Member Support Center
- Account Management
- Asset Management
- Billing
- Getting Started
- How It Works
- Marketing Strategy
- Project Work
- Team Collaboration
- What To Expect
Your Member Profile
Many new members want to know how we will understand your business. This is where that member profile comes into play. At the beginning of your membership, our team will collaborate with you to create...
What to Expect When Communicating With Our Team
The best way for our members to communicate with our team is to do so directly in the member platform. Most of the time, you will communicate in projects. ...
What to Expect During Membership
Our membership platform provides you with direct access 24/7 to collaborate with your marketing team. You can assign new projects, review active projects, collaborate on strategy, and review performan...
Using the Video Recorder
We aim to make it easy for our members to provide feedback. As a member, if you'd prefer to provide verbal feedback, we recommend using our in-platform video recorder. This provides you with the oppor...
Using the Online Platform
Our teams use custom technology to create a powerful, collaborative environment with our members. Our online membership platform provides our members with direct access to collaborate with our team, w...
Updating Payment Details
When you sign up for membership, you will provide payment details to pay for your membership. Members can update their billing information, including their credit or debit card details, directly withi...
Update Membership Package
You can update your membership package at any time. Please note that if you have a grandfathered package and you choose a new membership package, you cannot revert to a grandfathered package....
The SharedTEAMS Team
Many projects involve multiple members of our team collaborating toward a single goal, so, as a member, you can expect to interact with multiple members of our team throughout the course of any projec...
Terms of Service and Privacy Policy
By being a SharedTEAMS member, you agree to our terms of services and privacy policy. You may view our terms of service here and our privacy policy here. ...
Switch Between Brands
Our members have 24/7 access to all of their brand accounts and projects. As a member, you will have the option to switch between brands if you have at least two brand accounts. When viewing your memb...
Support Request
Experience world-class support from the SharedTEAMS member support team. Use this form to start a conversation!...
Strategy Meetings
We are here to provide our members with guidance for their marketing programs whenever they need it. To kick off marketing guidance as a member, we recommend scheduling a casual 30-minute meeting to ...
Sharing Access to Accounts
When our members delegate project work to our team, they often need to delegate account access, too. As a member, you may need to share access with our team for a variety of accounts, including these ...
Set Up Your Member Profile
At the beginning of your membership, our team will collaborate with you to create a member profile for your business. This profile serves as a living reference for our team and covers your offerings, ...
Reset Password
If you need to reset the password associated with your member account, log into your account and click “View my Member Profile” and then “Account Details.” Then click “Reset Your Password." ...
Providing Project Feedback
Our team often asks our members for their feedback in projects to make sure we’re moving in the right direction according to their goals. We typically request feedback and send updates by project ph...
Project Meetings
We collaborate with our members in their active projects. Our team is happy to schedule a 30-minute meeting to discuss details of a specific project if sending messages and in-platform videos aren’t...
Project Fulfillment
Just like an in-house marketing department, we fulfill projects for our members from start to finish. All that you have to do as a member is assign projects to our team and our team will coordinate ev...
Project Costs
We are transparent about project costs and timelines. We only work on projects that our members approve. As a member, we can provide you with project estimates for your consideration, which include es...
Phone Meetings
As a member, you can expect to primarily communicate with our team using the membership platform. We also understand that some projects require more real-time collaboration. In these cases, we provide...
Performance Reports
In some of our membership packages, custom performance reports are included. To see if your current package includes custom performance reports, visit this page. If it does, this will be in its own pr...
Pause Project
You can pause and restart projects at any time. Simply post a note in the project you want to pause or restart. You will receive a confirmation message in that project within 1 business day. Alternati...
Partner Program
While most of our members are the owners and leaders of small and medium-sized businesses, our team supports marketing consultants and agencies through our partner program. You may view details assoc...
Orientation Meeting
When you sign up for membership, you will be prompted to schedule a new member orientation meeting. During this meeting, we will welcome you to SharedTEAMS, highlight the benefits of working with our ...
Options to Start Projects
Our team only works on approved projects. When a member clicks “approve” or provides written approval, our team will start working on that project in the timeframe listed within the project. ...
Options In Projects
Our members can assign, pause, and archive projects directly within the member platform. Plus, doing so helps organize the member’s account. ...
No Minimum Membership Term
Any of our members can cancel membership anytime, for any reason, and without penalty. We understand that small businesses often need to shift gears quickly, so we believe that it is important to give...
Monitoring Hours
As a member, all work is approved upfront by you and you have real-time, 24/7 access to monitor our team’s progress and collaborate with our team. All projects are scoped individually with estimates...
Membership Meetings
Some of our membership packages include a monthly or weekly Membership Meeting. This meeting is designed to review your marketing program’s performance and help you plan the next steps for your mark...
Membership Cost
Our members may view their current membership package at any time by clicking "View My Member Profile" on their dashboard. Your current membership package, including the cost, will be listed under you...
Membership Billing Decline
All membership payments are paid during automatic payments on the first of each month. When a card is declined during automatic payment, we will inform you within the Platform....
Member Platform Overview
Our members have direct access to the teams working on their projects within the member platform. When you log into the member platform, you can view the number of hours clocked this month, view and e...
Meeting Your Marketing Goals
We offer our members two ways to help them meet their marketing goals: Marketing Guidance and Projects. For most of our membership packages, marketing guidance is included in membership. To carry out ...
Marketing Guidance
While we do not dictate the direction of our members' marketing programs – our members decide the direction of their marketing programs – our strategy team is available by request to help guide o...
Improving Performance
As a member, if you are looking to increase the performance of a marketing project or campaign, or your marketing funnel overall, then send us a marketing guidance request by scheduling a strategy mee...
How to Set a Marketing Strategy
Our strategy team is here to help our members whenever they need guidance. We’re happy to review our members’ goals and identify the best next steps for their programs. Our members often come to u...
How to Manage Your Active Projects
Our members completely manage their projects within the member platform. Once you have assigned or approved at least one project estimate, it will move to your Active Projects list. You may view proje...
How to Have a Successful Marketing Program
We are built to be an effective, hands-off solution for our members. By fully documenting your business upfront in the member profile, we are able to execute projects without day-to-day input from you...
How to Communicate in the Member Platform
As a member, the best way to communicate with our team is in the member platform. Here are a few ways you can use the member platform to communicate effectively: Watch for status updates in active pro...
How Members Use Our Team
Our team is here to support you in whatever capacity you need. Our team is skilled at handling highly custom marketing projects and campaigns that align with strategies that are uniquely tailored to o...
How Billing Works
All of our membership packages include a set number of project hours to be used each month. Additional project work is billed at an hourly rate. Membership fees and additional project hours are proces...
How Assets Are Managed
Our team currently uses Google Drive to store the majority of our members’ project files so our team can collaborate effectively within projects. We also use other third-party platforms for project-...
Getting Started After Signing Up
After you sign up for membership, you will be able to schedule a new member orientation meeting. You can also set up your member profile. Once your member profile is in place, you can start assigning ...
Forgot Password
If you forgot the password to your account in the membership platform, visit this link and click “Request a Password Reset.” Enter the email address associated with your account. Then check your e...
If you are not a member, we encourage you to connect with our team via email. If you are a member, we recommend communicating with our team through the member platform instead of emailing us. ...
Discounts for Non-Profit Organizations
Our team values the work of the non-profit sector and takes special pride in helping support those who dedicate their time to the causes that they believe in. A 5% discount is automatically applied to...
Data Protection
We store our members’ access details in an RSA asymmetric encrypted password manager to keep your information secure. Only team members actively working on your projects have access to your accounts...
Common Projects
Our project estimates page provides examples and processes associated with more than 30 of our most common projects. These pages not only include details about our team’s processes but also cost est...
Cancel Membership
We believe in providing our members with the flexibility necessary to transition quickly, seamlessly, and without penalty in the event that our service is not the right fit for their business. ...
Best Practices
Our team always uses best practices – except when you specifically request otherwise. This includes industry, platform, and general marketing best practices. We focus on best practices so our member...
Attaching Files to Messages in Projects
As a member, you have the option to attach files directly to a message you are sending within a project. You can also upload files to your Files Directory. We organize files by project name and number...
Assigning a New Project
You can assign a project at any time by clicking “Assign a Project” in the member platform. Then add a few details to let us know what the project is all about that you are assigning, including th...
Asset Ownership
As a SharedTEAMS member, all project deliverables we create for you, including any file that is associated with creating that deliverable, are owned by you and are included in your membership....
Additional Costs
In addition to the membership cost, our members can expect to have additional costs associated with their marketing programs, which may include email marketing platform fees, advertising expenses, and...
Add or Edit User
As a member, you can share access to your brand account with whomever you need to so they can collaborate with our team directly in projects. To do so, you can add another user to your account and set...
Add Additional Brands
We’re happy to support multiple brands for each of our members. There is no limit to how many brands our members add. Since your member profile is the core reference for our team when executing proj...
Account Creation
When you sign up for any membership package, you also create your new account. During the signup process, you will have the opportunity to provide your email address and unique account password....
Accessing Project Files
As a SharedTEAMS member, you own all of your project deliverables, including any file that is associated with creating that deliverable. Since you own these files, you also have access to them from w...