The process behind my projects

Graphic showing a computer and mobile screen

What can you expect from a project with me? Great question!

Here, I’m going to share with you the process I go through with my clients when I take on a project.

These steps ensure everyone is on the same page from the start, and we maximize the chances that we’ll get great results. 

Don’t worry about remembering all these steps — if we do work together, I’ll be there to guide you at each point. 

Discovery call

1. The discovery call

The first step in the process is to have on a 30-minute discovery call together.

This call is free, and it allows us to see if we’re a good fit for each other. 

If you have a specific project you’d like to discuss, great! If you don’t know yet what you need, that’s totally fine, too. We’ll talk it all through. 

If I think I can help you, I’ll let you know at the end of the call, and we can set up another time slot to go over the proposal I’ll send you.  

If I can’t help you, I’ll do my best to refer you to someone who’s a better fit for your needs.

Proposal

2. The proposal

After the discovery call, if we decide to move forward, the next step is that I’ll send you a proposal within 2 business days of our call.  

This proposal will outline the services I can provide to address the issues we talked about. 

I’ll outline the scope of the project, including my terms, the proposed timeline of the project, and the fee. 

This will serve as our contract, so that we have written documentation of everything we both agreed to.

After you have a chance to look it over, we’ll then have another short call where we can discuss the proposal. In this call, you can ask any questions you need, and you can let me know whether or not you’d like to go forward with the project.

Acceptance & deposit

3. Project acceptance and 50% deposit

If you accept the proposal, I’ll then send an invoice for 50% of the total project fee upfront.

The 50% deposit reserves a spot in my schedule for the project. So, it’s important to be aware that a delay in the payment will probably also delay the timeline of the project. 

I recommend sending payments through Wise (formerly known as Transferwise). You can also pay through PayPal. But, if you need another payment method, just let me know and we can see what else is possible.

Kickoff call

4. The kickoff call

Once I’ve received the 50% deposit, work on the project can officially begin! 

We’ll schedule a kickoff call, where we can get anybody who will be involved on the project in the same Zoom (or other virtual) room.

It’s crucial to have all the necessary people in this project in this call, so we can make sure everyone’s expectations are clear from the beginning and I get your team members’ insights for the best results. 

Research

5. Deep research

After getting my initial questions answered in the kickoff call, I’ll go into deep research mode. If you are open to it, this could involve me interviewing a few of your customers, or looking into any user research you’ve already done. 

On top of this, I’ll do my own research to uncover your audience’s preferences and pain points, so the copy is effective and resonates with your users.

Writing

6. The writing part

At last, we get to the actual writing part! 

After the research phase, I’ll work on the copy, proofread, and make sure everything on my side is optimized for user experience and search engines (if relevant). 

Depending on how you prefer to manage the project, I’ll send my almost-final copy to your designers to see how it looks on the actual screen that readers will be using, and make further adjustments from there. (If you prefer, you can manage that part — no problem.) 

Project delivery

7. Project delivery

Once the copy is done on my side and I know it reads well on the given platform, I’ll deliver the copy to you.

I can send this to you via Word or Google document. If you need it in a platform like Figma or Sketch, that’s also fine.

Either way, I’ll make it clear when I submit the copy that this is the “official” copy delivery, so you know when it’s time to send any revisions.

Revisions

8. Revisions

After I deliver the copy to you, you’ll have 30 days to send in any necessary revisions.

You’ll have up to two rounds of revisions. If you have a few people who need to read and review the copy, it’s best to collect those comments and submit everything in one document or email.

This 30 day deadline helps keep everyone focused so we can get the project done on time and launch it successfully.

Project sign-off

9. Project sign-off, final payment

 Once we’ve got the two rounds of revisions complete, I’ll ask for the final okay from you that the project is complete and approved.  

Have you signed off on the project? Then I’ll invoice you for the remaining 50% of the project fee.

Copy goes live!

10. Copy goes live, and results check-in

This last step is my favorite …

Your team takes the copy live! At this point, we can all do a little dance of celebration.

A few weeks after the project is complete, I’ll check in with you to see on how it went. If you’d like to share any numbers with me, I’d appreciate that at this stage.

What comes next?

If for some reason the project under-performs, we’ll do an analysis to see what may have gone wrong. There may be some small tweaks we can make to improve results. 

If the project goes well and everyone is happy, then of course we can consider if there’s another project we’d like to take on together.

Let's get started!

I can’t wait to hear about your project, and to get started on this exciting process with you. 

To schedule a discovery call, just use my calendar below. 

Looking forward to it!