


To The Family
Client Onboarding Portal
Thank you
for the Opportunity
Thank you for choosing our services and providing us the opportunity to do business with you. We deeply value your trust and are committed to delivering excellence in everything we do.
As we begin our collaboration, here’s what you can expect from us:
Tailored Strategies
Customized marketing plans that align with your business goals.
Innovative Solutions
Cutting-edge marketing techniques and tools to keep you ahead in the market.
Regular Communication
Transparent and regular updates on your campaigns' progress.
Professional Support
Our team is here to assist and guide you every step of the way.

Our 5-Step Onboarding Blueprint
Simplifying Success:
A Step-by-Step Guide to Our Collaborative Approach

Knowledge Transfer:
Understanding Your Vision
"Gathering Insights for Tailored Strategies"
New Client Questionnaire:
Begin with our comprehensive questionnaire to share your unique needs and goals and a deep dive into your companies background.
Branding Onboarding Form:
Please provide details about your preferred brand colors, logo design, and imagery style to help us create a visual identity that aligns with your company's character and goals. Include any specific themes, color palettes, or existing brand elements that should be incorporated or revised.
INBOUND
MARKETING
Blogs and Articles: Regularly updated blog content that targets key industry topics, trends, and keywords to attract organic traffic and engage readers.
Ebooks and Whitepapers: In-depth content that addresses specific problems or questions that potential clients might have, positioned as downloadable resources in exchange for contact information.Targeted Campaigns: Email campaigns tailored to various segments of your audience to nurture leads through the sales funnel.
Newsletter Subscriptions: Regular newsletters that provide valuable content and keep your brand top-of-mind for when decision-making occurs.On-Page SEO: Optimizing website content and structure to rank higher in search engine results for relevant keywords.
Off-Page SEO: Building backlinks from reputable sites to enhance your site’s authority and search engine ranking.For QualiFi, TRIdigital's deep email scrubbing service, internal communication processes are automated to ensure high accuracy and efficiency. The service utilizes tools like GlassHive, LinkedIn, Skrapp Email Finder, and Hunter.io to verify and update contact information systematically.
Automated workflows trigger notifications and updates to the relevant team members when discrepancies are found or updates are needed, facilitating immediate action. This setup ensures that all data is current and accurate, enabling the marketing team to engage with clients through precisely targeted campaigns.
The integration of these tools into a unified system streamlines operations and maintains consistent communication within the team about the status and quality of the data.
Corporate Videos: Producing high-quality videos that convey your company’s mission, vision, and values.
Explainer Videos: Creating short, engaging videos that explain your product or service in a simple and effective way.
Customer Testimonial Videos: Capturing authentic feedback from satisfied customers to build trust and credibility.
Event Coverage: Filming and editing video content from conferences, seminars, or other events for promotional or archival purposes.Paid Social Ads: Targeted advertising on platforms like Facebook, Instagram, LinkedIn, etc., to capture the attention of potential leads.
Organic Social Media Engagement: Regular posting and interaction on social media to build relationships and encourage followers to take the next step.Educational Webinars: Hosting online events that provide valuable information and position your company as a thought leader, while capturing participant details.
Product Demos: Demonstrating how your products or services work to generate interest and gather leads.A/B Testing: Testing different versions of landing pages to see which one performs better in terms of converting visitors.
Conversion Rate Optimization (CRO): Tweaking elements of landing pages to maximize the percentage of visitors who complete the desired action.Online Monitoring: Constantly tracking online mentions of your brand to quickly address any negative feedback or crises.
Review Management: Managing and responding to customer reviews across platforms to maintain a positive online presence.
Content Removal: Assisting in the removal of defamatory or unwanted content from the internet.
Positive Content Promotion: Strategically promoting positive news and customer stories to enhance your brand’s reputation online.At TRIdigital, internal communications related to service delivery are automated using GlassHive. This tool streamlines the management of marketing funds, contract creation, and email marketing campaigns, ensuring team members are promptly updated about project changes and client feedback. Additionally, an integrated ticketing system tracks task assignments and progress, while automated reports provide actionable insights into project and marketing performance. This automation enhances operational efficiency and ensures seamless team collaboration and service excellence.
Responsive Web Design: Creating mobile-friendly websites that look great and function well on all devices.
E-commerce Solutions: Developing online stores with seamless shopping experiences, integrating with popular payment and shipping services.
Content Management Systems (CMS): Implementing easy-to-use platforms like WordPress or custom solutions to manage and update website content effortlessly.
User Experience (UX) Optimization: Enhancing the usability and accessibility of websites to improve visitor satisfaction and conversion rates.Integrated Marketing Campaigns: Crafting campaigns that integrate multiple channels such as social media, email, and offline media for a cohesive marketing effort.
Lead Generation Campaigns: Designing targeted campaigns aimed at generating leads by utilizing tactics like landing pages, social media ads, and content marketing.
Product Launch Strategies: Creating comprehensive go-to-market strategies for new products, including pre-launch buzz, launch events, and post-launch follow-up.
Seasonal Campaigns: Developing time-sensitive promotions tailored to holidays, seasons, or special events to boost sales and engagement.Corporate Events: Organizing and managing company events such as conferences, retreats, and seminars.
Product Launches: Coordinating memorable product launch events that generate excitement and media coverage.
Virtual Events: Hosting webinars, online conferences, and virtual trade shows with full technical support and engagement strategies.
Trade Show Management: Planning and executing trade show strategies, from booth design to lead capture.Strategic Partnerships: Collaborating with other businesses or influencers to reach a wider audience and generate leads through co-marketing efforts.
Trade Shows and Conferences: Participating in industry events to network directly with potential leads and gather contact information.Funds Allocation: Assisting in the strategic allocation of market development funds to maximize ROI.
Compliance Tracking: Ensuring that all marketing activities funded by MDF comply with brand standards and partner agreements.
Performance Reporting: Providing detailed reports on the performance of MDF-funded campaigns to stakeholders and partners.
Consultation and Training: Offering expertise in MDF best practices, including training for partners on how to effectively use their funds.Need Content
Need Content
Google Ads: Bidding on relevant keywords to appear in search results, driving targeted traffic to landing pages designed to convert.
Retargeting Ads: Display ads targeted at users who have previously visited your website but did not convert, encouraging them to return.
OUTBOUND
MARKETING
Strategic Marketing Strategy Planning involves crafting comprehensive, long-term approaches to marketing that align with your business goals and target audience. Here’s an outline and content for this service to include on your website:
Audience Segmentation: Identifying and categorizing target markets based on demographics, behaviors, and preferences to tailor marketing efforts.
Competitor Analysis: Assessing the strengths and weaknesses of competitors to identify market gaps and opportunities.
Industry Trends: Staying abreast of the latest market trends to predict changes and adapt strategies accordingly.
Goal Setting: Defining clear, measurable marketing goals that align with the business objectives.
Budget Planning: Allocating resources effectively across campaigns and channels to maximize return on investment.
Risk Assessment: Evaluating potential risks and developing contingency plans to mitigate them.
Value Proposition Development: Crafting a compelling value proposition that differentiates your brand from competitors.
Messaging Strategy: Developing consistent, impactful messages that resonate with your target audience.
Integrated Campaigns: Designing campaigns that span multiple channels, including digital, print, and broadcast, to ensure a unified brand experience.
Channel Optimization: Selecting and optimizing the most effective channels based on audience preferences and behavior.
KPIs and Metrics: Establishing key performance indicators to measure success and make data-driven decisions.
Continuous Improvement: Regularly reviewing campaign performance and making adjustments to strategies as necessary.
Scenario Planning: Developing scenarios to anticipate future market changes and adapt strategies proactively.
Innovation and Adaptation: Encouraging continuous innovation in marketing tactics and strategies to stay ahead in a competitive landscape.Brand Identity Creation: Crafting a unique visual identity, including logo, color palette, and typography that reflects the essence of your brand.
Brand Strategy: Developing a strategic plan that outlines the core values, message, and market positioning of your brand to ensure consistency across all platforms.
Brand Guidelines: Establishing a comprehensive set of guidelines to maintain brand consistency through all marketing and communication efforts.
Rebranding Services: Revitalizing your brand to align with new market trends, audience interests, or company evolution.
The Onboarding Call:
Crafting Your Brand Story
"Personalized Engagement for Creative Synergy"
Team Introductions:
Meet our Creative Pod Team for a collaborative partnership.
Content Story Arch & Brand Discussion:
Dive deep into your brand's narrative and ethos.
Questionnaire Review & Project Expectations:
Discuss questionnaire insights and align on project goals.


Go-to-Market Strategies:
Shaping Your Digital Presence
"Innovative Approaches to Elevate Your Brand"
Email Strategy & Journey:
Develop an impactful email marketing plan.
Website Sitemap Discussion:
Outline the structure of your website for optimal user experience.
Website Mood Board Brainstorm: Visualizing Your Brand
"Interactive Collaboration for Design Inspiration"
Live Mood Board Creation:
Engage in a dynamic session to explore and select visual themes and layouts for your website.


Creative Pitch Deck Presentation: Unveiling Your Brand Story
"Presenting a Visionary Concept for Your Brand"
Brand Concept & Guidelines:
Discover the conceptualized brand identity and guidelines.
Website Concept:
Preview the innovative design concept for your new website.