contact@pivtmedia.com

PivtMedia  ·  Client Portal

Welcome to your growth journey

Empowering businesses and content creators to achieve sustainable growth.

Logged in as  
01Getting started6 steps
01
Review & Sign
Head to the Agreement tab to read through your service agreement. Sign it directly via DocuSign — no printing needed. Work cannot begin until the signed agreement is received.
02
Complete Payment
Go to the Payment tab to view your invoice history and complete your payment securely through Stripe. Payment must be confirmed before your project kicks off.
03
Submit Credentials
Go to the Credentials tab and securely enter your social media account details. This allows our team to get started without back-and-forth emails.
04
Your Checklist
The Checklist tab lists every action item you need to complete — from granting account access to providing brand assets. Check each item off as you go to track your progress.
05
Brand Discovery
Fill out the Brand Discovery questionnaire so our team can fully understand your business, audience, goals, and brand voice before building your strategy.
06
Kick-Off Call
Once steps 1–5 are complete, your account manager will schedule your kick-off call. We will align on strategy, deliverables, timelines, and answer any questions you have.
02Your onboarding checklistYour action items
Your onboarding progress0 of 13 complete
Phase 1 — Pre-Kick-Off
Your action
Sign the Service Agreement
Use the Agreement tab to sign via DocuSign.
Your action
Submit upfront payment
Use the Payment tab to complete your invoice.
Your action
Complete Brand Discovery Questionnaire
Covers brand voice, audience, goals, and competitors.
Your action
Provide logo files and brand assets
Preferred: SVG or high-res PNG with transparent background.
Your action
Provide brand guidelines (if available)
Colors, fonts, tone of voice, dos and donts.
Phase 2 — Account Access
Your action
Grant access to Meta Business Manager
Add PivtMedia as a partner or admin. Never share passwords directly.
Your action
Grant access to Google Ads account
Share via Google Manager Account or add as admin.
Your action
Grant access to Google Analytics / GA4
Add PivtMedia as Editor or Analyst.
Your action
Grant access to website / CMS
WordPress, Webflow, Shopify — editor level or higher.
Your action
Grant access to social media profiles
Instagram, Facebook, LinkedIn, TikTok, X — as applicable.
Phase 3 — Kick-Off Call
Your action
Confirm reporting cadence preference
Monthly report only, or report + bi-weekly call.
Your action
Identify key stakeholders and approvers
Who reviews content? Who approves ad spend?
Phase 4 — Month 1
Your action
Review and approve Month 1 content calendar
Consolidated feedback or approval within 5 business days.
03Service agreementContract
PivtMedia Client Service Agreement
12 sections  ·  Governing law: Ohio  ·  Upfront payment terms

This agreement outlines the scope of services, fees, revision policy, intellectual property rights, confidentiality, and termination terms between PivtMedia and the Client.

Key terms at a glance
  • Payment is 100% upfront before work begins
  • 2 included revision rounds per deliverable (5-day review window)
  • Final deliverables become client property upon full payment
  • Either party may terminate with 30 days written notice
  • Governed by the laws of the State of Ohio
  • Confidentiality obligations survive termination
Ready to sign? Open the agreement in DocuSign
Review, sign, and return the agreement digitally — no printing required.
Sign via DocuSign

1. Scope of services

PivtMedia provides marketing services as outlined in the attached proposal or SOW. Services outside agreed scope require a written change order.

2. Fees and payment

  • All fees due in full upfront prior to commencement of any work.
  • Accounts more than 7 days past due may have services paused.
  • Full refund if work has not started. No refund once work has begun.

3. Revision and scope policy

  • Each deliverable includes up to 2 rounds of revisions.
  • Revisions must be submitted within 5 business days of receiving a deliverable.
  • Fundamental direction changes are new deliverables, not revisions.

4. Client responsibilities

  • Provide timely access to accounts, brand assets, credentials, and materials.
  • Designate one primary point of contact authorized to approve content.
  • Delays caused by the Client may shift delivery timelines.

5. Intellectual property

  • Upon receipt of full payment, all final deliverables become property of the Client.
  • PivtMedia retains ownership of all internal tools, templates, and frameworks.

6. Term and termination

  • Either party may terminate with 30 days written notice.
  • No refund is issued upon termination once work has begun.

7–12. Additional terms

  • Confidentiality: All non-public information remains strictly confidential and survives termination.
  • Liability: Total liability shall not exceed fees paid in the preceding 3 months.
  • Governing law: State of Ohio; parties submit to Ohio courts.

A signable .docx version is also available. Contact contact@pivtmedia.com to request it.

Requires signature before work begins
04PaymentSecure checkout
05Social media credentialsSecure entry
Security note: Your credentials are stored securely in your account and are only accessible to the PivtMedia team. Never share passwords via email or chat — use this form instead. Only fill in the platforms that apply to your business.
Fill in your credentials above, then click Save when you’re done.
06Brand discovery questionnaireClient action
Your business
Business / brand name
Website URL
Industry / niche
Briefly describe what your business does
Be as specific as possible.
What makes you different from competitors?
Goals
Primary goal for working with PivtMedia
What does success look like after 3 months?
Monthly marketing budget (excluding PivtMedia fees)
Target audience
Describe your ideal customer
Age, location, interests, pain points, lifestyle, etc.
Where does your audience spend time online?
Brand voice
Select all that describe your brand personality
Content tone to always use
Content tone to NEVER use
3–5 brands whose style you admire, and why
Competitive landscape
Your top 3 competitors
What do they do well?
What do they do poorly that you can use as an advantage?
Anything else?
Anything important we have not asked about?
Any upcoming launches or deadlines?
Your name and email
Send to contact@pivtmedia.com or submit below.
07Our services
Social media management
Strategy, content calendar, scheduling, community management, and monthly performance reporting across your key platforms.
Paid ads (Meta / Google)
Campaign setup, audience targeting, ad creative, A/B testing, optimization, and spend reporting.
Content creation
Graphics, copywriting, short-form video, and on-brand assets tailored to each platform and audience.
SEO and web
Keyword research, on-page SEO, technical audits, and web optimization to grow organic traffic consistently.
Branding and strategy
Brand positioning, messaging frameworks, visual identity direction, and go-to-market strategy built around your unique goals.
Email
contact@pivtmedia.com
Phone
614-602-9839
Website
pivtmedia.com
Instagram
@pivtmedia
Facebook
PivtMedia
01Client profilesAgency only
-
Total clients
-
Not started
-
In progress
-
Complete
02Add new clientAgency only
Create client credentials
Client
Username
Password
Remove

Changes save permanently. Clients added or removed here update the database instantly. They can log in right away.