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Client Knowledge Base

Getting started with TDA

To register, simply go to this link and complete the registration form.

When you fill in the necessary information, click on the register 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

Your profile is private and only people within your company who you give access to will be able to see it.

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

After you post your project, agencies will contact you by submitting pitch 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 pitch. You decide what message you want to send when you post the project.

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:

  • 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
  • Score: sorted by agency score, which is the average of case study scores
  • 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 content relevance.

This means that whenever an agency publishes a piece of content (a case study or an article) and our editorial team approves it, they’ll jump to the top of the list.

The other sorting options are:

  • Membership level: shown in the order of Gold, Silver, Bronze, and then free members
  • Score: sorting by agency score, which is the average of case study scores
  • 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 proposal system works as follows:

  • You provide a general description of your project (your contact details aren’t disclosed).
  • Agencies create and submit their pitches.
  • You review the pitches and select the agencies that you want to shortlist.
  • When you shortlist agencies that have pitched for your project, they will receive an email notification outlining next steps. This email will contain information that you provide as part of the project proposal process: 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 pitch, you and the agency take things off the platform and get to work on your project.

To post a project proposal:

  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 pitch for your project, but it will be up to you to decide which one gets the job!

How you structure your project proposal 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 pitches 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 pitches you liked the most, and who you see as the best fit for your project.

This will vary from one project proposal to the other, but there is no set number.

After you receive pitch 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 pitched, you aren’t obligated to choose one.

You can extend the deadline of your project proposal and wait for more agencies to apply, or you can publish a new project proposal with more details which will help agencies make a pitch 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 proposal.

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

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