enterprise onboarding packet

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Page 1: Enterprise onboarding packet
Page 2: Enterprise onboarding packet

Discuss event goals

Set expectations

Review launch timeline

Discuss artwork

Review Events

Calendar

You send us artwork

We create web and email

templates for you to

review

You approve or request

changes

Art is uploaded to Event

Farm

Train client team

Create user accounts

Configure Events

Answer questions

Intro

MeetingArtwork Training

Onboarding and launching the first event takes about a week.

Welcome to the Farm! This packet gives you an overview of

the process of getting started in Event Farm.

Onboarding Overview

Page 3: Enterprise onboarding packet

You send us art (in original,

layered Photoshop file)

Within 24 hours we’ll send

you the custom template

we’ve created with your art

(one for web and one for

email). You can request

changes if needed.

You will view the final

product on your event

web page and e-mails

You can make one

final round of art

change requests, any

additional requests

are subject to $150

fee per hour of work

Once you’ve approved

the templates, we will

upload them into your

Event Farm web page

and e-mails

Uploading takes 24

hours from time of

approval

Check out our Design Guidelines:

https://www.eventfarm.com/docs/Event.Farm.Design.Guidelines.pdf

You Submit Art We Upload Art Final Proofing

Artwork and Design

Page 4: Enterprise onboarding packet

Upload XX number unique

web/email layouts to the system

Make one round of final changes to

each layout (any additional changes

are subject to a $150 per hour fee).

Provide one-hour training call

Provide ongoing support during

standard business hours of 9am-

6pm EST M-F.

What We Do What You Do

Provide us with artwork for your layouts

Approve layouts for web page and e-

mail

Participate and take notes on training

call

Enter all details of your event in our

system

Create and format e-mails and web

pages

Send out invitations (if sending

invitations)

Manage and track your guest list

Respond to guests

Check guests in (if using check-in

feature)

Create new events (as needed)

How We Work Together

Page 5: Enterprise onboarding packet

Danielle DeBorde

E [email protected]

O 888.444-8162 ext 817

Event FarmSupport Page:

https://www.eventfarm.com/support/

Looking forward to a successful partnership!

Contact Info