Associate/ Jr. Associate Program: Welcome to the show.



Associate Manual 1: Onboarding

Associate Manual 2: Brand Assessment/Creation

Associate Manual 3: Incorporation

Associate Manual 4: Your Future



*We will schedule an on boarding training time - training will be 1 hour for each Manual. 

Associate Manual 1: Onboarding 

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1—GOODWORK

Good people, good work. Learn a little more about who we are.

2—Partner History 

Custom crafted every time.


3—Email, Google Drive Use, Calendars, and Asana.

We have created your email and sent you GOODWORK_PROJECTS and ASSOCIATE_YOURNAME.

4—Dashboard Introduction

Password: hello


5—New Client Process: →

•Contracts: We handle all contracts 

Contract Request Form →

•Invoicing: We handle all invoicing and pay monthly on projects we have received payment for 

Invoice Request Form →

•Quoting/Pitch Document (in your Google Drive estimates folder)

•You will complete and send to us 

6—Taxes: We have a suggested Accountant to work with and will send an email introduction between you two if you would like. 

•They will provide you with templates 

•General Tax information/guide 

•January-December year is suggested 

7—Bi-weekly Meetings with one of the partners

•Meeting format template to be completed before each meeting (YOUR FOLDER>Bi-Weekly Meetings)

Homework: complete the Branding and Website intake forms

 

Associate Manual 2: Brand Assessment/Creation

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We have created you a folder on Google Drive for you to collect all of this information. 

1—Existing Brand: logo, colors, and font exploration 

2—Website

3—Social Media

•Audit and Assessment 

Homework: Choose and upload your portfolio selects (Reel, Photos or Top Projects) to your folder. Portfolio outline located in YOUR FOLDER>Bi-Portfolio

 

Associate Manual 3: Incorporation

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Why incorporate?

1—Incorporating will limit your liability and provide you substantial tax savings.

2—How to incorporate

3—Go to your local registry (it is best to have a year-end of December 31 - so your fiscal year matches the calendar year) or

4—January-December year suggested 

5—Cost of incorporating ($475 in AB) 

6—Filings: must be completed annually by going into your local registry ($75/year in AB) 

7—GST Number:

Homework: Get incorporated and get a GST number and create a list of all your projects from the past year and budgets

NOTE: START SAVING ALL YOUR RECEIPTS FOR THE REST OF YOUR LIFE.

 

Associate Manual 4: Your Future 

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1—Bi-yearly Assessments 

•Your Folder: ASSOCIATE_YOURNAME

•Milestones for Jr. > Associate > Sr. Associate


2—Projects/ Budgets/ Go

•Review all current clients and your process

Homework: Email all clients with the update