contact@pivtmedia.com

PivtMedia  ·  Client Portal

Welcome to your growth journey

Empowering businesses and content creators to achieve sustainable growth.

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01Getting started4 steps
01
Sign your agreement
Review and return the signed service agreement before work begins.
02
Submit payment
Full upfront payment is required before any work commences.
03
Fill the questionnaire
Complete the brand discovery form so we can build your strategy.
04
Kick-off call
We align on strategy, timelines, and deliverables together.
02Service 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.
  • Scope changes must be requested in writing.

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.
  • Privacy: Personal information handled per PivtMedia Privacy Policy at pivtmedia.com.

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

Requires signature before work begins
03Your onboarding checklistYour action items
Your onboarding progress0 of 13 complete
Phase 1 — Pre-Kick-Off
Your action
Sign the Service Agreement
Return signed copy before work begins.
Your action
Submit upfront payment
Full payment required per Service Agreement.
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.
04Brand 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.
05Our 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.
07Get in touch
Instagram
@pivtmedia
Facebook
PivtMedia
01Full onboarding checklistAgency only
Total onboarding progress0 of 28 complete
Phase 1 — Pre-Kick-Off
Client
Sign the Service Agreement
Return signed copy before work begins.
Client
Submit upfront payment
Full payment required per Service Agreement.
PivtMedia
Send welcome packet and onboarding checklist
Delivered within 1 business day of signed agreement.
Client
Complete Brand Discovery Questionnaire
Covers brand voice, audience, goals, and competitors.
Client
Provide logo files and brand assets
Preferred: SVG or high-res PNG with transparent background.
Client
Provide brand guidelines (if available)
Colors, fonts, tone of voice.
PivtMedia
Schedule kick-off call
Confirm date, time, and video link with client.
Phase 2 — Account Access
Client
Grant access to Meta Business Manager
Add PivtMedia as a partner or admin.
Client
Grant access to Google Ads account
Share via Google Manager Account or add as admin.
Client
Grant access to Google Analytics / GA4
Add PivtMedia as Editor or Analyst.
Client
Grant access to website / CMS
WordPress, Webflow, Shopify — editor level or higher.
Client
Grant access to social media profiles
Instagram, Facebook, LinkedIn, TikTok, X.
PivtMedia
Set up project management workspace
Create client folder, assign team, share access link.
PivtMedia
Set up live reporting dashboard
Configure KPI tracking tailored to client goals.
PivtMedia
Confirm preferred communication channel
Email / Slack / WhatsApp / other.
Phase 3 — Kick-Off Call
PivtMedia
Present initial strategy overview
Share findings from questionnaire and brand audit.
PivtMedia
Confirm scope, deliverables, and timelines
PivtMedia
Define KPIs and success metrics
Align on 30 / 60 / 90 day goals.
Client
Confirm reporting cadence preference
Monthly report only, or report + bi-weekly call.
Client
Identify key stakeholders and approvers
PivtMedia
Explain content approval workflow and revision policy
Phase 4 — Month 1 Execution
PivtMedia
Complete brand and competitive audit
PivtMedia
Deliver Month 1 content calendar
At least 5 business days before first posting date.
Client
Review and approve Month 1 content calendar
Consolidated feedback or approval within 5 business days.
PivtMedia
Launch ad campaigns (if applicable)
PivtMedia
Begin SEO audit and keyword research (if applicable)
PivtMedia
Deliver Month 1 performance report
Sent on or before the 1st of the following month.
PivtMedia
Schedule Month 1 review call
Internal client notes
Account manager
Client since
Services contracted
Monthly retainer
Internal notes
02Client trackerAgency only
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Total clients
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Not started
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In progress
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Complete
Client
Username
Password
Status
Missing items
Actions
03Add new clientAgency only

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Client
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