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Client Knowledge Base

Getting started with TDA

To sign up, simply go to this link and complete the form.

When you fill in the necessary information, click the get your free account button and you’ll be taken to your dashboard.

If you have already created a client profile, you can log in by clicking the login button in the top-right corner of the website.

You’ll be taken straight to your dashboard.

You can edit your information by accessing the dashboard and clicking on client details on the left.

Make sure to go through all of the categories and fill in as much information as possible:

  • Main Info
  • About your Organization
  • Industry Focus
  • Locations and Geographic Focus
  • Contacts

When setting up your account, you can decide whether to set your profile to be publicly visible, or private. 

Navigate to the company details section of your dashboard and select public or private from the dropdown list.

If you are planning to publish articles and/or case studies, your profile should be public so that anyone that visits the website can read your content.

If you are using TDA to post a project and hire an agency, you may wish to keep your profile private.

When you post a project, agencies won’t have access to your company’s name, your name, or any other contact information if you choose to keep it private.

Agencies will contact you by submitting applications for your project through your TDA dashboard.

Once you’ve shortlisted an agency, they will get an automatic email notifying them that you liked their application. You decide what message you want to send when you post the project.

Before you create a client profile on TDA, check the client profiles to see whether your company has an existing or unclaimed profile.  

  1. Click on the menu button in the top left corner.
  2. Enter the name of your company in the client search box
  3. If you find your client profile, scroll down to check if your profile is claimed or unclaimed. If no one from your company has claimed your profile, simply click claim profile.

A member of the TDA team will be in touch with your log in details. You’ll then be able to make edits to your company info, publish content and post projects.

All agency profiles can be found within the agency list.

To open the agency list:

  1. Click on the menu button in the top left corner.
  2. A dropdown menu will appear. Click on agency list and you’ll be taken straight to the archive.

 

Expertise are the digital services that you can request.

They can be anything from web development, web design or social media advertising, all the way to blockchain and machine learning.

All case studies can be found within the agency case studies section.

To open agency case studies:

  1. Click on the menu button at the top left of the homepage.
  2. A dropdown menu will appear. Click on agency case studies and you’ll be taken straight to the archive.

All articles can be found within the agency articles section.

To browse all articles:

  1. Click on the menu button at the top left of the homepage.
  2. A dropdown menu will appear. Click on agency articles and you’ll be taken straight to the archive.

Finding agencies to work with

All agency profiles can be found within the agency list.

To open the agency list:

  1. Click on the menu button in the top left corner of the homepage.
  1. A dropdown menu will appear. Click on agency list and you’ll be taken straight to the archive.

Expertise are the digital services that you can request.

They can be anything from web development, web design or social media advertising, all the way to blockchain and machine learning.

To filter agencies, navigate to the agency list. When you do, there will be various filtering options:

  • Expertise
  • Technology expertise
  • Geographic focus

You can also sort agencies by:

  • Score (default): sorted by agency score, which is the average of case study scores
  • Content relevance: agencies which published an article or a case study most recently
  • Membership level: shown in the order of Gold, Silver, Bronze, and then free members
  • Publication date: latest created profiles show up first
  • Agency experience
  • Alphabetical order: A-Z

When you find an agency that you like and you want to be able to find them again quickly, you can add them to the favorite agencies section of your dashboard

This won’t be public and agencies aren’t notified when someone adds them to their favorites.

To favorite an agency:

  1. Open their profile
  2. Click on add agency to favorites

To view your favorite agencies, open your dashboard and click on favorite agencies on the left side.

No, your favorite agencies aren’t public and agencies aren’t notified when someone adds them to their favorites.

Verified case studies can be easily identified because they have a score from 1 to 5 displayed next to them.

The default sorting for agencies is by score.

This score is taken from the average review score of verified case studies.

The other sorting options are:

  • Membership level: shown in the order of Gold, Silver, Bronze, and then free members
  • Content relevance: newest case studies show up first
  • Publication date: latest created profiles show up first
  • Agency experience
  • Alphabetical order: A-Z

The best way to evaluate an agency is to open their profile, read about them and the services they offer, and go through their published work.

Verified case studies are the most important type of content since they will tell you which types of clients the agency has worked with in the past and how successful the project was.

Articles can tell you how up-to-date the agency is with the latest trends and developments in their expertise.

Every agency-client fit is different, but the most valuable assurance you can get is through looking at verified case studies, which tell you about previous projects that agencies have worked on, and the relationship they had with the client.

If an agency has already worked for a similar client and has done a good job, then they have proven themselves as someone who understands your industry and the challenges that come with it.

The project system works as follows:

  • You provide a general description of your project (your contact details aren’t disclosed).
  • Agencies create and submit their applications.
  • You review the applications and select the agencies that you want to shortlist.
  • When you shortlist agencies that have applied for your project, they will receive an email notification outlining next steps. This email will contain information that you provide when you create the project. It could be a second task, a request for examples of related work or simply an invitation to set up a call.
  • After you have chosen the winning application, you and the agency take things off the platform and get to work on your project.

To post a project:

  1. Log into your dashboard and click on project proposals on the left side.
  2. A dropdown menu will appear and you can click on publish new project proposal.
  3. You’ll be taken through the entire process in a few simple steps.

Any agency with a premium membership will be able to apply for your project, but it will be up to you to decide which one gets the job!

How you structure your project is entirely up to you, but we would urge you to follow the advice we give as we guide you through the process.

Try to set out your project goals and the expertise you need as clearly as possible so that you will get high-quality applications from agencies that are good matches for the project.

Of course! If you need any help, feel free to contact us via the chat feature in the bottom right corner of the website at any time.

We’ll get back to you as soon as possible.

The best practice is to choose agencies whose applications you liked the most, and who you see as the best fit for your project.

This will vary from one project to another, but there is no set number.

After you receive project applications and make a shortlist of agencies, you’ll be able to contact them directly.

Then you can ask them to complete a task, or ask them questions about their work so you’ll be able to compare and contrast the agencies in order to make the right choice.

If you don’t like any of the solutions that agencies have applied, you aren’t obligated to choose one.

You can extend the deadline of your project and wait for more agencies to apply, or you can publish a new project with more details which will help agencies create an application more in-line with what you are looking for.

When you find the right agency for your needs, you can end the project by accessing your dashboard and navigating to project proposals and then to published.

There, you can simply click on the end project button next to the project that is no longer active.

We do not disclose any information regarding the potential trade secrets in your project.

If you do not put that information into the fields provided on TDA, the agencies applying (and ourselves) will not see this information.

PUBLISHING CONTENT

To publish a case study, you need to:

  1. Log into your dashboard
  2. Click on case studies on the left side
  3. A dropdown menu will appear along with the publish new case study button

Then you’ll be taken through the publishing process in a few simple steps with additional instructions along the way. Your case study will be publicly visible as soon as our editorial team approves it!

Your case study will be publicly visible as soon as our editorial team approves it. To check if your case studies have been published:

  1. Open your dashboard
  2. Click on case studies on the left side
  3. A dropdown menu will appear and you’ll be able to see which case studies have been published, and which ones are still pending

If your company profile is set to public, when your case studies are published, everyone who visits the website will be able to read them.

Case studies prove the success of your product or service by outlining real-life user experiences. A good case study should demonstrate your ability to deliver what you promise and earn the trust of potential new customers or users.

  • Objectives or goals
  • Challenges faced
  • How your product or service provided a solution
  • Results

To edit the text of a case study:

  1. Open your dashboard and click on case studies on the left side.
  2. When you do that, a dropdown menu will appear with the option published.
  3. Next to each case study, there is a button in the form of a pencil.
  4. Simply click on that pencil icon and you’ll be taken to the suggest edit page.
  5. When you fill out the form, click on the suggest edit button at the bottom and that’s it!

To edit an image within a case study, you need to:

1. Open your dashboard and click on case studies on the left side.
2. When you do that, a dropdown menu will appear with the option published. That’s where you’ll see all of your published case studies.
3. Next to each case study, there is a button in the form of a pencil.
4. Simply click on that pencil icon and you’ll be taken to the suggest edit page.
5. When you fill out the form, attach the image that you want to use for the case study and describe your change.
6. After that, simply click on the suggest edit button at the bottom and that’s it!

To publish an article:

  1. Log into your agency dashboard
  2. Click on articles on the left side
  3. A dropdown menu will appear along with the publish new article button

Then you’ll be taken through the publishing process in a few simple steps with additional instructions along the way.

Your article will be publicly visible as soon as our editorial team approves it!

Your article will be publicly visible as soon as our editorial team approves it.

To check if your article have been published:

  1. Open your dashboard
  2. Click on articles on the left side
  3. A dropdown menu will appear and you’ll be able to see which articles have been published, and which ones are still pending

If your company profile is public, when your articles are published by our editorial team, anyone who visits the website will be able to read them.

The topic of your articles is entirely up to you, but the purpose of posting articles is to show thought-leadership in your area of expertise. Write about interesting and relevant topics in your industry. 

You might also want to write about a new product or service, or other news relating to your business.

To edit the text of an article, you need to:

  1. Open your dashboard and click on articles on the left side.
  2. When you do that, a dropdown menu will appear with the option published.
  3. Next to each article, there is a button in the form of a pencil.
  4. Simply click on that pencil icon and you’ll be taken to the suggest edit page.
  5. When you fill out the form, click on the suggest edit button at the bottom and that’s it!

To edit an image within an article, you need to:

Open your dashboard and click on articles on the left side.

  1. When you do that, a dropdown menu will appear with the option published.
  2. Next to each article, there is a button in the form of a pencil.
  3. Simply click on that pencil icon and you’ll be taken to the suggest edit page.
  4. When you fill out the form, attach the image that you want to use for the article and describe your change.

After that, simply click on the suggest edit button at the bottom and that’s it!

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