Discovery & Sales
From first contact to partnership
Entry Point
Client completes Typeform submission with business goals and content needs
Pre-Call Prep
Review Typeform answers and draft initial strategy framework
Discovery Call
5-step process: Introduction → Pain Summary → Pitch → Objections → Close
Post-Call
Send one-page plan summary reinforcing value and next steps
Client Onboarding
The first 7 days
Day 1: Welcome
Welcome email, onboarding questionnaire, kickoff call scheduling
Day 2: Kickoff
60-min kickoff call, strategy alignment, workflow explanation
Day 3: Setup
Trello board, content calendar, shared cloud storage access
Day 4: Ignition
First raw footage submission, editing begins, Slack channel setup
Day 5: Feedback
First draft delivery with clear feedback guidance
Day 6: Delivery
Final video approval and quality confirmation
Day 7: Cadence
First weekly check-in and upcoming week's content plan
Content Engine
Ongoing production & optimization
Content Production
Raw footage → Editing → Draft → Final delivery with 48-72h turnaround
Performance Tracking
Weekly snapshots and monthly reports on key metrics
Optimization Loop
Data-driven strategy adjustments to maximize impact
90-Day Growth Arc
Strategic milestones
Month 1: Foundation
Establish content engine and achieve initial wins
Month 2: Acceleration
Ramp up production and refine strategy based on data
Month 3: Scale
Maximize reach, engagement, and revenue attribution
About This Journey
Discovery & Sales
Structured process from Typeform to signed partnership with clear value communication
7-Day Onboarding
Systematic first week ensuring smooth integration and first content delivery
90-Day Growth Arc
Strategic progression from foundation to scale with data-driven optimization