19 things to do before onboarding a content pro

19 things to do before onboarding a content pro

Before you onboard a content pro (writer, strategist, or consultant), there are some things you must do.

Here’s an exhaustive list to guide you:

  1. Subscribe to – and read – their emails
  2. Create an exhaustive brief (don’t know how? Let me know, I’ll share it)
  3. Talk to at least one of their past clients, by phone
  4. Seek information about industry standard rates, as recommended by their professional associations
  5. Know your numbers! Get a budget together
  6. Make sure your budget is realistic: What you can, will, won’t, and can’t spend (they’re all different)
  7. Take advantage of free consultations
  8. Experience all their own content, from website to chat apps and podcasts
  9. List all the questions you have, and then a few more
  10. Make notes about your own who, what, when, where, why (see point 2)
  11. Know your timeline, including anything coming up that might impact your ability to do stuff at your end, like staff holidays, office closures, or other big projects
  12. Create a list of any concurrent projects, especially if there’s a chance they might overlap or interrelate
  13. Get all your reference documents together
  14. Create a tone and voice guide if you don’t have one, so you’ve got guideposts for assessing the outcome (for writing), or include it as a deliverable
  15. Be prepared to discuss this project’s place in your overarching strategy and direction
  16. Spend some time thinking about your ideas for the outcome; are you expecting different skills?
  17. List all of the subject matter experts at your end
  18. Review your supplier setup time, in case there’s a delay you have to advise or get around
  19. Be clear in your own mind about the type of relationship you’re after and what values you want the other party to bring to the table.

It takes time, but all good things do.

Remember, supplier love is always valuable to you.

Leticia “let’s get real” Mooney
PS. Premium Masterclass22 subscribers will pay 50% less than public attendees to all of our masterclasses. Are you a member? Details are at https://t.me/brutalpixie/3

Leticia Mooney

The Brutal Pixie is Leticia Mooney. Race: Eladrin, Class: Publisher. --- Leticia is Australia's foremost authority on publishing in a business context. She ghostwrites for, and advises, entrepreneurial individuals in the professional services.

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