Basic Website Setup – 30 Day Process

Integrated Compliance with Pre-existing Website

Create

Week 1

Connect

Week 2

Compliance

Week 3

Launch

Week 4

FMG’s goal is to get you up and running with your Suite of marketing tools as quickly as possible. Your key step is in Week One: Start the process of transferring your domain to FMG. That way, once compliance has finished it work, we can take your site live.

Week 1 – Create

Advisor Tasks

  • You send FMG your logo (png or jpeg format preferred), headshots and other photos
  • You start the process to transfer your domain to FMG (See email from your sales rep)

FMG Suite Tasks

  • We create your website
    • We build your site structure
    • We add the FMG library of content
    • We add your logo, headshots or other photos you send us
    • We add starter copy to your site that’s designed to be customized
  • We send you log-in information for your FMG Suite Dashboard, including your website
  • We send you a link to our video tutorial on how to use your FMG Suite Dashboard
  • We start the process to transfer your domain

Week 2 – Connect

Advisor Tasks

  • You log-in to the FMG Suite Dashboard (https://secure.fmgsuite.com)
    • You connect your social media accounts to your FMG Suite account (If you ordered Social)
    • You upload list of your emails for video newsletter (If you ordered Video Newsletter)
  • You watch the video tutorial on how to use your FMG Suite Dashboard
  • You continue the process to transfer your domain to FMG (see email from your sales rep)

FMG Suite Tasks

  • We send your website to compliance for approval
  • We continue the process of transferring your domain

Week 3 – Compliance

Advisor Tasks

  • You check the daily digest email for an alert that compliance has approved or requested changes to your site
    • If compliance has requested changes, you make changes or call FMG Suite (888.364.1260 OPT 1) for help
  • Once compliance has approved your site, call FMG Suite (888.364.1260 OPT 1) to get your site live
  • You continue the process to transfer your domain to FMG (See email from your sales rep)

FMG Suite Tasks

  • We continue the process of transferring your domain

Week 4 – Launch

rocket

Advisor Tasks

  • You take any other required actions to transfer your domain to FMG (see email from your sales rep)
  • You make any new changes to your site and submit any new material to compliance for approval

FMG Suite Tasks

  • We complete the domain transfer
  • We confirm email settings
  • We turn on your new FMG site. Congratulations!