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Automatic Evergreen Onboarding

Basic Information

Use this handy time zone converter, eastern time will show on the right

Content Topics & Sources

What are your content topics?

This helps us create the monthly themes for your newsletter. We're looking for 6 topics to rotate through, though as few as 3 will work for now. For example, if you write about productivity, that's too broad for a month. Goal setting or time management are better examples of what we could spend a month writing about. Make sense? Don't let this slow you down though, we can discuss it more during the onboarding call!

Where do you post content?

Please list any and all channels you create content we can source from. You do not need to list any channels where you create personal or non-business content.

Email Login Information

What email service provider do you use?

Is there a specific template you use for this newsletter?

Are you promoting any courses, services, or other products?

Are you promoting any courses, services, or other products?
A
B

Are there any other content sources we can use as research material for your newsletters?

If so, please link or describe as many as possible. We will discuss further on the call. If any are links to private Notion pages, please invite [email protected] as a guest.

Do you host a community?

Acknowledgements

The first batch of emails may take up to 4 weeks to create

What this means → the first batch of emails is very important and when we allow for minor revisions and adjustments with the client. We also review social channels, existing content, and build a database of content to use in your newsletters.
This process can take up to 4 weeks after the onboarding call before the first email is scheduled to send. We will be able to provide an estimated turnaround time after the onboarding call.

Do you understand that emails are sent for review and not approval?

What this means → you will receive a Google Doc with all the upcoming month's emails two weeks before they start sending. If you make changes, we will proof before sending. If you do not make any changes, the emails will go out as scheduled.
Do you understand that emails are sent for review and not approval?
A