We ask that ALL communication (text) regarding your projects or account is done within the client portal (here).
Having a single source of all communication reduces the risk of details being lost as well as allows other PMs to jump in and help if your PM is sick or on holiday.
Please do NOT email your PM direct or details will get lost which will add risk to the project in terms of meeting deadlines.
Zoom Project Kickoff Meetings
For certain projects, such as a website or HubSpot Onboardings, your PM will book a project kickoff call to walk through the timeline and make sure everything is clear for both teams.
Check out the full website process here: What is the OTF website process?
Zoom Ad-Hoc Meetings
Anytime there seems to be a lot of back and forth or any confusion around a project we will recommend jumping on a quick zoom call to walk through the details and make sure everyone is on the same page.
If you ever feel you need to discuss a project, please use your PMs meeting link (check your onboarding email if you forgot it, or ask your PM), to book a time.
Your PM can typically book a time with you within 1 business day.