How My Current Client Process Works

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Since beginning to target my services at fellow entrepreneurs and small businesses, I’ve completely transformed the way in which I work with my brilliant band of clients. You might already know that my career began in luxury fashion e-commerce, where I regularly created copy and content for luxury fashion brands, their marketing materials and their websites. The in-house process(es) are always clear and well-defined, working as part of a well-oiled machine. When I began Tartle Copywriting, I tried to emulate that system but it soon became obvious that that wasn’t the way to target my dream clientele. In comes my current client process, tailored to every client to ensure you get the goods and not just a regimented cog in a system.

Step 1: Discovery Call or Initial Meeting

My process begins with a discovery call and/or an initial meeting. This is completely free and helps us both to learn about one another’s businesses and current projects. I will share my packages and process with you, based on what you’ve told me on the initial sign-up form. I’ll also bring or share with you a questionnaire so that we can work out exactly which deliverables you desire and to ensure we’re completely on the same page.

Step 2: Onboarding

Next up is adding you to the Tartle Copywriting family! If we’ve established that we’re a good fit for one another, then I’ll begin by sending over a contract or proposal to you. I’ll also ask for a small deposit to be paid before we begin the project, we’ll discuss this when it comes to it as there are a few options available. I’ll send you a short workbook that will help me to align my work with yours, then I’ll set up the timeline and step-by-step process in Trello or Asana, as well as create a channel with you on Slack. This allows me to be completely transparent with you regarding the way I work. I take on a limited band of clients at any one time so you can be confident in being to speak to me one-on-one at any time whilst booked in.

Step 3: Research and First Draft

I’ll work to our first agreed deadline to deliver a complete first draft of all of the agreed assets.

Step 4: Amends and __ Rounds of Drafts

Included within every one of packages is a specific number of rounds of amends. I’ll go back and forth with you within these rounds to ensure you’re completely happy with the deliverables. If desired, we can arrange to meet face-to-face or hop on a call to really nail it. Many of my previous clients have found that this step is particularly useful in discovering what they do and don’t want — and it’s often different to what we’d established at first!

Step 5: Your Brand Style Guide

Once we’ve signed off the deliverables, I create a completely bespoke brand style guide for you. This is a document that wraps up your brand and gives you all of the tools you need to continue running your business with beautiful copy, because I believe that your online and offline presence is greatly enhanced with fresh copy.

Step 6: Wrap-Up and Support

Lastly, wrap-up! The remainder of your invoice is paid to me and I’ll send across all of your deliverables in whichever format you desire, a discount code to any future bookings with me, plus a digital copy of the brand style guide and a beautiful printed version to keep forever. Your Slack channel will remain active for a set number of months and I’ll be there to provide support where needed.

Ready to work together? Let’s talk!