How to Onboard Copywriting Clients: My Step-by-Step Process


Hey there ๐Ÿ‘‹

Starting a new client relationship right can make or break your success as a copywriter.

Walk into a kickoff call unprepared?

Youโ€™ll waste time on basic discovery questions and miss the chance to build immediate trust.

Spend just 1-2 hours on strategic research beforehand?

Youโ€™ll walk in with thoughtful insights, better questions, and a roadmap for success.

In my latest article, I break down my pre-kickoff research process step by step:

โœ… Reviewing intake forms & brand docs
โœ… Analyzing customer data (CLV, order frequency, & more)
โœ… Evaluating brand voice & messaging themes
โœ… Assessing past email/SMS campaign performance
โœ… Planning recommendations & next steps

Check it out here: https://www.thecopyminimalist.com/p/how-to-onboard-copywriting-clientsโ€‹

How do you prep before a new client call? Reply with your thoughts!

Matt

The Copy Minimalist

Subscribe today to get instant access to 120+ copy examples from my personal swipe file!

Read more from The Copy Minimalist

Issue #79 of the Weekly Round Up is live! Each week, I vet the latest articles and copy examples I see and put them into an easy-to-read digest for you to enjoy! That said, here's what I've curated for you this week: โœ๏ธ Copy Tip: Want More Clicks? Do This. ๐Ÿ“š The Consumer Reality Gap ๐Ÿ“š Why Reading Makes You More Creative ๐Ÿ“š The Secret to Getting People to Take Action ๐ŸŽ™๏ธ How to Magically Increase Conversions (Podcast Pick) ๐Ÿ“ Pretty Cool Copy Examples (Hedley & Bennet, StopBox, Caraway, and...

I've been thinking about a simple rule David Ogilvy followed: if he marketed a product he could use, he bought it. In today's economy where small businesses are facing unprecedented challenges, this principle hits differently. It's not just about integrity in our marketing claims. It's about: Actually experiencing what we're selling Supporting businesses during tough economic times Building genuine relationships with our clients Since working at Homestead, I've tried to live by this whenever...

Happy Friday! It's time for another issue of the Weekly Round Up โ€” your once-a-week digest filled with copy tips, must-read articles, copy examples for your swipe file, and more. Here's what I've curated for you this week: โœ๏ธ Copy Tip: Go Analog ๐Ÿ“š How to Build Superfans ๐Ÿ“š 22 One-Sentence Stories That Will Super-Charge Your Marketing ๐Ÿ“š The 2025 Advertising and Marketing Report ๐ŸŽ™๏ธ How to Land a "Real Job" featuring... yours truly (Podcast Pick) ๐Ÿ“ Pretty Cool Copy Examples (American Giant, Flux...