It’s no mystery. But it helps knowing the process working with me on your sales enablement content projects.
It looks like this:
A quick discovery call.
We’ll kick it off with a Zoom call to talk about your project. We’ll wrap up sooner if we can, but plan for a 45-to 60-minute conversation to get your questions answered, and discuss your needs.
I’ll ask for your permission to record the call. This makes the best use of our time together. Note taking is minimal and I can give you my full attention.
First on the call is your deadline.
We’ll find out when you need completion, and if it’s reasonable for my current schedule. If that checks out, we’ll keep it rolling along.
We’ll both have questions.
You may have some questions. And I’ll need to know some details to clarify your project, and how best to approach it. I’ve already got the basic questions waiting, so there’s no hem or hawing over them on the call.
Next up, budget and fees.
With an idea of your project scope, and the deadline, we’ll find your budget for the project. We want to make sure we’re both in the ballpark so we can move forward.
If it’s all looking good, and we’re a fit for your project, we’ll finish up the discovery call. Then it’s on to the proposal.
By the way, I only work by the project or by bundled packages. My fee structure doesn’t include working by the hour or by the word.
I’ll want to make sure we’re on the same page with the project scope. So, you can expect an e-mail from me with a call summary.
Onto preparing your proposal.
To give you a fair and accurate quote, I’ll need to do some general research. I’ll visit your website, review current sales enablement pieces, and if at all possible, meet with one of your sales pros. This is an important step towards a successful project.
Once that’s done, we’ll jump on another Zoom call. I’ll send you a fair proposal quote, and we’ll go through the proposal together, answering any questions you may have for me.
We can meet when it’s good for you, but expect your proposal to be ready within one or two business days (depending if I need to meet with one of your sales members and their schedule).
If the proposal looks good, we’re close to kicking off your project.
I’ll need two things to get started: a written acknowledgement to the proposal (e-mail is fine), and a deposit. A 100% deposit for projects $2,500 or under will get your project on the schedule. For projects over that amount, a 50% deposit will do. These are industry standard practices among professional copywriters.
After that, I’ll add it to the schedule, roll up the sleeves, and get your project under way.
Your project is off and running, and we’re up to the deliverables and revision’s phase.
When the deliverables are done, I’ll send them to you via e-mail. If your mail system doesn’t accept attachments easily I’ll send a Dropbox link. You won’t need a Dropbox account to retrieve them.
You can ask me to revise the draft anytime over the next 30-days (generally just two revisions). Exceptions to the 30-days are made if drafts must first pass through your legal department.
The deliverables are finalized, but we’re not quite done.
At this point, you now have the deliverables, but I’ll own all their rights until final payment is received for the project. Upon receipt of full payment, all rights are turned over to you as full owner.
With that done, we’ll share a virtual handshake and smiles, I may ask for a testimonial.
I’ll also check if you need additional projects completed. This is a great time while I have your brand fresh in my mind.
The project is complete, but I’ll follow up.
When I work with you, it isn’t just a cold business deal. I’m interested in your business and how the project performed out in the field. Expect me to check back in 4- to 6-weeks from completion.
Ready to rock your project? Give me a call now at 715-760-0712. Or send me an e-mail with a couple best times to set up our discovery call.