Website & Hosting Onboarding

Thank you for choosing LifeX! We are excited to be partnering with you to help your business and brand grow.

We understand that working with a new marketing partner can sometimes be daunting, and it is our goal to make the transition and overall process as smooth and easy as possible. Whenever you have questions, comments, or feedback - please reach out to us. You will find our email addresses and calendar contacts linked here.

As part of the onboarding process, we need several permissions and any existing marketing and/or branding documents that you have. To make it as painless as possible, we offer two methods of onboarding:

Schedule a Remote Access Meeting
If you aren't sure what all your accounts are or the task of granting permissions looks daunting, we can schedule a time to remote access your computer and do as much of this as we can while you observe.
To schedule this remote access meeting, please click here.
Provide Helpful Messaging & Branding Documents
It is helpful to have as many messaging, branding, and other documents that contain helpful information about your business.
This includes the following:
- Messaging information
- Branding information (brand colors, logos, etc)
- Shared folders of images
- Any other brand/business/marketing information that you think would be helpful...
Please click here to upload or link these documents.
What Comes Next?
Our goal at LifeX Marketing is to make the overall marketing process as easy and painless as we can. At the same time, we understand that you want to know where your money is going and the difference it is making!
To help provide you peace of mind and keep you informed of what we are doing with your marketing budget, you will receive the following if you are on a marketing retainer:

Quarterly Strategy Maps
- 4 times a year you will receive a marketing strategy map showing where your marketing dollars are going. These strategy maps are broken out into months so you can see exactly what the LifeX team is working on.
- We do these on a quarterly basis so that we can shift the budget to specific services or products throughout the year as necessary.
- Click here to view a sample strategy map
Monthly Reporting
- At the beginning of each month, you will receive a monthly report showing keyword data, traffic analysis, conversion goals, and other metrics.
Monthly Review Meeting
- If you want, you can schedule a monthly meeting to review the monthly report, quarterly strategy map, or other marketing questions that you have. The link to schedule this review meeting is included in the monthly report.

If you know where most/all of the permissions, accounts, etc are for your website, then you can simply add LifeX as a user to most of these accounts.

Please look over the following list of permissions that we will need.

Permissions
Please provide the following permissions:
Website access (Admin level)
- [email protected]
- [email protected]
Google Analytics (Admin with the ability to add users). Click here for instructions.
- [email protected]
Google Search Console
- [email protected]
Google Business Profile (formerly Google My Business). Click here for instructions.
- [email protected]
Hosting & Domain Access
Please provide the following permissions:
Access 1
- [email protected]
Access 2
- [email protected]
Messaging & Branding Documents
It is helpful to have as many messaging, branding, and other documents that contain helpful information about your business.
This includes the following:
- Messaging information
- Branding information (brand colors, logos, etc)
- Shared folders of images
- Any other brand/business/marketing information that you think would be helpful...
Please click here to upload or link these documents.
What Comes Next?
Our goal at LifeX Marketing is to make the overall marketing process as easy and painless as we can. At the same time, we understand that you want to know where your money is going and the difference it is making!
To help provide you peace of mind and keep you informed of what we are doing with your marketing budget, you will receive the following if you are on a marketing retainer:

Quarterly Strategy Maps
- 4 times a year you will receive a marketing strategy map showing where your marketing dollars are going. These strategy maps are broken out into months so you can see exactly what the LifeX team is working on.
- We do these on a quarterly basis so that we can shift the budget to specific services or products throughout the year as necessary.
- Click here to view a sample strategy map
Monthly Reporting
- At the beginning of each month, you will receive a monthly report showing keyword data, traffic analysis, conversion goals, and other metrics.
Monthly Review Meeting
- If you want, you can schedule a monthly meeting to review the monthly report, quarterly strategy map, or other marketing questions that you have. The link to schedule this review meeting is included in the monthly report.

Customer Support

Please email us or schedule a time to meet on our calendars - we would love to help solve your question or need!

Website & Hosting Onboarding

Schedule a Remote Access Meeting

Provide Helpful Messaging & Branding Documents

What Comes Next?

Permissions

Hosting & Domain Access

Messaging & Branding Documents

What Comes Next?

Customer Support

Cliff

Chad

Jordan

Ryan

Stuart

Phil

Gloria