Client Information

Welcome to Inbound Back Office

We are excited to work with you! Please find some helpful information below to make sure the relationship between you and IBO is a success. 

What to do After Signing Up

After you sign up, you will receive a separate email connection to a team member for each service you'll be starting with.

We recommend you reply to each of those team members to introduce yourself and coordinate a call with each team member. 

At any time, you can add them to your Project Management tool and start assigning the team members tasks.

And, of course, sign up for our newsletter and check out our podcast

Time Estimates & Requirements for Common Tasks
ServiceContact
Billing and CollectionsMandee Adams
Content CreationApril Evans
Email Marketing (non-HubSpot)Nikki Johnson
Administrative AssistanceMandee Adams
Graphic DesignKelly Steckler
HubSpot ProductionShayla Pearson
Paid Media & AdvertisingAmy Foley
Podcast Set Up & MaintenanceNikki Johnson
Project ManagementMandee Adams
Public RelationsApril Evans
SEONikki Johnson
Social Media ManagementAmy Foley
Technical SupportNikki Johnson
TOPA AuditMandee Adams
Video EditingKelly Steckler
Website DesignKelly Steckler
Website SupportNikki Johnson
Website Development (HubSpot & Other Platforms)Aaron Rudd
StrategyShayla Pearson
FAQ

What's the best way to work with your team?

Add our team to your tools and processes (just like you would if you hired an employee). Assign tasks with as much clear detail as possible and due dates. And over-communicate! This blog post is an excellent guide on the best way to delegate tasks.

What do I do if I need help with another service?

Feel free to reach out to Amy Foley (amy@inboundbackoffice.com) and she'll connect you with the right person on the team.

Are you closed for business on any specific holidays?

You can view the IBO Holiday Calendar for the holidays we observe annually. On those days, we do not require— or expect— our team to work. However, some team members might choose to work on holidays. To be safe, it's best to plan that our team will be unavailable on these dates, but always communicate directly with team members to know for sure and plan accordingly.

How does your billing work?

Our billing is very simple. Our team members will run their timers for any work done including, but not limited to, consultations, all communication about your projects/work, time estimates over 5 minutes, correspondence, etc. You can view that time (in real-time) via your billing dashboard throughout the month. We'll charge the billing method you've put on file each month on the 1st.

Can you give us time estimates?

Absolutely! If requested, our team will give estimates of how long it will take to complete a task/project. Please note that any time estimate that will take longer than 5 minutes to complete will be charged to you.

What do I do if there's an issue?

It is our goal to make your life easier! If you have any issues at all (with a team member, billing, etc.), please let us know ASAP! We'll work with you to fix the problem and adjust our processes to make sure you don't experience the same problem again.

Do you offer a referral bonus?

Yes! You will receive a $250 credit when an agency you send to us signs up and does $1,000 in billable work.