WINS Onboarding
These questions will act as a guideline for all client onboarding calls.
Be sure to do the following during this initial call:
Record the conversation.
Explain the process, purpose, next steps and end goal.
Process: I will be asking you a series of questions to dig into YOUR STORY in order to paint an accurate picture of you and your brand. This should take about 1 hour.
Purpose: With the information I collect, I will assemble your media profile which will act as a tool or hook to securing media appearances that make sense for you. Did you receive the sample? As part of this exercise, I will also deliver to you a personalized list of media outlets that we will target on your behalf.
Next steps: After our conversation, we will schedule a date and time for the follow up call where I will present your profile to you over Zoom. After this session ends, I’ll send you a link to a Google form where you will be asked to upload your resume files and hi res head shot that will appear on your profile.
End result: Once you are satisfied with your profile, you have the option to subscribe to WINS where you will be positioned and pitched to the media as an expert thought leader in your niche!
WINS Sub Steps: Agreemeent and Link.
Ask the client if he/she has any questions before you begin.
