The Working System

Below is a 10-point outline of how I begin, write, and complete new projects.

If you would like more information before beginning a project, please contact me and I’ll send you a complete information packet.

  1. Initial Contact

You’ve found me here, congratulations! Please contact me via this website or email me at I offer a free 20-minute consultation prior to step 2 so that we can decide if your project needs and my schedule and style will work well together.

  1. Discussing the Project and Completing the Questionnaire

Once we decide to move forward together I like to get as much information as possible, either on the phone or in person, about your business and how it operates, the current state of your marketing, and what your goals are for working together. We can discuss briefly, and then I will send you a questionnaire in which you can provide more details.

The questionnaire should take about 15 to 30 minutes to complete, and it is time well spent, as the better I understand your business and your goals, the better I can tailor the writing and suggestions to those goals. Once you return the questionnaire I like to have a follow-up phone call or meeting in which I present my proposal and where we discuss the strategy for moving forward.

  1. Investment and Getting Started

Please see the Services page for a general list of services and their investment range. As part of the proposal, I will include an itemized list of what I plan to do, along with the investment amounts. I choose the amounts based on length and difficulty and estimated amount of hours to complete the project, including time spent for research. Please note that 50% of the total invoice amount is required to begin work.

  1. Research

My research process consists of a mix of Internet research, book, and library research, and discussions with you and/or your sales staff or other members of your team. I like to include you, the client, in the research process as no one knows more about your products and services than you and your team. Depending on the length and breadth of the project, this stage can take anywhere from one to three weeks.

Please note that this is a crucial step to increasing your profits. Knowing what to write and to whom are arguably more important than the writing itself. As I always like say, “You get no points for writing the wrong thing beautifully.”

  1. Collaboration

Once I have gathered all necessary research, I am flexible with communicating the writing process. If you like weekly reports, I can provide them. Or, if you prefer I only contact you with specific questions or issues, that is fine as well. I have included in the questionnaire a section about your preferences, and have no trouble adhering to that.

  1. Review of First Drafts

Once the research is done and I begin writing the project, I will send you a soft deadline. That is, a date by which you can expect the first draft and when we can go over revisions. This can range between one week to four weeks, depending on the project.

I can usually get an idea of the length of time it will take during the research process and will let you know as soon as possible when to expect the first draft.

  1. Revision Process

Once I submit to you the first draft, you will work on your own schedule. You will review it and mark changes. You can then resubmit it to me, and if the revisions are extensive or if I have questions, we can arrange a phone call to go over them. We’ll work together to ensure the best possible copy for achieving your goals.

  1. Additional Reviews

After the follow-up call I will make all agreed-upon changes and resubmit to you. At this time you can either approve the final copy or make further changes. We will review and revise the copy until you are absolutely satisfied with it.

  1. Final Approval and Investment

Once you have decided the copy is complete and final, I will mark it “Final” and submit it to you. Once the final copy has been submitted and approved, I will then send my invoice for the remaining 50%. The invoice is to be paid upon receipt, either via paper check or direct deposit.

  1. Transition to New Projects

Once the project is completed to your satisfaction, we can move on to other projects right away!

Please feel free to contact me with any questions you may have about the research and writing process. Thanks!