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Explaining Our On-Boarding Process

Here are the 8 steps involved in our onboarding process (along with the timeline):

๐Ÿ. ๐˜๐จ๐ฎ ๐ฌ๐ข๐ ๐ง ๐ญ๐ก๐ž ๐œ๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ:

We usually sign minimum 6-month agreements.

๐Ÿ. ๐–๐ž ๐ฌ๐ž๐ง๐ ๐ญ๐ก๐ž ๐จ๐ง๐›๐จ๐š๐ซ๐๐ข๐ง๐  ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ง๐š๐ข๐ซ๐ž (๐ซ๐ข๐ ๐ก๐ญ ๐š๐ฐ๐š๐ฒ):

Right after you sign the contract, we send you your onboarding questionnaire that goes into everything we need from you to understand your company, your customers, your solution, and be able to create content thatโ€™s actually relevant and interesting to your prospects.

๐Ÿ‘. ๐˜๐จ๐ฎ ๐Ÿ๐ข๐ฅ๐ฅ ๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ง๐š๐ข๐ซ๐ž (๐Ÿ-๐Ÿ ๐ฐ๐ž๐ž๐ค๐ฌ):

It generally takes people between 2-6 hours of focused time to fill it outโ€”we need details! If youโ€™re the founder, you might need additional input from different people in your company: marketing, sales, design, etc.

It usually takes customers 1-2 weeks to find this concentrated time. Please donโ€™t take longer than that. If you send it over after 2 days, we can get started sooner.

If you need our help filling this out, we can always hop on a call with you to talk through any of the questions.

๐Ÿ’. ๐–๐ž ๐๐จ ๐ญ๐ก๐ž ๐จ๐ง๐›๐จ๐š๐ซ๐๐ข๐ง๐  ๐œ๐š๐ฅ๐ฅ:

Once the questionnaire is fully filled out, we can have our one onboarding call. Weโ€™ll go over the questionnaire, log into your accounts (LinkedIn, Youtube, email software), you meet the team, etc. This call usually takes an hour.

๐Ÿ“. ๐–๐ž ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž ๐จ๐ฎ๐ซ ๐จ๐ง๐›๐จ๐š๐ซ๐๐ข๐ง๐  ๐ญ๐š๐ฌ๐ค๐ฌ (๐Ÿ-๐Ÿ ๐ฐ๐ž๐ž๐ค๐ฌ):

After we have everything we need from you, we start the onboarding from our end:
- designing your video templates
- optimizing your LinkedIn profile
- writing your outreach message
- building your ICPs
- defining your content pillars and recurring themes
- ideating your first batch of content and sending it over for review

๐Ÿ”. ๐–๐ž ๐ก๐š๐ฏ๐ž ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐ซ๐ž๐œ๐จ๐ซ๐๐ข๐ง๐  ๐ฌ๐ž๐ฌ๐ฌ๐ข๐จ๐ง (๐Ÿ-๐Ÿ’ ๐ฐ๐ž๐ž๐ค๐ฌ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฌ๐ข๐ ๐ง๐ž๐ ๐œ๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ):

Once onboarding is complete, we have our first content recording session. Then we have a recording session every 2 weeks after that, starting the monthly retainer.

๐Ÿ•. ๐–๐ž ๐ก๐š๐ฏ๐ž ๐ญ๐ก๐ž ๐œ๐จ๐ง๐ญ๐ž๐ง๐ญ ๐ซ๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐ž๐ฏ๐ข๐ž๐ฐ (๐Ÿ ๐ฐ๐ž๐ž๐ค ๐š๐Ÿ๐ญ๐ž๐ซ ๐ซ๐ž๐œ๐จ๐ซ๐๐ข๐ง๐ ):

After the recording session, we edit the videos, create the thumbnails, generate the captions, write the copy, in short, create your content.

Then you (or someone from your team) need to review and approve it. Youโ€™ll have all content for review generally 7 days after recording. If there are any changes you want us to make, you let us know. We do 2 rounds of revisions max.

๐Ÿ–. ๐“๐ก๐ž ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐ฏ๐ข๐๐ž๐จ ๐ ๐จ๐ž๐ฌ ๐ฅ๐ข๐ฏ๐ž (๐Ÿ ๐ฐ๐ž๐ž๐ค ๐š๐Ÿ๐ญ๐ž๐ซ ๐š๐ฉ๐ฉ๐ซ๐จ๐ฏ๐š๐ฅ ๐š๐ง๐ 4-6 ๐ฐ๐ž๐ž๐ค๐ฌ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ฌ๐ข๐ ๐ง๐ž๐ ๐œ๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ):

Once the content is approved by you, we will schedule it to go live.

Normally the 1st video goes live on your personal LinkedIn profile 4-6 weeks from when youโ€™ve signed the contract.

We post relevant videos to your other channels (Youtube and email newsletter) after a certain gap.

From there, we repeat steps 6 to 8 every 2 weeks to keep your content pipeline full.

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