Design Crew Pro

Client Onboarding Guidelines

Welcome to Design Crew Pro!

This onboarding guideline is designed to help create a smooth, organized, and professional start to our partnership. Inside this document, you will find important information about our workflow, communication process, service plans, task management, payment setup, creative support structure, and operational guidelines.

Please review the following sections carefully to help us align expectations, maintain efficient collaboration, and ensure the best possible workflow experience moving forward.

  • Sections

Summary

Design Crew Pro provides flexible creative outsourcing solutions tailored to your business needs, including graphic design, video editing, and virtual assistant support. Our onboarding process is designed to create a smooth, organized, and professional start to the partnership by aligning workflow expectations, communication, task management, and operational setup.

Clients may choose from different service plans depending on workload, active task capacity, creative support needs, and workflow requirements. Additional support features such as Dedicated Account Managers, Assigned Weekend Creatives, and Multi-Brand Support may also be included depending on the selected plan.

Communication and task coordination are primarily handled through Slack, supported by organized workflow systems, active task management, and operations coordination. Clients are encouraged to provide complete instructions, organized assets, and respectful communication to help maintain smooth collaboration and efficient turnaround.

Design Crew Pro also offers trial periods, flexible cancellation policies without long-term lock-in contracts, transparent payment processes, and operational support to help businesses scale efficiently while maintaining affordable creative access through shared workflow systems.

Our goal is to become a reliable extension of your team by delivering organized, professional, and scalable creative support tailored to your business operations.

  1. Welcome to Design Crew Pro

Welcome to Design Crew Pro!

Thank you for considering us as your creative vendor partner. We’re excited about the opportunity to support your business through high-quality graphic design, video editing, and virtual assistant services.

At Design Crew Pro, we believe that great creative work comes from strong collaboration, clear communication, and efficient systems. Our onboarding process is designed to help us understand your business, align expectations, and build a workflow that supports your goals from day one.

We aim to become an extension of your team — reliable, creative, proactive, and easy to work with.

We look forward to working together and helping your brand grow.

  1. Purpose of the Onboarding Process

Our onboarding process helps create a smooth and organized start to the partnership.

This stage allows both our team and the client to align on:

  • Goals and expectations
  • Communication workflow
  • Creative direction
  • Task management process
  • Brand guidelines and assets
  • Timelines and deliverables

A proper onboarding process helps:

  • Reduce delays and miscommunication
  • Improve turnaround efficiency
  • Maintain consistent output quality
  • Create a better long-term working relationship

The more information and clarity provided during onboarding, the faster and more effectively our team can support your business.

  1. Overview of Our Services

At Design Crew Pro, we provide flexible outsourcing solutions tailored to your business needs. You can check our full scope on our Scope of Work Webpage

Our services may include:

Creative Design

  • Social media graphics
  • Branding materials
  • Marketing collateral
  • Presentation designs
  • Ad creatives
  • Print designs
  • Thumbnail designs
  • Website graphics

Video Editing

  • Short-form content editing
  • Reels and TikTok videos
  • YouTube editing
  • Podcast editing
  • Motion graphics
  • Promotional videos

Virtual Assistant Services

  • Administrative support
  • Social media assistance
  • Data entry
  • Research tasks
  • Customer support assistance
  • Content scheduling
  • Basic project coordination

Every business operates differently, which is why we allow clients to customize the type of support they need through our outsourcing service plans.

If you are unsure which services fit your business best, we highly encourage scheduling a meeting or consultation with our team.

This allows us to:

  • Understand your workflow and goals
  • Identify the type of support you need
  • Recommend the best setup or plan
  • Create a customized quotation based on your requirements

Our goal is to provide a solution that matches your workload, budget, and business objectives efficiently.

Services Not Included in Standard Plans

The following services are generally excluded from standard outsourcing plans unless otherwise discussed or agreed upon:

  • Marketing strategy
  • Facebook Ads management
  • Paid advertising campaign management
  • Media buying
  • SEO services
  • Advanced Web and App development
  • Copywriting strategy
  • Sales management

Additional Services Available

Some services may still be available as additional or custom-request services depending on project requirements and team availability.

These may include:

  • Website Development
  • Landing Page Design
  • App Development
  • Advanced Branding Projects
  • Custom Motion Graphics
  • Other specialized creative services

Note: Additional services may require separate quotations, timelines, and project agreements.

  1. Choosing the Right Plan

We offer flexible plans designed to support businesses at different stages of growth. Whether you are a startup, growing brand, or established agency, we aim to provide the right level of creative support based on your needs and workload.

Starter Plan — $699/month

Best for startups, personal brands, and growing businesses looking for reliable day-to-day creative support.

Includes:

  • 3 Active Tasks
  • 2 Graphic Designers
  • 1 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support

This plan is ideal for businesses that need consistent but manageable creative output.

Pro Plan — $999/month

Designed for scaling brands and e-commerce businesses with higher creative demands and faster workflows.

Includes:

  • 4 Active Tasks
  • 2 Graphic Designers
  • 2 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support
  • Dedicated Account Manager
  • Total of 4 Creatives Combined

Recommended for businesses with ongoing campaigns, frequent content production, and growing operational needs.

Agency Plan — $1,699/month

Built for agencies and larger teams that require high-volume production and priority support.

Includes:

  • 6 Active Tasks
  • 3 Graphic Designers
  • 3 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support
  • Dedicated Account Manager
  • Total of 4 Creatives Combined
  • Assigned Weekend Creative
  • Total of 6 Creatives Combined

Best suited for agencies, marketing teams, and businesses managing multiple brands or large-scale projects.

Need Something Customized?

If your business requires a different setup, additional support, or a unique workflow, we can create a customized outsourcing solution tailored specifically to your needs.

We encourage scheduling a consultation or discovery meeting with our team so we can:

  • Understand your business operations
  • Identify your creative and support requirements
  • Recommend the best workflow setup
  • Provide a customized quotation

Our goal is to build a flexible and scalable creative partnership that works best for your business.

  1. Active Task and Queuing System

What is an Active Task?

An Active Task refers to a request that is currently being worked on by our creative team.

This may include:

  • Designs in progress
  • Videos being edited
  • Tasks under revision
  • Requests currently queued for production

The number of active tasks allowed depends on your selected plan.

Example:

If your plan includes:

  • 1 Active Task → One creative works on one request at a time before moving to the next task.
  • 3 Active Tasks → Up to three requests may be worked on simultaneously, usually handled by different creatives depending on the task type and assigned workflow.

For example:

  • 1 Graphic Designer working on a social media design
  • 1 Video Editor handling a video edit
  • 1 Creative working on another active request

Each creative typically handles one active task at a time to help maintain focus, quality, and efficient turnaround.

Important Note:

Some plans may have limited assigned creatives per category. For example, if your plan includes only 1 assigned Video Editor, all video editing requests will be queued under that editor’s workflow and handled one at a time based on priority and active task availability.

  1. Additional Plan Features & Workflow Support

Depending on your selected plan, additional workflow support features may be included to help improve communication, organization, flexibility, and production continuity.

These features are designed to help clients with larger workloads, multiple brands, faster turnaround needs, or more active communication requirements.

Dedicated Account Manager

Clients under the Pro Plan will have a Dedicated Account Manager to help ensure smoother communication and workflow management.

While our creatives are proactive and capable of handling tasks independently, the Account Manager acts as your primary support contact whenever assistance is needed.

Your Account Manager can help with:

  • Coordinating with the creative team
  • Assisting with task follow-ups and priorities
  • Helping organize workflows and requests
  • Clarifying project instructions when needed
  • Providing updates and support
  • Ensuring smoother communication between the client and creatives

This allows clients to have a more organized and efficient experience, especially for ongoing or higher-volume workloads.

Assigned Weekend Creative

Clients under the Agency Plan will have access to an Assigned Weekend Creative for additional weekend support when needed.

The Assigned Weekend Creative may assist with:

  • Revisions
  • Urgent requests
  • New tasks
  • Continuation of ongoing projects

Important Notes:

  • Weekend support may be available for either Saturday or Sunday only, depending on creative availability and scheduling.
  • The Assigned Weekend Creative may have adjusted working days to accommodate weekend coverage. For example, if Creative A is assigned for weekend support, they may be unavailable during either Friday or Monday.
  • In cases where your regular creative is unavailable, another available creative may assist with revisions, urgent requests, or ongoing tasks to help maintain workflow continuity.
  • Working hours during the weekend may vary and could differ from your regular operational hours.
  • The assigned creative may work during your preferred timezone or later within the day depending on availability or agreement.
  • Regardless of the schedule, your tasks will still be acknowledged, picked up, and worked on during the weekend.
  • Larger or long-duration tasks may continue into the next operational day if additional production time is needed.

This feature is designed to provide added flexibility and continuity for businesses that occasionally require creative support beyond regular weekdays.

Multi-Brand Support

Clients with multiple brands or business identities can manage them under one account through our Multi-Brand Support feature.

This allows our team to work on different branding styles, identities, and creative directions within the same subscription.

Examples may include:

  • Different businesses owned by the same client
  • Separate company brands
  • Multiple product brands
  • Sister companies
  • Personal brand and business brand combinations

To help maintain organization and consistency, clients should clearly specify which brand each task belongs to and provide the proper brand assets, guidelines, and references for each brand.

Exclusions

Multi-Brand Support does not include:

  • Separate teams or creatives per brand
  • Separate subscriptions for each brand (Unless client or DCP advise)
  • Simultaneous high-volume production for multiple brands beyond plan capacity
  • Full brand strategy or brand development unless separately agreed upon

If the workload for multiple brands exceeds the plan limitations, Design Crew Pro may recommend upgrading to a higher plan or a customized setup for better workflow management and turnaround efficiency.

  1. Contract & Agreement Process

To ensure a smooth, professional, and transparent working relationship, clients may be asked to review and sign several onboarding documents before the service officially begins.

Design Crew Pro does not require a lock-in period or long-term commitment. Clients may cancel their subscription anytime based on their business needs. However, onboarding agreements are still important to help establish clear expectations, workflow understanding, payment arrangements, and professional communication standards between both parties.

Clients may be asked to review and sign the following during onboarding:

  • Terms & Conditions
  • Service Setup Agreement
  • Client Information Form
  • Professional Communication & Collaboration Agreement
  • Payment Acknowledgement
  • Trial Agreement (if applicable)

Note: Design Crew Pro does not require a lock-in period or long-term contract commitment. Clients may cancel anytime based on their business needs.

The following documents may be included during onboarding:

A. Terms & Conditions

This document outlines the general policies, operational guidelines, service limitations, responsibilities, and standard terms of working with Design Crew Pro.

B. Service Setup Agreement

This agreement confirms the selected service plan and operational setup for the client.

This may include:

  • Assigned creatives
  • Working schedule and operational hours
  • Plan inclusions and limitations
  • Workflow setup
  • Communication channels
  • Active task capacity
  • Support inclusions
  • Other agreed service arrangements

C. Client Information Form

This form helps us collect important business and operational details needed to properly support your account.

This may include:

  • Business information
  • Main contact person
  • Preferred communication channels
  • Billing details
  • Brand information
  • Workflow preferences
  • Other onboarding details

D. Professional Communication & Collaboration Agreement

This agreement helps maintain a respectful, healthy, and professional working environment between clients and the Design Crew Pro team.

This may include:

  • Respectful communication expectations
  • Proper task coordination
  • Revision handling guidelines
  • Professional conduct standards
  • Workflow boundaries and collaboration practices

We highly value healthy communication and mutual respect within all working relationships.

E. Payment Acknowledgement

This document confirms the client’s selected plan, billing amount, payment schedule, due dates, and payment responsibilities.

This may include:

  • Monthly subscription amount
  • Payment due dates
  • Billing cycle
  • Payment methods
  • Late payment policies if applicable

D. Trial Agreement

If applicable, clients joining under a trial arrangement may receive a Trial Agreement outlining the temporary setup and expectations during the trial period.

This may include:

  • Trial duration
  • Included services
  • Scope limitations
  • Evaluation process
  • Transition to regular subscription after the trial period

The trial period helps both the client and Design Crew Pro evaluate workflow compatibility, communication, and overall service fit before continuing long-term collaboration.

  1. First Month Trial Period

To help both the client and Design Crew Pro evaluate workflow compatibility, communication, and overall service fit, clients may begin with a 1-Month Trial Period.

During the trial period, the following guidelines may apply:

  • Up to 10 active tasks for the month
  • Tasks are handled one at a time
  • The trial period is intended for testing regular workflow, communication, and creative process compatibility
  • Turnaround times may vary depending on task complexity and queue

Once the included 10 active tasks for the trial period have been completed, Design Crew Pro may recommend proceeding with full onboarding and transition into a regular client subscription plan for continued services and workflow support. 

Trial Period Limitations

The trial period is generally intended for standard day-to-day creative tasks and may not include large-scale, long-duration, or highly complex projects unless previously discussed and approved.

Examples of tasks that may require prior coordination or separate agreement:

  • Advanced Motion Graphics
  • Landing Page Design
  • Full Website Design or Development
  • Podcast Editing
  • Long-form videos (typically 5 minutes and above)
  • Large branding projects
  • High-volume content batches
  • Complex animation projects

If your business requires these types of services during the trial period, we recommend discussing them during the Discovery Call so we can properly assess workload, timeline, and production requirements.

Note: Trial setup, inclusions, and limitations may vary depending on the agreed arrangement or customized service plan.

  1. What Clients Can Expect During Onboarding

Our onboarding process is designed to create a smooth, organized, and efficient start to the partnership. During this stage, our team will work closely with you to understand your business, workflow, creative needs, and communication preferences.

Clients may also request a Discovery Call before or during onboarding if they would like to discuss their needs in more detail with our team.

During onboarding, clients may expect:

  • Initial communication and account coordination
  • Review of selected plan and service inclusions
  • Collection of brand assets and access requirements
  • Workflow and communication setup
  • Task management setup and organization
  • Discussion of expectations, turnaround times, and priorities
  • Introduction to assigned creatives or support team (depending on plan)
  • Review and signing of required onboarding documents
  • Trial setup (if applicable)

Discovery Call (Optional)

Clients may request a Discovery Call to help us better understand:

  • Business goals
  • Creative direction and branding
  • Workflow and operational needs
  • Preferred communication style
  • Task priorities
  • Required support services

This also allows clients to:

  • Ask questions about our services and workflow
  • Discuss customized requirements
  • Clarify plan inclusions
  • Receive recommendations for the best setup or plan

After the request, our team will coordinate and send a meeting invitation based on availability.

Account & Creative Setup

Depending on your selected plan, onboarding may include:

  • Assignment of creatives
  • Account Manager introduction
  • Communication channel setup
  • Shared workspace or task board setup
  • Brand folder organization

Clients are encouraged to provide complete onboarding information and assets to help avoid delays during setup.

Important Notes

  • Turnaround times officially begin once onboarding requirements are completed and all necessary materials are provided.
  • Delays in providing assets, feedback, approvals, or access may affect onboarding progress and production timelines.
  • Some workflows and processes may continue to improve or adjust during the first few weeks to better match your operational needs and working style.

Our goal during onboarding is to build a clear, efficient, and collaborative working relationship from the start.

  1. Communication Guidelines

Clear and organized communication helps maintain smooth workflow, faster turnaround, and better collaboration between clients and the Design Crew Pro team.

Primary Communication Channel

All communication and task coordination will primarily be handled through:

  • Slack

Email may only be used for:

  • Forwarding files
  • External documents
  • Access invitations
  • Important account-related communications

Communication Expectations

Clients are encouraged to:

  • Provide complete task instructions
  • Send clear and organized feedback
  • Consolidate revisions whenever possible
  • Respond to clarifications promptly
  • Maintain respectful and professional communication

Respectful Communication Policy

We highly value our creatives and team members. Respectful communication is expected at all times.

Our crew members regularly undergo seminars, internal training, and development sessions focused on handling complex tasks, improving workflow efficiency, and maintaining professional communication standards.

If you are experiencing workflow concerns, communication issues, or challenges with assigned creatives, we encourage clients to coordinate directly with Operations or their Dedicated Account Manager so concerns can be handled properly and professionally.

Any inappropriate behavior, harassment, abusive language, discrimination, or disrespectful treatment toward creatives or staff may result in warning, suspension, or discontinuation of services depending on the severity of the situation.

We aim to maintain a healthy, professional, and collaborative working environment for both clients and team members.

  1. Task Submission Process

To help maintain organized workflow and efficient production, clients are encouraged to submit tasks with complete and clear instructions.

Task Submission System

Design Crew Pro will provide a dedicated Slack App that handles task submissions and request forms directly within Slack.

This means clients do not need to manually copy and paste task templates each time. The system is designed to help organize requests, collect necessary details, and streamline workflow management.

Task Submission Guidelines

Tasks should include:

  • Task title
  • Clear instructions or objective
  • Dimensions or required format
  • Deadline (if applicable)
  • Brand references or assets
  • Text or copy needed
  • Intended platform or usage

File & Asset Sharing

Clients are encouraged to organize their files and assets through Google Drive.

Important Notes:

  • Clients are responsible for uploading and organizing their files within their own Google Drive.
  • Shared Google Drive links should be provided to the Design Crew Pro team for access.
  • Raw files, references, and assets provided by the client may remain within the client’s shared drive.
  • Final outputs and completed deliverables may be stored within Design Crew Pro’s internal storage system for workflow and backup purposes.
  • Source files will also be provided to the client whenever applicable.
  • Stored outputs within our internal storage system may be deleted after 6 months to help maintain internal and external security, storage management, and data protection practices.

Additional Notes

  • Incomplete instructions or missing assets may affect turnaround times.
  • Frequent major changes after task approval may require reassessment of workflow and timelines.
  • Tasks are handled based on active task availability, assigned creatives, and queue management.
  1. Revision Guidelines

We want to ensure that revisions are handled clearly, efficiently, and collaboratively to maintain smooth workflow and quality output.

Revision Guidelines

Clients are encouraged to:

  • Provide clear and specific feedback
  • Consolidate revisions into one message whenever possible
  • Reference exact changes needed
  • Provide examples or references if applicable

Examples of Helpful Revisions

Good revision feedback:

  • “Please increase the logo size and use the second headline option.”
  • “Can we change the background color to match the brand palette?”

Less helpful feedback:

  • “Make it better.”
  • “Something feels off.”

Clear instructions help creatives complete revisions faster and more accurately.

Important Notes

  • Minor revisions related to the original request are generally included within the workflow.
  • Major redesigns or direction changes after approval may be treated as a new task.
  • Repeated revisions caused by incomplete instructions or changing directions may affect turnaround times and workflow scheduling.
  • Revision queues may depend on active task availability and assigned creatives.

Collaboration & Communication

Our creatives are trained to handle complex tasks, creative adjustments, and professional communication. We encourage clients to work collaboratively with the team to achieve the best results efficiently.

If there are concerns regarding revisions, workflow, or creative direction, clients may coordinate with Operations or their Dedicated Account Manager for proper assistance and resolution.

  1. Turnaround Time Expectations

Turnaround times may vary depending on:

  • Task complexity
  • Queue volume
  • Active task availability
  • Completeness of instructions and assets
  • Revision requests
  • Assigned creative availability

General Expectations

  • Standard tasks are typically handled within normal operational workflow.
  • Larger or more complex tasks may require additional production time.
  • Video editing, motion graphics, and multi-step projects may have longer turnaround schedules depending on scope.

Estimated Turnaround Examples

The following are only estimated timelines and may still vary depending on workload, complexity, and revisions.

  • Simple Poster Design — 5 hours to 24 hours
  • Social Media Post — 5 to 24 hours
  • Carousel Design — 1 to 2 days
  • Thumbnail Design — 5 to 24 hours
  • Short-form Video/Reels — 1 to 2 days
  • Video Vlog (5 mins) — 1 to 2 days minimum
  • Long-form Video with subtitles, sound effects, motion graphics, or advanced editing — may take around several days up to a week depending on complexity
  • Podcast Editing — 2 to 5 days depending on duration and editing requirements
  • Branding Materials — 2 to 5 days depending on scope
  • Landing Page Design — timeline varies depending on complexity and agreed scope
  • Logo — 1 to 2 days depending on complexity and idea

Important Notes

  • Complex tasks involving heavy effects, subtitles, animation, sound design, or multiple revisions may require longer production time.
  • Clients will still receive updates regarding progress, delays, or workflow status whenever needed.
  • Turnaround time officially begins once complete instructions and assets are provided.
  • Delays in approvals, revisions, missing files, or unclear instructions may affect timelines.
  • Revisions are added back into the workflow queue and may affect delivery timing.
  • Active task limitations per plan may also affect how quickly new requests can begin.

Weekend & Extended Workflow

For plans with Assigned Weekend Creative support:

  • Some revisions or urgent tasks may continue during weekends depending on availability.
  • Weekend schedules may differ from regular operational hours.
  • Larger tasks may continue into the next operational day if additional time is required.

We always aim to provide efficient turnaround while maintaining quality and organized workflow management.

14. Priority & Urgent Requests

We understand that many client requests are time-sensitive and important. Our team always aims to prioritize tasks as efficiently as possible while maintaining quality and organized workflow management..

Shared Creative Workflow

To help maintain flexible pricing and efficient operations, some creatives may handle multiple client accounts within their assigned workflow queue. This setup is commonly referred to as a shared creative or shared designer workflow.

This model allows clients to access multiple creative skill sets and team support without paying the full operational cost of hiring multiple full-time creatives individually.

For example, instead of hiring:

  • 1 Full-Time Graphic Designer
  • 1 Full-Time Video Editor
  • 1 Full-Time Creative Support Staff

Clients may receive support from multiple creatives under one subscription plan at a more cost-efficient setup.

Even within a shared workflow system:

  • Tasks are still actively prioritized and managed
  • Assigned creatives continue working within organized queues
  • Operations help monitor workload distribution and task continuity
  • Clients still receive collaborative support from multiple team members depending on the plan

This setup helps balance affordability, flexibility, and production support while still giving clients access to a broader creative team.

Important Notes

  • Some creatives may handle 2–3 client workflows within a day depending on task volume and complexity.
  • Active tasks are scheduled and prioritized within each assigned creative’s queue.
  • Urgent requests are still accommodated whenever possible depending on workload and availability.
  • Our operations team helps organize workloads to ensure all clients continue receiving support efficiently.

Dedicated Creative Setup

Clients who require fully dedicated creatives, exclusive availability, or higher-priority workflow arrangements may request a dedicated setup plan.

Dedicated creative setups may include:

  • Exclusive creative assignment
  • Reduced shared queue handling
  • Higher workflow availability
  • More direct production capacity

Note: Dedicated creative arrangements may require separate pricing, customized agreements, or upgraded service plans depending on operational requirements.

Do creatives get confused handling multiple clients? No — our workflow is carefully organized to maintain manageable creative-to-client ratios, proper task queues, internal coordination, and operational support to ensure creatives stay focused, efficient, and organized.

  1. Brand Assets & Access Requirements

To help our team work efficiently and maintain brand consistency, clients are encouraged to provide complete and organized brand assets during onboarding.

Recommended Brand Assets

Clients may provide:

  • Logos
  • Brand guidelines
  • Fonts
  • Color palette
  • Previous design files
  • Social media assets
  • Video assets
  • Stock resources (if applicable)
  • Copywriting or captions
  • Reference materials

Access Requirements

Depending on the selected services, clients may also provide access to:

  • Google Drive folders
  • Social media platforms
  • Scheduling platforms
  • Shared workspaces
  • Other necessary tools or systems

Clients may share brand assets, files, and required access through Google Drive or directly to our designated client to editors email during onboarding for proper organization and workflow setup.

Important Notes

  • Clients are responsible for organizing and sharing their files properly.
  • Missing assets or incomplete brand materials may affect turnaround times and consistency.
  • Design Crew Pro will only request access necessary for approved workflow and service requirements.
  • Clients may revoke access anytime if services are discontinued.

Providing complete assets and access during onboarding helps our team deliver faster, more accurate, and more consistent creative output.

  1. Project Management & Workflow

Design Crew Pro follows an organized workflow system to help maintain smooth communication, efficient production, and proper task management.

Standard Workflow Process

  1. Client sends task request through Slack
  2. Operations Team or Dedicated Account Manager reviews and assigns the task to the appropriate creative
  3. Assigned creative acknowledges the task
  4. Creative works on the request during operational hours
  5. Output is submitted to the client
  6. If additional time is needed, our team will coordinate and provide updates
  7. Client sends revisions if needed
  8. Final output is completed and delivered

Important Notes

  • Tasks are handled based on active task availability and assigned workflow queues.
  • Some tasks may require additional production time depending on complexity.
  • Operations helps monitor workflow, priorities, and creative coordination to maintain organized task handling.
  • Communication and updates will primarily be handled through Slack.

File Management

  • Client assets, raw files, references, and working materials should come from the client’s shared Google Drive or approved file-sharing source.
  • Clients are responsible for organizing and maintaining their own asset folders and file structure.
  • Final outputs may be delivered through Slack or uploaded to Design Crew Pro’s output storage system depending on workflow setup.
  • Source files may also be provided to the client whenever applicable.
  • Internal output storage may be cleaned or deleted after 6 months for security, storage management, and operational maintenance purposes.
  1. Payment & Subscription Activation

Services officially begin once onboarding requirements are completed and payment has been confirmed.

Payment Process

  • Invoices are typically sent 1 week before the due date.
  • Billing cycle is based on 1 month or 30 days depending on the agreed subscription setup.
  • Clients may pay through:
    • PayPal
    • Automatic PayPal Subscription
    • Wire Transfer

Subscription Activation

The subscription and workflow officially activate once:

  • Required onboarding forms are completed
  • Necessary assets and access are provided
  • Initial payment is confirmed
  • Internal setup and creative assignment are completed

Grace Period & Service Suspension

  • Clients are given up to 15 days grace period for unpaid invoices.
  • During unpaid status, active creative tasks and production workflow may be paused.
  • Continued non-payment and lack of communication may result in final notice and discontinuation of services.

Referral Rewards

Clients may qualify for free service credits or free month rewards through successful referrals.

Referral rewards may apply once:

  • The referred client completes onboarding
  • The referred client completes their first paid subscription cycle

Clients may contact our team for referral program details and eligibility.

Additional Notes

  • Early payment discounts are currently not offered, but we highly appreciate prompt payments.
  • Early or delayed payments do not automatically change the original billing cycle unless otherwise agreed.
  • Clients may coordinate with Operations or their Dedicated Account Manager for billing-related concerns or payment assistance.
  1. Upgrade, Downgrade & Cancellation Policy

Clients may upgrade, downgrade, pause, or cancel their subscription depending on their business needs and workload requirements.

Plan Upgrades

Clients may request a plan upgrade anytime if they require:

  • More active tasks
  • Additional creatives
  • Faster workflow support
  • Expanded service coverage
  • Dedicated creative arrangements

Plan upgrades may take effect once confirmed by Operations and billing adjustments are completed.

Plan Downgrades

Clients may request to downgrade their subscription to a lower plan depending on workload and operational needs.

Downgrades may take effect on the next billing cycle unless otherwise discussed.

Cancellation Policy

  • Design Crew Pro does not require long-term lock-in contracts.
  • Clients may cancel services anytime by notifying the team before the next billing cycle.
  • Cancellation requests should be coordinated through Operations or the Dedicated Account Manager.

Important Notes

  • Delayed or unpaid balances must still be settled before full account closure if applicable.
  • Shared files, outputs, and source files should be downloaded or secured before service termination.
  • Internal stored outputs may be removed from our storage system after the retention period.
  • Early cancellation does not automatically refund completed billing cycles unless otherwise agreed.

We aim to maintain flexible service arrangements while ensuring proper workflow transition and account closure processes for both parties.

  1. Client Responsibilities

To help maintain smooth workflow, efficient turnaround, and quality output, clients are encouraged to actively participate in the collaboration process.

Clients are responsible for:

  • Providing complete and clear task instructions
  • Submitting organized brand assets and references
  • Responding to clarifications and approvals promptly
  • Maintaining respectful and professional communication
  • Reviewing outputs and revisions properly
  • Ensuring shared files and access permissions are working correctly
  • Managing their active task priorities
  • Informing the team of urgent deadlines whenever possible
  • Completing payments based on the agreed billing schedule

Workflow Responsibility

Clients are also encouraged to:

  • Double-check submitted instructions before sending tasks
  • Clearly identify which brand or project each request belongs to
  • Consolidate revisions whenever possible
  • Coordinate concerns properly through Operations or their Dedicated Account Manager

Good collaboration and communication from both sides help create faster, smoother, and more efficient workflow for everyone involved.

Additional Tools & Software

If the client prefers using specific tools, platforms, plugins, or software that are not currently part of Design Crew Pro’s internal workflow or active subscriptions, the client may be responsible for providing access and covering the related subscription or licensing costs.

This may include:

  • Premium software subscriptions
  • Specialized plugins
  • Project management tools
  • Stock asset platforms
  • AI tools
  • Other third-party services required for the workflow

Our team will coordinate properly regarding compatibility, access requirements, and workflow setup whenever applicable.

Client Storage & File Management

Google Drive is the standard file-sharing platform used within our workflow. However, if the client prefers using a different storage platform or file management system, the client will be responsible for:

  • Providing the preferred storage platform
  • Creating and managing the account
  • Covering any subscription or licensing costs
  • Providing the necessary access, credentials, or permissions required for workflow collaboration

This helps ensure smooth file access, organized asset management, and uninterrupted workflow between the client and the Design Crew Pro team.

  1. Confidentiality & Professionalism

Design Crew Pro values professionalism, trust, and confidentiality in every client relationship.

All client information, files, assets, credentials, and project materials shared with our team are handled with proper care and confidentiality for operational purposes only.

Confidentiality Guidelines

  • Client files and information are only accessed by authorized team members involved in the workflow.
  • Shared assets, credentials, and materials will not be distributed outside approved operations.
  • Internal stored outputs may be removed after 6 months for security and storage management purposes.
  • Clients are encouraged to properly manage and revoke access if services are discontinued.

Professional Standards

Both clients and Design Crew Pro team members are expected to maintain:

  • Respectful communication
  • Professional collaboration
  • Organized workflow practices
  • Healthy working relationships

Our creatives and staff regularly undergo internal training and seminars focused on:

  • Communication standards
  • Workflow management
  • Handling complex creative tasks
  • Professional client support

We are committed to maintaining a positive, respectful, and secure working environment for both clients and team members.

Portfolio & Creative Usage Policy

  • Client projects, outputs, files, and materials will not be used by crew members for personal portfolios, personal promotion, or unauthorized public posting.
  • Design Crew Pro may occasionally request permission from the client if we would like to feature selected outputs for company portfolio, marketing, or showcase purposes.
  • However, by default, most client work remains private and confidential unless approved directly by the client.
  1. Support & Escalation Process

We aim to maintain smooth communication, organized workflow, and proper issue resolution throughout the partnership.

If clients experience concerns related to:

  • Workflow
  • Communication
  • Revisions
  • Assigned creatives
  • Delays
  • Billing
  • Task handling
  • Technical concerns

Clients are encouraged to coordinate directly with:

  • Operations Team
  • Dedicated Account Manager (if included in the plan)

Escalation Process

Our team will:

  1. Review the concern properly
  2. Coordinate internally with the assigned creatives or departments involved
  3. Provide updates, clarification, or recommended solutions
  4. Help resolve the issue professionally and efficiently

Important Notes

  • We encourage clients to communicate concerns respectfully and directly so issues can be resolved quickly.
  • Most workflow concerns can be resolved through proper coordination and clarification.
  • Escalation requests may require reasonable review and response time depending on complexity.

Our goal is to maintain a healthy, collaborative, and solution-oriented working relationship with every client.

Incident & Escalation Protocol

Design Crew Pro follows internal protocols and operational procedures when handling workflow concerns, misunderstandings, delays, communication issues, or other incidents.

If necessary:

  • An Incident Report may be submitted to the client for transparency and proper documentation.
  • Assigned creatives or editors may also be asked to provide explanation or clarification regarding the situation.
  • Clients may likewise be asked to provide clarification when needed to help resolve concerns fairly and professionally.

Assessment and Justification

Not all workflow situations automatically require serious escalation or formal incidents.

Examples may include:

  • Creative style mismatch
  • Lack of creative direction or ideas
  • Task outside the assigned creative’s main area of expertise
  • Workflow adjustment needs
  • Internal reassignment of tasks to another creative
  • Preference differences in execution style

In these situations, Operations may simply:

  • Reassign the task to another creative
  • Provide additional support or direction
  • Adjust workflow internally
  • Coordinate proper task handling without escalating the issue further

Our goal is to maintain healthy communication, accountability, flexibility, and professional resolution processes for both clients and team members.

  1. Onboarding Completion, Trial Clients & Official Project Start

Once onboarding requirements are completed, Design Crew Pro will officially activate the client workflow and begin production support.

Onboarding Completion Includes:

  • Submission of required onboarding forms and agreements
  • Confirmation of selected plan and billing setup
  • Completion of payment requirements
  • Sharing of required assets, access, and workflow setup
  • Slack communication setup
  • Internal assignment of creatives and operations coordination

Official Project Start

Once officially onboarded:

  • Clients may begin submitting active tasks
  • Assigned creatives will start handling requests based on workflow queue
  • Operations and Account Management (if included) will begin active coordination and support
  • Turnaround times officially begin once tasks are properly submitted with complete instructions and assets

Slack Access

  • If the client already has an existing Slack workspace, Design Crew Pro may connect directly to the client’s Slack during the trial period.
  • If the client does not have a Slack workspace, clients may be added as Slack Guests within Design Crew Pro’s communication system.
  • Maximum of two (2) guest accounts may be provided during the trial period unless otherwise approved.

Important Notes

  • Workflow organization and communication adjustments may still improve during the first few weeks of collaboration.
  • Design Crew Pro may continue optimizing creative assignments and workflow setup based on the client’s operational needs.
  • Clients may request support, clarification, or workflow adjustments anytime through Operations or their Dedicated Account Manager.

We appreciate the opportunity to work with your business and look forward to building a strong and successful creative partnership with you.

Free Trial Clients Guidelines

The Free Trial is intended to help both the client and Design Crew Pro evaluate workflow compatibility, communication efficiency, and overall service fit before moving into a paid subscription.

Free Trial Rules & Limitations

  • Trial duration and inclusions may vary depending on the approved setup.
  • Tasks are handled one at a time unless otherwise agreed upon.
  • Free Trial access is intended for testing regular workflow and collaboration process only.
  • Large-scale, long-duration, or highly complex tasks may not be included during the trial period unless previously discussed.

Examples may include:

  • Advanced Motion Graphics
  • Landing Page Design
  • Full Website Development
  • Long-form videos
  • Podcast editing
  • Large branding projects

Communication Setup

  • If the client already has an existing Slack workspace, Design Crew Pro may connect directly to the client’s Slack during the trial period.
  • If the client does not have a Slack workspace, clients may be added as Slack Guests within Design Crew Pro’s communication system.
  • Maximum of two (2) guest accounts may be provided during the trial period unless otherwise approved.

Important Notes

  • Trial workflow may have limited availability depending on active operations and scheduling.
  • Trial tasks are still subject to queue management and creative availability.
  • Design Crew Pro reserves the right to decline, pause, or discontinue trial services if workflow, communication, or operational issues arise.
  • Completion of a Free Trial does not automatically guarantee long-term service approval or dedicated creative allocation.
  • Paid subscription plans may offer expanded workflow support, active tasks, communication setup, and creative availability compared to the trial setup.
  1. Next Step: Begin Your Onboarding

Thank you for taking the time to review our onboarding guidelines.

You may now proceed with completing and signing the onboarding requirements to officially begin the setup process with Design Crew Pro.

Once submitted, our team may coordinate with you for additional setup details and you may also expect a Discovery Call invitation from us if requested or necessary for workflow alignment.

We look forward to working with you and becoming part of your creative journey.

Design Crew Pro

Client Onboarding Guidelines

Welcome to Design Crew Pro!

This onboarding guideline is designed to help create a smooth, organized, and professional start to our partnership. Inside this document, you will find important information about our workflow, communication process, service plans, task management, payment setup, creative support structure, and operational guidelines.

Please review the following sections carefully to help us align expectations, maintain efficient collaboration, and ensure the best possible workflow experience moving forward.

  • Sections

Summary

Design Crew Pro provides flexible creative outsourcing solutions tailored to your business needs, including graphic design, video editing, and virtual assistant support. Our onboarding process is designed to create a smooth, organized, and professional start to the partnership by aligning workflow expectations, communication, task management, and operational setup.

Clients may choose from different service plans depending on workload, active task capacity, creative support needs, and workflow requirements. Additional support features such as Dedicated Account Managers, Assigned Weekend Creatives, and Multi-Brand Support may also be included depending on the selected plan.

Communication and task coordination are primarily handled through Slack, supported by organized workflow systems, active task management, and operations coordination. Clients are encouraged to provide complete instructions, organized assets, and respectful communication to help maintain smooth collaboration and efficient turnaround.

Design Crew Pro also offers trial periods, flexible cancellation policies without long-term lock-in contracts, transparent payment processes, and operational support to help businesses scale efficiently while maintaining affordable creative access through shared workflow systems.

Our goal is to become a reliable extension of your team by delivering organized, professional, and scalable creative support tailored to your business operations.

  1. Welcome to Design Crew Pro

Welcome to Design Crew Pro!

Thank you for considering us as your creative vendor partner. We’re excited about the opportunity to support your business through high-quality graphic design, video editing, and virtual assistant services.

At Design Crew Pro, we believe that great creative work comes from strong collaboration, clear communication, and efficient systems. Our onboarding process is designed to help us understand your business, align expectations, and build a workflow that supports your goals from day one.

We aim to become an extension of your team — reliable, creative, proactive, and easy to work with.

We look forward to working together and helping your brand grow.

  1. Purpose of the Onboarding Process

Our onboarding process helps create a smooth and organized start to the partnership.

This stage allows both our team and the client to align on:

  • Goals and expectations
  • Communication workflow
  • Creative direction
  • Task management process
  • Brand guidelines and assets
  • Timelines and deliverables

A proper onboarding process helps:

  • Reduce delays and miscommunication
  • Improve turnaround efficiency
  • Maintain consistent output quality
  • Create a better long-term working relationship

The more information and clarity provided during onboarding, the faster and more effectively our team can support your business.

  1. Overview of Our Services

At Design Crew Pro, we provide flexible outsourcing solutions tailored to your business needs. You can check our full scope on our Scope of Work Webpage

Our services may include:

Creative Design

  • Social media graphics
  • Branding materials
  • Marketing collateral
  • Presentation designs
  • Ad creatives
  • Print designs
  • Thumbnail designs
  • Website graphics

Video Editing

  • Short-form content editing
  • Reels and TikTok videos
  • YouTube editing
  • Podcast editing
  • Motion graphics
  • Promotional videos

Virtual Assistant Services

  • Administrative support
  • Social media assistance
  • Data entry
  • Research tasks
  • Customer support assistance
  • Content scheduling
  • Basic project coordination

Every business operates differently, which is why we allow clients to customize the type of support they need through our outsourcing service plans.

If you are unsure which services fit your business best, we highly encourage scheduling a meeting or consultation with our team.

This allows us to:

  • Understand your workflow and goals
  • Identify the type of support you need
  • Recommend the best setup or plan
  • Create a customized quotation based on your requirements

Our goal is to provide a solution that matches your workload, budget, and business objectives efficiently.

Services Not Included in Standard Plans

The following services are generally excluded from standard outsourcing plans unless otherwise discussed or agreed upon:

  • Marketing strategy
  • Facebook Ads management
  • Paid advertising campaign management
  • Media buying
  • SEO services
  • Advanced Web and App development
  • Copywriting strategy
  • Sales management

Additional Services Available

Some services may still be available as additional or custom-request services depending on project requirements and team availability.

These may include:

  • Website Development
  • Landing Page Design
  • App Development
  • Advanced Branding Projects
  • Custom Motion Graphics
  • Other specialized creative services

Note: Additional services may require separate quotations, timelines, and project agreements.

  1. Choosing the Right Plan

We offer flexible plans designed to support businesses at different stages of growth. Whether you are a startup, growing brand, or established agency, we aim to provide the right level of creative support based on your needs and workload.

Starter Plan — $699/month

Best for startups, personal brands, and growing businesses looking for reliable day-to-day creative support.

Includes:

  • 3 Active Tasks
  • 2 Graphic Designers
  • 1 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support

This plan is ideal for businesses that need consistent but manageable creative output.

Pro Plan — $999/month

Designed for scaling brands and e-commerce businesses with higher creative demands and faster workflows.

Includes:

  • 4 Active Tasks
  • 2 Graphic Designers
  • 2 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support
  • Dedicated Account Manager
  • Total of 4 Creatives Combined

Recommended for businesses with ongoing campaigns, frequent content production, and growing operational needs.

Agency Plan — $1,699/month

Built for agencies and larger teams that require high-volume production and priority support.

Includes:

  • 6 Active Tasks
  • 3 Graphic Designers
  • 3 Video Editor
  • Operating Hours: 8AM–5PM PST (Mon–Fri)
  • Multi-Brand Support
  • Dedicated Account Manager
  • Total of 4 Creatives Combined
  • Assigned Weekend Creative
  • Total of 6 Creatives Combined

Best suited for agencies, marketing teams, and businesses managing multiple brands or large-scale projects.

Need Something Customized?

If your business requires a different setup, additional support, or a unique workflow, we can create a customized outsourcing solution tailored specifically to your needs.

We encourage scheduling a consultation or discovery meeting with our team so we can:

  • Understand your business operations
  • Identify your creative and support requirements
  • Recommend the best workflow setup
  • Provide a customized quotation

Our goal is to build a flexible and scalable creative partnership that works best for your business.

  1. Active Task and Queuing System

What is an Active Task?

An Active Task refers to a request that is currently being worked on by our creative team.

This may include:

  • Designs in progress
  • Videos being edited
  • Tasks under revision
  • Requests currently queued for production

The number of active tasks allowed depends on your selected plan.

Example:

If your plan includes:

  • 1 Active Task → One creative works on one request at a time before moving to the next task.
  • 3 Active Tasks → Up to three requests may be worked on simultaneously, usually handled by different creatives depending on the task type and assigned workflow.

For example:

  • 1 Graphic Designer working on a social media design
  • 1 Video Editor handling a video edit
  • 1 Creative working on another active request

Each creative typically handles one active task at a time to help maintain focus, quality, and efficient turnaround.

Important Note:

Some plans may have limited assigned creatives per category. For example, if your plan includes only 1 assigned Video Editor, all video editing requests will be queued under that editor’s workflow and handled one at a time based on priority and active task availability.

  1. Additional Plan Features & Workflow Support

Depending on your selected plan, additional workflow support features may be included to help improve communication, organization, flexibility, and production continuity.

These features are designed to help clients with larger workloads, multiple brands, faster turnaround needs, or more active communication requirements.

Dedicated Account Manager

Clients under the Pro Plan will have a Dedicated Account Manager to help ensure smoother communication and workflow management.

While our creatives are proactive and capable of handling tasks independently, the Account Manager acts as your primary support contact whenever assistance is needed.

Your Account Manager can help with:

  • Coordinating with the creative team
  • Assisting with task follow-ups and priorities
  • Helping organize workflows and requests
  • Clarifying project instructions when needed
  • Providing updates and support
  • Ensuring smoother communication between the client and creatives

This allows clients to have a more organized and efficient experience, especially for ongoing or higher-volume workloads.

Assigned Weekend Creative

Clients under the Agency Plan will have access to an Assigned Weekend Creative for additional weekend support when needed.

The Assigned Weekend Creative may assist with:

  • Revisions
  • Urgent requests
  • New tasks
  • Continuation of ongoing projects

Important Notes:

  • Weekend support may be available for either Saturday or Sunday only, depending on creative availability and scheduling.
  • The Assigned Weekend Creative may have adjusted working days to accommodate weekend coverage. For example, if Creative A is assigned for weekend support, they may be unavailable during either Friday or Monday.
  • In cases where your regular creative is unavailable, another available creative may assist with revisions, urgent requests, or ongoing tasks to help maintain workflow continuity.
  • Working hours during the weekend may vary and could differ from your regular operational hours.
  • The assigned creative may work during your preferred timezone or later within the day depending on availability or agreement.
  • Regardless of the schedule, your tasks will still be acknowledged, picked up, and worked on during the weekend.
  • Larger or long-duration tasks may continue into the next operational day if additional production time is needed.

This feature is designed to provide added flexibility and continuity for businesses that occasionally require creative support beyond regular weekdays.

Multi-Brand Support

Clients with multiple brands or business identities can manage them under one account through our Multi-Brand Support feature.

This allows our team to work on different branding styles, identities, and creative directions within the same subscription.

Examples may include:

  • Different businesses owned by the same client
  • Separate company brands
  • Multiple product brands
  • Sister companies
  • Personal brand and business brand combinations

To help maintain organization and consistency, clients should clearly specify which brand each task belongs to and provide the proper brand assets, guidelines, and references for each brand.

Exclusions

Multi-Brand Support does not include:

  • Separate teams or creatives per brand
  • Separate subscriptions for each brand (Unless client or DCP advise)
  • Simultaneous high-volume production for multiple brands beyond plan capacity
  • Full brand strategy or brand development unless separately agreed upon

If the workload for multiple brands exceeds the plan limitations, Design Crew Pro may recommend upgrading to a higher plan or a customized setup for better workflow management and turnaround efficiency.

  1. Contract & Agreement Process

To ensure a smooth, professional, and transparent working relationship, clients may be asked to review and sign several onboarding documents before the service officially begins.

Design Crew Pro does not require a lock-in period or long-term commitment. Clients may cancel their subscription anytime based on their business needs. However, onboarding agreements are still important to help establish clear expectations, workflow understanding, payment arrangements, and professional communication standards between both parties.

Clients may be asked to review and sign the following during onboarding:

  • Terms & Conditions
  • Service Setup Agreement
  • Client Information Form
  • Professional Communication & Collaboration Agreement
  • Payment Acknowledgement
  • Trial Agreement (if applicable)

Note: Design Crew Pro does not require a lock-in period or long-term contract commitment. Clients may cancel anytime based on their business needs.

The following documents may be included during onboarding:

A. Terms & Conditions

This document outlines the general policies, operational guidelines, service limitations, responsibilities, and standard terms of working with Design Crew Pro.

B. Service Setup Agreement

This agreement confirms the selected service plan and operational setup for the client.

This may include:

  • Assigned creatives
  • Working schedule and operational hours
  • Plan inclusions and limitations
  • Workflow setup
  • Communication channels
  • Active task capacity
  • Support inclusions
  • Other agreed service arrangements

C. Client Information Form

This form helps us collect important business and operational details needed to properly support your account.

This may include:

  • Business information
  • Main contact person
  • Preferred communication channels
  • Billing details
  • Brand information
  • Workflow preferences
  • Other onboarding details

D. Professional Communication & Collaboration Agreement

This agreement helps maintain a respectful, healthy, and professional working environment between clients and the Design Crew Pro team.

This may include:

  • Respectful communication expectations
  • Proper task coordination
  • Revision handling guidelines
  • Professional conduct standards
  • Workflow boundaries and collaboration practices

We highly value healthy communication and mutual respect within all working relationships.

E. Payment Acknowledgement

This document confirms the client’s selected plan, billing amount, payment schedule, due dates, and payment responsibilities.

This may include:

  • Monthly subscription amount
  • Payment due dates
  • Billing cycle
  • Payment methods
  • Late payment policies if applicable

D. Trial Agreement

If applicable, clients joining under a trial arrangement may receive a Trial Agreement outlining the temporary setup and expectations during the trial period.

This may include:

  • Trial duration
  • Included services
  • Scope limitations
  • Evaluation process
  • Transition to regular subscription after the trial period

The trial period helps both the client and Design Crew Pro evaluate workflow compatibility, communication, and overall service fit before continuing long-term collaboration.

  1. First Month Trial Period

To help both the client and Design Crew Pro evaluate workflow compatibility, communication, and overall service fit, clients may begin with a 1-Month Trial Period.

During the trial period, the following guidelines may apply:

  • Up to 10 active tasks for the month
  • Tasks are handled one at a time
  • The trial period is intended for testing regular workflow, communication, and creative process compatibility
  • Turnaround times may vary depending on task complexity and queue

Once the included 10 active tasks for the trial period have been completed, Design Crew Pro may recommend proceeding with full onboarding and transition into a regular client subscription plan for continued services and workflow support. 

Trial Period Limitations

The trial period is generally intended for standard day-to-day creative tasks and may not include large-scale, long-duration, or highly complex projects unless previously discussed and approved.

Examples of tasks that may require prior coordination or separate agreement:

  • Advanced Motion Graphics
  • Landing Page Design
  • Full Website Design or Development
  • Podcast Editing
  • Long-form videos (typically 5 minutes and above)
  • Large branding projects
  • High-volume content batches
  • Complex animation projects

If your business requires these types of services during the trial period, we recommend discussing them during the Discovery Call so we can properly assess workload, timeline, and production requirements.

Note: Trial setup, inclusions, and limitations may vary depending on the agreed arrangement or customized service plan.

  1. What Clients Can Expect During Onboarding

Our onboarding process is designed to create a smooth, organized, and efficient start to the partnership. During this stage, our team will work closely with you to understand your business, workflow, creative needs, and communication preferences.

Clients may also request a Discovery Call before or during onboarding if they would like to discuss their needs in more detail with our team.

During onboarding, clients may expect:

  • Initial communication and account coordination
  • Review of selected plan and service inclusions
  • Collection of brand assets and access requirements
  • Workflow and communication setup
  • Task management setup and organization
  • Discussion of expectations, turnaround times, and priorities
  • Introduction to assigned creatives or support team (depending on plan)
  • Review and signing of required onboarding documents
  • Trial setup (if applicable)

Discovery Call (Optional)

Clients may request a Discovery Call to help us better understand:

  • Business goals
  • Creative direction and branding
  • Workflow and operational needs
  • Preferred communication style
  • Task priorities
  • Required support services

This also allows clients to:

  • Ask questions about our services and workflow
  • Discuss customized requirements
  • Clarify plan inclusions
  • Receive recommendations for the best setup or plan

After the request, our team will coordinate and send a meeting invitation based on availability.

Account & Creative Setup

Depending on your selected plan, onboarding may include:

  • Assignment of creatives
  • Account Manager introduction
  • Communication channel setup
  • Shared workspace or task board setup
  • Brand folder organization

Clients are encouraged to provide complete onboarding information and assets to help avoid delays during setup.

Important Notes

  • Turnaround times officially begin once onboarding requirements are completed and all necessary materials are provided.
  • Delays in providing assets, feedback, approvals, or access may affect onboarding progress and production timelines.
  • Some workflows and processes may continue to improve or adjust during the first few weeks to better match your operational needs and working style.

Our goal during onboarding is to build a clear, efficient, and collaborative working relationship from the start.

  1. Communication Guidelines

Clear and organized communication helps maintain smooth workflow, faster turnaround, and better collaboration between clients and the Design Crew Pro team.

Primary Communication Channel

All communication and task coordination will primarily be handled through:

  • Slack

Email may only be used for:

  • Forwarding files
  • External documents
  • Access invitations
  • Important account-related communications

Communication Expectations

Clients are encouraged to:

  • Provide complete task instructions
  • Send clear and organized feedback
  • Consolidate revisions whenever possible
  • Respond to clarifications promptly
  • Maintain respectful and professional communication

Respectful Communication Policy

We highly value our creatives and team members. Respectful communication is expected at all times.

Our crew members regularly undergo seminars, internal training, and development sessions focused on handling complex tasks, improving workflow efficiency, and maintaining professional communication standards.

If you are experiencing workflow concerns, communication issues, or challenges with assigned creatives, we encourage clients to coordinate directly with Operations or their Dedicated Account Manager so concerns can be handled properly and professionally.

Any inappropriate behavior, harassment, abusive language, discrimination, or disrespectful treatment toward creatives or staff may result in warning, suspension, or discontinuation of services depending on the severity of the situation.

We aim to maintain a healthy, professional, and collaborative working environment for both clients and team members.

  1. Task Submission Process

To help maintain organized workflow and efficient production, clients are encouraged to submit tasks with complete and clear instructions.

Task Submission System

Design Crew Pro will provide a dedicated Slack App that handles task submissions and request forms directly within Slack.

This means clients do not need to manually copy and paste task templates each time. The system is designed to help organize requests, collect necessary details, and streamline workflow management.

Task Submission Guidelines

Tasks should include:

  • Task title
  • Clear instructions or objective
  • Dimensions or required format
  • Deadline (if applicable)
  • Brand references or assets
  • Text or copy needed
  • Intended platform or usage

File & Asset Sharing

Clients are encouraged to organize their files and assets through Google Drive.

Important Notes:

  • Clients are responsible for uploading and organizing their files within their own Google Drive.
  • Shared Google Drive links should be provided to the Design Crew Pro team for access.
  • Raw files, references, and assets provided by the client may remain within the client’s shared drive.
  • Final outputs and completed deliverables may be stored within Design Crew Pro’s internal storage system for workflow and backup purposes.
  • Source files will also be provided to the client whenever applicable.
  • Stored outputs within our internal storage system may be deleted after 6 months to help maintain internal and external security, storage management, and data protection practices.

Additional Notes

  • Incomplete instructions or missing assets may affect turnaround times.
  • Frequent major changes after task approval may require reassessment of workflow and timelines.
  • Tasks are handled based on active task availability, assigned creatives, and queue management.
  1. Revision Guidelines

We want to ensure that revisions are handled clearly, efficiently, and collaboratively to maintain smooth workflow and quality output.

Revision Guidelines

Clients are encouraged to:

  • Provide clear and specific feedback
  • Consolidate revisions into one message whenever possible
  • Reference exact changes needed
  • Provide examples or references if applicable

Examples of Helpful Revisions

Good revision feedback:

  • “Please increase the logo size and use the second headline option.”
  • “Can we change the background color to match the brand palette?”

Less helpful feedback:

  • “Make it better.”
  • “Something feels off.”

Clear instructions help creatives complete revisions faster and more accurately.

Important Notes

  • Minor revisions related to the original request are generally included within the workflow.
  • Major redesigns or direction changes after approval may be treated as a new task.
  • Repeated revisions caused by incomplete instructions or changing directions may affect turnaround times and workflow scheduling.
  • Revision queues may depend on active task availability and assigned creatives.

Collaboration & Communication

Our creatives are trained to handle complex tasks, creative adjustments, and professional communication. We encourage clients to work collaboratively with the team to achieve the best results efficiently.

If there are concerns regarding revisions, workflow, or creative direction, clients may coordinate with Operations or their Dedicated Account Manager for proper assistance and resolution.

  1. Turnaround Time Expectations

Turnaround times may vary depending on:

  • Task complexity
  • Queue volume
  • Active task availability
  • Completeness of instructions and assets
  • Revision requests
  • Assigned creative availability

General Expectations

  • Standard tasks are typically handled within normal operational workflow.
  • Larger or more complex tasks may require additional production time.
  • Video editing, motion graphics, and multi-step projects may have longer turnaround schedules depending on scope.

Estimated Turnaround Examples

The following are only estimated timelines and may still vary depending on workload, complexity, and revisions.

  • Simple Poster Design — 5 hours to 24 hours
  • Social Media Post — 5 to 24 hours
  • Carousel Design — 1 to 2 days
  • Thumbnail Design — 5 to 24 hours
  • Short-form Video/Reels — 1 to 2 days
  • Video Vlog (5 mins) — 1 to 2 days minimum
  • Long-form Video with subtitles, sound effects, motion graphics, or advanced editing — may take around several days up to a week depending on complexity
  • Podcast Editing — 2 to 5 days depending on duration and editing requirements
  • Branding Materials — 2 to 5 days depending on scope
  • Landing Page Design — timeline varies depending on complexity and agreed scope
  • Logo — 1 to 2 days depending on complexity and idea

Important Notes

  • Complex tasks involving heavy effects, subtitles, animation, sound design, or multiple revisions may require longer production time.
  • Clients will still receive updates regarding progress, delays, or workflow status whenever needed.
  • Turnaround time officially begins once complete instructions and assets are provided.
  • Delays in approvals, revisions, missing files, or unclear instructions may affect timelines.
  • Revisions are added back into the workflow queue and may affect delivery timing.
  • Active task limitations per plan may also affect how quickly new requests can begin.

Weekend & Extended Workflow

For plans with Assigned Weekend Creative support:

  • Some revisions or urgent tasks may continue during weekends depending on availability.
  • Weekend schedules may differ from regular operational hours.
  • Larger tasks may continue into the next operational day if additional time is required.

We always aim to provide efficient turnaround while maintaining quality and organized workflow management.

14. Priority & Urgent Requests

We understand that many client requests are time-sensitive and important. Our team always aims to prioritize tasks as efficiently as possible while maintaining quality and organized workflow management..

Shared Creative Workflow

To help maintain flexible pricing and efficient operations, some creatives may handle multiple client accounts within their assigned workflow queue. This setup is commonly referred to as a shared creative or shared designer workflow.

This model allows clients to access multiple creative skill sets and team support without paying the full operational cost of hiring multiple full-time creatives individually.

For example, instead of hiring:

  • 1 Full-Time Graphic Designer
  • 1 Full-Time Video Editor
  • 1 Full-Time Creative Support Staff

Clients may receive support from multiple creatives under one subscription plan at a more cost-efficient setup.

Even within a shared workflow system:

  • Tasks are still actively prioritized and managed
  • Assigned creatives continue working within organized queues
  • Operations help monitor workload distribution and task continuity
  • Clients still receive collaborative support from multiple team members depending on the plan

This setup helps balance affordability, flexibility, and production support while still giving clients access to a broader creative team.

Important Notes

  • Some creatives may handle 2–3 client workflows within a day depending on task volume and complexity.
  • Active tasks are scheduled and prioritized within each assigned creative’s queue.
  • Urgent requests are still accommodated whenever possible depending on workload and availability.
  • Our operations team helps organize workloads to ensure all clients continue receiving support efficiently.

Dedicated Creative Setup

Clients who require fully dedicated creatives, exclusive availability, or higher-priority workflow arrangements may request a dedicated setup plan.

Dedicated creative setups may include:

  • Exclusive creative assignment
  • Reduced shared queue handling
  • Higher workflow availability
  • More direct production capacity

Note: Dedicated creative arrangements may require separate pricing, customized agreements, or upgraded service plans depending on operational requirements.

Do creatives get confused handling multiple clients? No — our workflow is carefully organized to maintain manageable creative-to-client ratios, proper task queues, internal coordination, and operational support to ensure creatives stay focused, efficient, and organized.

  1. Brand Assets & Access Requirements

To help our team work efficiently and maintain brand consistency, clients are encouraged to provide complete and organized brand assets during onboarding.

Recommended Brand Assets

Clients may provide:

  • Logos
  • Brand guidelines
  • Fonts
  • Color palette
  • Previous design files
  • Social media assets
  • Video assets
  • Stock resources (if applicable)
  • Copywriting or captions
  • Reference materials

Access Requirements

Depending on the selected services, clients may also provide access to:

  • Google Drive folders
  • Social media platforms
  • Scheduling platforms
  • Shared workspaces
  • Other necessary tools or systems

Clients may share brand assets, files, and required access through Google Drive or directly to our designated client to editors email during onboarding for proper organization and workflow setup.

Important Notes

  • Clients are responsible for organizing and sharing their files properly.
  • Missing assets or incomplete brand materials may affect turnaround times and consistency.
  • Design Crew Pro will only request access necessary for approved workflow and service requirements.
  • Clients may revoke access anytime if services are discontinued.

Providing complete assets and access during onboarding helps our team deliver faster, more accurate, and more consistent creative output.

  1. Project Management & Workflow

Design Crew Pro follows an organized workflow system to help maintain smooth communication, efficient production, and proper task management.

Standard Workflow Process

  1. Client sends task request through Slack
  2. Operations Team or Dedicated Account Manager reviews and assigns the task to the appropriate creative
  3. Assigned creative acknowledges the task
  4. Creative works on the request during operational hours
  5. Output is submitted to the client
  6. If additional time is needed, our team will coordinate and provide updates
  7. Client sends revisions if needed
  8. Final output is completed and delivered

Important Notes

  • Tasks are handled based on active task availability and assigned workflow queues.
  • Some tasks may require additional production time depending on complexity.
  • Operations helps monitor workflow, priorities, and creative coordination to maintain organized task handling.
  • Communication and updates will primarily be handled through Slack.

File Management

  • Client assets, raw files, references, and working materials should come from the client’s shared Google Drive or approved file-sharing source.
  • Clients are responsible for organizing and maintaining their own asset folders and file structure.
  • Final outputs may be delivered through Slack or uploaded to Design Crew Pro’s output storage system depending on workflow setup.
  • Source files may also be provided to the client whenever applicable.
  • Internal output storage may be cleaned or deleted after 6 months for security, storage management, and operational maintenance purposes.
  1. Payment & Subscription Activation

Services officially begin once onboarding requirements are completed and payment has been confirmed.

Payment Process

  • Invoices are typically sent 1 week before the due date.
  • Billing cycle is based on 1 month or 30 days depending on the agreed subscription setup.
  • Clients may pay through:
    • PayPal
    • Automatic PayPal Subscription
    • Wire Transfer

Subscription Activation

The subscription and workflow officially activate once:

  • Required onboarding forms are completed
  • Necessary assets and access are provided
  • Initial payment is confirmed
  • Internal setup and creative assignment are completed

Grace Period & Service Suspension

  • Clients are given up to 15 days grace period for unpaid invoices.
  • During unpaid status, active creative tasks and production workflow may be paused.
  • Continued non-payment and lack of communication may result in final notice and discontinuation of services.

Referral Rewards

Clients may qualify for free service credits or free month rewards through successful referrals.

Referral rewards may apply once:

  • The referred client completes onboarding
  • The referred client completes their first paid subscription cycle

Clients may contact our team for referral program details and eligibility.

Additional Notes

  • Early payment discounts are currently not offered, but we highly appreciate prompt payments.
  • Early or delayed payments do not automatically change the original billing cycle unless otherwise agreed.
  • Clients may coordinate with Operations or their Dedicated Account Manager for billing-related concerns or payment assistance.
  1. Upgrade, Downgrade & Cancellation Policy

Clients may upgrade, downgrade, pause, or cancel their subscription depending on their business needs and workload requirements.

Plan Upgrades

Clients may request a plan upgrade anytime if they require:

  • More active tasks
  • Additional creatives
  • Faster workflow support
  • Expanded service coverage
  • Dedicated creative arrangements

Plan upgrades may take effect once confirmed by Operations and billing adjustments are completed.

Plan Downgrades

Clients may request to downgrade their subscription to a lower plan depending on workload and operational needs.

Downgrades may take effect on the next billing cycle unless otherwise discussed.

Cancellation Policy

  • Design Crew Pro does not require long-term lock-in contracts.
  • Clients may cancel services anytime by notifying the team before the next billing cycle.
  • Cancellation requests should be coordinated through Operations or the Dedicated Account Manager.

Important Notes

  • Delayed or unpaid balances must still be settled before full account closure if applicable.
  • Shared files, outputs, and source files should be downloaded or secured before service termination.
  • Internal stored outputs may be removed from our storage system after the retention period.
  • Early cancellation does not automatically refund completed billing cycles unless otherwise agreed.

We aim to maintain flexible service arrangements while ensuring proper workflow transition and account closure processes for both parties.

  1. Client Responsibilities

To help maintain smooth workflow, efficient turnaround, and quality output, clients are encouraged to actively participate in the collaboration process.

Clients are responsible for:

  • Providing complete and clear task instructions
  • Submitting organized brand assets and references
  • Responding to clarifications and approvals promptly
  • Maintaining respectful and professional communication
  • Reviewing outputs and revisions properly
  • Ensuring shared files and access permissions are working correctly
  • Managing their active task priorities
  • Informing the team of urgent deadlines whenever possible
  • Completing payments based on the agreed billing schedule

Workflow Responsibility

Clients are also encouraged to:

  • Double-check submitted instructions before sending tasks
  • Clearly identify which brand or project each request belongs to
  • Consolidate revisions whenever possible
  • Coordinate concerns properly through Operations or their Dedicated Account Manager

Good collaboration and communication from both sides help create faster, smoother, and more efficient workflow for everyone involved.

Additional Tools & Software

If the client prefers using specific tools, platforms, plugins, or software that are not currently part of Design Crew Pro’s internal workflow or active subscriptions, the client may be responsible for providing access and covering the related subscription or licensing costs.

This may include:

  • Premium software subscriptions
  • Specialized plugins
  • Project management tools
  • Stock asset platforms
  • AI tools
  • Other third-party services required for the workflow

Our team will coordinate properly regarding compatibility, access requirements, and workflow setup whenever applicable.

Client Storage & File Management

Google Drive is the standard file-sharing platform used within our workflow. However, if the client prefers using a different storage platform or file management system, the client will be responsible for

:

  • Providing the preferred storage platform
  • Creating and managing the account
  • Covering any subscription or licensing costs
  • Providing the necessary access, credentials, or permissions required for workflow collaboration

This helps ensure smooth file access, organized asset management, and uninterrupted workflow between the client and the Design Crew Pro team.

  1. Confidentiality & Professionalism

Design Crew Pro values professionalism, trust, and confidentiality in every client relationship.

All client information, files, assets, credentials, and project materials shared with our team are handled with proper care and confidentiality for operational purposes only.

Confidentiality Guidelines

  • Client files and information are only accessed by authorized team members involved in the workflow.
  • Shared assets, credentials, and materials will not be distributed outside approved operations.
  • Internal stored outputs may be removed after 6 months for security and storage management purposes.
  • Clients are encouraged to properly manage and revoke access if services are discontinued.

Professional Standards

Both clients and Design Crew Pro team members are expected to maintain:

  • Respectful communication
  • Professional collaboration
  • Organized workflow practices
  • Healthy working relationships

Our creatives and staff regularly undergo internal training and seminars focused on:

  • Communication standards
  • Workflow management
  • Handling complex creative tasks
  • Professional client support

We are committed to maintaining a positive, respectful, and secure working environment for both clients and team members.

Portfolio & Creative Usage Policy

  • Client projects, outputs, files, and materials will not be used by crew members for personal portfolios, personal promotion, or unauthorized public posting.
  • Design Crew Pro may occasionally request permission from the client if we would like to feature selected outputs for company portfolio, marketing, or showcase purposes.
  • However, by default, most client work remains private and confidential unless approved directly by the client.
  1. Support & Escalation Process

We aim to maintain smooth communication, organized workflow, and proper issue resolution throughout the partnership.

If clients experience concerns related to:

  • Workflow
  • Communication
  • Revisions
  • Assigned creatives
  • Delays
  • Billing
  • Task handling
  • Technical concerns

Clients are encouraged to coordinate directly with:

  • Operations Team
  • Dedicated Account Manager (if included in the plan)

Escalation Process

Our team will:

  1. Review the concern properly
  2. Coordinate internally with the assigned creatives or departments involved
  3. Provide updates, clarification, or recommended solutions
  4. Help resolve the issue professionally and efficiently

Important Notes

  • We encourage clients to communicate concerns respectfully and directly so issues can be resolved quickly.
  • Most workflow concerns can be resolved through proper coordination and clarification.
  • Escalation requests may require reasonable review and response time depending on complexity.

Our goal is to maintain a healthy, collaborative, and solution-oriented working relationship with every client.

Incident & Escalation Protocol

Design Crew Pro follows internal protocols and operational procedures when handling workflow concerns, misunderstandings, delays, communication issues, or other incidents.

If necessary:

  • An Incident Report may be submitted to the client for transparency and proper documentation.
  • Assigned creatives or editors may also be asked to provide explanation or clarification regarding the situation.
  • Clients may likewise be asked to provide clarification when needed to help resolve concerns fairly and professionally.

Assessment and Justification

Not all workflow situations automatically require serious escalation or formal incidents.

Examples may include:

  • Creative style mismatch
  • Lack of creative direction or ideas
  • Task outside the assigned creative’s main area of expertise
  • Workflow adjustment needs
  • Internal reassignment of tasks to another creative
  • Preference differences in execution style

In these situations, Operations may simply:

  • Reassign the task to another creative
  • Provide additional support or direction
  • Adjust workflow internally
  • Coordinate proper task handling without escalating the issue further

Our goal is to maintain healthy communication, accountability, flexibility, and professional resolution processes for both clients and team members.

  1. Onboarding Completion, Trial Clients & Official Project Start

Once onboarding requirements are completed, Design Crew Pro will officially activate the client workflow and begin production support.

Onboarding Completion Includes:

  • Submission of required onboarding forms and agreements
  • Confirmation of selected plan and billing setup
  • Completion of payment requirements
  • Sharing of required assets, access, and workflow setup
  • Slack communication setup
  • Internal assignment of creatives and operations coordination

Official Project Start

Once officially onboarded:

  • Clients may begin submitting active tasks
  • Assigned creatives will start handling requests based on workflow queue
  • Operations and Account Management (if included) will begin active coordination and support
  • Turnaround times officially begin once tasks are properly submitted with complete instructions and assets

Slack Access

  • If the client already has an existing Slack workspace, Design Crew Pro may connect directly to the client’s Slack during the trial period.
  • If the client does not have a Slack workspace, clients may be added as Slack Guests within Design Crew Pro’s communication system.
  • Maximum of two (2) guest accounts may be provided during the trial period unless otherwise approved.

Important Notes

  • Workflow organization and communication adjustments may still improve during the first few weeks of collaboration.
  • Design Crew Pro may continue optimizing creative assignments and workflow setup based on the client’s operational needs.
  • Clients may request support, clarification, or workflow adjustments anytime through Operations or their Dedicated Account Manager.

We appreciate the opportunity to work with your business and look forward to building a strong and successful creative partnership with you.

Free Trial Clients Guidelines

The Free Trial is intended to help both the client and Design Crew Pro evaluate workflow compatibility, communication efficiency, and overall service fit before moving into a paid subscription.

Free Trial Rules & Limitations

  • Trial duration and inclusions may vary depending on the approved setup.
  • Tasks are handled one at a time unless otherwise agreed upon.
  • Free Trial access is intended for testing regular workflow and collaboration process only.
  • Large-scale, long-duration, or highly complex tasks may not be included during the trial period unless previously discussed.

Examples may include:

  • Advanced Motion Graphics
  • Landing Page Design
  • Full Website Development
  • Long-form videos
  • Podcast editing
  • Large branding projects

Communication Setup

  • If the client already has an existing Slack workspace, Design Crew Pro may connect directly to the client’s Slack during the trial period.
  • If the client does not have a Slack workspace, clients may be added as Slack Guests within Design Crew Pro’s communication system.
  • Maximum of two (2) guest accounts may be provided during the trial period unless otherwise approved.

Important Notes

  • Trial workflow may have limited availability depending on active operations and scheduling.
  • Trial tasks are still subject to queue management and creative availability.
  • Design Crew Pro reserves the right to decline, pause, or discontinue trial services if workflow, communication, or operational issues arise.
  • Completion of a Free Trial does not automatically guarantee long-term service approval or dedicated creative allocation.
  • Paid subscription plans may offer expanded workflow support, active tasks, communication setup, and creative availability compared to the trial setup.
  1. Next Step: Begin Your Onboarding

Thank you for taking the time to review our onboarding guidelines.

You may now proceed with completing and signing the onboarding requirements to officially begin the setup process with Design Crew Pro.

Once submitted, our team may coordinate with you for additional setup details and you may also expect a Discovery Call invitation from us if requested or necessary for workflow alignment.

We look forward to working with you and becoming part of your creative journey.