Frequently Asked Questions

A: Each plan includes monthly content creation, CRM setup, automation, and reporting:

- Silver: Foundational visibility — social media + basic funnel.

- Gold: Deeper engagement — upgraded funnel + email nurture + CRM intelligence.

- Platinum: Full-scale automation — professional video, analytics, advanced CRM, and newsletters.

A: Yes. You can upgrade or downgrade your subscription at any time. Just give us a 14-day notice before your next billing cycle.

A: After you submit the intake form, onboarding typically takes 7–10 business days, depending on the complexity of your plan. Platinum clients may require additional time due to advanced funnels and custom video content.

A: We gather everything we need during onboarding — from brand voice and target audience to competitors and visual inspiration. Then we plan content using proven frameworks (Value, Authority, Promotion, Engagement) tailored to your brand.

A: Yes. You can request pre-approval for all content, or opt for hands-free scheduling based on the plan you selected.

A: No problem. You can upload any existing clips during onboarding. If none are available, we can create video reels from brand assets, testimonials, stock footage, or animations. We also provide simple, clear guides on how to shoot quality photos and videos using just your phone, so you can easily capture fresh content whenever needed.

Platinum clients get 2 on-site video/photography sessions per year.

A:
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Silver: 1 basic lead magnet funnel (PDF, checklist, or coupon)

Gold: 1 basic funnel + calendar integration

Platinum: 2 custom funnels with booking, automation, upsells, and segmentation

A: We provide a built-in booking tool inside our marketing portal that offers the same capabilities as tools like Calendly. If you prefer to use your own external system, we can integrate it for you — a small fee may apply depending on the platform’s compatibility.

A: Your CRM (Customer Relationship Manager) helps manage leads, deals, and client interactions. We use our internal marketing portal to build a smart CRM flow that automates tagging, tracking, and follow-ups—based on your plan.

A: Follow-up automations vary by plan:

- Silver: 2-part email/SMS (Welcome + Reminder)

- Gold: 3-part nurture sequence

- Platinum: Full 5-part nurture + reactivation + lead scoring

A: Yes.

- Silver: Monthly snapshot report

- Gold: Full dashboard access

- Platinum: Monthly dashboard + Loom video walkthrough with strategy insights

A: Billing is monthly and automated. You’ll sign up using your credit card, and charges will recur every 30 days from your signup date. You’ll receive an invoice and receipt via email for every cycle.

A: We require a 6-month lock-in period to give our strategies time to work. After that, you’ll move to a month-to-month subscription model. You can cancel or pause anytime with 14-day notice before your next billing.

A: Access to your website and landing pages will be removed after cancellation. However, we offer a paid migration service to help transfer your pages, funnels, and CRM to your own platform. This includes full access handover, depending on your setup.

A: Yes. Subscriptions are billed automatically via credit card every 30 days unless canceled or modified before the next billing cycle.

A: No. We provide you with secure access to our Clean Ocean Marketing Portal, where your CRM, funnels, automations, and content calendar are fully managed for you. If you already use your own system, just let us know during onboarding — we can review your tools and discuss integration options.