Category: Client Onboarding

  • Slide-By-Slide Guide to the Working Session Deck

    Slide-By-Slide Guide to the Working Session Deck

    Enhance your client working sessions with our Working Session Deck. This resource provides a clear, structured approach to align your content production process with client expectations. The deck covers everything from project scope and communication preferences to brand voice and workflow roles, ensuring nothing is overlooked. Customize it for each project and start your content…

  • Client Onboarding Checklist

    Client Onboarding Checklist

    Streamlining client onboarding is key to ensuring smooth content production. Our Content Production Client Onboarding Checklist walks you through each phase—from the initial working session to calibration—ensuring every detail is covered. Use this guide to align your team, manage expectations, and set your clients up for success. Ready to simplify your onboarding process?

  • Alignment in Action: The Content Calibration Phase

    Alignment in Action: The Content Calibration Phase

    Calibration is the crucial step that ensures your content aligns perfectly with your client’s vision before scaling up production. Our Alignment in Action guide walks you through the entire content calibration process—from initial test runs to actionable feedback and fine-tuning. Use this resource to refine your workflows, align with your client, and ensure project success.…

  • Developing Project and Content Briefs

    Developing Project and Content Briefs

    Clear and effective briefs are the foundation of consistently stellar content. Our Developing Project and Content Briefs guide provides everything you need to create detailed, actionable briefs that align with SEO requirements, brand voice, and business objectives. From templates to best practices, this resource will help streamline your content production process and ensure your team…

  • Working Session Summary Form

    Working Session Summary Form

    Effective content production starts with clear alignment. Our Working Session Summary Form helps you capture all the key details from your client working session, ensuring a smooth transition from discussion to execution. Use this form to document content goals, audience insights, content specifications, and more, keeping everyone on the same page and reducing the risk…

  • Content Production Working Session Agenda

    Content Production Working Session Agenda

    A productive working session sets the foundation for successful content production. This Content Production Working Session Agenda ensures your end clients are fully prepared to discuss key project elements, from content strategy to logistical details. Use this agenda to guide a detailed conversation that captures your client’s expectations and sets your team up for success.…

  • E-Comm Content Production Working Session Agenda

    E-Comm Content Production Working Session Agenda

    A successful working session sets the stage for exceptional e-commerce content. Our E-Comm Content Production Working Session Agenda ensures your end clients are fully prepared to collaborate effectively. This agenda covers everything from product details to optimization strategies, helping you gather the insights needed to create content that meets their expectations. Ready to kick off…

  • Conducting Effective Content Production Working Sessions

    Conducting Effective Content Production Working Sessions

    A well-run working session can make or break a content project. Our Conducting Effective Working Sessions guide provides practical tips and proven strategies for ensuring alignment with your client’s vision, covering everything from content goals to production logistics. Use this resource to lead focused discussions, minimize misunderstandings, and set up a successful collaboration. Ready to…

  • Project Brief Template

    Project Brief Template

    A well-structured project brief sets the foundation for every successful content project. Our Project Brief Template helps you define clear goals, ensure consistent voice and tone, and streamline your production process. This view-only template can be easily copied and customized for each project, providing your team with the structure they need to create stellar content.…

  • Content Brief Template

    Content Brief Template

    Creating clear and comprehensive content briefs is essential to delivering consistent, high-quality content. Our Content Brief Template helps you streamline the briefing process, ensuring your team captures all the necessary information—from SEO elements to voice and tone. This easy-to-use template is designed to save you time and keep your content production on track. Ready to…