Our On-Boarding Process & How Long It Takes
Here are the 8 steps involved in our onboarding process (along with the timeline):
๐. ๐๐จ๐ฎ ๐ฌ๐ข๐ ๐ง ๐ญ๐ก๐ ๐๐จ๐ง๐ญ๐ซ๐๐๐ญ:
We usually sign minimum 6-month agreements.
๐. ๐๐ ๐ฌ๐๐ง๐ ๐ญ๐ก๐ ๐จ๐ง๐๐จ๐๐ซ๐๐ข๐ง๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ง๐๐ข๐ซ๐ (๐ซ๐ข๐ ๐ก๐ญ ๐๐ฐ๐๐ฒ):
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 thatโs actually relevant and interesting to your prospects.
๐. ๐๐จ๐ฎ ๐๐ข๐ฅ๐ฅ ๐จ๐ฎ๐ญ ๐ญ๐ก๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ง๐๐ข๐ซ๐ (๐-๐ ๐ฐ๐๐๐ค๐ฌ):
It generally takes people between 2-6 hours of focused time to fill it outโwe need details! If youโre 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 donโt 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. ๐๐ ๐๐จ ๐ญ๐ก๐ ๐จ๐ง๐๐จ๐๐ซ๐๐ข๐ง๐ ๐๐๐ฅ๐ฅ:
Once the questionnaire is fully filled out, we can have our one onboarding call. Weโll go over the questionnaire, log into your accounts (LinkedIn, Youtube, email software), you meet the team, etc. This call usually takes an hour.
๐. ๐๐ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐ ๐จ๐ฎ๐ซ ๐จ๐ง๐๐จ๐๐ซ๐๐ข๐ง๐ ๐ญ๐๐ฌ๐ค๐ฌ (๐-๐ ๐ฐ๐๐๐ค๐ฌ):
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. ๐๐ ๐ก๐๐ฏ๐ ๐จ๐ฎ๐ซ ๐๐ข๐ซ๐ฌ๐ญ ๐ซ๐๐๐จ๐ซ๐๐ข๐ง๐ ๐ฌ๐๐ฌ๐ฌ๐ข๐จ๐ง (๐-๐ ๐ฐ๐๐๐ค๐ฌ ๐๐๐ญ๐๐ซ ๐ฌ๐ข๐ ๐ง๐๐ ๐๐จ๐ง๐ญ๐ซ๐๐๐ญ):
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. ๐๐ ๐ก๐๐ฏ๐ ๐ญ๐ก๐ ๐๐จ๐ง๐ญ๐๐ง๐ญ ๐ซ๐๐๐๐ฒ ๐๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ซ๐๐ฏ๐ข๐๐ฐ (๐ ๐ฐ๐๐๐ค ๐๐๐ญ๐๐ซ ๐ซ๐๐๐จ๐ซ๐๐ข๐ง๐ ):
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. Youโll 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. ๐๐ก๐ ๐๐ข๐ซ๐ฌ๐ญ ๐ฏ๐ข๐๐๐จ ๐ ๐จ๐๐ฌ ๐ฅ๐ข๐ฏ๐ (๐ ๐ฐ๐๐๐ค ๐๐๐ญ๐๐ซ ๐๐ฉ๐ฉ๐ซ๐จ๐ฏ๐๐ฅ ๐๐ง๐ 4-6 ๐ฐ๐๐๐ค๐ฌ ๐๐๐ญ๐๐ซ ๐ฌ๐ข๐ ๐ง๐๐ ๐๐จ๐ง๐ญ๐ซ๐๐๐ญ):
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 youโve 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.