Contact and Communication Policies
As we work together, it is important that we have fast and easy communication.
During our project, I am available Monday through Friday, from 9 a.m. to 4 p.m. EST. By far, the best way to reach me is through email at email@example.com.
I’ll want to know the best ways to reach you when I need to and respond to your messages. It’s always my goal to align with you and your team in whatever ways work best for you.
Discussing the Project and Questionnaire
Everything starts with an initial consultation. I like to spend 15-30 minutes getting to know the general elements of who you are and what you’re looking to accomplish through a project.
To get started with a potential project, I will send you a Discovery Questionnaire. This will help both of us clearly define the scope of the project and ensure maximum results.
I will send you an MS Word file via email unless you have other preferences. Please return it to me as quickly as possible – for most clients that is between 1 and 3 business days.
After I receive your responses to the Discovery Questionnaire, I review and study your answers, plus any other applicable initial research needed. From there, I outline a short Project Roadmap.
Between 3 and 10 business days after I receive the Discovery Questionnaire responses, we will schedule a 20-minute Launch Call.
During this call, we will discuss the Project Roadmap. I will listen to any additional directions and insights you have on the project.
Following that call, I will draft and send you an Agreement outlining the terms for the project.
Investment & Getting Started
The Agreement will contain all the specifics on exactly what I will deliver, including project deadlines. It will also list your investment for the project and terms of payment. Most of my clients prefer to pay through Zelle or PayPal.
My research process is very comprehensive. I begin with a complete review of your website and any other materials you send me. From there, I will research the market, including your competitors. In some cases, I will ask to visit with your customer service team, past clients/customers, and different department heads.
As needed, I will reach out to you for additional details, product samples, and other resources.
You can be confident that I’ll quickly and effectively understand your mission, your voice, and your customer’s core emotional drivers.
Review of First Drafts
Typically, you’ll receive the first draft in 10 to 14 business days, depending on the project size and scope.
When you get the first draft, please review it carefully. The most important thing at this stage of the game is making sure that the tone, message, and offer are right. We’ll fine-tune during the revision process.
After you review the initial draft, it is likely that you’ll want some things changed.
I will review all of your suggested changes within 24 hours of you submitting them to me. I will make my adjustments within 2 to 4 business days, depending on the breadth and complexity of your suggested changes.
In all cases, I recognize that these are your customers and will defer to you as much as possible.
Sometimes, there are cases where clients make suggestions that I know will not work and will hurt results. In those cases, you can expect me to be direct in my feedback. When clients insist on changes that I feel will not work, I always recommend a simple A/B split test. Let the market vote.
After the first round of changes, there may be some additional fine-tuning needed. You can be confident that I’ll gladly work with you until you are delighted with the copy. In most cases, clients will find that one review cycle is enough. When more are needed, it is usually just one or two, and the process goes quickly. Typically, we can get to a final copy within 1 to 3 business days.
Once all revisions are done, I will submit a final draft to you. At this point, you approve the copy by sending me an email stating that everything is ready for distribution.
Once I receive this final approval from you, I will invoice you the remaining 50% of the project investment. The invoice is due upon receipt. I will make every effort to be prompt in responding to your requests and assume that, as a professional, you will do the same with my invoices.
In most cases, the final copy is sent to a designer for formatting. I strongly encourage you to send me a PDF of the final version. I will double-check that any graphical elements added by your design team enhance the copy and make it more effective.
If I see something that is distracting and may hurt your response rates, I’ll be direct in letting you know. If requested, I’m happy to work with your design team to make any changes needed to make the end version as effective as possible.
Follow Up Consultation & Transition to New Projects
Once the project is done, I provide all of my clients with a complimentary follow-up consultation. We spend a few minutes on the phone and discuss what went well and where improvements can be made.
We review the Discovery Questionnaire and discuss additional ways to uncover new profits. Where appropriate, we map out a new project to ensure that you continue to have the excellent copy that meets your goals and grows your business.