First week with Chykalophia: what to expect & prepare
A practical guide and checklist for your first week working with Chykalophia: what will happen, what to prepare, and how to set your project up for success.
Starting a new project with a creative agency can feel like a lot at once. There are introductions, forms to fill in, accounts to share, and calls to schedule, all while your regular work keeps going.
This guide walks you through exactly what happens in your first week with Chykalophia, what we'll need from you, and how to prepare so we can get to work without delays.
What you'll need
You don't need technical knowledge for most of this. You'll need time, a willingness to answer questions, and the ability to find (or track down) account logins.
What happens in the first week
The kickoff call and the access work overlap on day 3. Access is the step that most often slips, so start it early.
Read this as text
- Day 1, welcome and orientation. Read the kickoff call agenda and bookmark our support portal.
- Before the kickoff call. Fill in the project intake form and share it with us 24 hours before the call.
- Day 2 to 3, the kickoff call. A 60 to 90 minute video call to confirm goals and scope and agree the timeline and milestones.
- Day 3 to 5, access and assets. Work through the asset inventory tracker and the access checklist. Missing access is the most common cause of project delays.
- End of week 1, alignment check. The intake form is completed, access is provided or started, the timeline and first milestone are agreed, and you have reviewed your roadmap.
- Next. Discovery and strategy, or straight into design if strategy work is not in scope.
Day 1: Welcome and orientation
On your first day, you'll receive:
- A welcome email.
- A link to this help center.
- Your project lead's name.
- An agenda for your kickoff call.
Your job on Day 1: Read through the kickoff agenda so you know what to expect. Bookmark our support portal, where you open a ticket for support, problems and requests.
On some projects we also invite you to a shared ClickUp space. If we do, see getting your ClickUp invite.
Day 2 to 3: The kickoff call
The kickoff call is typically a 60 to 90 minute video call. It is the most important meeting in the entire project. We use it to:
- Confirm your goals and the project scope.
- Agree on timeline and key milestones.
- Identify any open questions or risks.
- Discuss the templates and briefs you'll need to complete.
Your job before the kickoff call: Fill in the project intake form and share it with us 24 hours before the call. The more you complete in advance, the more we can focus the call on decisions rather than introductions.
Day 3 to 5: Access and assets
After the kickoff call, we'll send you a list of the specific accounts and files we need access to. Your job is to provide that access as quickly as possible. This is the most common source of project delays.
Your job this week: Work through the brand & digital asset inventory tracker and the access checklist for a new project.
End of week 1: Alignment check
By the end of your first week, you should have:
- Completed the project intake form.
- Provided or started gathering the access we need.
- Agreed on a project timeline and the first milestone.
- Received and reviewed your project roadmap.
If any of these items are missing, let us know immediately. They will delay the start of discovery or design.
Your first-week checklist
Use this checklist to stay on track. Copy it into a note or Google Doc and tick off items as you complete them.
Before the kickoff call
0 of 5 done
- Bookmark our support portal, and accept your ClickUp invitation if we've sent one
- Complete the project intake form and share it with your project lead
- Read the kickoff call agenda and note any questions you want to raise
- Identify who from your team needs to attend the kickoff call
- Block 60 to 90 minutes in your calendar for the kickoff
Saved in this browser only.
During the kickoff call
0 of 5 done
- Confirm the project scope and goals
- Agree on the timeline and key milestones
- Agree on how we'll communicate day to day (support portal, email, calls)
- Identify any outstanding access or information we need
- Confirm who has sign-off authority for decisions and approvals
Saved in this browser only.
After the kickoff call
0 of 6 done
- Complete the brand & digital asset inventory tracker
- Begin working through the access checklist for a new project
- Send us your brand files (logos, colors, fonts) if we haven't received them
- Complete the discovery brief if requested
- Complete the brand voice worksheet if requested
- If we've invited you to a shared ClickUp space, review your project task list there
Saved in this browser only.
Common sources of first-week delays
We've run hundreds of projects. These are the things that reliably cause the first week to stall.
The most common delay: missing access
The single most common cause of project delays is access that couldn't be found, hadn't been set up, or belonged to someone who had left the company. Start the asset inventory tracker early. Tracking down accounts takes longer than you expect.
| Delay | How to prevent it |
|---|---|
| Intake form not completed before kickoff | Fill it in the day you receive it |
| Key decision-maker unavailable for kickoff | Confirm attendance before scheduling |
| Account access held by an ex-employee | Check Section 8 of the asset inventory tracker now |
| Brand files don't exist in the right format | Check logo files early. Creating vector files takes time |
| Unclear who has sign-off authority | Agree on this explicitly before the kickoff ends |
| Scope changes immediately after kickoff | Re-read the intake form before the call: confirm it's current |
How we communicate
Each channel has a different purpose:
Our support portal is for support, problems and requests. Open a ticket on our support portal. For something urgent, put "URGENT" at the start of the ticket title.
Email works for the same things, plus billing and administrative questions. Use support@chykalophia.com. For something urgent, put "URGENT" at the start of the subject line.
A shared ClickUp space is used only on projects where we've invited you. If we have, that's where you'll see tasks, comments and approvals for that project.
Video calls are for decisions that need real-time discussion. We'll schedule them when back-and-forth comments are slowing things down.
See our full guide on how we communicate for more detail.
What we expect from you in the first week
A project runs well when both sides show up fully. In the first week, we specifically need:
- Responsiveness. Please check your email at least once a day during the active project setup phase, and your shared ClickUp space if you have one.
- Decisiveness. Some questions need a real answer, not "I'll think about it." Decisions deferred in week one create bottlenecks in week four.
- Honesty. If something is unclear, wrong, or worrying: say so. It's much easier to correct course in week one than in week five.
- Your actual team. If other people at your company will be involved in decisions or approvals, introduce them now. Mystery stakeholders discovered mid-project are one of the most disruptive project events.
Common questions
What if I can't complete everything before the kickoff call?
Complete the project intake form at minimum. It's the most important document for the kickoff. For everything else, we can work through it together on the call and set a schedule for what needs to happen in the days after.
What if I don't have all my brand files yet?
Tell us on the kickoff call. If brand work needs to be created (logos, brand guidelines), that becomes part of the project scope. We plan around it. We don't need it to start conversations about strategy.
How do I add a team member to ClickUp?
If we've invited you to a shared ClickUp space, you don't need to add people yourself. We handle ClickUp invitations. Just give us the name and email address of anyone who should be added, and we'll set it up. See our guide on getting your ClickUp invite.
Who do I contact if something feels wrong?
Open a ticket on our support portal or email support@chykalophia.com. If something feels off (about the scope, the timeline, the communication style, anything), please tell us. We'd rather address it in week one than week six.
What happens after the first week?
After your first week, we move into the discovery and strategy phase (or straight into design if strategy work is not in scope). Your project lead will walk you through what's coming next at the end of the kickoff call.
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