Custom Project Onboarding

Thank you for coming on board as a “custom project build” client

This pages helps us set expectations and gets your program up and running quickly.

Take 10 minutes to go through it all – it’ll make your project run smoothly (my wife thinks I’m anal retentive – but my clients who I build funnels for, kinda like that about me!!!)

Depending what I am doing for you, I may need the following… simply ignore what’s not relevant to your project.

Step 1:

Your first step is to book your first “One-to-One Consultation” with me so we can dig deeper into your project.

We can do this online or on the phone… just book a time:

Follow this link to book your “One-to-One Consultation” time in my diary. 

Keep the above URL handy. You’ll also use the same link to book all other consulting sessions with me as you need them.

Step 2:

If we are importing any databases – provide us with a Database List of current clients that you have permission to send email marketing to.

Must be Saved as a .CSV file inside our shared Dropbox File – Download your .CSV file here.

Use the above file for preparing Database for your Email Marketing using Infusionsoft.

Remember if you have Different SEGMENTS of your Database – provide them as Different .CSV Files.

Please place the completed .CSV Document/s in Dropbox.

Step 3:

If we haven’t already – we will be sending you a Dropbox Account invite so we can share files in the cloud.

Dropbox APP is also available on Smartphone and Tablet Devices plus a Desktop version that syncs back into the cloud.

Watch the video below.

Step 4:

Then you will receive a invitiation from us. This is so we can keep track of all communication inside TeamWork about your projects. It also syncs with Dropbox

Please check with our team before you create new TASKS in – the TASK section is for us.

You’ll mainly use the following…

MESSAGES to post messages for everyone to see:

NOTEBOOKS to share ideas, content or information:

LINKS for putting your Website, LeadPages/Click Funnels, App logins or anything else I need to access on your behalf:

You don’t have to log into Teamwork either – you can also do any of the above VIA chrome. Get the TEAMWORK Goggle Chrome App here

Teamwork APP for your phone here – Click for Android or Click for Apple

As a Platinum, Diamond or Custom Build Client – you receive a priority response from me via email but please only email me about matters relating to your business – like business advice, mentoring or want to run an idea by me. Keep all communications about your Internet Marketing projects like Website Builds, Campaign Builds, Social Media, Copywriting etc etc inside

Step 5:

If we are providing you with a new website – please select a WordPress Theme from THEMEFOREST. 

We will be using this as a platform to build and design your new website. When selecting a theme – make certain it is “mobile responsive” and you check that you are happy with both the Desktop Version and the mobile version before selecting a Theme.

Once you have a theme – Don’t Buy it – we have a THEMEFOREST account – simple go to “Live Preview” and then place that URL in the “LINKS” area of Teamwork.

Step 6:

To manage your Facebook Business Page and Google+ Business Page Accounts you’ll need to add me as an ADMINISTRATOR  – use my personal profile “CoachCameron Roberts” – // – you might have to send me a request to “like” your pages 1st, then once I “like” or “follow” – you can make me an ADMINSTRATOR – (Go to Business Page > Settings > Page Roles > Add another Person) – my email to search for on Facebook when adding me to your account is “”

For Facebook Funnels – please click here and add me as your Facebook Ads Admin. I am a Facebook Business Manager so I can access your account via my own logins and create all your Facebook Ad Top-Of-Funnel Campaigns.

Step 7:

While I’ll be doing the grunt work of your project – you might also come across my other team members – Klayton, Michael and/or Michelle.

Klayton is our Client Support Specialist. He’s like me and not because he’s my brother… he is a fully Certified Marketing Automation Consultant with Infusionsoft and he’s also a whiz at marketing automation, wordpress and social media… he works very closely with me on our Platinum, Diamond and Custom Build Client Projects.

Michael is a “ring in” – he’s not related… nice guy all the same. He helps us with Website Development, Coding, Infusionsoft and Social Media Managements. He’s the geeky coding guy of the group. We keep him in front of the computer most of the time! He’s been with us for 5 years now and has helped build 100’s of landing pages, websites and digital assets.

Michelle is the next member of our local team. Like me, she is also a fully Certified Marketing Automation Consultant with Infusionsoft. Michelle happens to be my wife too – but she’s not just a pretty face! Michelle has helped me build and been an active director of numerous award winning, profitable businesses over the years. She has business in her blood as her own family have run successful businesses too.

Expect to speak to both Michelle and Klayton from time to time about your Projects – especially if I am away for a day or two speaking or consulting. Of course any Monthly Mentoring Calls and calls about your project will be with me personally. Please remember it’s your responsibility to book any consults you want with me using my appointment link above in Step 1 so they get locked into my diary.

If you are getting copywriting done –  complete your copywriting questionnaire here now (Please remember to email when done)

Congratulations again on becoming a Client. You’re one of a “handful” of special people that get to work with me “up-close-and-personal” each and every month.

Chat soon (-:

Regards Cam Roberts

Coach Cameron Roberts