up the project management process. From there, the work begins according to the agreed sequence. Early questions and approvals are normal. The goal is to create enough clarity to move forward without waiting for every future detail to be perfect.
