How I Work

One step at a time… A step-by-step overview of how I work with clients

The image above is a quick overview of the process I go through with each client project. Or I should say most projects, because not every project or client will be the same. There aren’t always 11 steps, sometimes fewer… but rarely more.

Below, I’ve outlined the 11 steps in a little more detail:

Step 1: Initial contact – If you want to discuss a project, you’ll need to schedule a Project Roadmap. After you join, I’ll send you a questionnaire within 24 hours, which you’ll have to fill in. 

If you have a quick question, you can email me at

Step 2: Project Roadmap –  If we’re a good fit, the next step is to schedule a 30-45 minute Project Roadmap over the phone, on Zoom, or on Skype. This is a focused working period, where we map out your project and give you an actionable plan to get it off the ground quickly. More information here.

Step 3: Agreement – Once I have all the necessary information, I send you an agreement with your exact investment for the project and the terms.

Step 4: Invoice – Once the agreement is signed, I’ll then invoice you for the full investment (to be paid upfront), after which we can schedule a kick-off call.

Step 5: Information gathering and kick off call – I gather as much information as I can for the project. This includes sending you a list of questions, which you’ll need to send back to me within 3-5 business days. We have a kick-off call so I can get any additional details from you on the product, the audience, and the market. I’ll also ask you to send me any background information or literature you think will be helpful.

Step 6: Interviews – I’ll interview up to two subject matter experts (if necessary) in order to fill in any details that I missed from the literature or kick-off call. These interviews need to be scheduled in advance, as subject matter experts are usually busy.

Step 7: Research – I begin with a complete review of your website and any other materials you send me. From there, I’ll research the market, including your competitors. As needed, I will reach out to you for additional details and other resources.

From here, the project is then delivered to you in stages, starting with the outline/Foundation in Step 8

Step 8: Foundation – This is the outline or plan for the full project, and is a required first step for most long-form projects like white papers. It gets all stakeholders on board and in agreement with the content and direction. So there are no surprises when I send you the initial draft. It’s also required that all stakeholders sign off on the Foundation, before I proceed with the full project.

Step 9: Writing – Once the research is done and the outline/Foundation is approved, I start writing. Each section of copy is proofread several times before sending you the final draft. 

Step 10: Revisions – Revisions are included in the flat fee for the project. Most clients are thrilled with the draft I give them. But if you’re not, know that I’m committed to your project and will work on it until you’re satisfied. Here, you clearly explain exactly what needs to be changed, and I make those changes fast and free of charge.

Step 11: Follow up and transition to new projects – Since I care about the work I do for my clients, I appreciate it when you keep me posted on results. Once the project is done, I provide all clients with a free follow-up call. We spend a few minutes on the phone and discuss what went well and where improvements can be made.

We also review the Discovery Questionnaire and discuss additional ways to uncover new profits and ideas. Where appropriate, we map out a new project to ensure that you continue to have excellent marketing assets that meet your goals. I’ll also ask you 5-6 questions about your experience working with me, so I can improve my procedures.

A note on communication:

As we work on your project together, communication is critical. Some clients prefer to hand off the project to me and review the first draft, with very little communication in between. Others like dealing with me on an almost daily basis and be involved at just about every step of the way.

Which are you?

Please let me know how often you’d like to communicate and what the best way is to reach out to you (i.e., email, phone, social media, text, etc. …).

One other point: I ask that you assign me a single point of contact on your team. I will communicate directly with that person and they will deal with your other team members as needed to obtain information and approvals.