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Onboarding & Brief by ConvertMate

Timeline Overview

1. Total Project Duration: 25-30 Business Days
2. Each phase requires your approval before proceeding
3. Delays in providing feedback or assets will extend the timeline

STEP 1: Asset Collection & Project Setup

- Timeframe: 3-5 Business Days From Order Submission

- NOTE: Project timeline begins after all assets are received.

Items to review and save:
- Brand Guidelines:
Color scheme (primary and secondary colors with hex codes)
Typography/fonts
Logo files (preferred vector formats: .ai, .eps, .svg)
Brand voice/tone documentation
Current product images
Product descriptions
Pricing structure
Unique selling propositions
Current conversion rates
Main pain points
Target audience details
Competitor information
Product photos (high-resolution)
Team photos
Banner images
Icons or graphics
- STEP 2: Strategic Design Development
- Timeframe: 7-10 Business Days From Receipt of Required Materials
Focus: Design the look, feel, and function of your website
Conversion framework implementation
Aesthetic branding enhancement
Product imagery optimization
Irresistible offer creation
CRO best practices integration
Visual hierarchy optimization
Call-to-action placement
Trust element integration
Social proof positioning
Mobile-first approach
- STEP 3: Optimization & Refinement
- Duration: 5-7 Business Days
- Optimization Focus:
Loading speed optimization
User experience enhancement
Conversion path optimization
A/B testing setup (if requested)
Mobile responsiveness verification
- Review Process:
Comprehensive testing phase
Performance benchmark establishment
Conversion tracking setup
User journey optimization
- STEP 4: Launch & Implementation
- Launch Checklist:
Final performance testing
Mobile optimization verification
Analytics integration
Tracking implementation
Backup creation
- Post-Launch Support:
30 days of monitoring
Performance analysis
Optimization adjustments
Training session

- Communication & Support

- Work directly with Mateo
Response within 24 hours
Unlimited revision requests
Progress updates every 48-72 hours

1. Primary Contact Person

Name

Last Name

Your Email

Phone Number

2. Company Information

Billing Email Address

Industry / Sector

Postal Code

Company/Brand Name

Website Link

3. Product

What do you sell?

Describe your product(s) in as much detail as possible.

Product Features List

List all the features of your product. If you have multiple products, separate them by product

Benefits of your Product

List 10 clear benefits of your product. If you have multiple products, separate them by product.

4. Numbers

Average Ticket (last 90 days):

The average amount of money that people spend on your store (preferably the exact number shown on your platform).

Costs and Prices of Your Products (Top 25 Products):

Please upload an Excel sheet containing 3 columns: Product Name, Cost, Price. Only include the product cost, omit shipping, fulfillment, or any extra costs.

Average Payment Gateway Cost:

Add the average cost for all payment gateways (the average is between 3% and 4%).

Average Guide Cost:

Add your average cost per guide.

Fulfillment Cost per Unit:

If you don't have storage costs or work with a fulfillment company, write $0.

Conversion Rate of Your Online Store (Last 3 Months)

Please provide the conversion rate of your online store for the last three months. If this does not apply, write: "Doesn't apply!

Break Even ROAS (Return on Ad Spend):

Please provide your break-even ROAS for your store. If you're unsure, you can calculate it by dividing your total revenue by your advertising costs.

Your Margin:

Please provide your profit margin percentage. This is typically calculated by subtracting the cost of goods sold (COGS) from your revenue and dividing by the revenue.

5. Company Branding Information

Please provide your company logos, colors, fonts, and other branding information

6. Sección de Redes Sociales

Esta sección recopilará su información de redes sociales para ser añadida a su sitio web
6. Sección de Redes Sociales

7. Brand Foundation

Mission and Vision
What is your brand's long-term vision? (Where do you see your brand in 5-10 years?)
What is your brand's core mission? (Why does your brand exist?)
What immediate goals do you want to achieve in the next 1-3 years?
Brand Values
List 3-5 core principles that guide your brand
What ethical guidelines does your brand follow?
Does your brand have any social or environmental commitments?
Unique Value Proposition
What makes your brand unique in the market?
What specific problems does your brand solve for customers?
What are the main benefits (both emotional and functional) that customers receive?

8. Target Audience

Primary Audience
Age Range
Gender (if specific)
Location
Income Level
Education Level
Interests
Lifestyle Characteristics
How does your ideal customer make purchasing decisions?
What are their main pain points?
What brands do they currently use?
What would make them switch to your brand?

9. Brand Identity

Brand Voice
How would you describe your brand's tone? (Select all that apply)
9. Brand Identity
Other
Brand Personality
If your brand were a person, how would you describe their personality?
Which brand archetype best represents your brand? (e.g., Hero, Caregiver, Rebel, etc.)

10. Visual Preferences

Design Preferences
What brands do you admire visually? (Please provide examples)
Are there any specific design elements you want to include?
Are there any design elements you want to avoid?

11. Competition

Who are your main direct competitors? (List top 3)
What do you like about their branding/design?
What do you think they could do better?
List the websites of your competitors in your country and worldwide (if you don't know, research it).What do you think they could do better?

12. Additional Information

This section is where you can add additional information or notes