Transform Your Content Strategy

When you book your onboarding appointment with our team, you’ll be asked several questions around your branding, your logins, etc. Please COME PREPARED to the meeting, equipped with ALL passwords, access to your branding assets, photos and other data we will need to collect from you.

If applicable to you, we’ll need your login information for sites such as:

• YouTube
• Instagram
• Facebook
• TikTok
• LinkedIn
• Your website
• Your email marketing system

We safely store your passwords inside our secure 1Password vault. We will want to log in as you during the meeting to validate the credentials, and then our overseas team will want to log in as you at a later time. We will request from you the 6-digit OTP (one-time password) through Slack, usually in the evening, which is the morning hours for our overseas team. And please, if you update a password, please be sure to let us know immediately. The publication of your episode could be delayed if you don’t.

Have you seen “link in bio” while on IG and you’re not sure what that means? Instagram only allows one link on your profile so new services have popped up where you can have one link that serves as a landing page with several links for your audience. This is a free service (with paid upgrade options, but not necessary) where you get to list several different links. See Katie’s example here: https://linktr.ee/coachkatiecollins.

If you don’t yet have one, we will create one for you with your social media links and any other pages you want listed as CTA’s. However, please understand that you need to keep it updated moving forward (or request a VA task to do it for you.)

Yes, absolutely, and without a doubt!

If you don’t yet have branding, or you’re ready for a professional brand refresh, we’ve got you covered!

Here’s the outline of what you’ll receive as part of the Initial Set Up fee:

• Color palette: core brand colors + expanded palette for web & Canva marketing graphics
• Brand elements pack: Up to 10 brand-specific backgrounds, patterns, shapes and icons to add to social media posts
• All Illustrator and Photoshop files, so any future VA or designer can create new elements and logos based off our brand foundation

If you’re looking for a complete logo design package, please inquire about those additional fees.

As you’re spending time gathering those old videos you want to repurpose (or creating brand new ones!), our team is busy getting your graphic templates created for your approval.

We’ll be using your branding elements, colors, fonts, etc. and creating carousel templates, standard post graphic templates, and Youtube thumbnail templates for your approval. Once you approve these templates, you won’t have to approve the graphics each and every week. We will simply change the text to match that week’s episode. (You can ignore the text words on these graphics; they are simply placeholders for the templates.)

Your graphics will look fun & refreshed when you get a branding session with a professional photographer. Headshots are great, but other shots where you are looking away, moving around, pointing, laughing, drinking coffee, etc are also great for marketing. Although this doesn’t have to get done right away, you’ll notice that the best graphics you see are ones that show a wide variety of lifestyle shots of you. (PS: you can also just do this yourself!)

Just keep in mind that the team will need enough space to “crop” the background, but not your head and arms. So don’t take them too close up.

You are able to upload a requested image for your YouTube thumbnail right on the Content Submission Form. (This isn’t required, but it does help vary your thumbnails!)

All of our communications are within our Slack channel. You will receive an invitation to join the channel the day you sign up with us. 

1. 1. The Content Distribution Channel is where the team will upload assets for your approval. 
   2. Each episode will have a new thread. For example: Katie Collins, Episode 003 “3 Keys to Better Sales” is the title of the thread. The team will find this thread and communicate with you re: this episode. Once this episode is published, we’ll start a new thread for your next one. Please communicate with us inside those threads if it’s regarding an episode. If you have any questions or concerns outside of a particular episode, feel free to post that as a new post, tagging the appropriate person to assist you.
   3. Please only private message team members when the content that you’re sharing is private, such as passwords. Remember, if you’re sending a private message, no one else can see it, even if you tag them. 

1. We welcome your kind and constructive feedback! Please know that it takes a few weeks to get to know each other. Your feedback helps us tweak and refine our process with you. Clear communication makes everyone happy and successful.
2. The best time to give your feedback is when we send you the assets for approval. Initially, this may take 30-60 minutes of your time, so please plan accordingly. Please use the “suggestion” mode so our team can easily see the changes and make the edits on the graphics. 
3. It is easy for us to make changes to any content before it is scheduled or published. 
4. It is within our right to refuse to make changes if the content has already been scheduled or published. 

Please be sure you understand the scope of what you signed up for.

For example, we are sending off an “announcement email” to let your readers know you have a new episode up. This is not meant to take the place of, or serve as, a newsletter.

If you’d like help with sending newsletters, creating newsletter templates, updating banners and graphics on your social sites, we can help! It’s just a different service.

Our “VA service” is $30/hour, billed in 15 minute increments. Fill out this form and we’ll deliver the goods within 48 hours (during normal business days). We will bill you separately after the work is complete.

This is a very simple way for you to get tasks off your plate, without having to find/hire someone to join your team.

We also have the capability to make website edits or even build you a new/revised website! Please inquire with us about what you need.

Katie is a stellar sales coach and strategy expert and Jeffrey is an Integrated Operations Director with 20+ years experience. Together we combine the best parts of strategy and systems offering you the most comprehensive insights of both the WHAT and the HOW. 

If you’re fairly new to video marketing, here’s a quick template to help you map out a script outline. While we don’t recommend writing out an entire script to read, we do recommend an outline of your hook and 3 main points you want to make.

• Hook example #1: The Biggest Mistake
  • “In this short video, you’ll discover the #1 mistake that (your avatar) makes that prevents them from getting (desired result.)
• Hook example #2: The #1 Big Question
  • “There is one big question that all (avatars) must answer in order to be successful. The question is, (insert question.)
  • “As a (avatar) maybe you noticed yourself asking how to/why is it that (insert problem to solve). In this short video you’re going to discover the answer to that question, and how to apply it to your (life) / overcome that challenge fast.
• Hook example #3: A Provocative Statement
  • (A statistic or statement you want to make.)

We highly recommend tapping into ChatGPT or other AI resources to help you brainstorm content ideas and titles. This time-saving tool helps you batch content with ease.