One of six
Welcome to the team.
From
Rose Brittingham
Thank you for trusting us with this. Everything you need to get started is in here.
Give it about ten minutes. You can close this page and come back; it remembers where you left off.
— Rose
- 01Your engagementThe scope and the investment, exactly as it was discussed.
- 02Service termsPlain language. Read it, sign it, keep a copy.
- 03PaymentPay directly through this website.
- 04Your dashboardA hands-on walkthrough of Trello — where we'll work together.
- 05Your OverviewYour board, your cadence, and how to reach us.
Already a client sending a second, third or final payment? Take the short route. Already paid and want a look at the dashboard before the real one arrives?
Two of six
Your engagement
This should match your call. If anything looks off, change it here — it comes through on your confirmation and we'll square it up before we start.
Filled in from the service you picked. Work outside this list becomes its own engagement, quoted first.
We'll review this and confirm before it's added to your scope.
Defaults to % of the investment — enter a different amount if you'd like to pay more or less upfront.
Monday to Thursday, 11 AM to 6 PM ET. Fifteen minutes is the longest standing slot, by phone call.
Three of six
Service terms
The short version first. You'll need to open and read the full terms before you can agree and sign, and they travel with your confirmation.
Not opened yet
Read the full terms above to unlock the agree box and your signature.
The names don't match.
Your signature records who accepted. Acceptance completes when the invoice is satisfied on the next step, as set out in the Acknowledgment.
Four of six
Payment
This is what holds your place on the calendar. Every option below lands in the same account.
Step one — pay
Payment details are on the invoice we emailed you. Pay from there, then bring the transaction ID back here.
Your place is saved on this device. If PayPal takes you away from this page, come back to assistportal.click and you'll land right here to paste your transaction ID.
Step two — bring back the ID
Copy it from your PayPal receipt — 17 characters, or an INV2- invoice ID. It confirms the booking and goes on your invoice.
Payment confirmed. You can carry on.
Five of six
Take the tour
Your deposit is in. Four short stops: the board we'll build for you, how the week runs, what we track, and what you're left with at the end. Two minutes.
Six of six
You're all set.
One last thing — send your confirmation so we can open your board and get moving.
Nothing on this page leaves it until you press send.
Onboarding complete
Your complete onboarding materials
Everything below is yours. Get the app, open your dashboard, and save your copies now.
Keep your copies
Your board is removed fourteen days after the work closes. Save these now — they're yours to keep, and the board can't be re-opened afterwards.